Bonds
Oil prices up again as the US and Iran exchange missiles and threats. Higher oil prices driving US rates up. Currency moves modest; NZD weakens as recent strength fades; JPY still weak despite threat to intervene
23rd Jul 26, 7:55am
Oil prices up again as the US and Iran exchange missiles and threats. Higher oil prices driving US rates up. Currency moves modest; NZD weakens as recent strength fades; JPY still weak despite threat to intervene
A review of things you need to know before you sign off on Wednesday; no retail rate changes, dairy prices hold, greenhouse gas reductions too slow, credit card debt eases, swaps flat, NZX firms, NZD retreats, & more
22nd Jul 26, 3:59pm
12
A review of things you need to know before you sign off on Wednesday; no retail rate changes, dairy prices hold, greenhouse gas reductions too slow, credit card debt eases, swaps flat, NZX firms, NZD retreats, & more
Oil prices higher overnight with Brent crude peaking just below USD92 on new Trump threats. Treasury yields push higher, but US equity market unperturbed as investors return. NZD and rates higher after strong NZ CPI report, but the move faded
22nd Jul 26, 7:53am
Oil prices higher overnight with Brent crude peaking just below USD92 on new Trump threats. Treasury yields push higher, but US equity market unperturbed as investors return. NZD and rates higher after strong NZ CPI report, but the move faded
A review of things you need to know before you sign off on Tuesday; inflation up, real estate agent commissions resilient, Hamilton Confidential, eyes on dairy auction, swaps hold, NZX dips, NZD firmish, & more
21st Jul 26, 3:59pm
7
A review of things you need to know before you sign off on Tuesday; inflation up, real estate agent commissions resilient, Hamilton Confidential, eyes on dairy auction, swaps hold, NZX dips, NZD firmish, & more
[updated]
Annual inflation hits 4.1% in the June quarter with petrol leading the way
Mixed news on Middle East tensions; ideas from mediators conveyed to Iran; Houthis propose maritime blockade for the Red Sea route used by Saudi Arabia; Brent crude currently just under US$90/bbl. US Treasury yields higher
21st Jul 26, 7:37am
Mixed news on Middle East tensions; ideas from mediators conveyed to Iran; Houthis propose maritime blockade for the Red Sea route used by Saudi Arabia; Brent crude currently just under US$90/bbl. US Treasury yields higher
[updated]
A review of things you need to know before you sign off on Monday; surging exports & imports, lackluster property market, $60 mln carbon tax subsidy, food-for-fuel deal in force, swaps up, NZX on hold, NZD firms, & more
20th Jul 26, 4:00pm
20
A review of things you need to know before you sign off on Monday; surging exports & imports, lackluster property market, $60 mln carbon tax subsidy, food-for-fuel deal in force, swaps up, NZX on hold, NZD firms, & more
US and Iran tit-for-tat military attacks increased. Crude rises through Friday night session, up 4½%; expect to see another lurch higher on the Asian open today, Rates and currencies well contained despite the lift in oil prices
20th Jul 26, 7:38am
1
US and Iran tit-for-tat military attacks increased. Crude rises through Friday night session, up 4½%; expect to see another lurch higher on the Asian open today, Rates and currencies well contained despite the lift in oil prices
[updated]
A review of things you need to know before you sign off on Friday; Rabobank raises savings rates, food price inflation eases, rents flat, Winston's ferries still three years away, 98% renewable, swaps & NZD flat, & more
17th Jul 26, 3:59pm
21
A review of things you need to know before you sign off on Friday; Rabobank raises savings rates, food price inflation eases, rents flat, Winston's ferries still three years away, 98% renewable, swaps & NZD flat, & more
Market movements well contained with no fresh catalysts to drive price action. US retail sales up modestly, in June as expected. US Treasuries and USD reverse course. Rates slightly higher and USD broadly stronger
17th Jul 26, 7:57am
Market movements well contained with no fresh catalysts to drive price action. US retail sales up modestly, in June as expected. US Treasuries and USD reverse course. Rates slightly higher and USD broadly stronger
A review of things you need to know before you sign off on Thursday; asking prices retreat, risk-based insurance takes hold, trade minister in town; wildly popular NZGB syndication, swaps stable, NZX stable NZD firm, & more
16th Jul 26, 3:59pm
9
A review of things you need to know before you sign off on Thursday; asking prices retreat, risk-based insurance takes hold, trade minister in town; wildly popular NZGB syndication, swaps stable, NZX stable NZD firm, & more
Oil prices flat despite ongoing military strikes near the Strait of Hormuz and warnings of a supply crunch. US PPI data weaker than expected, driving down US rates and the USD; pricing for Fed hikes continues to fade
16th Jul 26, 7:57am
1
Oil prices flat despite ongoing military strikes near the Strait of Hormuz and warnings of a supply crunch. US PPI data weaker than expected, driving down US rates and the USD; pricing for Fed hikes continues to fade
[updated]
A review of things you need to know before you sign off on Wednesday; June retail sales very soft, housing activity slow, construction costs rise, dairy prices fall, China data timid, swaps dip, NZX soft, NZD firm, & more
15th Jul 26, 3:59pm
12
A review of things you need to know before you sign off on Wednesday; June retail sales very soft, housing activity slow, construction costs rise, dairy prices fall, China data timid, swaps dip, NZX soft, NZD firm, & more
Surprise, surprise, Trump backs down on his plan for a 20% Hormuz toll; oil prices pare earlier gains. US CPI for June much softer than expected. NZD well supported after run of data and more hawkish RBNZ stance
15th Jul 26, 7:53am
1
Surprise, surprise, Trump backs down on his plan for a 20% Hormuz toll; oil prices pare earlier gains. US CPI for June much softer than expected. NZD well supported after run of data and more hawkish RBNZ stance
A review of things you need to know before you sign off on Tuesday; business confidence firms in a fragile way, migration stalled in May, tourist arrivals still trending up, swaps up, NZX50 down, oil jumps, NZD firms, & more
14th Jul 26, 3:59pm
37
A review of things you need to know before you sign off on Tuesday; business confidence firms in a fragile way, migration stalled in May, tourist arrivals still trending up, swaps up, NZX50 down, oil jumps, NZD firms, & more