About
Raiko Shareef
Latest articles
NZ rates curve steepens, responding to Chinese PMIs. All eyes now firmly on the US non-farm payrolls report
NZ rates curve steepens, responding to Chinese PMIs. All eyes now firmly on the US non-farm payrolls report
Global equity markets rebound; EUR weakness compounded by weaker inflation data; NZD/USD sneaks over 64c before being beaten back down; NZD/AUD digging in at around 91c
2
Global equity markets rebound; EUR weakness compounded by weaker inflation data; NZD/USD sneaks over 64c before being beaten back down; NZD/AUD digging in at around 91c
Equities stabilise helping NZD rise; resistance keeping NZD/USD under 64c; commodity stocks on ASX hit hard; German inflation undershoot, hobbling EUR
Equities stabilise helping NZD rise; resistance keeping NZD/USD under 64c; commodity stocks on ASX hit hard; German inflation undershoot, hobbling EUR
Risk aversion to the fore as commodities and stocks sold aggressively; Emerging market and commodity linked currencies suffering
Risk aversion to the fore as commodities and stocks sold aggressively; Emerging market and commodity linked currencies suffering
Janet Yellen sits firmly in the rate hike camp and anticpates a move before year-end; BNZ believes NZD can continue to out-perform peers
Janet Yellen sits firmly in the rate hike camp and anticpates a move before year-end; BNZ believes NZD can continue to out-perform peers
NZD the 'best performer', curious in a defensive market. Yellen one of many Fed speakers touting imminent rate rise options
NZD the 'best performer', curious in a defensive market. Yellen one of many Fed speakers touting imminent rate rise options
Markets spooked, react decisively to Fed's timid non-decision boosting bond values and cutting yields
Markets spooked, react decisively to Fed's timid non-decision boosting bond values and cutting yields
Yellen: Every meeting now 'live' for rate hikes. USD very volitile jerking lower then retracing. NZD snapped around
9
Yellen: Every meeting now 'live' for rate hikes. USD very volitile jerking lower then retracing. NZD snapped around
Fed downgrades its inflation and Fed Funds Rate forecasts, but that still leaves a 2015 hike on the table
Fed downgrades its inflation and Fed Funds Rate forecasts, but that still leaves a 2015 hike on the table
How to read the signals from tomorrow's Fed statement. Unclear signals from US CPI leaves markets guessing
2
How to read the signals from tomorrow's Fed statement. Unclear signals from US CPI leaves markets guessing
Dairy prices now well above last RBNZ assumptions. Market less certain over timing of next OCR cut
Dairy prices now well above last RBNZ assumptions. Market less certain over timing of next OCR cut
Currencies move on thin trading and by ignoring some data. Milk payout forecasts may get upgraded. Fireworks from Current Account unlikely
Currencies move on thin trading and by ignoring some data. Milk payout forecasts may get upgraded. Fireworks from Current Account unlikely
The strong gain in dairy prices overnight, combined with a US rates sell-off, should help support local interest rates
The strong gain in dairy prices overnight, combined with a US rates sell-off, should help support local interest rates
Investors ignore politics. AUD may rally on fundamentals. China sinks. Another gain expected for dairy auction
1
Investors ignore politics. AUD may rally on fundamentals. China sinks. Another gain expected for dairy auction
Markets ignore Aussie leadership spill. Markets push out next RBNZ rate cut to March 2016. Eyes on dairy auction
Markets ignore Aussie leadership spill. Markets push out next RBNZ rate cut to March 2016. Eyes on dairy auction
US jobs and growth have handily beaten previous forecasts so Fed will need to upgrade outlook even if it does not change rates this week
1
US jobs and growth have handily beaten previous forecasts so Fed will need to upgrade outlook even if it does not change rates this week
Bonds rally ahead of weak US confidence reading. But Fed decision dominates expectations. Economists split but market sees only a low chance of hike
Bonds rally ahead of weak US confidence reading. But Fed decision dominates expectations. Economists split but market sees only a low chance of hike
ECB downgrades growth and inflation projections. Eyes now on US employment data for August. Fed hawk counsels against hike delay
5
ECB downgrades growth and inflation projections. Eyes now on US employment data for August. Fed hawk counsels against hike delay
Australian data undermines yield gains as does the ECB's policy statement. Eyes on NFPs and G20 meetings
Australian data undermines yield gains as does the ECB's policy statement. Eyes on NFPs and G20 meetings
Investors grow increasingly wary of China equities state 'support'. Soggy AU Q2 result hurts AUD. NZD holds up with USD
Investors grow increasingly wary of China equities state 'support'. Soggy AU Q2 result hurts AUD. NZD holds up with USD
US yields drift higher as risk fades despite lacklustre data. NZ rates drift higher ahead of next week's RBNZ MPS
1
US yields drift higher as risk fades despite lacklustre data. NZ rates drift higher ahead of next week's RBNZ MPS
Rout in NZD 'looks odd' given strong gains by other commodity-based currencies, and "a possibility of another double-digit increase in the Global Dairy Trade Index"
1
Rout in NZD 'looks odd' given strong gains by other commodity-based currencies, and "a possibility of another double-digit increase in the Global Dairy Trade Index"
Slump in business confidence points to soft Q3 growth. Disinflation fears ease as oil jumps. Attention now turns to GDT auction
7
Slump in business confidence points to soft Q3 growth. Disinflation fears ease as oil jumps. Attention now turns to GDT auction
Comments from optimistic policymakers set market tone rather than inflation data. Upcoming US jobs report crucial to Fed decision. USD retakes ground
1
Comments from optimistic policymakers set market tone rather than inflation data. Upcoming US jobs report crucial to Fed decision. USD retakes ground
Fed keeps September rate hike option open. Short rates recover fully from recent risk aversion
Fed keeps September rate hike option open. Short rates recover fully from recent risk aversion