SGM-FX insights

Our Daily Brief provides insights into the news and views driving today’s foreign currency exchange rates.

Morning Brief – Mass Spectrometry

Morning Brief – Mass Spectrometry

SGM-FX Thu 3 Oct 2019

Mass Spectrometry   The process of mass spectrometry in its crudest format involves separating the components of a substance into its basic parts to allow us to understand what exactly makes it up. Invented shortly after World War I, the process is still used in areas of criminal and analytical investigation. I reckon it’s about […]

Morning Brief – Taiwan and Typhoon Mitag

Morning Brief – Taiwan and Typhoon Mitag

SGM-FX Wed 2 Oct 2019

Taiwan and Typhoon Mitag   Despite markets, schools, airports and businesses being shut on Monday here in Taipei, Taiwan where I am writing this, there has been some unexpected good news for the economy. Analysts had concluded that Taiwan would suffer badly from the US-China trade war. Instead international funds are investing once again and […]

Morning Brief – Borderline

Morning Brief – Borderline

SGM-FX Tue 1 Oct 2019

Borderline   The best way to solve a problem in politics, almost without exception, is to present the simplest form of the idea possible to maximise the expectation of success that each voter carries. What’s not a particularly grand idea in most scenarios, and certainly not when attempting to do something quickly, is to redefine […]

Morning Brief – China and Hong Kong: enigma

Morning Brief – China and Hong Kong: enigma

SGM-FX Mon 30 Sep 2019

China and Hong Kong: enigma   The incredibly successful statistics from China throw out a big question of which more below. Between 1952 and 2018 GDP averaged 8.1%. Life expectancy has risen from 35 in 1949 to 77 today. 770M people have been taken out of poverty since 1978. More than $2 trillion has entered […]

Morning Brief – Largest Risk Facing Global Economy

Morning Brief – Largest Risk Facing Global Economy

SGM-FX Fri 27 Sep 2019

Largest Risk Facing Global Economy   This is the lack of policy instruments at the disposal of central banks in the event of a financial crisis: with interest rates on historic lows and the ability to provide any fiscal stimulus heavily curtailed, the options available are limited. Nothing obvious in the way of a solution […]

Morning Brief – Gladiators, are you ready?

Morning Brief – Gladiators, are you ready?

SGM-FX Thu 26 Sep 2019

Gladiators, are you ready?   I’m sure BBC Parliament has never had quite so many viewers as it enjoyed yesterday. Markets were fixated as usual with the political developments of the day in their pursuit to value domestic equity, currency and fixed income assets, but this time the population also turned to the Commons. Johnson, […]

Morning Brief – NoDeal Brexit: What the bookies say: And Over the Rainbow

Morning Brief – NoDeal Brexit: What the bookies say: And Over the Rainbow

SGM-FX Wed 25 Sep 2019

NoDeal Brexit: What the bookies say: And Over the Rainbow   After yesterday’s court ruling and with 37 days left to the current deadline: 40% probability of NoDeal. And that is despite the Benn Amendment that prevents the U.K. leaving with NoDeal(!) Meanwhile the cliff edge uncertainty has sent UK factory output expectations to a […]

Morning Brief – Sagging

Morning Brief – Sagging

SGM-FX Tue 24 Sep 2019

Sagging   Of the $6.6tn daily foreign exchange market, trading across the two leviathans, EUR and USD, takes the lion’s share. In normal times then, the sheer weight of demand and supply behind both of these two major currencies makes the EURUSD pair relatively flat. However, when presented with a big enough reason, the value […]

Morning Brief – Don’t just book it: Thomas Cook it….

Morning Brief – Don’t just book it: Thomas Cook it….

SGM-FX Mon 23 Sep 2019

  Don’t just book it: Thomas Cook it….   Will have a new meaning for the 600,000 customers abroad as at last night of which approximately one third are British and need to be repatriated. The venerable company founded in 1841 has no national significance so will not be saved by the UK Government. Chinese […]

Morning Brief – China: The Growth Story

Morning Brief – China: The Growth Story

SGM-FX Fri 20 Sep 2019

China: The Growth Story   Bizarre really that market analysts are wringing their collective hands because China’s growth for this quarter may dip below 6% after 6.2% in the last reported March to June period. In Europe’s anaemic world, we can only dream about such a figure. Needless to say the headlines will all reflect […]

Morning Brief – Top Trumps

Morning Brief – Top Trumps

SGM-FX Thu 19 Sep 2019

Top Trumps   As eagle eyed purveyors of the foreign exchange market I’m sure each of you reading this would have been keeping a watchful eye over the actions of the Federal Reserve Bank in the United States and UK inflation yesterday. In fact, both events seem like they might go down as the two most important […]

Morning Brief – Windfall or the Economics of the Madhouse

Morning Brief – Windfall or the Economics of the Madhouse

SGM-FX Wed 18 Sep 2019

Windfall or the Economics of the Madhouse   To most of us including the Cambridge English Dictionary a windfall is an amount of money that you win or receive unexpectedly. The managers of Eurozone economics view a windfall as being money that they have saved due to lower global interest rates. Now this may seem […]

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