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Stuart Talman
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NZ CPI a little stronger than expected, AUS CPI significantly stronger. Kiwi crunched against the Aussie. RBNZ hike expectations dialed down
26th Jan 23, 7:56am
NZ CPI a little stronger than expected, AUS CPI significantly stronger. Kiwi crunched against the Aussie. RBNZ hike expectations dialed down
Optimism continues to be the predominant mood. Hey, what recession? CPI double header: 4Q inflation readings released for both NZ and AUS
25th Jan 23, 7:58am
Optimism continues to be the predominant mood. Hey, what recession? CPI double header: 4Q inflation readings released for both NZ and AUS
Markets are bravely assuming the inflation battle has been won. Risk assets extend higher
24th Jan 23, 8:06am
Markets are bravely assuming the inflation battle has been won. Risk assets extend higher
Tech stock rally and dovish Fed-speak propel US equities higher. Soft(ish) landing vs recession fears the competing narratives. Wednesday’s trans-Tasman CPI doubleheader the week’s major event
23rd Jan 23, 7:49am
Tech stock rally and dovish Fed-speak propel US equities higher. Soft(ish) landing vs recession fears the competing narratives. Wednesday’s trans-Tasman CPI doubleheader the week’s major event
Gravestone bearish reversal portends further downside ahead, The monkey wrench has been thrown, driving negative risk sentiment. ECB minutes and Lagarde’s Davos speech maintain ECB’s hawkish tone
20th Jan 23, 7:59am
Gravestone bearish reversal portends further downside ahead, The monkey wrench has been thrown, driving negative risk sentiment. ECB minutes and Lagarde’s Davos speech maintain ECB’s hawkish tone
China activity data surprises to the upside, further bolstering re-opening positivity. UK reports a resilient labour market keeps the BoE on track for +50bps hike. Eyes on BofJ
18th Jan 23, 8:04am
China activity data surprises to the upside, further bolstering re-opening positivity. UK reports a resilient labour market keeps the BoE on track for +50bps hike. Eyes on BofJ
US dollar index (DXY) has fallen to important technical support – where to next? China activity data and UK jobs the major data points
17th Jan 23, 8:13am
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US dollar index (DXY) has fallen to important technical support – where to next? China activity data and UK jobs the major data points
NZD recovers to end week near 63.8 USc. A key US sentiment survey drives stocks higher. S&P500 clears key technical resistance, trades through 4000 and 200 day moving average
16th Jan 23, 8:07am
NZD recovers to end week near 63.8 USc. A key US sentiment survey drives stocks higher. S&P500 clears key technical resistance, trades through 4000 and 200 day moving average
Markets react violently to CPI despite the latest inflation read being in-line. Market friendly data flow has been the early story of 2023, boosting sentiment. Don't get complacent, remember 2022 - sentiment turns on a dime, be prepared
13th Jan 23, 8:04am
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Markets react violently to CPI despite the latest inflation read being in-line. Market friendly data flow has been the early story of 2023, boosting sentiment. Don't get complacent, remember 2022 - sentiment turns on a dime, be prepared
Financial markets and the US Fed disagree on where to from here. Who is right will start to be revealed when the US CPI data is released soon. Meanwhile the NZD is at the mercy of these forces
12th Jan 23, 8:03am
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Financial markets and the US Fed disagree on where to from here. Who is right will start to be revealed when the US CPI data is released soon. Meanwhile the NZD is at the mercy of these forces
Currency markets have slipped into wait-and-see mode ahead of the upcoming US CPI report which is likely to deliver more lively action
11th Jan 23, 8:16am
Currency markets have slipped into wait-and-see mode ahead of the upcoming US CPI report which is likely to deliver more lively action
Although markets may now slip into a wait-and-see mode ahead of the US inflation number on Thursday, the NZD is extending its gains on encouraging data flows and revised China prospects
10th Jan 23, 8:30am
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Although markets may now slip into a wait-and-see mode ahead of the US inflation number on Thursday, the NZD is extending its gains on encouraging data flows and revised China prospects