Bonds

A review of things you need to know before you sign off on Thursday; AI market ructions, more job ads, gloomy housing outlook, few winners at NZGB or LGFA bond tenders, Aussie labour market surprise, swaps lower, NZD firms, & more

A review of things you need to know before you sign off on Thursday; AI market ructions, more job ads, gloomy housing outlook, few winners at NZGB or LGFA bond tenders, Aussie labour market surprise, swaps lower, NZD firms, & more

US CPI data stronger than consensus sending US rates and USD higher; US equities lower with chunky falls. Then rates move retraced, leaving only small net change in yields. But equities and FX moves largely sustained

US CPI data stronger than consensus sending US rates and USD higher; US equities lower with chunky falls. Then rates move retraced, leaving only small net change in yields. But equities and FX moves largely sustained

A review of things you need to know before you sign off on Wednesday; no retail rate changes, housing market quieter, tourism back to pre-pandemic levels, migration up modestly, dairy prices up, fiscal red flags, swaps stable, NZD firms, & more

A review of things you need to know before you sign off on Wednesday; no retail rate changes, housing market quieter, tourism back to pre-pandemic levels, migration up modestly, dairy prices up, fiscal red flags, swaps stable, NZD firms, & more

Market movements well contained. Strong reporting by banks to kick of the US earnings season. UST 10-year rate trades mixed ahead of key US CPI report due tonight

Market movements well contained. Strong reporting by banks to kick of the US earnings season. UST 10-year rate trades mixed ahead of key US CPI report due tonight

A review of things you need to know before you sign off on Tuesday; rising oil prices dominate, we check the fiscal policy progress, Aussie business sentiment retreats even as conditions stable, swaps softish, NZD lower, & more

A review of things you need to know before you sign off on Tuesday; rising oil prices dominate, we check the fiscal policy progress, Aussie business sentiment retreats even as conditions stable, swaps softish, NZD lower, & more

Oil prices track higher, with no evidence of Russia/Ukraine ceasefire and hostilities in the Middle East continue. USD broadly stronger. NZD weaker on key crosses, sending NZ TWI down to fresh 15-year low

Oil prices track higher, with no evidence of Russia/Ukraine ceasefire and hostilities in the Middle East continue. USD broadly stronger. NZD weaker on key crosses, sending NZ TWI down to fresh 15-year low

A review of things you need to know before you sign off on Monday; minor retail rate changes, no spring real estate market bounce, GSCI low & stable, swaps, NZX and NZD all stable, & more

A review of things you need to know before you sign off on Monday; minor retail rate changes, no spring real estate market bounce, GSCI low & stable, swaps, NZX and NZD all stable, & more

Global equities ended higher, with the S&P approaching record highs ahead of Q3 earnings season. The US dollar extended its advance to a fourth consecutive week, although most G10 moves were modest

Global equities ended higher, with the S&P approaching record highs ahead of Q3 earnings season. The US dollar extended its advance to a fourth consecutive week, although most G10 moves were modest

A review of things you need to know before you sign off on Friday; fewer properties rented, wool prices rise, livestock prices steady, primary export growth close to target, housing asset stalls, swaps dip, NZD holds, & more

A review of things you need to know before you sign off on Friday; fewer properties rented, wool prices rise, livestock prices steady, primary export growth close to target, housing asset stalls, swaps dip, NZD holds, & more

US equities weaker, weighed by AI jitters which dragged down tech stocks. Brent crude up over 3%. US Treasury yields higher before plunging as investors return

US equities weaker, weighed by AI jitters which dragged down tech stocks. Brent crude up over 3%. US Treasury yields higher before plunging as investors return

A review of things you need to know before you sign off on Thursday; ASB changes many rates, building costs rise, workers lose share, Westpac ups payout forecast, NZGB tender popular, swaps stable, NZD soft, & more

A review of things you need to know before you sign off on Thursday; ASB changes many rates, building costs rise, workers lose share, Westpac ups payout forecast, NZGB tender popular, swaps stable, NZD soft, & more

Weaker risk appetite returns. Global bond yields hit fresh record highs but UST 10-year rate eases off new peak. European bond spreads to Germany widen again, led by France

Weaker risk appetite returns. Global bond yields hit fresh record highs but UST 10-year rate eases off new peak. European bond spreads to Germany widen again, led by France

A review of things you need to know before you sign off on Wednesday; no retail rate changes, spending 'resilient', dairy prices rise, housing demographics not positive, climate shifts into uncharted territory, swaps NZX and NZD all stable, & more

A review of things you need to know before you sign off on Wednesday; no retail rate changes, spending 'resilient', dairy prices rise, housing demographics not positive, climate shifts into uncharted territory, swaps NZX and NZD all stable, & more

Risk appetite improves. US equities lift to fresh record highs. Global rates modestly lower, credit spreads narrower. USD broadly weaker

Risk appetite improves. US equities lift to fresh record highs. Global rates modestly lower, credit spreads narrower. USD broadly weaker

A review of things you need to know before you sign off on Tuesday; Rabobank raises longer TD rates, NZIER survey finds optimism ahead, consumer spending weak & stressed, NEVs rule, swaps rise, NZX firmish, NZD holds, & more

A review of things you need to know before you sign off on Tuesday; Rabobank raises longer TD rates, NZIER survey finds optimism ahead, consumer spending weak & stressed, NEVs rule, swaps rise, NZX firmish, NZD holds, & more