Stephen Koukoulas
Stephen Koukoulas
bank credit gauge inflation interest leave october rates reserve suggest together
The credit data, together with the TD-MI monthly inflation gauge for October suggest the Reserve Bank will leave interest rates unchanged,
currency demand highest interest rates
Some of the highest interest rates in the world keep demand for the currency strong.
alan data fit governor hiking information interest needed stop today
If RBNZ Governor Alan Bollard needed more information to stop hiking interest rates, the house-building consents data today fit the bill.
case clearly flow global hike increases inflation interest raising rate rates rest
The case for a rate hike is clearly much stronger. The rest of the world is raising interest rates and global inflation rates are edging higher. Fuel-price increases will flow through to inflation.
arm australian bank below break interest likely months percent pressure raise rate reserve shot turn
The unemployment rate is likely to break below 5 percent in the months ahead. It will escalate the pressure on the Reserve Bank to raise interest rates, which in turn will be a shot in the arm for the Australian dollar.
cut forecast interest less looking rate
A mid-year interest rate cut is looking less likely. We had forecast a rate cut in July. That's looking a lot shakier after today's number.
adding clearly currency dollar external harder love
Bollard is clearly frustrated. The kiwi dollar is too strong, adding to external imbalances by making it harder for exporters to compete. He would love to see the currency falling.
adding clearly currency dollar external harder love
Bollard is clearly frustrated, ... The kiwi dollar is too strong, adding to external imbalances by making it harder for exporters to compete. He would love to see the currency falling.
bank forecast inflation middle pressures raise rates reserve works year
We forecast the Reserve Bank will raise rates by the middle of the year as it works to damp inflation pressures that are still pronounced.
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We're short-term fans of the Australian dollar. The global demand for commodities is incredibly strong because of the global economy, which is doing very well.
amount consumer huge resilience side
There is still a huge amount of resilience in the consumer side of the economy,
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The news should provide support for the Australian dollar with a hint that the trade balance will continue to narrow.
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The Australian dollar should be doing better in the short term because the rate differential is still supportive.
deficit export growth hoping improvement kicks sector trade
We are just hoping the export sector kicks into growth during 2006. Improvement in the trade deficit has been a long-time coming.