Yuan
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
Recent commodity rally overdone, prices now correcting; Saudi's will only freeze oil production if Iran follows, oil price falls to under $36/bbl; NZD/USD down 1%; prospects for weaker dairy auction overnight
5th Apr 16, 8:18am
Recent commodity rally overdone, prices now correcting; Saudi's will only freeze oil production if Iran follows, oil price falls to under $36/bbl; NZD/USD down 1%; prospects for weaker dairy auction overnight
US and China supply markets with stronger data, Japan with weaker data. Currencies little changed although the Yen rises with Japan risk-off mood
4th Apr 16, 8:05am
US and China supply markets with stronger data, Japan with weaker data. Currencies little changed although the Yen rises with Japan risk-off mood
Currency directions to be driven by key data releases. Markets in no mood for disappointments
1st Apr 16, 8:39am
Currency directions to be driven by key data releases. Markets in no mood for disappointments
Currency markets undaunted by higher NZD from USD weakness, unshaken by prospect of more RBNZ rate cuts. NZD rises against others too
31st Mar 16, 7:15am
Currency markets undaunted by higher NZD from USD weakness, unshaken by prospect of more RBNZ rate cuts. NZD rises against others too
NZD shows striking strength against both the USD and AUD. Currency markets eyeing data on NZ inflation expectations and US payrolls
30th Mar 16, 8:22am
NZD shows striking strength against both the USD and AUD. Currency markets eyeing data on NZ inflation expectations and US payrolls
US PCE deflator drops to 1%, USD trades lower; market continues to ponder future Fed hikes; BNZ revise forecasts for NZD/USD & AUD/USD to 61c & 69c respectively
29th Mar 16, 8:15am
US PCE deflator drops to 1%, USD trades lower; market continues to ponder future Fed hikes; BNZ revise forecasts for NZD/USD & AUD/USD to 61c & 69c respectively
Message from latest round of Fed speakers suggest hikes should be looked at next month; USD in broad based rise; NZD/AUD back over 89c
24th Mar 16, 8:17am
Message from latest round of Fed speakers suggest hikes should be looked at next month; USD in broad based rise; NZD/AUD back over 89c
Risk index climbs in wake of terror attacks in Brussels; AUD bid up after RBA Govenor's speech; NZD/AUD approaching heavy technical support level of 88c
23rd Mar 16, 8:19am
Risk index climbs in wake of terror attacks in Brussels; AUD bid up after RBA Govenor's speech; NZD/AUD approaching heavy technical support level of 88c