Monthly Archives: May 2009

American Terms/European Terms

American Terms
When the USD is the numerator
European Terms
When the USD is the denominator.
→ NOTE:
In a ratio, the numerator number before the backslash, and the denominator is the number after the backslash, i.e. numerator/denominator.

→ EXAMPLE:
USD/CHF (American terms)

EUR/USD (European terms
Study Guide >> Definitions and Terminology >> American Terms and European Terms

Forex Regulatory Requirements

Forex Regulatory Requirements

CFTC jurisdiction and jurisdictional limitations
Conflicts of interest
Disclosures to customers
Jurisdictional & regulatory framework
Know your customer
NFA Interpretive Notice Regarding Forex  Transactions
NFA Interpretive Notice      Compliance Rule 2-36(e): Supervision of the Use of Electronic Trading Systems
NFA Notice to Members: Supervision of Forex Promotional Materials
NFA membership and associate membership requirements
Promotional material & solicitation
Registration requirements
Reports to customers, confirmations, monthly  [...]

Forex Market Concepts

Forex Market – Concepts, Theories, Economic Factors and Indicators, Participants

Balance of payments
Balance of trade
Bank for International Settlements (BIS)
Capital account
Current account
Central bank activities, intervention, sterilized intervention, interference
Clearing House Interbank Payment  System (CHIPS)
Discount rate
Economic indicators: employment, consumer spending, income, industrial  and inflation indicators
Elasticity of exchange rates
Exchange rate intervention
Exchange rate volatility
Federal Reserve Board, Fedwire
Fiscal policy
Fisher effect
Foreign investment [...]

Forex Trading Risks

Forex Risks Associated with Forex Trading

Country or sovereign risk
Credit risk
Exchange rate risk
Interest rate risk
Liquidity risk
Market risk
Operational risk
Settlement risk, Herstaat risk

Forex Trading Calculations

Cross rate transactions
Effects of leverage calculations
Netting of positions
Open trade variation
Profit & loss calculations
Pip values, price after pips
Option and exotic option profit & loss calculations
Return on collateral, security deposit, margin
Transaction costs

Definitions and Terminology

American terms, European terms
Base currency, quote currency, terms currency, secondary currency
Bid/ask spread
Collateral, security deposit, margin
Forex Counterpary & Regulated Entities
Cross rates
Currency crosses
Currency pair
Direct quotes, indirect quotes
Exchange rate
Exotic options: barrier, double barrier, knock in, knock  out, compound options
Forward points
Forward rate, bid forward rate
Interest rate differential
Interest rate parity
Mark-ups, mark-downs
PIPs
Rollovers
Spot rate, spot price
Tom-next and spot-next
Trade date and settlement date
Swaps