• THREE EVENTS TO SHAKE UP THE WORLD
    Wednesday, 24th February 2010
    BORIS SCHLOSSBERG
    FOLLOWING weeks of turbulence, FX appears to have found temporary support. So this week I want to consider three unlikely, but not improbable, scenarios that could have a radical impact on the... [Read more]

  • BUGS SHOULD NOT GIVE UP ON GOLD YET
    Wednesday, 10th February 2010
    AS GOLD fell sharply last week while the dollar rose, it attracted a chorus of I-told-you-so critics who pointed to gold’s rapid decline as proof that the metal was a poor source of safety in times... [Read more]
  • JOBS ARE KEY TO AMERICAN 2010 GROWTH
    Wednesday, 3rd February 2010
    DIRECTOR OF CURRENCY RESEARCH, GFT
    CHINA was the biggest market surprise in 2009 as the country’s GDP growth almost single handedly rescued the world from the worst economic recession since the war. The continuation of the recovery... [Read more]
  • US POLITICAL TURBULENCE HITS DOLLAR
    Wednesday, 27th January 2010
    DIRECTOR OF CURRENCY RESEARCH, GFT DURING times of stress in the markets, the dollar generally rises as risk averse investors flock to the safety of the world’s reserve currency. However, that... [Read more]

  • EURO-DOLLAR HANGING IN THE BALANCE
    Wednesday, 20th January 2010
    DIRECTOR OF CURRENCY RESEARCH, GFT Although the year is barely two weeks old it is already becoming abundantly clear to most currency traders that rates on both sides of the Atlantic are like to... [Read more]
  • CHINA BUBBLE IS A RISK FOR YEN SHORTS
    Wednesday, 13th January 2010
    BORIS SCHLOSSBERG DIRECTOR OF CURRENCY RESEARCH, GFT ASK FX strategists what their favourite trade for 2010 is and the chances are most will say long dollar-yen. The conventional wisdom in the forex... [Read more]
  • IF YOU’VE LOST CONFIDENCE, GO FOR GOLD
    Wednesday, 6th January 2010
    BORIS SCHLOSSBERG
    DIRECTOR OF CURRENCY RESEARCH, GFT PERHAPS the biggest irony of the past decade has been the fact that despite all the new financial products – ETFs, CDOs, CDSs and so on – the best return was earned... [Read more]
  • EURO HAS HIT ITS TOP, FOR NOW AT LEAST
    Wednesday, 28th October 2009
    BORIS SCHLOSSBERGDIRECTOR OF CURRENCY RESEARCH, GFT LAST week, after dramatic moves and countermoves in the currency market, the euro-US dollar pair finally broke through the critical 1.50 barrier.... [Read more]
  • EXPECT MORE WEAKNESS IN GREENBACK
    Wednesday, 7th October 2009
    BORIS SCHLOSSBERGDIRECTOR OF CURRENCY RESEARCH, GFT LAST week’s dismal US unemployment data was a depressing reminder to the currency market that the American economy, which at one time served... [Read more]