Adrian Lodge – Senior Financial Markets Dealer – is back on the pod (in familiar attire), and a lot has happened since last September. Back then, we were heading into the US election, central banks were at the start of the easing cycle, and the Kiwi dollar was climbing towards 64c. Today, tariffs dominate the headlines and uncertainty remains elevated.

In all that, the Kiwi dollar has lost flight. But it’s a double-edged sword. A lower Kiwi is good news for exporters, not so much for importers. Adrian shares all the anecdotes he's hearing from his clients across the importer and exporter space, and how they're positioning themselves ahead of the coming summer months and into 2026

Hosted by Jarrod Kerr, Mary Jo Vergara and Sabrina Delgado.

Follow our economic commentary & insights here: https://www.kiwibank.co.nz/business-banking/thrive-hq/kiwi-economics/commentary-insights/

Any views or information shared in this podcast, while given in good faith, aren't necessarily the view of Kiwibank.