Kymberly Martin
RBNZ consultation paper sees NZD/USD sharply lower; dovish RBA minutes knocks AUD; little NZD movement following flat dairy auction
20th Jul 16, 8:41am
RBNZ consultation paper sees NZD/USD sharply lower; dovish RBA minutes knocks AUD; little NZD movement following flat dairy auction
RBNZ roils local wholesale interest rate markets which fell to record lows on policy action. RBA minutes reveal dovish turn
20th Jul 16, 8:31am
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RBNZ roils local wholesale interest rate markets which fell to record lows on policy action. RBA minutes reveal dovish turn
Eyes on RBNZ update. Markets reluctant to price in more than one rate cut and even that is not fully priced. Aussie rate cut bets have less conviction
19th Jul 16, 8:32am
Eyes on RBNZ update. Markets reluctant to price in more than one rate cut and even that is not fully priced. Aussie rate cut bets have less conviction
NZD/USD fell sharply on weaker NZ CPI, increasing chance of OCR cut; BoE's Weale says they need firmer evidence before changing policies
19th Jul 16, 7:46am
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NZD/USD fell sharply on weaker NZ CPI, increasing chance of OCR cut; BoE's Weale says they need firmer evidence before changing policies
Stronger US data gives USD momentum; GBP weaker as further easing signalled by BoE chief economist; NZ CPI tipped to be 0.6%
18th Jul 16, 7:51am
Stronger US data gives USD momentum; GBP weaker as further easing signalled by BoE chief economist; NZ CPI tipped to be 0.6%
Markets price in 70% chance of an RBNZ rate cut. Turkey chaos has US investors reassessing. German yields positive again
18th Jul 16, 7:36am
Markets price in 70% chance of an RBNZ rate cut. Turkey chaos has US investors reassessing. German yields positive again
RBNZ says further reductions in the OCR could pose a risk to financial stability; S&P puts Australia on notice with negative sovereign outlook
8th Jul 16, 7:42am
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RBNZ says further reductions in the OCR could pose a risk to financial stability; S&P puts Australia on notice with negative sovereign outlook
NZD/USD storms higher; Australia's AAA sovereign rating under threat says S&P; RBNZ re-iterates concerns with housing market, OCR cut less likely
8th Jul 16, 7:35am
NZD/USD storms higher; Australia's AAA sovereign rating under threat says S&P; RBNZ re-iterates concerns with housing market, OCR cut less likely
NZ yield curve flattens substantially in reaction to previous offshore yield slump; high probability of OCR cut soon; recent US employment data concerning Fed
7th Jul 16, 7:36am
NZ yield curve flattens substantially in reaction to previous offshore yield slump; high probability of OCR cut soon; recent US employment data concerning Fed
Aussie dollar helped by commodity rally; US non-manufacturing PMI gives USD much needed boost; GBP on slippery downward slope; global sentiment driving NZD
7th Jul 16, 7:29am
Aussie dollar helped by commodity rally; US non-manufacturing PMI gives USD much needed boost; GBP on slippery downward slope; global sentiment driving NZD
As equities and commodity prices tumble, bond yields fall to historic lows, and more falls are likely
6th Jul 16, 8:07am
As equities and commodity prices tumble, bond yields fall to historic lows, and more falls are likely
BoE outlines risks facing UK post Brexit vote, GBP crumbles; commodities and commodity currencies under pressure; small negative dairy auction result
6th Jul 16, 7:52am
BoE outlines risks facing UK post Brexit vote, GBP crumbles; commodities and commodity currencies under pressure; small negative dairy auction result
RBA expected to want more time to assess Aussie election downsides. QV data to highlight RBNZ dilemma. High NZD raises expectations of a OCR cut
5th Jul 16, 7:54am
RBA expected to want more time to assess Aussie election downsides. QV data to highlight RBNZ dilemma. High NZD raises expectations of a OCR cut
GBP gains despite on going political turmoil and poor construction PMI data; Eurozone investor confidence slips; commodity-linked currencies climb
5th Jul 16, 7:41am
GBP gains despite on going political turmoil and poor construction PMI data; Eurozone investor confidence slips; commodity-linked currencies climb
Political uncertainty in Australia, AUD could come under pressure; Brexit vote has implications for Fed and US economy; EU should give UK quick and fair exit deal
4th Jul 16, 8:16am
Political uncertainty in Australia, AUD could come under pressure; Brexit vote has implications for Fed and US economy; EU should give UK quick and fair exit deal
US Treasuries test historic lows, then rise after good factory data, UK Gilts close at historic lows. Push higher by NZ swaps unlikely to be sustained
4th Jul 16, 7:30am
US Treasuries test historic lows, then rise after good factory data, UK Gilts close at historic lows. Push higher by NZ swaps unlikely to be sustained
RBA rejects changing target; BoJ makes no changes; BoE makes no changes; Brexit assassination cancels campaigning; markets push rates lower
17th Jun 16, 8:19am
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RBA rejects changing target; BoJ makes no changes; BoE makes no changes; Brexit assassination cancels campaigning; markets push rates lower
Fate of NZD lies with global risk sentiment; UK referendum campaigning stopped after pro-EU lawmaker shot; AU unemployment data surprises by coming in close to forecasts
17th Jun 16, 7:55am
Fate of NZD lies with global risk sentiment; UK referendum campaigning stopped after pro-EU lawmaker shot; AU unemployment data surprises by coming in close to forecasts
USD falls sharply as Fed hike expectations ratcheted down; dairy auction does little to influence NZD
16th Jun 16, 8:23am
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USD falls sharply as Fed hike expectations ratcheted down; dairy auction does little to influence NZD
Appeal of NZGBs rises. US Fed delays next rate hike, most members see 2 more in 2016. But markets doubt it, push yields generally lower
16th Jun 16, 8:09am
Appeal of NZGBs rises. US Fed delays next rate hike, most members see 2 more in 2016. But markets doubt it, push yields generally lower
Safe havens outperform as Brexit nerves hit markets; NZD/USD sits at 70c, global risk appetite will likely remain the primary driver of the NZD
15th Jun 16, 8:21am
Safe havens outperform as Brexit nerves hit markets; NZD/USD sits at 70c, global risk appetite will likely remain the primary driver of the NZD
As international risk aversion grows awaiting British vote, longer dated NZGBs look increasingly attractive
15th Jun 16, 7:32am
As international risk aversion grows awaiting British vote, longer dated NZGBs look increasingly attractive
Another day and another poll showing UK citizens want to leave the EU; NZD/GBP sneaks above 50c; NZD & AUD trade in M shaped pattern
14th Jun 16, 8:26am
Another day and another poll showing UK citizens want to leave the EU; NZD/GBP sneaks above 50c; NZD & AUD trade in M shaped pattern
Low and falling rates likely until US Fed rise is likely and Brexit is behind us. NZGB 2027 yield falls to new low
14th Jun 16, 8:22am
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Low and falling rates likely until US Fed rise is likely and Brexit is behind us. NZGB 2027 yield falls to new low
Speculative GBP short positions increase on latest Brexit polling; JPY remains the risk appetite proxy for the market; NZD & AUD weaker on softer commodity prices and sentiment
13th Jun 16, 8:24am
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Speculative GBP short positions increase on latest Brexit polling; JPY remains the risk appetite proxy for the market; NZD & AUD weaker on softer commodity prices and sentiment