Bonds
US equities rise in aftermath of the Fed's rate cut. US Treasury yields higher. BoE holds policy, as expected. NZ rates fall to fresh cycle lows on chance the RBNZ rate cutting cycle extends further than previously expected
19th Sep 25, 7:52am
US equities rise in aftermath of the Fed's rate cut. US Treasury yields higher. BoE holds policy, as expected. NZ rates fall to fresh cycle lows on chance the RBNZ rate cutting cycle extends further than previously expected
A review of things you need to know before you sign off on Thursday; ugly Q2 GDP result, which changes the OCR outlook, resi property investment lack returns, livestock prices rise, swaps drop, NZD falls, & more
18th Sep 25, 3:59pm
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A review of things you need to know before you sign off on Thursday; ugly Q2 GDP result, which changes the OCR outlook, resi property investment lack returns, livestock prices rise, swaps drop, NZD falls, & more
US Federal Reserve cuts rates by 25bp as expected citing growing weakness in the labour market. The median FOMC member expects a further 50bp of easing this year. Markets whipsaw but modest moves overall
18th Sep 25, 7:50am
US Federal Reserve cuts rates by 25bp as expected citing growing weakness in the labour market. The median FOMC member expects a further 50bp of easing this year. Markets whipsaw but modest moves overall
A review of things you need to know before you sign off on Wednesday; no retail rate changes, current account shrinks notably, dairy prices dip marginally, sentiment edges lower, e-Can acts, swaps soft, NZD stable, & more
17th Sep 25, 3:59pm
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A review of things you need to know before you sign off on Wednesday; no retail rate changes, current account shrinks notably, dairy prices dip marginally, sentiment edges lower, e-Can acts, swaps soft, NZD stable, & more
Jeannie Marie Paterson argues the lessons behind ANZ's record A$240m fine should have been learned years ago
17th Sep 25, 10:55am
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Jeannie Marie Paterson argues the lessons behind ANZ's record A$240m fine should have been learned years ago
The economy is likely to start recovering this summer from the Reserve Bank's enforced recession - but are there better ways of controlling inflation in future than pressurising those with mortgages?
17th Sep 25, 10:43am
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The economy is likely to start recovering this summer from the Reserve Bank's enforced recession - but are there better ways of controlling inflation in future than pressurising those with mortgages?
Markets ignore stronger US data, focused on prospects for a protracted Fed easing cycle, seeing Treasury yields edge lower while the USD shows a broadly based fall. EUR rises to a four-year high
17th Sep 25, 7:43am
Markets ignore stronger US data, focused on prospects for a protracted Fed easing cycle, seeing Treasury yields edge lower while the USD shows a broadly based fall. EUR rises to a four-year high
A review of things you need to know before you sign off on Tuesday; ASB trims some TD rates, food inflation stays at 5%, REINZ sales 'chilly', business sentiment upbeat, eyes on dairy auction, swaps soft, NZD eases slightly, & more
16th Sep 25, 3:59pm
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A review of things you need to know before you sign off on Tuesday; ASB trims some TD rates, food inflation stays at 5%, REINZ sales 'chilly', business sentiment upbeat, eyes on dairy auction, swaps soft, NZD eases slightly, & more
Ahead of the Fed’s near-certain rate cut later this week, US equities rise to a fresh record high, alongside a modest fall in US Treasury yields and a broadly weaker USD. Little reaction to weaker China activity data yesterday
16th Sep 25, 7:44am
Ahead of the Fed’s near-certain rate cut later this week, US equities rise to a fresh record high, alongside a modest fall in US Treasury yields and a broadly weaker USD. Little reaction to weaker China activity data yesterday
A review of things you need to know before you sign off on Monday; No retail rate changes again, PSI contracting again, ANZ fined again, farmer sentiment high, FMA warns about McEwen again, swaps stable, NZD on hold, & more
15th Sep 25, 3:59pm
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A review of things you need to know before you sign off on Monday; No retail rate changes again, PSI contracting again, ANZ fined again, farmer sentiment high, FMA warns about McEwen again, swaps stable, NZD on hold, & more
US equity markets consolidated. Asian indices hit record levels. Global bond yields rebound. US Treasury 10-year up 4bp with a steeper curve. Fitch downgrades French rating amid rising debt and political instability
15th Sep 25, 7:20am
US equity markets consolidated. Asian indices hit record levels. Global bond yields rebound. US Treasury 10-year up 4bp with a steeper curve. Fitch downgrades French rating amid rising debt and political instability
A review of things you need to know before you sign off on Friday; no retail rate changes, retail sector patchy, PMI slips, fiscal situation goes backwards, settlement accounts shrink fast, swaps stable NZD firms on USD weakness, & more
12th Sep 25, 3:59pm
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A review of things you need to know before you sign off on Friday; no retail rate changes, retail sector patchy, PMI slips, fiscal situation goes backwards, settlement accounts shrink fast, swaps stable NZD firms on USD weakness, & more
US CPI data close to market expectations. Initial jobless claims surge to a four-year high, but driven by an unusual gain for Texas. The combination drove down US rates and the USD. ECB on hold, as expected
12th Sep 25, 7:57am
US CPI data close to market expectations. Initial jobless claims surge to a four-year high, but driven by an unusual gain for Texas. The combination drove down US rates and the USD. ECB on hold, as expected
A review of things you need to know before you sign off on Thursday; Westpac cuts TD rates, Cotality highlights downward pressure from demographics, Asian ethnicities rise, renewables save the day, swaps stable, NZD holds, & more
11th Sep 25, 3:59pm
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A review of things you need to know before you sign off on Thursday; Westpac cuts TD rates, Cotality highlights downward pressure from demographics, Asian ethnicities rise, renewables save the day, swaps stable, NZD holds, & more
US producer price data softer than expected supporting the case for Fed easing. US treasuries rally. 10-year yields approach 4.0%, the lowest level since April. S&P500 reaches fresh record high
11th Sep 25, 7:37am
US producer price data softer than expected supporting the case for Fed easing. US treasuries rally. 10-year yields approach 4.0%, the lowest level since April. S&P500 reaches fresh record high