Bonds
A review of things you need to know before you sign off on Thursday; more retail rate changes, Willis on Kiwibank IPO, Fonterra cuts again, GDP bounces back, some big scam losses, swaps stable, NZD soft, & more
18th Dec 25, 3:59pm
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A review of things you need to know before you sign off on Thursday; more retail rate changes, Willis on Kiwibank IPO, Fonterra cuts again, GDP bounces back, some big scam losses, swaps stable, NZD soft, & more
US equities are notably weaker, dragged down by the tech sector. Softer UK CPI data locks in BoE rate cut tonight. NZ Q3 GDP data today expected to show bounce back after Q2 contraction
18th Dec 25, 7:43am
US equities are notably weaker, dragged down by the tech sector. Softer UK CPI data locks in BoE rate cut tonight. NZ Q3 GDP data today expected to show bounce back after Q2 contraction
A review of things you need to know before you sign off on Wednesday; consumer mood brightens, current account deficit shrinks, dairy prices tanking, RBNZ aims to make getting into debt easier, swaps stable, NZD firm, & more
17th Dec 25, 3:59pm
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A review of things you need to know before you sign off on Wednesday; consumer mood brightens, current account deficit shrinks, dairy prices tanking, RBNZ aims to make getting into debt easier, swaps stable, NZD firm, & more
Governor Anna Breman says the Reserve Bank 'really has to consider' moving to eight OCR meetings per year - something the bank switched away from 10 years ago
17th Dec 25, 10:02am
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Governor Anna Breman says the Reserve Bank 'really has to consider' moving to eight OCR meetings per year - something the bank switched away from 10 years ago
Mixed US economic data; unemployment rate rises to a four year high of 4.6%; solid core retail sales; weaker PMI but stronger pricing indicators. Little market reaction. Oil prices fall further, down to a four-year low
17th Dec 25, 8:01am
Mixed US economic data; unemployment rate rises to a four year high of 4.6%; solid core retail sales; weaker PMI but stronger pricing indicators. Little market reaction. Oil prices fall further, down to a four-year low
A review of things you need to know before you sign off on Tuesday; no rate changes, REINZ results soggy, food price pressure eases a little, job ads rise slowly, retail just hanging in there, HYFEU worse, swaps drop, NZD down, & more
16th Dec 25, 3:59pm
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A review of things you need to know before you sign off on Tuesday; no rate changes, REINZ results soggy, food price pressure eases a little, job ads rise slowly, retail just hanging in there, HYFEU worse, swaps drop, NZD down, & more
[updated]
A review of things you need to know before you sign off on Monday; Kiwibank raises TD rates, rents fall, service sector in trouble, ASB slapped over AML failures, Govt bond turnover stays very high, swaps dip, NZD stable, & more
15th Dec 25, 3:59pm
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A review of things you need to know before you sign off on Monday; Kiwibank raises TD rates, rents fall, service sector in trouble, ASB slapped over AML failures, Govt bond turnover stays very high, swaps dip, NZD stable, & more
[updated]
In her first substantial monetary policy communication, Reserve Bank Governor Anna Breman says the RBNZ is 'closely monitoring wholesale market interest rates and their effect on households and businesses'
15th Dec 25, 3:31pm
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In her first substantial monetary policy communication, Reserve Bank Governor Anna Breman says the RBNZ is 'closely monitoring wholesale market interest rates and their effect on households and businesses'
RBNZ coming under pressure to correct 'miscommunication' around last Official Cash Rate announcement
Economists are suggesting the RBNZ should provide some guidance on its thinking on interest rates perhaps even ahead of the next Official Cash Rate review, which is not till late February
15th Dec 25, 2:31pm
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Economists are suggesting the RBNZ should provide some guidance on its thinking on interest rates perhaps even ahead of the next Official Cash Rate review, which is not till late February
Concerns about high valuations for companies linked to AI weigh on US equities. FOMC dissenters outline rationale for leaving rates unchanged last week. US treasury curve steeper. Currency markets subdued
15th Dec 25, 7:34am
Concerns about high valuations for companies linked to AI weigh on US equities. FOMC dissenters outline rationale for leaving rates unchanged last week. US treasury curve steeper. Currency markets subdued
A review of things you need to know before you sign off on Friday; more rate hikes, retail shows small gains, factory PMI stays positive, Auckland housing completions stay low, swaps hold for short terms, NZD holds, & more
12th Dec 25, 4:18pm
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A review of things you need to know before you sign off on Friday; more rate hikes, retail shows small gains, factory PMI stays positive, Auckland housing completions stay low, swaps hold for short terms, NZD holds, & more
Post-FOMC rally in US equities fades. Treasuries modestly lower in yield. US dollar extends recent decline. Monthly job growth in Australia weaker than expected
12th Dec 25, 8:05am
Post-FOMC rally in US equities fades. Treasuries modestly lower in yield. US dollar extends recent decline. Monthly job growth in Australia weaker than expected
A review of things you need to know before you sign off on Thursday; asking prices weaken, solid improvements in business data, Opes censured, NZGB demand still hot, flood risks & mitigation in focus, swaps dip, NZD firm, & more
11th Dec 25, 3:58pm
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A review of things you need to know before you sign off on Thursday; asking prices weaken, solid improvements in business data, Opes censured, NZGB demand still hot, flood risks & mitigation in focus, swaps dip, NZD firm, & more
NZ rates market selloff continued yesterday, with the 5-year swap rate rising to its highest level since March
11th Dec 25, 7:21am
NZ rates market selloff continued yesterday, with the 5-year swap rate rising to its highest level since March
Institute of International Finance debt monitor flags growing leverage in the AI sector, sees momentum for private credit
11th Dec 25, 5:00am
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Institute of International Finance debt monitor flags growing leverage in the AI sector, sees momentum for private credit