Raiko Shareef
Chinese PMI comes in below 50; US headline inflation positive surprise; NZD/USD remains well supported
25th Mar 15, 8:30am
Chinese PMI comes in below 50; US headline inflation positive surprise; NZD/USD remains well supported
A close in the NZD/USD above 76c seen as bullish signal; Fed Vice Chair affirms rate rise likely before year-end; AUD outperforming peers
24th Mar 15, 8:18am
A close in the NZD/USD above 76c seen as bullish signal; Fed Vice Chair affirms rate rise likely before year-end; AUD outperforming peers
Rate cut expectations in Australia will support the NZD which could see a new push to 98 AUc
23rd Mar 15, 8:44am
Rate cut expectations in Australia will support the NZD which could see a new push to 98 AUc
USD fighting back; NZD/AUD making another run at 97c; speculation grows for a further RBA rate cut in April
20th Mar 15, 8:22am
USD fighting back; NZD/AUD making another run at 97c; speculation grows for a further RBA rate cut in April
FOMC delivers more dovish statement than expected and rules out April rate hike; US export growth weakened; median forecasts for interest rates lower
19th Mar 15, 7:52am
FOMC delivers more dovish statement than expected and rules out April rate hike; US export growth weakened; median forecasts for interest rates lower
Commodity currencies suffer. Local eyes on today's current account deficit with analysts expecting it to worsen to -3.3% of GDP
18th Mar 15, 8:20am
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Commodity currencies suffer. Local eyes on today's current account deficit with analysts expecting it to worsen to -3.3% of GDP
Core US inflation higher than expected, as were US durable goods orders. Both will impress the Fed. NZ data positive too
27th Feb 15, 8:13am
Core US inflation higher than expected, as were US durable goods orders. Both will impress the Fed. NZ data positive too
Canadian rate cut an "insurance" measure; Wheeler comments on Auckland property market; NZD tracking higher ahead of Fonterra announcement
26th Feb 15, 8:41am
Canadian rate cut an "insurance" measure; Wheeler comments on Auckland property market; NZD tracking higher ahead of Fonterra announcement
Currency markets take a different view on Yellen testimony to bond markets, seeing early US rate rises as more likely. Wheeler's turn to speak today
25th Feb 15, 8:40am
Currency markets take a different view on Yellen testimony to bond markets, seeing early US rate rises as more likely. Wheeler's turn to speak today
Markets await Yellen testimony, the Greek Plan, and Fonterra's payout guidance. Could be positive for both the USD and NZD
24th Feb 15, 8:11am
Markets await Yellen testimony, the Greek Plan, and Fonterra's payout guidance. Could be positive for both the USD and NZD
US data disappoints and US Treasury yields lower today; markets await Yellen testimony; local swap markets active
24th Feb 15, 8:03am
US data disappoints and US Treasury yields lower today; markets await Yellen testimony; local swap markets active
NZD consolidates its new lofty position against the AUD; NZD may get a new spurt if Yellen airs the risks to policy in testimony
23rd Feb 15, 8:25am
NZD consolidates its new lofty position against the AUD; NZD may get a new spurt if Yellen airs the risks to policy in testimony
Markets held back by Greek news, unsure of what it means. PMIs offered a positive surprise but failed to move markets
23rd Feb 15, 8:16am
Markets held back by Greek news, unsure of what it means. PMIs offered a positive surprise but failed to move markets
NZD lower, with second push down by poor Chinese trade numbers. Currency and bond markets have different views of when the US Fed might raise rates
9th Feb 15, 8:31am
NZD lower, with second push down by poor Chinese trade numbers. Currency and bond markets have different views of when the US Fed might raise rates
NZD drops on news Wheeler could cut; devil in the detail of Wheeler's speech and NZD/USD quickly rebounds; optimism around prospects for oil
5th Feb 15, 8:29am
NZD drops on news Wheeler could cut; devil in the detail of Wheeler's speech and NZD/USD quickly rebounds; optimism around prospects for oil
Wheeler comments give local yields a hockey-stick track ending higher and mirroring yield rises in the US
5th Feb 15, 8:29am
Wheeler comments give local yields a hockey-stick track ending higher and mirroring yield rises in the US
RBA surprises analysts with rate cut while market prices in another one for March; expected fall in NZ yields might be tempered by rises offshore
4th Feb 15, 8:47am
RBA surprises analysts with rate cut while market prices in another one for March; expected fall in NZ yields might be tempered by rises offshore
Bumper dairy auction; market sentiment changes pushing NZD higher; Greek proposal to swap its debt into growth-linked bonds; RBA surprises with rate cut
4th Feb 15, 8:39am
Bumper dairy auction; market sentiment changes pushing NZD higher; Greek proposal to swap its debt into growth-linked bonds; RBA surprises with rate cut
Ahead of two RBNZ speeches, the NZD rises, supported by rises generally for commodity currencies on the back of a firming oil price
3rd Feb 15, 8:36am
Ahead of two RBNZ speeches, the NZD rises, supported by rises generally for commodity currencies on the back of a firming oil price
Spencer speaks at 'non-public' event; RBA watch high; local swaps fall but UST yields rise
3rd Feb 15, 8:14am
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Spencer speaks at 'non-public' event; RBA watch high; local swaps fall but UST yields rise
All eyes on Wheeler's speech; soft US GDP data has 'good' and 'bad' aspects; Fed people talk up US economy; EU vs Greece bout in early sparing
2nd Feb 15, 8:37am
All eyes on Wheeler's speech; soft US GDP data has 'good' and 'bad' aspects; Fed people talk up US economy; EU vs Greece bout in early sparing
'Full lockup' for key Wheeler speech has markets expecting some major guidance; UST yields fall after 'flash' US GDP disappoints
2nd Feb 15, 8:23am
'Full lockup' for key Wheeler speech has markets expecting some major guidance; UST yields fall after 'flash' US GDP disappoints
RBNZ unceremoniously dumps tightening bias and NZD sold off immediately; steady-as-she-goes approach from US Fed; only game in town is to be long USD
30th Jan 15, 8:29am
RBNZ unceremoniously dumps tightening bias and NZD sold off immediately; steady-as-she-goes approach from US Fed; only game in town is to be long USD
Markets and policy makers get the jitters ahead of US Fed announcements. Greek hardball may backfire
29th Jan 15, 7:49am
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Markets and policy makers get the jitters ahead of US Fed announcements. Greek hardball may backfire
EUR key benefactor from remarkably weak US durable goods orders; USD underperforming other G10 currencies; markets waiting for FOMC and RBNZ announcements
28th Jan 15, 8:20am
EUR key benefactor from remarkably weak US durable goods orders; USD underperforming other G10 currencies; markets waiting for FOMC and RBNZ announcements