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Bonds

A review of things you need to know before you sign off on Tuesday; SBS ends six-month TD 6.5% special, Westpac's online gambling block, Kathmandu sales slump, hybrid tweak for road user charges, swaps static, NZD drifts, & more
19th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Tuesday; SBS ends six-month TD 6.5% special, Westpac's online gambling block, Kathmandu sales slump, hybrid tweak for road user charges, swaps static, NZD drifts, & more
Bank of Japan the headline act, with the Reserve Bank of Australia the support act
19th Mar 24, 7:23am
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Bank of Japan the headline act, with the Reserve Bank of Australia the support act
A review of things you need to know before you sign off on Monday; TD ups and downs for Kiwibank, limp auction market still, services in expansion mode, housing market 'primed for takeoff', swaps up, NZD marks time & more
18th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Monday; TD ups and downs for Kiwibank, limp auction market still, services in expansion mode, housing market 'primed for takeoff', swaps up, NZD marks time & more
Global asset markets struggled for direction as investors looked ahead to key central bank meetings this week. Some see the Bank of Japan raising rates and ending curve control. US 10-year treasury yields move higher
18th Mar 24, 7:30am
Global asset markets struggled for direction as investors looked ahead to key central bank meetings this week. Some see the Bank of Japan raising rates and ending curve control. US 10-year treasury yields move higher
A review of things you need to know before you sign off on Friday; no retail rate changes, PMI surprises, BNZ gets new chairman, base mineral prices fall, swaps firmer, NZD soft, & more
15th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Friday; no retail rate changes, PMI surprises, BNZ gets new chairman, base mineral prices fall, swaps firmer, NZD soft, & more
US PPI inflation comes in hot; US retail sales weaker than expected, consistent with a shift down in consumer spending. US Fed rate cut expectations pushed back. Oil prices at new four-month high as IEA now looking for a supply deficit through the year
15th Mar 24, 7:48am
US PPI inflation comes in hot; US retail sales weaker than expected, consistent with a shift down in consumer spending. US Fed rate cut expectations pushed back. Oil prices at new four-month high as IEA now looking for a supply deficit through the year
A review of things you need to know before you sign off on Thursday; REINZ sales data below average, migration surge, inbound tourism lackluster, drought weighs, swaps firm, NZD holds, & more
14th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Thursday; REINZ sales data below average, migration surge, inbound tourism lackluster, drought weighs, swaps firm, NZD holds, & more
Global equity markets consolidate near record highs in the absence of first-tier economic data. There is growing expectation that the Bank of Japan will exit from its negative interest rate policy next week, on rising wages
14th Mar 24, 7:53am
Global equity markets consolidate near record highs in the absence of first-tier economic data. There is growing expectation that the Bank of Japan will exit from its negative interest rate policy next week, on rising wages
A review of things you need to know before you sign off on Wednesday; no retail rate changes, rental yields take breather, inflation indicators reveal upside risks, swaps firmer, NZD softer, & more
13th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Wednesday; no retail rate changes, rental yields take breather, inflation indicators reveal upside risks, swaps firmer, NZD softer, & more
Kiwibank economists say central banks will ultimately need to have looser inflation targets in a 'world of rapidly rising, climate-related, costs
13th Mar 24, 9:34am
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Kiwibank economists say central banks will ultimately need to have looser inflation targets in a 'world of rapidly rising, climate-related, costs
US CPI data a touch higher than expected, providing no fuel for those looking for an imminent Fed rate cut. US Treasury yields up 5-6bps across the curve; USD modestly higher. BoJ speculation on imminent rate hike continues
13th Mar 24, 7:47am
US CPI data a touch higher than expected, providing no fuel for those looking for an imminent Fed rate cut. US Treasury yields up 5-6bps across the curve; USD modestly higher. BoJ speculation on imminent rate hike continues
A review of things you need to know before you sign off on Tuesday; more interest rate tweaks, house prices becalmed, retail spending slumps, truckometer trends hold, swaps stop falling, NZD holds, & more
12th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Tuesday; more interest rate tweaks, house prices becalmed, retail spending slumps, truckometer trends hold, swaps stop falling, NZD holds, & more
US Treasury yields push higher, with supply factors weighing on the market and caution ahead of tonight's key US CPI report. Currency markets well contained but yen continues to outperform on speculation of a hawkish BoJ pivot as soon as next week
12th Mar 24, 7:39am
US Treasury yields push higher, with supply factors weighing on the market and caution ahead of tonight's key US CPI report. Currency markets well contained but yen continues to outperform on speculation of a hawkish BoJ pivot as soon as next week
A review of things you need to know before you sign off on Monday; more rate cuts by big banks, limp auction market, Westpac switches auditors, farmers not as grumpy, swaps slip, NZD unchanged, & more
11th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Monday; more rate cuts by big banks, limp auction market, Westpac switches auditors, farmers not as grumpy, swaps slip, NZD unchanged, & more
US labour market data was mixed. Payrolls beat estimates but there were downward revisions to prior months and the jobless rate unexpectedly rose. It provided few solid signals for policymakers ahead of the FOMC next week
11th Mar 24, 7:31am
US labour market data was mixed. Payrolls beat estimates but there were downward revisions to prior months and the jobless rate unexpectedly rose. It provided few solid signals for policymakers ahead of the FOMC next week
Tell us what you think as we seek feedback on our Of Interest Podcast
9th Mar 24, 9:00am
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Tell us what you think as we seek feedback on our Of Interest Podcast
A review of things you need to know before you sign off on Friday; TSB & SBS cut home loan rates, job market tightens, consumers pull back, NZSA lash Agria over PGG Wrightson, swaps stable, NZD firm, & more
8th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Friday; TSB & SBS cut home loan rates, job market tightens, consumers pull back, NZSA lash Agria over PGG Wrightson, swaps stable, NZD firm, & more
Powell: Fed "not far" from having the confidence to cut rates. ECB on hold, with a June rate cut signal. Wage data and commentary raise chance of BoJ ending negative policy rate stance as soon as March. US and European equities up 1% to fresh record highs
8th Mar 24, 7:49am
Powell: Fed "not far" from having the confidence to cut rates. ECB on hold, with a June rate cut signal. Wage data and commentary raise chance of BoJ ending negative policy rate stance as soon as March. US and European equities up 1% to fresh record highs
A review of things you need to know before you sign off on Thursday; housing confidence questions, factories struggled, Tower on mat, short is popular, NZGB tender popular, swaps stable, NZD firmer, & more
7th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Thursday; housing confidence questions, factories struggled, Tower on mat, short is popular, NZGB tender popular, swaps stable, NZD firmer, & more
Fed Chair Powell faces lawmakers; reiterates that easier policy is likely at some point this year. US ADP employment and JOLTS data in line. US Treasury yields down. USD broadly weaker with DXY index down to it lowest in over a month
7th Mar 24, 7:47am
Fed Chair Powell faces lawmakers; reiterates that easier policy is likely at some point this year. US ADP employment and JOLTS data in line. US Treasury yields down. USD broadly weaker with DXY index down to it lowest in over a month
A review of things you need to know before you sign off on Wednesday; BNZ pushes through rate changes, dairy prices slip, weak residential building, Spark makes xtra costly, swaps unchanged, NZD soft, & more
6th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Wednesday; BNZ pushes through rate changes, dairy prices slip, weak residential building, Spark makes xtra costly, swaps unchanged, NZD soft, & more
US data print weaker again; ISM services index lower alongside more market-friendly inflation measures. Weaker equities backdrop supports US Treasuries; yields down 4-6bps for the day. China's 5% GDP growth target seen as optimistic
6th Mar 24, 7:45am
US data print weaker again; ISM services index lower alongside more market-friendly inflation measures. Weaker equities backdrop supports US Treasuries; yields down 4-6bps for the day. China's 5% GDP growth target seen as optimistic
A review of things you need to know before you sign off on Tuesday; TSB launches 6.25% TD rate, new car sales weak, housing listings surge (not sales), discretionary spending weak, swaps unchanged, NZD stable, & much more
5th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Tuesday; TSB launches 6.25% TD rate, new car sales weak, housing listings surge (not sales), discretionary spending weak, swaps unchanged, NZD stable, & much more
US treasury yields are higher set against the backdrop of heavy corporate supply. Currency markets subdued. Nikkei225 at record high. Eyes on China’s National People’s Congress
5th Mar 24, 8:06am
US treasury yields are higher set against the backdrop of heavy corporate supply. Currency markets subdued. Nikkei225 at record high. Eyes on China’s National People’s Congress
A review of things you need to know before you sign off on Monday; big banks move retail rates, terms of trade worsen, many auctions but low sales, water situation good, swaps on hold, NZD stable, & more
4th Mar 24, 3:59pm
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A review of things you need to know before you sign off on Monday; big banks move retail rates, terms of trade worsen, many auctions but low sales, water situation good, swaps on hold, NZD stable, & more