CNH

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
18th Jan 21, 8:49am
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
11th Jan 21, 8:50am
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
21st Dec 20, 8:30am
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
14th Dec 20, 8:20am
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
7th Dec 20, 8:12am
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
30th Nov 20, 7:58am
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
23rd Nov 20, 7:59am
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
16th Nov 20, 8:01am
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
9th Nov 20, 6:23am
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
2nd Nov 20, 7:45am
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
27th Oct 20, 8:00am
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
19th Oct 20, 8:29am
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
12th Oct 20, 8:07am
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
5th Oct 20, 8:14am
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
28th Sep 20, 7:55am
9th Nov 18, 8:29am
US equities are flat and US Treasury rates are little changed; NZD sits this morning at 0.6780; the local 2-year swap rate rose by 3bps to a fresh high of 2.19%, while the 5-10 year swap rates were up 6bps
US equities are flat and US Treasury rates are little changed; NZD sits this morning at 0.6780; the local 2-year swap rate rose by 3bps to a fresh high of 2.19%, while the 5-10 year swap rates were up 6bps
9th Nov 18, 8:29am
8th Nov 18, 8:03am
USD is modestly softer across the board; US Treasury yields are down slightly; NZD has been the star performer following the surprising strength in labour market data yesterday
USD is modestly softer across the board; US Treasury yields are down slightly; NZD has been the star performer following the surprising strength in labour market data yesterday
8th Nov 18, 8:03am
7th Nov 18, 7:42am
GBP has shown another modest gain to make it the strongest currency; US equities and Treasury rates are slightly higher; NZD sits this morning at 0.6670, about 10pips higher than this time yesterday
GBP has shown another modest gain to make it the strongest currency; US equities and Treasury rates are slightly higher; NZD sits this morning at 0.6670, about 10pips higher than this time yesterday
7th Nov 18, 7:42am
6th Nov 18, 7:59am
Currency movements have been small apart from GBP which has swung around on Brexit headlines; US rates are slightly lower; NZD crosses are fairly flat
Currency movements have been small apart from GBP which has swung around on Brexit headlines; US rates are slightly lower; NZD crosses are fairly flat
6th Nov 18, 7:59am
29th Oct 18, 7:50am
US equities had another rough day, sending US Treasury rates lower, while JPY was the strongest of the majors; NZD saw a couple of forces on Friday, with the net result being little change after a temporary shunt downwards
US equities had another rough day, sending US Treasury rates lower, while JPY was the strongest of the majors; NZD saw a couple of forces on Friday, with the net result being little change after a temporary shunt downwards
29th Oct 18, 7:50am
26th Oct 18, 7:48am
US equities have recovered strongly after yesterday’s rout, putting some modest upward pressure on US Treasury yields, while the USD remains well bid; NZD has remained tightly range-bound; NZ rates fell yesterday
US equities have recovered strongly after yesterday’s rout, putting some modest upward pressure on US Treasury yields, while the USD remains well bid; NZD has remained tightly range-bound; NZ rates fell yesterday
26th Oct 18, 7:48am
25th Oct 18, 7:53am
US equities continue to fall, putting downward pressure on global rates; a hawkish Bank of Canada saw a stronger CAD, but otherwise the USD is generally stronger, seeing the NZD weaken a little
US equities continue to fall, putting downward pressure on global rates; a hawkish Bank of Canada saw a stronger CAD, but otherwise the USD is generally stronger, seeing the NZD weaken a little
25th Oct 18, 7:53am
24th Oct 18, 7:50am
Global equities have slumped again and US Treasury yields have followed the move lower; NZD has largely trade sideways in an approximate 0.6535-0.6570 range; GBP saw a spike up to 1.3040
Global equities have slumped again and US Treasury yields have followed the move lower; NZD has largely trade sideways in an approximate 0.6535-0.6570 range; GBP saw a spike up to 1.3040
24th Oct 18, 7:50am
23rd Oct 18, 8:18am
Commodity currencies are underperforming and US equities in are negative territory; NZD had run up through 0.66 over the weekend, supported by a more positive vibe around China; UST yields remain tightly range-bound
Commodity currencies are underperforming and US equities in are negative territory; NZD had run up through 0.66 over the weekend, supported by a more positive vibe around China; UST yields remain tightly range-bound
23rd Oct 18, 8:18am
19th Oct 18, 7:59am
JPY is outperforming while the NZD continues to remain uncorrelated with risk appetite; US and German 10-year rates are lower; outlook for China remains a concern
JPY is outperforming while the NZD continues to remain uncorrelated with risk appetite; US and German 10-year rates are lower; outlook for China remains a concern
19th Oct 18, 7:59am

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