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Australia, NZ dlrs get reprieve on Sino-US trade report

Published 18/01/2019, 01:10 pm
© Reuters.  Australia, NZ dlrs get reprieve on Sino-US trade report
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By Wayne Cole

SYDNEY, Jan 18 (Reuters) - The Australian and New Zealand dollars got a fillip on Friday as a report of progress in the Sino-U.S. trade dispute buoyed risk sentiment, though both currencies still nursed losses for the week.

The blip came after the Wall Street Journal reported U.S. Treasury Secretary Steven Mnuchin had discussed lifting some or all tariffs imposed on Chinese imports to help push negotiations forward. a Treasury spokesman later denied the report, saying no recommendations had been made and a deal was "nowhere near".

Even the hint of possible concessions was enough to boost Asian share markets and lift the Aussie AUD=D3 to $0.7201 from a low of $0.7146 on Thursday. That left it down 0.2 percent for the week.

The kiwi dollar NZD=D3 stood at $0.6762, after getting as far as $0.6786. It was off 1 percent for the week so far, but up from a $0.6728 trough.

Dealers suspect speculators have been shorting the kiwi on expectations that key inflation data due next week will prove soft enough to fuel speculation of a cut in interest rates.

The Reserve Bank of New Zealand last year left the door open to an easing if economic growth or inflation disappointed and its first policy meeting of the year is less than a month away on Feb. 13.

Michael Gordon, a senior economist at Westpac, predicts consumer price inflation rose just 0.1 percent in the December quarter, keeping the annual pace at 1.9 percent. That would be under the RBNZ's own forecast of 2 percent.

"However, we think that the details will be 'hawkish' from the RBNZ's point of view," he said, noting the softness would partly be due to a drop in petrol prices and a seasonal fall in the cost of vegetables.

"The sharp drop in fuel prices is a temporary shock and is more easily looked through," he added. "In contrast, we expect a 0.7 percent rise in the more persistent non-tradables component, compared to the RBNZ's forecast of a subdued 0.4 percent rise."

Bond investors clearly think a rate cut is a possibility given two-year yields NZ2YT=RR of 1.68 percent are below the 1.75 percent cash rate 0#NZTSY= .

Australian two-year yields AU2YT=RR of 1.90 percent remain well above the local cash rate of 1.5 percent, but are still down around 20 basis points in the last three months.

Bond futures eased on Friday as risk sentiment improved, with the three-year bond contract YTTc1 off 5 ticks at 98.190. The 10-year contract YTCc1 also fell 5 ticks to 97.6700. (Editing by Shri Navaratnam)

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