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Muddled Structures In FX And The NFP

Published 08/05/2016, 12:18 AM

Mmmm… Things have become complicated… mostly. The Continental Europeans have been developing like a dream and these should be the easier pairs to work with. So the outlooks I have been detailing remain on track.

That’s the easy part. GBP/USD… Now that has departed from expectations big time following the BOE’s massive rate reduction. Seriously, does 0.25% make any difference? I’ve lived in Japan for 17 years with consistently low interest rates and periodic deflation and frankly I haven’t seen any impact. I’m just wondering how the Western countries are going to cope with the same thing for the coming 20-30 years… I’d suggest keeping a low profile in GBP/USD until there are stronger indications of how the structure develops… However, I find it hard to see it suddenly rush higher again.

Even the Aussie has stumbled and skewed the structure into a black hole – so we have an extra-added complication in this pair also. So currently, all bets should be taken off the table awaiting a catalyst. Oh! How convenient that it’s NFP day… This is an added incentive to keep your head below the parapet and patiently wait for a semblance of normality.

As for the JPY pairs… well, they’ve both been a bit choppy but still pointing in the right direction. The lower degree structures are pretty tough to follow, apt to have seen a pullback that looks like it is complete – only to see another correction. EUR/JPY has been declining and I think we will see it deeper but it has a less clear target. However, while USD/JPY has been equally erratic, we still have the choice of one of the three projection targets, and these may be critical in identifying after the announcement. It could see some pretty whippy moves… Take care.

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