RBNZ Preview: Hold now, bigger cuts later?
We are inclined to think the RBNZ may prefer to wait for the Fed to move first amid lingering non-tradable inflation concerns
May RBNZ preview: Not enough reasons to turn dovish
Hot inflation means low chances of any easing in New Zealand before the fourth quarter
How elections and the RBNZ disinflation gamble can steer the Kiwi dollar
The RBNZ should hold this week, but may be wrong on disinflation and have to hike in November. The 14 October election might yield a NZD-positive outcome
FX carry trade is back in fashion
It’s PMI day, and we think the euro could benefit from the reinforcement of its growth story after a period of few domestic drivers. With the…
RBNZ Preview: 50bp hike but risk of a dovish tilt
Why we think the NZD drop doesn’t have legs
