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Better than expected US jobs numbers sees a US rally, US Treasury yields climb

Currencies
Better than expected US jobs numbers sees a US rally, US Treasury yields climb

The New Zealand dollar has fallen sharply this morning and is currently down to 77.1 USc.

At one point it was below 77 USc.

Better than expected jobs data out of the US saw the American currency gain on the news. Their unemployment rate was unchanged however.

The oil price has stayed high on the combination of tensions in Egypt, and low US inventories ahead of their driving season.

The improving employment situation has markets more convinced the Fed will start it's tapering shift sooner.

Yields on US Treasuries rose, with the 10yr yielding its highest in two years.

Gold however has fallen on the jobs data, now down to US$1,220 in late trade, off US$20 on the day.

The NZ dollar is now trading at 85.1 AUc.

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14 Comments

Oil up another 2%, DESPITE a rise in the US$. I suspect next week we will see NZ petrol hit an all time high, and its up about 6% in a few months. Increases in petrol send cascading inflationary effects through the economy, so lets see how long those RBNZ inflation figures stay 'benign' shall we.

By the way a) Egypt is a net importer of oil and b) the Suez canal tranships only about 5% of global oil so these claims that it is the Egyptian situation that is causing oil's strength seem rather trite. Clearly it is all that vast new supply of fracked oil onto the market that is forcing the price up.

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Andy, Agreed re inflation. But there will be some offset; oil is NZ's 4th most valuable export. The tankers, nth & sth, must wave at each other as they pass in the Pacific.

Regards, Ergophobia 

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The offset is negligable.

 

 

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Inflation will stay benign because ppl have no more money, so extra on petrol == less on something else.

regards

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Depends which methodology is empowered to disseminate such information.

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Petrol price at the pump for 91 is already at highest point as noted in David C's 90@9 last week.

Check out the petrol graph on the site here

http://www.interest.co.nz/charts/commodities/oil-and-petrol

 

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NZRB circus skills. Keeping Fontera happy + interest rates low whilst sitting on a bubble. Lets see how this goes for us.

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Saw an item on CNBC indicating USA will become self sufficent on the oil and energy front!

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Well it must be true then,  and it clearly explains why the cost of West Texas Intermediate crude continues to fall towards $50.

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Tis wrong, shale oil has a price of $114 a barrel and WTI is right now about $104...so $10 loss on every barrel.

Thats one neat way to become self-sufficient alright.

regards

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Yields on US Treasuries rose, with the 10yr yielding its highest in two years

 

Yep, The US T10 close before Independence day was 2.50%. Now up 24 bps @ 2.74%

 

These are serious loss making moves for the "risk on" advocates, it would pay to err on the side of necessity - capital proctection. Read more

 

The job numbers weren't that flash - but certainly indicated the under employed (u6) will  seek greater Federal care.

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Go here to learn the truth about US job numbers!

http://globaleconomicanalysis.blogspot.co.nz/

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moved

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Good to see petrol prices rising.

The higher the price the less the traffic on the roads, making for much less congestion.

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