James Riley
The sheer size of the US Government’s internal budget deficit in 2019, which will require a significant increase in the supply of Treasury Bonds, will be a major US dollar negative in the future
25th Jun 18, 10:01am
The sheer size of the US Government’s internal budget deficit in 2019, which will require a significant increase in the supply of Treasury Bonds, will be a major US dollar negative in the future
Weak business confidence in New Zealand's public policy makers could trigger a currency downgrade if Thursday's GDP data shows an evaporating growth track
18th Jun 18, 8:46am
Weak business confidence in New Zealand's public policy makers could trigger a currency downgrade if Thursday's GDP data shows an evaporating growth track
Here are the likely responses in the currency markets to the NZD from the various forces that are about to play out, from local data, to capricious American policy jerks, to ECB tapering
11th Jun 18, 7:49am
Here are the likely responses in the currency markets to the NZD from the various forces that are about to play out, from local data, to capricious American policy jerks, to ECB tapering
Although the immediate threats are priced in to the value of the NZD, markets are forgetting that our currency does get safe-haven benefits during debt crises in other regions
4th Jun 18, 10:01am
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Although the immediate threats are priced in to the value of the NZD, markets are forgetting that our currency does get safe-haven benefits during debt crises in other regions
The rise of the greenback may have run it course as markets accept the ECB is a long way from unwinding, and the American economy's growth is uncertain. The Kiwi dollar is under much less pressure now
29th May 18, 8:30am
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The rise of the greenback may have run it course as markets accept the ECB is a long way from unwinding, and the American economy's growth is uncertain. The Kiwi dollar is under much less pressure now
A relief bounce following the Budget comes as hedge fund book squaring stops the slide in the NZD and other selling forces run out of steam at US$0.6850
21st May 18, 8:24am
A relief bounce following the Budget comes as hedge fund book squaring stops the slide in the NZD and other selling forces run out of steam at US$0.6850
Interpretation of Orr's first MPS has been unrealisticaly conservative, ignoring the realities of our economy, says James Riley. The most likely direction of the NZD is up
14th May 18, 8:29am
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Interpretation of Orr's first MPS has been unrealisticaly conservative, ignoring the realities of our economy, says James Riley. The most likely direction of the NZD is up