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Ian Dobbs

US Fed's downgraded economic assessment drives USD down; AUD and NZD benefactors from USD slide; NZD continues to climb against AUD
24th Mar 15, 12:53pm
US Fed's downgraded economic assessment drives USD down; AUD and NZD benefactors from USD slide; NZD continues to climb against AUD
Inventories of stored oil at highest point since 1982; if Iran commence exporting again further downward pressure on oil prices; profit taking on USD ahead of FOMC meeting
17th Mar 15, 1:27pm
Inventories of stored oil at highest point since 1982; if Iran commence exporting again further downward pressure on oil prices; profit taking on USD ahead of FOMC meeting
Improving US economic picture boosts Chinese exports; Chinese trade balance improves significantly; Chinese rate cut designed to stabilise economic growth
10th Mar 15, 3:37pm
Improving US economic picture boosts Chinese exports; Chinese trade balance improves significantly; Chinese rate cut designed to stabilise economic growth
NZD could experience volatility with RBA announcement; US data supporting economic outlook & USD remains well supported; NZD/EUR trades near historical highs
3rd Mar 15, 3:20pm
NZD could experience volatility with RBA announcement; US data supporting economic outlook & USD remains well supported; NZD/EUR trades near historical highs
Greece's debt pile largely unsustainable although market reacts positively as agreement reached; market focus on Yellen speech; recent US data suggests slow down in economic activity
24th Feb 15, 1:22pm
Greece's debt pile largely unsustainable although market reacts positively as agreement reached; market focus on Yellen speech; recent US data suggests slow down in economic activity
Clock is ticking for Greece and a forced exit from the euro a possibility; expectations around RBA rate cuts gyrate between March and April
17th Feb 15, 3:59pm
Clock is ticking for Greece and a forced exit from the euro a possibility; expectations around RBA rate cuts gyrate between March and April
US employment data better-than-expected; no signs of Greek stand-off ending any time soon; China eases monetary policy
10th Feb 15, 8:58am
US employment data better-than-expected; no signs of Greek stand-off ending any time soon; China eases monetary policy
Divergent monetary policies supporting USD; significant uncertainty surrounds Greece and poses real risk for the Euro
3rd Feb 15, 4:14pm
Divergent monetary policies supporting USD; significant uncertainty surrounds Greece and poses real risk for the Euro
ECB QE announcement significant in its size and should see Euro under pressure; No surprise from Greek election; NZD & AUD trade lower on softer iron ore and a more neutral RBNZ view
27th Jan 15, 5:11pm
ECB QE announcement significant in its size and should see Euro under pressure; No surprise from Greek election; NZD & AUD trade lower on softer iron ore and a more neutral RBNZ view
Banks, hedge funds, traders and brokers affected by SNB surprise move; SNB lost over 60 bln by removing the CHF/EUR floor; Greek's go to the polls
20th Jan 15, 4:10pm
Banks, hedge funds, traders and brokers affected by SNB surprise move; SNB lost over 60 bln by removing the CHF/EUR floor; Greek's go to the polls
Lower levels of liquidity leaves prices vulnerable to volatility; NZD could come under pressure if Fonterra auction is weaker; Aussie dollar continues to struggle
16th Dec 14, 4:27pm
Lower levels of liquidity leaves prices vulnerable to volatility; NZD could come under pressure if Fonterra auction is weaker; Aussie dollar continues to struggle
US$ strength increases potential for interest rate hikes; rate cuts in Australia on the horizon; no consensus on QE in Europe as the eurozone economy continues to stagnate
9th Dec 14, 3:49pm
US$ strength increases potential for interest rate hikes; rate cuts in Australia on the horizon; no consensus on QE in Europe as the eurozone economy continues to stagnate
Sharp recovery in oil and gold boosts commodity bloc currencies; volatility likely to remain high; local data having little impact on NZD
2nd Dec 14, 3:01pm
Sharp recovery in oil and gold boosts commodity bloc currencies; volatility likely to remain high; local data having little impact on NZD
Australasian currencies initially reacted positively to Chinese stimulus; realisation hit market this was a sign of real problems facing China; PBoC move to ease financing difficulties for small companies
25th Nov 14, 3:25pm
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Australasian currencies initially reacted positively to Chinese stimulus; realisation hit market this was a sign of real problems facing China; PBoC move to ease financing difficulties for small companies
Rate hikes getting pushed out further in part due to falling oil prices; little evidence zero percent interest rates benefit economy in long term
18th Nov 14, 3:32pm
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Rate hikes getting pushed out further in part due to falling oil prices; little evidence zero percent interest rates benefit economy in long term
Europe and Japan in the economic quagmire while UK & US show signs of improvement; China remains vulnerable with significant risk in property and credit markets
11th Nov 14, 1:53pm
Europe and Japan in the economic quagmire while UK & US show signs of improvement; China remains vulnerable with significant risk in property and credit markets
Focus shifts to the next round of unemployment data; expect US strength to continue to years end; central banks in no hurry to hike
4th Nov 14, 2:49pm
Focus shifts to the next round of unemployment data; expect US strength to continue to years end; central banks in no hurry to hike
Expectations for rate hikes from Fed and BoE have been pushed back to end of 2015; lower oil prices offers stimulation to most economies
28th Oct 14, 2:31pm
Expectations for rate hikes from Fed and BoE have been pushed back to end of 2015; lower oil prices offers stimulation to most economies
Ongoing global growth concerns created volatility in the early part of last week but by the end nerves were calmed by better than expected US data
21st Oct 14, 8:38am
Ongoing global growth concerns created volatility in the early part of last week but by the end nerves were calmed by better than expected US data
IMF says "bold action" needed to bolster global growth; Chinese economy holding up; Japanese and eurozone economies continue to struggle
14th Oct 14, 2:22pm
IMF says "bold action" needed to bolster global growth; Chinese economy holding up; Japanese and eurozone economies continue to struggle
Current trading conditions to remain until end of year; USD under pressure; Central banks become focus in a week that lacks key data
7th Oct 14, 2:31pm
Current trading conditions to remain until end of year; USD under pressure; Central banks become focus in a week that lacks key data
Move to a more realistic level for NZD happening quicker than many thought; pick up in FX volatility yet to hit other markets
1st Oct 14, 8:49am
Move to a more realistic level for NZD happening quicker than many thought; pick up in FX volatility yet to hit other markets
G20 mindful of excessive risk build up in low interest rate and volatility environment; current conditions means risk in many markets is mispriced
24th Sep 14, 8:43am
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G20 mindful of excessive risk build up in low interest rate and volatility environment; current conditions means risk in many markets is mispriced
Soft China data a special risk for the NZD, recovery in US economy sees interest rates moving higher, vote volatility risks
17th Sep 14, 9:01am
Soft China data a special risk for the NZD, recovery in US economy sees interest rates moving higher, vote volatility risks
Fed and BOE steering towards normalisation of monetary policy while ECB and BoJ moving in other direction to combat inflation
27th Aug 14, 9:09am
Fed and BOE steering towards normalisation of monetary policy while ECB and BoJ moving in other direction to combat inflation