The Inside Track – 15th December 2014

This week we are particularly interested in US inflation on Wednesday night; the market is currently expecting a headline number (-0.1%) and a core number (0.1%). » Read more

The Inside Track – 8th December 2014

As talk of RBA rate cuts gathers pace the AUD is trading on the back foot across the board. » Read more

The Inside Track – 1st December 2014

The USD remained immune to indifferent economic data and a challenge to shale oil expansion from OPEC oversupply and subsequent oil price collapse. Near record USD long positions will... » Read more

The Inside Track – 24th November 2014

AUD taking some benefit from a surprise PBOC interest rate cut, but the impact on the overall Chinese economy is expected to be muted. » Read more

The Inside Track – 17th November 2014

The AUD mounted a strong recovery last week highlighting the importance of monitoring market positioning and applying a pragmatic take on the headline grabbers! » Read more

The Inside Track – 10th November 2014

Going into the weekend the market held record USD long positions, thus despite the only modest miss of the non-farm payrolls it was enough to trigger significant profit taking. » Read more

The Inside Track – 3rd November 2014

This week sees a much busier data calendar; locally we have Retail Sales, the Trade Balance, and the RBA decision inconveniently all on Melbourne Cup day! » Read more

The Inside Track – 27th October 2014

The Ebola sell-off of the AUD on Friday was reversed through the weekend, with the AUD now looking pretty range bound in most pairs. » Read more

The Inside Track – 20th October 2014

Recent USD weakness in EUR/USD and USD/JPY seems to have stalled and appears to be only a correction in the medium USD bull trend.  Should the equity market recovery... » Read more

The Inside Track – 13th October 2013

Key Themes: Risk Off! On global growth concerns. French credit outlook downgraded The European economy looks very fragile and likely to apply continued pressure on EUR/USD The Fed may slow... » Read more