AU$

22nd Jan 21, 8:02am
Risk sentiment swings around overnight. Fresh S&P500 high gives way to flat result. NZD lower after printing above 0.7220. Stronger US data; No surprises from ECB or BoJ
Risk sentiment swings around overnight. Fresh S&P500 high gives way to flat result. NZD lower after printing above 0.7220. Stronger US data; No surprises from ECB or BoJ
22nd Jan 21, 8:02am
21st Jan 21, 7:50am
Risk sentiment higher as Biden sworn in as President. US equities print fresh record highs. Commodity currencies outperform; NZD up 0.5% overnight. No concern, yet, of small outbreak of COVID-19 in China
Risk sentiment higher as Biden sworn in as President. US equities print fresh record highs. Commodity currencies outperform; NZD up 0.5% overnight. No concern, yet, of small outbreak of COVID-19 in China
21st Jan 21, 7:50am
20th Jan 21, 7:49am
Equities higher, USD lower overnight. No major surprises from Yellen testimony. Dairy prices rise overnight, but NZD/AUD cross slides to a fresh three-month low
Equities higher, USD lower overnight. No major surprises from Yellen testimony. Dairy prices rise overnight, but NZD/AUD cross slides to a fresh three-month low
20th Jan 21, 7:49am
19th Jan 21, 7:45am
Commodity currencies underperform; NZD dips below 0.71. Large speculative positioning against USD, with story of further weakness remaining compelling. US markets closed. S&P 500 futures slightly higher
Commodity currencies underperform; NZD dips below 0.71. Large speculative positioning against USD, with story of further weakness remaining compelling. US markets closed. S&P 500 futures slightly higher
19th Jan 21, 7:45am
18th Jan 21, 8:20am
Roger J Kerr says market conditions and incentives have shifted in favour of the American currency
Roger J Kerr says market conditions and incentives have shifted in favour of the American currency
18th Jan 21, 8:20am
18th Jan 21, 7:55am
Equities, rates, commodities higher this year, albeit with some reversal on Friday. Reflationary expectations take hold after Democrats win control of the Senate. USD modestly stronger this year. NZD lags behind other commodity currencies
Equities, rates, commodities higher this year, albeit with some reversal on Friday. Reflationary expectations take hold after Democrats win control of the Senate. USD modestly stronger this year. NZD lags behind other commodity currencies
18th Jan 21, 7:55am
11th Jan 21, 8:21am
Roger J Kerr says positives fuelling equity markets ruled out any downward NZD correction so far, other financial market signals are mixed, and the local economic outlook is dimming
Roger J Kerr says positives fuelling equity markets ruled out any downward NZD correction so far, other financial market signals are mixed, and the local economic outlook is dimming
11th Jan 21, 8:21am
22nd Dec 20, 8:11am
Risk sentiment sours on new European travel restrictions. US equities trying to recover after a 2% fall early on. USD stronger, but sharp reversal overnight. NZD falls almost to 0.70 before recovering back towards 0.71
Risk sentiment sours on new European travel restrictions. US equities trying to recover after a 2% fall early on. USD stronger, but sharp reversal overnight. NZD falls almost to 0.70 before recovering back towards 0.71
22nd Dec 20, 8:11am
21st Dec 20, 8:46am
Roger J Kerr sees the USD weakening in H1 2021, then a risk-off mood taking over and a USD recovery in H2
Roger J Kerr sees the USD weakening in H1 2021, then a risk-off mood taking over and a USD recovery in H2
21st Dec 20, 8:46am
21st Dec 20, 7:57am
Subdued market moves on Friday but lots of news from the weekend. $900 bln US fiscal stimulus deal agreed overnight. London goes into full lockdown to contain new Covid-19 variant. Brexit talks still dealing with fishing rights
Subdued market moves on Friday but lots of news from the weekend. $900 bln US fiscal stimulus deal agreed overnight. London goes into full lockdown to contain new Covid-19 variant. Brexit talks still dealing with fishing rights
21st Dec 20, 7:57am
18th Dec 20, 7:50am
Risk sentiment higher as US fiscal stimulus package imminent. USD under the pump, with losses sustained after soft US data. Strong NZ data promotes further lift and steepening in domestic rates curve
Risk sentiment higher as US fiscal stimulus package imminent. USD under the pump, with losses sustained after soft US data. Strong NZ data promotes further lift and steepening in domestic rates curve
18th Dec 20, 7:50am
17th Dec 20, 7:46am
US fiscal stimulus deal looks imminent. EU-UK trade deal on the right track as well. US retail sales very weak. Euro-area PMIs positively surprise. Markets subdued ahead of US FOMC announcement
US fiscal stimulus deal looks imminent. EU-UK trade deal on the right track as well. US retail sales very weak. Euro-area PMIs positively surprise. Markets subdued ahead of US FOMC announcement
17th Dec 20, 7:46am
16th Dec 20, 7:39am
Positive vibe on US fiscal package, Brexit and vaccines help lift US equities. USD under pressure again. NZD still seeing resistance around 0.71. NZD/AUD slipping
Positive vibe on US fiscal package, Brexit and vaccines help lift US equities. USD under pressure again. NZD still seeing resistance around 0.71. NZD/AUD slipping
16th Dec 20, 7:39am
15th Dec 20, 7:47am
S&P500, bond yields give back gains over the past few hours as London gets ready for a tighter lockdown, New York told to prepare for possible lockdown. GBP, EUR higher on more positive Brexit vibes. Little reaction to a Trans-Tasman 'bubble'
S&P500, bond yields give back gains over the past few hours as London gets ready for a tighter lockdown, New York told to prepare for possible lockdown. GBP, EUR higher on more positive Brexit vibes. Little reaction to a Trans-Tasman 'bubble'
15th Dec 20, 7:47am
14th Dec 20, 8:08am
Roger J Kerr looks at some of the candidates that might cause a downward correction for the NZ dollar
Roger J Kerr looks at some of the candidates that might cause a downward correction for the NZ dollar
14th Dec 20, 8:08am
14th Dec 20, 7:48am
UK and EU agree to keep Brexit talks going amidst reports of compromise. Subdued moves in other asset markets on Friday. RBNZ pushes back on suggestion house prices be included in monetary policy remit
UK and EU agree to keep Brexit talks going amidst reports of compromise. Subdued moves in other asset markets on Friday. RBNZ pushes back on suggestion house prices be included in monetary policy remit
14th Dec 20, 7:48am
11th Dec 20, 7:56am
GBP weaker as odds on no UK-EU trade deal increase. Higher US inflation, poor jobless claims figures. ECB extends bond-buying program to little fanfare. Commodity currencies outperform, AUD up through 0.75 
GBP weaker as odds on no UK-EU trade deal increase. Higher US inflation, poor jobless claims figures. ECB extends bond-buying program to little fanfare. Commodity currencies outperform, AUD up through 0.75 
11th Dec 20, 7:56am
10th Dec 20, 7:39am
Little progress on US fiscal stimulus talks. UK PM Johnson heads to dinner to help restart Brexit negotiations. USD recovers a little. AUD a notable outperformer
Little progress on US fiscal stimulus talks. UK PM Johnson heads to dinner to help restart Brexit negotiations. USD recovers a little. AUD a notable outperformer
10th Dec 20, 7:39am
9th Dec 20, 7:50am
Quiet night; Little progress on US fiscal negotiations or Brexit talks. Equities show small gains. UST 10-year down slightly. NZD treads water around 0.7040 with little movement elsewhere
Quiet night; Little progress on US fiscal negotiations or Brexit talks. Equities show small gains. UST 10-year down slightly. NZD treads water around 0.7040 with little movement elsewhere
9th Dec 20, 7:50am
8th Dec 20, 7:46am
Brexit concerns reemerge with time running out and no sign of a breakthrough yet. S&P500 and Treasury yields fall modestly. NZD higher to start the week, with the AUD hitting a new post-2018 high
Brexit concerns reemerge with time running out and no sign of a breakthrough yet. S&P500 and Treasury yields fall modestly. NZD higher to start the week, with the AUD hitting a new post-2018 high
8th Dec 20, 7:46am
7th Dec 20, 8:30am
Long time Kiwi dollar bull Roger J Kerr concludes that our currency has now overcooked itself at current levels
Long time Kiwi dollar bull Roger J Kerr concludes that our currency has now overcooked itself at current levels
7th Dec 20, 8:30am
7th Dec 20, 7:31am
Nonfarm payrolls data disappoints but markets look past that to another US fiscal stimulus. US 10yr close to 1%, commodities higher. Brexit talks down to wire amidst tentative signs of compromise
Nonfarm payrolls data disappoints but markets look past that to another US fiscal stimulus. US 10yr close to 1%, commodities higher. Brexit talks down to wire amidst tentative signs of compromise
7th Dec 20, 7:31am
4th Dec 20, 7:48am
US equities up modestly but reach a fresh record high taking an optimistic view of the news. USD remains under significant pressure. NZD underperforms but still breaks 0.71 overnight
US equities up modestly but reach a fresh record high taking an optimistic view of the news. USD remains under significant pressure. NZD underperforms but still breaks 0.71 overnight
4th Dec 20, 7:48am
3rd Dec 20, 7:40am
Flat US equities after yesterday's record high. US 10-year rate pushes higher. GBP under pressure as trade deal no guarantee. NZD prints fresh high before paring gains and underperforms AUD
Flat US equities after yesterday's record high. US 10-year rate pushes higher. GBP under pressure as trade deal no guarantee. NZD prints fresh high before paring gains and underperforms AUD
3rd Dec 20, 7:40am
2nd Dec 20, 7:56am
Equities, bond yields, inflation expectations all higher overnight on vaccine hopes, renewed fiscal stimulus talk, strong data. USD falls to a fresh 2½ year low, EUR breaks above 1.20. NZD up to 0.7060, with NZD/AUD cross pushing towards 0.96
Equities, bond yields, inflation expectations all higher overnight on vaccine hopes, renewed fiscal stimulus talk, strong data. USD falls to a fresh 2½ year low, EUR breaks above 1.20. NZD up to 0.7060, with NZD/AUD cross pushing towards 0.96
2nd Dec 20, 7:56am

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