18th Jan 21, 8:49am
Alex Ross points out that the US dollar generally strengthens when Democrats control Congress although it may take most of 2021 for that to work through
Alex Ross points out that the US dollar generally strengthens when Democrats control Congress although it may take most of 2021 for that to work through
11th Jan 21, 8:50am
As the Kiwi dollar rides the speculative bubble, Alex Ross sees markets at the delusional stage, a stage set for a major bubble bursting in 2021 as everyone else enters the year thinking the current exuberance is the new normal
As the Kiwi dollar rides the speculative bubble, Alex Ross sees markets at the delusional stage, a stage set for a major bubble bursting in 2021 as everyone else enters the year thinking the current exuberance is the new normal
21st Dec 20, 8:30am
Alex Ross says excess liquidity is the Kiwi’s best friend right now but sometime in 2021 it’s likely to become its biggest risk
Alex Ross says excess liquidity is the Kiwi’s best friend right now but sometime in 2021 it’s likely to become its biggest risk
14th Dec 20, 8:20am
Alex Ross says as global growth picks up, most Asian economies look set to boom, powered by central bank punchbowls. More Chinese alcohol may be about to be added to the mixture
Alex Ross says as global growth picks up, most Asian economies look set to boom, powered by central bank punchbowls. More Chinese alcohol may be about to be added to the mixture
7th Dec 20, 8:12am
Alex Ross sees APAC currencies benefiting as 2021 arrives. But prepare for volatility as some central banks try to counter the falling USD. And longer term, the EUR isn't looking good
Alex Ross sees APAC currencies benefiting as 2021 arrives. But prepare for volatility as some central banks try to counter the falling USD. And longer term, the EUR isn't looking good
30th Nov 20, 7:58am
Alex Ross sees the reflation trade alive and well. But if a return to normality means a withdrawal of artificially suppressed rates and stimulus, will this be positive for the Kiwi in the medium term? Perhaps not
Alex Ross sees the reflation trade alive and well. But if a return to normality means a withdrawal of artificially suppressed rates and stimulus, will this be positive for the Kiwi in the medium term? Perhaps not
23rd Nov 20, 7:59am
Many central banks are looking nervously at the demise of the US dollar, and that probably includes the RBNZ. It is instability unwelcomed in the middle of the pandemic stresses
Many central banks are looking nervously at the demise of the US dollar, and that probably includes the RBNZ. It is instability unwelcomed in the middle of the pandemic stresses
16th Nov 20, 8:01am
Although the present currency and economic situation looks very challenging, markets are looking forward with bullish optimism in the face of the second wave COVID risk, says Alex Ross
Although the present currency and economic situation looks very challenging, markets are looking forward with bullish optimism in the face of the second wave COVID risk, says Alex Ross
9th Nov 20, 6:23am
A mix of black and blue skies lie ahead for the FX market after Biden takes the White House, and rising COVID-19 cases in Europe
A mix of black and blue skies lie ahead for the FX market after Biden takes the White House, and rising COVID-19 cases in Europe
2nd Nov 20, 7:45am
US election headlines a massive week that also features plenty of central bank action as well as jobs data and pandemic influences. Few positives are expected
US election headlines a massive week that also features plenty of central bank action as well as jobs data and pandemic influences. Few positives are expected
27th Oct 20, 8:00am
The impending US election casts a fog over Asian currency movements. Overall markets have become complacent and vulnerable to an economic surprise. The pandemic resurgence is under-priced
The impending US election casts a fog over Asian currency movements. Overall markets have become complacent and vulnerable to an economic surprise. The pandemic resurgence is under-priced
19th Oct 20, 8:29am
China leads a recovery in export trade by Asian nations which is keeping some currencies elevated. Alex Ross expects our new government to prioritise exports and want to keep the NZD lower
China leads a recovery in export trade by Asian nations which is keeping some currencies elevated. Alex Ross expects our new government to prioritise exports and want to keep the NZD lower
12th Oct 20, 8:07am
Asian currencies double down on a Democrat clean sweep in the US. Alex Ross is also watching how central banks react to a slowing velocity of money, and whether a reflation is really coming
Asian currencies double down on a Democrat clean sweep in the US. Alex Ross is also watching how central banks react to a slowing velocity of money, and whether a reflation is really coming
5th Oct 20, 8:14am
Alex Ross finds that a rising Chinese yuan is keeping the NZD competitive in the China trade. But can it last? One big bank is now shorting the NZD
Alex Ross finds that a rising Chinese yuan is keeping the NZD competitive in the China trade. But can it last? One big bank is now shorting the NZD
28th Sep 20, 7:55am
New contributor Alex Ross assesses the currency pressures on the NZD and looks how the majors will move over the coming week, from the USD, CNY, INR, and other Asian influences
New contributor Alex Ross assesses the currency pressures on the NZD and looks how the majors will move over the coming week, from the USD, CNY, INR, and other Asian influences
6th Apr 20, 8:16am
Roger J Kerr wonders if New Zealand's perceived agility will enable an earlier economic recovery for us
Roger J Kerr wonders if New Zealand's perceived agility will enable an earlier economic recovery for us
30th Mar 20, 8:18am
Roger J Kerr says If the New Zealand economy can 'dodge a bullet', with relatively less negative economic impact than other economies, it is difficult to see the NZ dollar going down in value
Roger J Kerr says If the New Zealand economy can 'dodge a bullet', with relatively less negative economic impact than other economies, it is difficult to see the NZ dollar going down in value
23rd Mar 20, 7:44am
Roger J Kerr says the Kiwi dollar is caught in the crossfire of US investors retreating to home base
Roger J Kerr says the Kiwi dollar is caught in the crossfire of US investors retreating to home base
16th Mar 20, 7:15am
Roger J Kerr says the pandemic panic will keep the Kiwi dollar under pressure (and watch out for incoming billionaires)
Roger J Kerr says the pandemic panic will keep the Kiwi dollar under pressure (and watch out for incoming billionaires)
9th Mar 20, 7:24am
Roger J Kerr sees China, Australia and New Zealand in much better fiscal position to battle economic effects of Covid-19, and that the greenback is starting to be seen as weakened by the crisis
Roger J Kerr sees China, Australia and New Zealand in much better fiscal position to battle economic effects of Covid-19, and that the greenback is starting to be seen as weakened by the crisis
2nd Mar 20, 7:30am
Roger J Kerr doubts monetary policy easing will have much impact on a biologic and supply-side shock but may still happen as part of a general over-reaction by financial and investment markets
Roger J Kerr doubts monetary policy easing will have much impact on a biologic and supply-side shock but may still happen as part of a general over-reaction by financial and investment markets
24th Feb 20, 8:54am
Roger J Kerr says despite the current turbulence in global markets, New Zealand's relative economic position is not diminished
Roger J Kerr says despite the current turbulence in global markets, New Zealand's relative economic position is not diminished
17th Feb 20, 8:43am
Roger J Kerr believes as the coronavirus economic impact plays out foreign exchange markets will recognise that the Kiwi and Aussie dollars have been oversold in the initial negative reaction to the outbreak of the virus
Roger J Kerr believes as the coronavirus economic impact plays out foreign exchange markets will recognise that the Kiwi and Aussie dollars have been oversold in the initial negative reaction to the outbreak of the virus
10th Feb 20, 8:22am
Roger J Kerr assesses the impact of another pivotal change in Australian monetary policy management
Roger J Kerr assesses the impact of another pivotal change in Australian monetary policy management
3rd Feb 20, 8:05am
Roger J Kerr says some positive economic data this week could see an end to the almost panic selling of the NZ dollar witnessed in the face of the coronavirus scare
Roger J Kerr says some positive economic data this week could see an end to the almost panic selling of the NZ dollar witnessed in the face of the coronavirus scare
