This Insight looks at the implications of the RBNZ’s rate cut on New Zealand assets.
The easing bias remains, but not all central banks are equal. This Central Bank Monitor update reveals who is ready to cut more and who is still pretending not to.
This report looks at the FX implications of the Trump tariffs, and the review of our Q1 trades.
This week, we update our Central Bank Monitors (CBMs), that help us calibrate how monetary policy should be adjusted in developed-market economies. Our conclusion is that while overall, easier monetary settings are required, there a…
At its October meeting, the Reserve Bank Of New Zealand (RBNZ) cut the Official Cash Rate by 50 bps to 4.75%. The decision was not accompanied by an updated economic forecast or press conference and the latest forecast in August…
The Reserve Bank of New Zealand unexpectedly embarked on an easing pivot in August, cutting the Official Cash Rate by 25 bps to 5.25%. The central bank also signaled further rate cuts by lowering its rate benchmark forecast to 4.…
The Reserve Bank of New Zealand (RBNZ) kept interest rates on hold at this week’s monetary policy meeting, in line with expectations. However, there were three new notes from its monetary policy statement that will likely…
In this Insight, we revisit our "higher for longer" theme for the Reserve Bank of New Zealand, in light of the latest central bank meeting. In conclusion, we are inching towards a more dovish RBNZ ahead. Ergo, we recommend some fixed…