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Raiko Shareef
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Eurozone QE program extended, disappoints market who expected more; carry trade play behind recent NZD and AUD strength against USD
4th Dec 15, 8:32am
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Eurozone QE program extended, disappoints market who expected more; carry trade play behind recent NZD and AUD strength against USD
Underlying details in strong Australian GDP reading encouraging; USD pegs back recent losses on ADP report and Yellen's speech; NZD/USD above 67 will be a tough ask
3rd Dec 15, 8:14am
Underlying details in strong Australian GDP reading encouraging; USD pegs back recent losses on ADP report and Yellen's speech; NZD/USD above 67 will be a tough ask
NZD/USD punches through 66c as US manufacturing report disappoints; fundamental factors supporting NZD & AUD; modest gain for dairy prices
2nd Dec 15, 8:33am
NZD/USD punches through 66c as US manufacturing report disappoints; fundamental factors supporting NZD & AUD; modest gain for dairy prices
Chinese Yuan to be included in SDR reserve currency basket; easier monetary policy and low volatility environment helping NZD & AUD climb
1st Dec 15, 8:16am
Chinese Yuan to be included in SDR reserve currency basket; easier monetary policy and low volatility environment helping NZD & AUD climb
US jobs, ECB, Yellen and China may all combine to bring volitile currency trading. Local data today will start a week of major releases
30th Nov 15, 8:40am
US jobs, ECB, Yellen and China may all combine to bring volitile currency trading. Local data today will start a week of major releases
Profit taking on USD positions has NZD/USD testing 66c level; something for both doves and hawks in latest Fed minutes
20th Nov 15, 8:17am
Profit taking on USD positions has NZD/USD testing 66c level; something for both doves and hawks in latest Fed minutes
Now markets accept rate rise, Fed now setting future track expectations. Eyes on Yuan rate facing break, which could weigh on the NZD
19th Nov 15, 8:07am
Now markets accept rate rise, Fed now setting future track expectations. Eyes on Yuan rate facing break, which could weigh on the NZD
NZD reaction to drop in dairy prices surprisingly muted. Eyes on Fed minutes; investors may use them to take USD profits
18th Nov 15, 8:15am
NZD reaction to drop in dairy prices surprisingly muted. Eyes on Fed minutes; investors may use them to take USD profits
NZD/USD breaks through key support level on USD buying; Japan back in recession for second time since 2012; EUR remains under heavy pressure
17th Nov 15, 8:33am
NZD/USD breaks through key support level on USD buying; Japan back in recession for second time since 2012; EUR remains under heavy pressure
Little early currency market reaction to France attack. IMF to add yuan to SDR basket. NZD expected to fall after the next dairy auction
16th Nov 15, 8:21am
Little early currency market reaction to France attack. IMF to add yuan to SDR basket. NZD expected to fall after the next dairy auction
Sharply lower oil prices as US stocks swell, but that does not move currencies much. China data has little impact
12th Nov 15, 8:25am
Sharply lower oil prices as US stocks swell, but that does not move currencies much. China data has little impact
NZD oscillating between 50-day and 100-day moving averages but could break out on FSR report; Portugal's government falls, bonds sell off; Euro hits fresh 6-month lows
11th Nov 15, 8:24am
NZD oscillating between 50-day and 100-day moving averages but could break out on FSR report; Portugal's government falls, bonds sell off; Euro hits fresh 6-month lows
Worries about Fed hikes has stocks on back foot. Eyes now on Asia. ECB pondering larger rate cut in December. NZD in no-mans land
10th Nov 15, 8:20am
Worries about Fed hikes has stocks on back foot. Eyes now on Asia. ECB pondering larger rate cut in December. NZD in no-mans land
October’s US non-farm payrolls punched the lights out; USD gains 1.0%+ against major currencies; soft China trade data may set early trading tone
9th Nov 15, 8:18am
October’s US non-farm payrolls punched the lights out; USD gains 1.0%+ against major currencies; soft China trade data may set early trading tone
If FOMC language fails to soften, risk assets would likely be adversely affected; NZD/USD just keeps head above water; NZD/AUD should be at 0.89 on fair value modelling
28th Oct 15, 8:18am
If FOMC language fails to soften, risk assets would likely be adversely affected; NZD/USD just keeps head above water; NZD/AUD should be at 0.89 on fair value modelling
Policy gamesmanship intensifies as China and the Eurozone position for impact of potential Fed rise. Japan may also ease as may RBNZ
27th Oct 15, 8:32am
Policy gamesmanship intensifies as China and the Eurozone position for impact of potential Fed rise. Japan may also ease as may RBNZ
Changed tone at the ECB as more stimulus signaled before end of year. Markets see gains for commodity currencies, NZD rises
23rd Oct 15, 8:21am
Changed tone at the ECB as more stimulus signaled before end of year. Markets see gains for commodity currencies, NZD rises
Shanghai drops on profit-taking. Eyes on building US debt ceiling stress and uncertain political tensions
22nd Oct 15, 9:12am
Shanghai drops on profit-taking. Eyes on building US debt ceiling stress and uncertain political tensions
NZ rates push higher across the curve and steepen. US rates fall as oil prices sag. Eyes on Draghi and the ECB
22nd Oct 15, 8:32am
NZ rates push higher across the curve and steepen. US rates fall as oil prices sag. Eyes on Draghi and the ECB
NZD drops on dairy auction, and on updeat RBA tone. Dairy price drop surprises offshore investors
21st Oct 15, 8:48am
NZD drops on dairy auction, and on updeat RBA tone. Dairy price drop surprises offshore investors
RBA strikes an upbeat tone. US housing starts also beat expectations, especially for apartments. Dairy price drop may weigh on today's rates
21st Oct 15, 8:40am
RBA strikes an upbeat tone. US housing starts also beat expectations, especially for apartments. Dairy price drop may weigh on today's rates
Soft China data and higher Saudi oil output rein in China risk appetite. Markets ignore very strong US NAHB housing market index
20th Oct 15, 9:01am
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Soft China data and higher Saudi oil output rein in China risk appetite. Markets ignore very strong US NAHB housing market index
Although Wheeler reluctant to cut and pressures fade, another cut by year end seen by BNZ as "extremely probable"
20th Oct 15, 8:51am
Although Wheeler reluctant to cut and pressures fade, another cut by year end seen by BNZ as "extremely probable"
US data improves showing robust growth in consumer spending. RBA housing warnings hurt AUD, a threat to the NZD
19th Oct 15, 8:31am
US data improves showing robust growth in consumer spending. RBA housing warnings hurt AUD, a threat to the NZD
Weaker US ISM numbers stops positive NZD momentum; BNZ continues to forecast NZD outperformance in near-term; soft US unemployment data could evoke negative reaction
2nd Oct 15, 8:38am
Weaker US ISM numbers stops positive NZD momentum; BNZ continues to forecast NZD outperformance in near-term; soft US unemployment data could evoke negative reaction