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-
Australia’s Trade in Goods Account, December
After an extended period defined by immense volatility, Australia’s goods trade flows managed to finish the year on a stable footing. Goods trade balance: $3.4bn. Export values: up 1.0%mth. Import values: down 0.8%mth.
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ForeX Focus
Weekly FX strategy thoughts on AUD, NZD and crosses.
February 05 2026
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What's Priced In
Monetary Policy Watch
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Westpac Strategy Antipodean Daily Wrap
Heavy metal.
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AUD Rates Morning Chartpacks - 5 February 2026
Morning ACGB, Semi, SSA relative value chartpacks.
February 05 2026
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Around the Grounds
Today’s note includes comments on SingTel, Plenti and MA Money.
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FinanceAM
Risk sentiment remained defensive, the S&P500 down 1.0% and Nasdaq down 2.4% as equity investors rotated from technology. US-Iran talk prospects slumped. US economic data was slightly below expectations overall. The US dollar rose slightly, while bond yields fell slightly.
- NZ Weekly Economic Insight 5 February 2026
A two-minute video update on the New Zealand economy and markets from Chief Economist Kelly Eckhold.
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Hawks, doves, and kiwis, Feb 2026
With the monetary easing cycle seemingly now over, we canvas some of the arguments that a ‘hawk’ and ‘dove’ might make when debating the timing of the next RBNZ tightening cycle.
20
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