ECB
RBNZ may engage further macro-prudential tools, leaves door open for more rate cuts; USD rises for sixth consecutive day; commodity currencies firm but leave NZD behind
11th May 16, 8:25am
RBNZ may engage further macro-prudential tools, leaves door open for more rate cuts; USD rises for sixth consecutive day; commodity currencies firm but leave NZD behind
Heavy selling of USD in previous months is now being reversed; weaker commodities and Chinese data helping USD
10th May 16, 8:21am
Heavy selling of USD in previous months is now being reversed; weaker commodities and Chinese data helping USD
Significant miss for Q1 CPI drives down RBA's inflation expectation; NZD off 2c against USD, falls in sympathy with AUD; US employment data softer
9th May 16, 8:16am
Significant miss for Q1 CPI drives down RBA's inflation expectation; NZD off 2c against USD, falls in sympathy with AUD; US employment data softer
Choppy trading in USD/JPY; Abe on watching brief and will act to smooth out Yen movements; NZD & AUD give up intra-day gains; USD strengthens ahead of payrolls report
6th May 16, 8:25am
Choppy trading in USD/JPY; Abe on watching brief and will act to smooth out Yen movements; NZD & AUD give up intra-day gains; USD strengthens ahead of payrolls report
AUD/USD at lowest level since mid-March; commodity-linked currencies the big losers; USD pushed around by mixed data; NZD/USD losing some of the recent upward momentum
5th May 16, 8:26am
1
AUD/USD at lowest level since mid-March; commodity-linked currencies the big losers; USD pushed around by mixed data; NZD/USD losing some of the recent upward momentum
USD gains from safe-haven sentiment. AUD takes big knock from RBA decision only partly prices by markets. Black and white 'gold' lower
4th May 16, 7:20am
USD gains from safe-haven sentiment. AUD takes big knock from RBA decision only partly prices by markets. Black and white 'gold' lower
Market ponders RBA rate cut scenarios; assessment of Australian growth and inflation looking like New Zealand's; Euro gaps higher on positive PMI
3rd May 16, 8:22am
Market ponders RBA rate cut scenarios; assessment of Australian growth and inflation looking like New Zealand's; Euro gaps higher on positive PMI
Market assigns equal odds of RBA cut tomorrow; risk appetite came under pressure, equities and credit obvious casualties; NZD/USD flirts with 70c again
2nd May 16, 8:38am
Market assigns equal odds of RBA cut tomorrow; risk appetite came under pressure, equities and credit obvious casualties; NZD/USD flirts with 70c again
NZD/USD peaks near 70c, Yen up 3.1% against USD; lower NZD is desirable to boost tradeables inflation and assist the tradeables; “doing nothing” is equivalent to a de-factor tightening of policy
29th Apr 16, 8:30am
1
NZD/USD peaks near 70c, Yen up 3.1% against USD; lower NZD is desirable to boost tradeables inflation and assist the tradeables; “doing nothing” is equivalent to a de-factor tightening of policy
Australian CPI sparks currency market volatility, door opended for RBA to cut rates; NZD/AUD blasts through 90c; Fed sees improvement in labour market but little reaction to announcement overall
28th Apr 16, 8:07am
Australian CPI sparks currency market volatility, door opended for RBA to cut rates; NZD/AUD blasts through 90c; Fed sees improvement in labour market but little reaction to announcement overall
Rising US inflation expectations not reflected in a stronger USD; Brexit fears overdone, GBP on reverse course; EUR riding on GBP coat tails
27th Apr 16, 8:22am
1
Rising US inflation expectations not reflected in a stronger USD; Brexit fears overdone, GBP on reverse course; EUR riding on GBP coat tails
Run of soft business data dampens sentiment; increased oil production pushes prices lower; GBP breaks higher as Brexit risks diminish
26th Apr 16, 8:18am
Run of soft business data dampens sentiment; increased oil production pushes prices lower; GBP breaks higher as Brexit risks diminish
Recent strength of NZD puts pressure back on RBNZ to cut; Citigroup's daily commodity terms of trade index for NZ trending down; Germany criticises ECB saying stimulus doesn't work
22nd Apr 16, 8:14am
5
Recent strength of NZD puts pressure back on RBNZ to cut; Citigroup's daily commodity terms of trade index for NZ trending down; Germany criticises ECB saying stimulus doesn't work
CBA index of NZ export commodities shows declining trend; NZD bucks trend and falls back; latest polls suggest UK remains in EU
21st Apr 16, 8:04am
CBA index of NZ export commodities shows declining trend; NZD bucks trend and falls back; latest polls suggest UK remains in EU
NZD/USD breaks above 70c, its highest level since June 2015; commodity basket stronger; dairy auction prices rise
20th Apr 16, 8:16am
NZD/USD breaks above 70c, its highest level since June 2015; commodity basket stronger; dairy auction prices rise
Oil price recovers after Doha disappointment; NZD on steady ascent; GBP strongest performer on weaker USD
19th Apr 16, 8:09am
Oil price recovers after Doha disappointment; NZD on steady ascent; GBP strongest performer on weaker USD
Oil producing nations fail to agree on supply limits; downward pressure on NZD/USD if CPI comes in under expectations; speculative positions in Yen more extreme than before
18th Apr 16, 8:16am
Oil producing nations fail to agree on supply limits; downward pressure on NZD/USD if CPI comes in under expectations; speculative positions in Yen more extreme than before
Underperformance of GBP reflects some Brexit risks, but BoE also sees significant implications for asset prices; burst of volatility in AUD following unemployment data
15th Apr 16, 8:32am
Underperformance of GBP reflects some Brexit risks, but BoE also sees significant implications for asset prices; burst of volatility in AUD following unemployment data
USD rallies but NZD continues to strengthen; China trade numbers show improvements; disappointing US retail sales
14th Apr 16, 7:57am
USD rallies but NZD continues to strengthen; China trade numbers show improvements; disappointing US retail sales
Hawkish comments from Fed member; JPY gives up recent gains as risk sentiment improves; Australian business confidence rising; oil price jumps 3.8% overnight
13th Apr 16, 7:47am
2
Hawkish comments from Fed member; JPY gives up recent gains as risk sentiment improves; Australian business confidence rising; oil price jumps 3.8% overnight
Speculative positioning in GBP reflects negative sentiment, EU Referendum polls show a close vote; Commodity-linked currencies push higher
12th Apr 16, 8:23am
Speculative positioning in GBP reflects negative sentiment, EU Referendum polls show a close vote; Commodity-linked currencies push higher
Yen continues to gain against USD; CFTC data shows largest net Yen long positions since March 2008; strong UK housing data boosts GBP, upside short lived as industrial production data was weak
11th Apr 16, 8:26am
Yen continues to gain against USD; CFTC data shows largest net Yen long positions since March 2008; strong UK housing data boosts GBP, upside short lived as industrial production data was weak
Japanese officials failing to jawbone the Yen lower; NZD/JPY traded above PPP estimates for last 14-years; USD sentiment perks up
8th Apr 16, 8:29am
Japanese officials failing to jawbone the Yen lower; NZD/JPY traded above PPP estimates for last 14-years; USD sentiment perks up
Better news for oil sector, oil price jumps 5%; Yen strengthens while risk appetite improves; division within in Fed committee; NZD rising on USD weakness
7th Apr 16, 8:29am
2
Better news for oil sector, oil price jumps 5%; Yen strengthens while risk appetite improves; division within in Fed committee; NZD rising on USD weakness
Not obvious why market has turned so much; AUD casualty of risk-off move; NZD softer after QSBO showed weaker business confidence; better than expected dairy auction
6th Apr 16, 8:09am
2
Not obvious why market has turned so much; AUD casualty of risk-off move; NZD softer after QSBO showed weaker business confidence; better than expected dairy auction