search button 
  • home
  • contact us
  • about us
  • what's new
  Your account
 

bell direct logo

  • Register now
  • Trade now
  • Share school
  • Market news
 
 
Home Share school Julia's education articles
  • Share school
  • FAQs
  • Glossary
  • Education
  • About Julia Lee
  • Julia's education articles
    • Scanning
    • Marking time
    • stock picks 2012
    • 2011 year in review
    • Are valuations cheap?
    • Volatility & returns
    • Turning points in a bear market
    • Bear market
    • Interest rate securities
    • Profit in a bear market
    • Stock picks 2012
    • Scorecard EOFY 2011
    • Bubbles
    • Portfolio construction
    • Confession season
    • Mining valuations
    • Moving averages
    • Oil crisis
    • Charting
    • Currency ETF
    • Sovereign debt
    • Mining services stocks
    • Aussie fear index
    • Magic formula
    • Tipping point
    • Aluminium
    • Myth of EMH
    • Food & fuel
    • Overreaction
    • Investing for dividends
    • Pricing uncertainty
    • Risk management
    • Japan
    • World Cup
    • Austrian school
    • Beta
    • Profit in tumbling market
    • Fools gold
    • Fear
    • Mayday
    • Support resistance unusual volume
    • Biotech
    • Currency
    • Property shares
    • MACD
    • Earnings seasons
    • Make money
    • Combining technical & fundamental
    • January 2010
    • Share value
    • Essential tools
    • Resolutions in 2010
    • Gifting shares
    • Santa rally
    • Exotic
    • 2009 year in review
    • Green
    • Compounding profits
    • Gold fever
    • Time to buy?
    • Recommendations
    • Aussie dollar
    • Diamonds in the rough
    • Cash is king
    • The September effect
    • Unusual volume
    • Recovery advantage
    • Profit
    • MythBusters
    • China crazy
    • Making money
    • Recovery
    • Scorecard Time
    • The new financial year
    • Exchange traded funds
    • Golden cross
    • Performance metrics
    • Leading/lagging
    • Tax time
    • Moving average and the bear market
    • Valuing with NTA
    • Recession indicators
    • cheap
    • Fibonacci
    • Downtrend
    • Trends
    • Cycle
    • The January effect
    • Year of the Ox
    • Recession
    • Compounding
    • Lessons
    • New year's resolutions
    • Christmas update 2008
    • Looking at the glass half full
    • Interest rates are falling
    • Scorecard
    • Day trading
    • Shopping for dividends
    • US election
    • Support and resistance
    • Capitulation
    • Gold
    • Value investing
    • Short selling
    • Falling share prices
    • Breaking down AIG
    • Top 5 keys to success
    • Market consolidation
    • Interest rates going down
    • Methods for choosing shares
    • What moves share prices?

Currency a barometer of risk

31 March 2010

The Australian dollar is at its highest for more than decade against the euro and at a multi-decade high against the pound. What does this tell us about the situation in Europe and the impact that this is likely to have on the Australian sharemarket?

Currency markets

Risk and uncertainty in the sharemarket is on the rise. How do we know this? One place in which we can see this unfolding is through the currency markets.

Euro against AUD

The euro is at an all-time low and you can see by the graph above which shows the EURAUD FX, that it has seen a dramatic fall against the Aussie dollar in the past year.

This demonstrates the uncertainty in the euro zone at the moment. Watch for a reversal in this trend to demonstrate that perhaps the tide has turned.

Safe havens

One of the best ways to get a handle on risk in the markets is examine the relationship between the Australian dollar versus the US dollar or Japanese yen.

When there is uncertainty, investors and traders tend to move towards safe havens. In the currency markets, the US dollar and Japanese yen are considered safe havens.

While this may seem strange with both Japan and the US experiencing weak economies, when it comes to currency trades, people tend to get back into these traditional safe haven currencies when things turn bad.

Commodities and the Aussie dollar

In contrast, the Australian dollar is seen as a risky currency despite our relatively strong economy. That's because our currency is seen as tied to the global demand from commodities.

Carry trades

People turn to currency trades partly due to the carry trade. This is when you buy a higher yielding currency such as the Aussie dollar and sell the lower yielding currencies such as the US dollar.

When things start looking bad, people try to unwind their carry trades and this results in buying back the US dollar and selling the Aussie dollar. So some of the perception around safe havens comes from the role of the US dollar and Japanese yen as a cheap funding currency in risky carry trades which are unwound when things start looking bad.

Risky assets

So we can easily see whether traders are tending towards risky assets such as the sharemarket or towards safe assets such as cash through the rise or fall of the Aussie dollar against the USD.

You can see in the chart below which shows AUD/USD in the last year that between March 2009 to October 2009, investors were comfortable to add risk. In the last few months, it's been a battle between the risk takers and the risk adverse. You can see risk taking being in fashion when the AUD is rising and the battle between risk takers and risk averse with Aussie dollar moving sideways over the last few months.

USD against AUD

So while we don't have a fear index like the VIX (a volatility index used in the US) to measure volatility in the Australian market, we can refer to currency trading to see whether investors are generally becoming more risk takers (and hence moving back into shares) or risk averse and moving towards currency markets.

Happy trading!

Julia Lee
Equities Analyst
Bell Direct

Have you started trading with Bell Direct for just $15 a trade? Register now for free.

sign in

Username:

Password:

remember me reset password

Username

 

Not a member?

register
/MarketNews/ /MarketNews/ Follow us

The Bell Direct service is provided by Third Party Platform Pty Limited trading as "Bell Direct" (ABN 74 121 227 905) an Australian Financial Services licensee (AFSL 314341) and a Participant of the ASX Limited Group. Bell Direct does not provide investment advice. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available on this website.

  • © 2012 Bell Direct
  • Privacy Policy
  • Terms and Conditions
  • Financial Services Guide
  • Site Map