Monthly Archives: August 2025

NZD Under Pressure Ahead of RBNZ Policy Decision

Written on August 19, 2025 at 6:01 am, by

Key Takeaways: * Markets widely expect a 25 bps rate cut as growth slows and inflation remains comfortably within target. *Softer trade balance and rising unemployment underscore New Zealand’s deteriorating economic momentum. *Tariff tensions, China’s slowdown, and a dovish RBNZ outlook leave NZD vulnerable to further downside. Market Summary: The New Zealand dollar remains underContinue Reading

Ceasefire Hopes Lift Risk Appetite, Gold Retreats, Dollar Holds Steady Ahead of Powell

Written on August 19, 2025 at 6:01 am, by

Key Takeaways: * Russia–Ukraine tensions easing as Trump arranges possible trilateral peace talks with Putin and Zelenskyy. *Putin signals readiness to meet Zelenskyy within two weeks, raising hopes of a ceasefire. *Risk appetite improves, leading to a sharp retreat in gold as safe-haven demand eases. *Dollar Index rebounded slightly but remains range-bound amid Fed rateContinue Reading

CAD Braces for CPI as Policy Divergence Looms

Written on August 19, 2025 at 6:00 am, by

Key Takeaways: * Canadian Dollar steady as markets await CPI, with core inflation stuck near 3% keeping BoC cautious despite softer headline trends. *Oil and housing data provide only modest support, while rising CAD shorts highlight bearish positioning and investor skepticism. *Policy divergence with the Fed caps USD/CAD upside, but global risk sentiment and Powell’sContinue Reading

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