The New Zealand Dollar is entering late January 2026 with some wind in its sails, thanks to a robust bounce in dairy prices and a central bank that has stopped slashing rates for a moment. Fiscal defi
Absolutly brilliant analysis of NZ's economic pivot from recession to recovery. The connection between dairy price rebounds and currency stability is spot-on, dunno if many analysts catch that linkage as clearly. I remember watching commodity markets during Australia's mining boom and the parallels in export-driven currency dynamics are striking. Your point about the divergence between surging business confidnce and lagging unemployment data really captures the current tension perfectly.
Absolutly brilliant analysis of NZ's economic pivot from recession to recovery. The connection between dairy price rebounds and currency stability is spot-on, dunno if many analysts catch that linkage as clearly. I remember watching commodity markets during Australia's mining boom and the parallels in export-driven currency dynamics are striking. Your point about the divergence between surging business confidnce and lagging unemployment data really captures the current tension perfectly.
I appreciate the kind words, more Fundamental Analysis is being written to aid traders in their decision making. Regards - Gavin