About
Alex Ross
Latest articles
Alex Ross sees disorderly yield spikes as suddenly the largest short-term risk, and they traditionally hit commodities and commodity linked currencies (such as NZD and AUD) the hardest
22nd Mar 21, 8:21am
Alex Ross sees disorderly yield spikes as suddenly the largest short-term risk, and they traditionally hit commodities and commodity linked currencies (such as NZD and AUD) the hardest
Alex Ross will be watching the US Fed for signs of yield curve controls because a successful restraining of bond yield rises could create a Goldilocks moment for the NZD
15th Mar 21, 8:38am
Alex Ross will be watching the US Fed for signs of yield curve controls because a successful restraining of bond yield rises could create a Goldilocks moment for the NZD
Alex Ross says central banks are now playing game theory with markets thinking they can win, when ultimately markets will be ready to have that head on collision if needed
8th Mar 21, 8:06am
15
Alex Ross says central banks are now playing game theory with markets thinking they can win, when ultimately markets will be ready to have that head on collision if needed
Producing less for more cost. Alex Ross says central bank policies no longer determine inflation and their delusion is worrying bond markets. The currency consequences when the inflation river crests will produce another taper tantrum
1st Mar 21, 8:57am
1
Producing less for more cost. Alex Ross says central bank policies no longer determine inflation and their delusion is worrying bond markets. The currency consequences when the inflation river crests will produce another taper tantrum
Alex Ross says we are in the midst of a Dollar Smile. Meanwhile the Chinese yuan is getting a hawkish push while the Japanese yen is getting the opposite. And is the RBNZ snookered?
22nd Feb 21, 8:08am
1
Alex Ross says we are in the midst of a Dollar Smile. Meanwhile the Chinese yuan is getting a hawkish push while the Japanese yen is getting the opposite. And is the RBNZ snookered?
Alex Ross points out that distortions tend to end badly and to avoid it we may need a carrot to encourage productive investment and a stick to reduce the non-productive type
15th Feb 21, 8:31am
7
Alex Ross points out that distortions tend to end badly and to avoid it we may need a carrot to encourage productive investment and a stick to reduce the non-productive type
Alex Ross points out the RBNZ may end up in a tight place as the major central banks move to average inflation targeting, oil prices rise, and overshoot is at risk especially for the NZD
8th Feb 21, 9:28am
13
Alex Ross points out the RBNZ may end up in a tight place as the major central banks move to average inflation targeting, oil prices rise, and overshoot is at risk especially for the NZD
Alex Ross says things have gotten really crazy in financial markets with excesses everywhere you look. He suggests how importers and exporters should protect themselves while participating in fx markets
25th Jan 21, 8:32am
13
Alex Ross says things have gotten really crazy in financial markets with excesses everywhere you look. He suggests how importers and exporters should protect themselves while participating in fx markets
Alex Ross points out that the US dollar generally strengthens when Democrats control Congress although it may take most of 2021 for that to work through
18th Jan 21, 8:49am
Alex Ross points out that the US dollar generally strengthens when Democrats control Congress although it may take most of 2021 for that to work through
As the Kiwi dollar rides the speculative bubble, Alex Ross sees markets at the delusional stage, a stage set for a major bubble bursting in 2021 as everyone else enters the year thinking the current exuberance is the new normal
11th Jan 21, 8:50am
30
As the Kiwi dollar rides the speculative bubble, Alex Ross sees markets at the delusional stage, a stage set for a major bubble bursting in 2021 as everyone else enters the year thinking the current exuberance is the new normal
Alex Ross says excess liquidity is the Kiwi’s best friend right now but sometime in 2021 it’s likely to become its biggest risk
21st Dec 20, 8:30am
2
Alex Ross says excess liquidity is the Kiwi’s best friend right now but sometime in 2021 it’s likely to become its biggest risk
Alex Ross says as global growth picks up, most Asian economies look set to boom, powered by central bank punchbowls. More Chinese alcohol may be about to be added to the mixture
14th Dec 20, 8:20am
3
Alex Ross says as global growth picks up, most Asian economies look set to boom, powered by central bank punchbowls. More Chinese alcohol may be about to be added to the mixture
Alex Ross sees APAC currencies benefiting as 2021 arrives. But prepare for volatility as some central banks try to counter the falling USD. And longer term, the EUR isn't looking good
7th Dec 20, 8:12am
1
Alex Ross sees APAC currencies benefiting as 2021 arrives. But prepare for volatility as some central banks try to counter the falling USD. And longer term, the EUR isn't looking good
[sponsored]
Western Union's Alex Ross is watching for a key economy to start to raise interest rates because that will signal new directions for exchange rate relationships. Now is a time to set strategies for a potentially volatile transition
5th Dec 20, 12:19pm
Western Union's Alex Ross is watching for a key economy to start to raise interest rates because that will signal new directions for exchange rate relationships. Now is a time to set strategies for a potentially volatile transition
Alex Ross sees the reflation trade alive and well. But if a return to normality means a withdrawal of artificially suppressed rates and stimulus, will this be positive for the Kiwi in the medium term? Perhaps not
30th Nov 20, 7:58am
Alex Ross sees the reflation trade alive and well. But if a return to normality means a withdrawal of artificially suppressed rates and stimulus, will this be positive for the Kiwi in the medium term? Perhaps not
Many central banks are looking nervously at the demise of the US dollar, and that probably includes the RBNZ. It is instability unwelcomed in the middle of the pandemic stresses
23rd Nov 20, 7:59am
5
Many central banks are looking nervously at the demise of the US dollar, and that probably includes the RBNZ. It is instability unwelcomed in the middle of the pandemic stresses
Although the present currency and economic situation looks very challenging, markets are looking forward with bullish optimism in the face of the second wave COVID risk, says Alex Ross
16th Nov 20, 8:01am
Although the present currency and economic situation looks very challenging, markets are looking forward with bullish optimism in the face of the second wave COVID risk, says Alex Ross
A mix of black and blue skies lie ahead for the FX market after Biden takes the White House, and rising COVID-19 cases in Europe
9th Nov 20, 6:23am
3
A mix of black and blue skies lie ahead for the FX market after Biden takes the White House, and rising COVID-19 cases in Europe
US election headlines a massive week that also features plenty of central bank action as well as jobs data and pandemic influences. Few positives are expected
2nd Nov 20, 7:45am
US election headlines a massive week that also features plenty of central bank action as well as jobs data and pandemic influences. Few positives are expected
The impending US election casts a fog over Asian currency movements. Overall markets have become complacent and vulnerable to an economic surprise. The pandemic resurgence is under-priced
27th Oct 20, 8:00am
3
The impending US election casts a fog over Asian currency movements. Overall markets have become complacent and vulnerable to an economic surprise. The pandemic resurgence is under-priced
China leads a recovery in export trade by Asian nations which is keeping some currencies elevated. Alex Ross expects our new government to prioritise exports and want to keep the NZD lower
19th Oct 20, 8:29am
China leads a recovery in export trade by Asian nations which is keeping some currencies elevated. Alex Ross expects our new government to prioritise exports and want to keep the NZD lower
Asian currencies double down on a Democrat clean sweep in the US. Alex Ross is also watching how central banks react to a slowing velocity of money, and whether a reflation is really coming
12th Oct 20, 8:07am
6
Asian currencies double down on a Democrat clean sweep in the US. Alex Ross is also watching how central banks react to a slowing velocity of money, and whether a reflation is really coming
Alex Ross finds that a rising Chinese yuan is keeping the NZD competitive in the China trade. But can it last? One big bank is now shorting the NZD
5th Oct 20, 8:14am
6
Alex Ross finds that a rising Chinese yuan is keeping the NZD competitive in the China trade. But can it last? One big bank is now shorting the NZD
New contributor Alex Ross assesses the currency pressures on the NZD and looks how the majors will move over the coming week, from the USD, CNY, INR, and other Asian influences
28th Sep 20, 7:55am
New contributor Alex Ross assesses the currency pressures on the NZD and looks how the majors will move over the coming week, from the USD, CNY, INR, and other Asian influences