In this Insight, we review the latest Bank of Canada and Reserve Bank of New Zealand meetings, and suggest the appropriate bond and currency strategies.
In this Insight, we review the latest Bank of Canada and Reserve Bank of New Zealand meetings, and suggest the appropriate bond and currency strategies.
In this Month-In-Review report, we go over the latest G10 data releases and rank currencies’ fundamental standing based on our updated macroeconomic model.
The Reserve Bank of New Zealand hiked rates this week to 5.5%. There are many reasons to expect that to be the last rate hike for this cycle – a development that is positive for New Zealand bonds but bearish for the New Zealand…
The Reserve Bank of New Zealand hiked rates this week to 5.5%. There are many reasons to expect that to be the last rate hike for this cycle – a development that is positive for New Zealand bonds but bearish for the New Zealand…
The New Zealand dollar was the worst performing G10 currency on Wednesday, plunging by 2.3% versus the US dollar. The sharp drop in the kiwi came after the Reserve Bank of New Zealand (RBNZ) signaled that it was done tightening…
As expected, the RBNZ delivered a 50bp rate hike on Wednesday, raising the Official Cash Rate to 4.75% – bringing the cumulative increase since late-2021 to 450bps. More importantly, the contents of the central bank’s…
In this Strategy Insight, we go over the RBA’s recent decision and the implications of its hawkish message for AUD trades.
This week, we articulate what the actions of the three major central banks that met (Fed, ECB and BoE) mean for currency markets. This is within the context of our analysis of the latest data releases in the G10, that allows us to…