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Reading: Fewer hikes go away Kiwi susceptible – Commerzbank
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Forex

Fewer hikes go away Kiwi susceptible – Commerzbank

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Last updated: February 18, 2026 7:23 am
Editor
Published: February 18, 2026
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Fewer hikes go away Kiwi susceptible – Commerzbank


Commerzbank’s Volkmar Baur stories that the Reserve Financial institution of New Zealand stored its coverage price at 2.25%, with NZD weakening about 0.8% versus the US Greenback. Markets now value just one hike this 12 months as Governor Anna Breman indicators consolation with present settings. Commerzbank doubts the RBNZ can hike in any respect, anticipating NZD/USD to remain below strain.

RBNZ pause weighs on Kiwi outlook

“At its first financial coverage assembly this 12 months, the Reserve Financial institution of New Zealand left its coverage price unchanged at 2.25%. The kiwi reacted considerably negatively to the choice, shedding round 0.8% in opposition to the US greenback this morning.”

“Regardless of inflation remaining too excessive – at 3.1% within the final quarter, above the central financial institution’s goal of 1-3% – the brand new RBNZ Governor Anna Breman appears snug with the present financial coverage. Inflation is anticipated to proceed to say no over the approaching months, which, based on the central financial institution, will enable it to depart rates of interest unchanged for even longer to provide the economic system an opportunity to get better.”

“In consequence, the market at present expects just one rate of interest hike by the tip of the 12 months, whereas beforehand it had seen at the very least a fifty-fifty likelihood of a second price hike. We stay unsure and would count on the financial restoration to proceed to be considerably slower than the central financial institution expects.”

“We subsequently proceed to see a danger that the central financial institution won’t be able to lift rates of interest in any respect this 12 months. On this case, this morning’s setback in NZD-USD would solely be a foretaste, and we count on the Kiwi to proceed to be below strain for the remainder of this 12 months.”

(This text was created with the assistance of an Synthetic Intelligence software and reviewed by an editor.)

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Occasion Information: U.Okay. CPI Report (December 2025)

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Reading: Fewer hikes go away Kiwi susceptible – Commerzbank
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