Bonds

RBNZ Governor Anna Breman hints at pause in OCR increases, but keen to prevent giving businesses the opportunity to hike prices

RBNZ Governor Anna Breman hints at pause in OCR increases, but keen to prevent giving businesses the opportunity to hike prices

Risk sentiment improves with oil prices and US Treasury yields consolidating. Currency markets active, with the yen briefly surging, CAD outperforming after a hawkish Bank of Canada hold, and AUD supported by expectations of further RBA tightening

Risk sentiment improves with oil prices and US Treasury yields consolidating. Currency markets active, with the yen briefly surging, CAD outperforming after a hawkish Bank of Canada hold, and AUD supported by expectations of further RBA tightening

Bank economists split on October rate hike as RBNZ’s dovish shift signals a potential cash rate pause before the November 7 election

Bank economists split on October rate hike as RBNZ’s dovish shift signals a potential cash rate pause before the November 7 election

After two Official Cash Rate hikes in a row, Reserve Bank Governor Anna Breman says it's likely there will be a further increase to the OCR but the timing is highly uncertain

After two Official Cash Rate hikes in a row, Reserve Bank Governor Anna Breman says it's likely there will be a further increase to the OCR but the timing is highly uncertain

A review of things you need to know before you sign off on Wednesday; no retail rate changes yet following the OCR hike, Auckland a buyers market, building consents high, Fonterra confirms good result coming, swaps dip, NZX firms, NZD drops, & more

A review of things you need to know before you sign off on Wednesday; no retail rate changes yet following the OCR hike, Auckland a buyers market, building consents high, Fonterra confirms good result coming, swaps dip, NZX firms, NZD drops, & more

RBNZ raises the Official Cash Rate by 25 basis points to 2.75%, delivering a back-to-back hike in an effort to curb inflationary pressures

RBNZ raises the Official Cash Rate by 25 basis points to 2.75%, delivering a back-to-back hike in an effort to curb inflationary pressures

Middle East escalation is the dominant market driver, lifting oil prices sharply and weighing on global risk sentiment, with equities weaker and defensive sectors outperforming. Global bond yields have pushed higher

Middle East escalation is the dominant market driver, lifting oil prices sharply and weighing on global risk sentiment, with equities weaker and defensive sectors outperforming. Global bond yields have pushed higher

A review of things you need to know before you sign off on Tuesday; no retail rate changes but benchmark rates move up, TDs more popular, housing market soggy & good for buyers, swaps up, NZD down, NZD dips, & more

A review of things you need to know before you sign off on Tuesday; no retail rate changes but benchmark rates move up, TDs more popular, housing market soggy & good for buyers, swaps up, NZD down, NZD dips, & more

Renewed US-Iran hostilities lifted oil prices, pilling over into higher global bond yields and weaker equity markets. US 10-year Treasury yield trades above 4.76%, its highest level since January 2025

Renewed US-Iran hostilities lifted oil prices, pilling over into higher global bond yields and weaker equity markets. US 10-year Treasury yield trades above 4.76%, its highest level since January 2025

A review of things you need to know before you sign off on Monday; Auckland new-build completions fade, business sentiment remains high, investors very concerned, large TDs popular, public service strike imminent, swap curve flattens, NZD hold, & more

A review of things you need to know before you sign off on Monday; Auckland new-build completions fade, business sentiment remains high, investors very concerned, large TDs popular, public service strike imminent, swap curve flattens, NZD hold, & more

Front-end US Treasury yields rose sharply after Fed Chair Warsh’s hawkish Jackson Hole remarks. Market pricing for a September Fed hike increased to around 60%. The US dollar strengthened broadly

Front-end US Treasury yields rose sharply after Fed Chair Warsh’s hawkish Jackson Hole remarks. Market pricing for a September Fed hike increased to around 60%. The US dollar strengthened broadly

A review of things you need to know before you sign off on Friday; a new very low floating rate, consumer sentiment holds up, more filled jobs, more renting but rents flat, TVNZ has better results, swaps little-changed, NZX dips, NZD firms, & more

A review of things you need to know before you sign off on Friday; a new very low floating rate, consumer sentiment holds up, more filled jobs, more renting but rents flat, TVNZ has better results, swaps little-changed, NZX dips, NZD firms, & more

US equities rose, led by Nvidia’s strong outlook. Rates and FX markets were subdued, with US Treasuries broadly stable. Markets now turn to Fed Chair Warsh’s Jackson Hole speech

US equities rose, led by Nvidia’s strong outlook. Rates and FX markets were subdued, with US Treasuries broadly stable. Markets now turn to Fed Chair Warsh’s Jackson Hole speech

A review of things you need to know before you sign off on Thursday; low equity borrowing grows, the Heartland-TSB tie-up closer, mortgage market winners & losers, Selwyn to double its population in 25 years, swaps firm, NZD stable, & more

A review of things you need to know before you sign off on Thursday; low equity borrowing grows, the Heartland-TSB tie-up closer, mortgage market winners & losers, Selwyn to double its population in 25 years, swaps firm, NZD stable, & more

US economic data in line with expectations. US rates and USD push higher, with Fed rate hike later this year fully priced. Stronger Australian CPI data raises the chance of the RBA delivering another rate hike this cycle

US economic data in line with expectations. US rates and USD push higher, with Fed rate hike later this year fully priced. Stronger Australian CPI data raises the chance of the RBA delivering another rate hike this cycle