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Mike Jones

Successful 2020 olympic bid, Nikkei index up 2.5% and upward revisions to Q2 GDP cap off good day for Japan
10th Sep 13, 8:22am
Successful 2020 olympic bid, Nikkei index up 2.5% and upward revisions to Q2 GDP cap off good day for Japan
Chinese data and weaker-than-expected US employment numbers support NZ$
9th Sep 13, 8:37am
Chinese data and weaker-than-expected US employment numbers support NZ$
Combination of a stronger US$ and a dovish sounding ECB amounted to a perfect storm for the Euro
6th Sep 13, 8:18am
Combination of a stronger US$ and a dovish sounding ECB amounted to a perfect storm for the Euro
Safe haven currencies shunned as risk on trading takes over; appears markets are becoming less nervous about Syria
5th Sep 13, 8:17am
Safe haven currencies shunned as risk on trading takes over; appears markets are becoming less nervous about Syria
Rumours and denials about missile launches in the Med rattled investor confidence; oil rises 1.7%
4th Sep 13, 8:29am
Rumours and denials about missile launches in the Med rattled investor confidence; oil rises 1.7%
BNZ's Terms of Trade adjusted PPP model shows long run equilibrium for both NZ$/US$ and NZ$/A$ bumped up by 2c
3rd Sep 13, 8:30am
BNZ's Terms of Trade adjusted PPP model shows long run equilibrium for both NZ$/US$ and NZ$/A$ bumped up by 2c
Imminent western intervention in Syria could see the NZ$/US$ climb even further
2nd Sep 13, 8:48am
Imminent western intervention in Syria could see the NZ$/US$ climb even further
Eyes on China PMI, India and Indonesia move to shore up support for their currencies, NZD slips
30th Aug 13, 8:33am
Eyes on China PMI, India and Indonesia move to shore up support for their currencies, NZD slips
Risk aversion and safe-haven demand eases; markets wary of further signs of EM stress
29th Aug 13, 8:50am
Risk aversion and safe-haven demand eases; markets wary of further signs of EM stress
USD will remain on the front foot, as it continues to benefit from rising yields and snippets of ‘safe-haven’ demand
23rd Aug 13, 8:28am
USD will remain on the front foot, as it continues to benefit from rising yields and snippets of ‘safe-haven’ demand
US Federal Reserve were 'broadly comfortable' with the plan to reduce bond purchases later this year
22nd Aug 13, 8:50am
US Federal Reserve were 'broadly comfortable' with the plan to reduce bond purchases later this year
Imposition of the LVR limits has done nothing to change BNZ's NZ$ view; Fundamentals are still positive
21st Aug 13, 8:20am
Imposition of the LVR limits has done nothing to change BNZ's NZ$ view; Fundamentals are still positive
Latest PMI & PSI data adds to previous signs NZ economic expansion is now accelerating; chance of getting 5% GDP growth over the coming 12-months
20th Aug 13, 8:01am
Latest PMI & PSI data adds to previous signs NZ economic expansion is now accelerating; chance of getting 5% GDP growth over the coming 12-months
Local economic data (consumer confidence, retail sales, house sales, and manufacturing PMI) means above-trend GDP growth a risk
19th Aug 13, 8:44am
Local economic data (consumer confidence, retail sales, house sales, and manufacturing PMI) means above-trend GDP growth a risk
Markets are responding to the prospects of the Fed tapering rather than focusing on the positive economic and growth data
16th Aug 13, 8:07am
Markets are responding to the prospects of the Fed tapering rather than focusing on the positive economic and growth data
Low interest rates plus a buoyant housing market boosts Q2 Retail Sales and gives NZ$ a boost; NZ$/A$ back near 88c
15th Aug 13, 7:54am
Low interest rates plus a buoyant housing market boosts Q2 Retail Sales and gives NZ$ a boost; NZ$/A$ back near 88c
Upbeat US retail figures is one of the drivers behind the stronger US$ however, speculative buying in US$/JPY looks to be the more dominant factor
14th Aug 13, 8:20am
Upbeat US retail figures is one of the drivers behind the stronger US$ however, speculative buying in US$/JPY looks to be the more dominant factor
BNZ sees further appreciation in NZ$/A$ cross rate as relative growth, commodity price and interest rate trajectories favour the NZ$
13th Aug 13, 7:30am
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BNZ sees further appreciation in NZ$/A$ cross rate as relative growth, commodity price and interest rate trajectories favour the NZ$
Market relieved Chinese data dump failed to provide any nasty surprises; Industrial production was seen growing 9.7%y/y (8.9% expected)
12th Aug 13, 9:55am
Market relieved Chinese data dump failed to provide any nasty surprises; Industrial production was seen growing 9.7%y/y (8.9% expected)
Swathe of Chinese economic updates will certainly test the strength of risk sentiment and investor appetite for NZ$/US$
9th Aug 13, 8:45am
Swathe of Chinese economic updates will certainly test the strength of risk sentiment and investor appetite for NZ$/US$
Bank of England (BoE) releases quarterly inflation report and stated it doesn't intend to raise rates until unemployment dips below 7.0%
8th Aug 13, 8:14am
Bank of England (BoE) releases quarterly inflation report and stated it doesn't intend to raise rates until unemployment dips below 7.0%
Receding fears about NZ dairy exports have seen the NZ$/US$ climb back above 0.7900 and the NZ$/A$ back at 0.8800
7th Aug 13, 8:34am
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Receding fears about NZ dairy exports have seen the NZ$/US$ climb back above 0.7900 and the NZ$/A$ back at 0.8800
Positive news that China has not imposed a blanket ban on NZ dairy products aids NZ$ recovery
6th Aug 13, 8:26am
Positive news that China has not imposed a blanket ban on NZ dairy products aids NZ$ recovery
NZ$ to remain under pressure until confidence in NZ dairy sector restored
5th Aug 13, 8:38am
NZ$ to remain under pressure until confidence in NZ dairy sector restored
Equity market stronger across the board and no matter where you looked July manufacturing PMI data impressed coming in above expectations
2nd Aug 13, 8:14am
Equity market stronger across the board and no matter where you looked July manufacturing PMI data impressed coming in above expectations