Bonds

A review of things you need to know before you sign off on Thursday; Kiwibank makes rate changes, more sales at a loss, migration up slightly, tourism rebounds, retail in grim grind, swaps ease, NZX firm, NZD soft, & more

A review of things you need to know before you sign off on Thursday; Kiwibank makes rate changes, more sales at a loss, migration up slightly, tourism rebounds, retail in grim grind, swaps ease, NZX firm, NZD soft, & more

US cash bond market closed for holiday, but futures imply nudge up in rates. Market pricing more aggressive Fed rate hikes, driving broadly stronger USD. Positive sentiment for US equities, with strong gains led by the tech sector

US cash bond market closed for holiday, but futures imply nudge up in rates. Market pricing more aggressive Fed rate hikes, driving broadly stronger USD. Positive sentiment for US equities, with strong gains led by the tech sector

A review of things you need to know before you sign off on Wednesday; Westpac changes retail rates, concrete production rises, dairy prices rise, sharp drop in Aussie home loan commitments, carbon price firms, swaps rise, NZD soft, & more

A review of things you need to know before you sign off on Wednesday; Westpac changes retail rates, concrete production rises, dairy prices rise, sharp drop in Aussie home loan commitments, carbon price firms, swaps rise, NZD soft, & more

Strong US CPI and hawkish Fed comments saw markets fully price a December Fed hike. US Treasury yields rose sharply, led by the front end, and US equities fell. The US dollar gained broadly

Strong US CPI and hawkish Fed comments saw markets fully price a December Fed hike. US Treasury yields rose sharply, led by the front end, and US equities fell. The US dollar gained broadly

A review of things you need to know before you sign off on Tuesday; no retail rate changes, rental market active but rents flat, October retail struggled, truckometer tame, ASB to raise new bond funding, swaps stable, NZD rises, & more

A review of things you need to know before you sign off on Tuesday; no retail rate changes, rental market active but rents flat, October retail struggled, truckometer tame, ASB to raise new bond funding, swaps stable, NZD rises, & more

Risk appetite bounces back; strong rebound in global equity markets, including US equities rising over 2%. Oil prices down over 4% on hope for end to US-Iran conflict. Rates markets show only small movements

Risk appetite bounces back; strong rebound in global equity markets, including US equities rising over 2%. Oil prices down over 4% on hope for end to US-Iran conflict. Rates markets show only small movements

A review of things you need to know before you sign off on Monday; QV downbeat on property values, ANZ profits fall, FMA eyes stablecoin rules, market prices confirmed by election, swaps stable, NZX down, NZD down, & more

A review of things you need to know before you sign off on Monday; QV downbeat on property values, ANZ profits fall, FMA eyes stablecoin rules, market prices confirmed by election, swaps stable, NZX down, NZD down, & more

Equities partly recovered from the post-midterms tech selloff, with the Nasdaq up 1%. US payrolls easily beat expectations and unemployment fell to 4.1%. Front-end Treasury yields rose, with a December Fed hike still close to 80% priced

Equities partly recovered from the post-midterms tech selloff, with the Nasdaq up 1%. US payrolls easily beat expectations and unemployment fell to 4.1%. Front-end Treasury yields rose, with a December Fed hike still close to 80% priced

A review of things you need to know before you sign off on Friday; no pre-election rate changes, retail spending stirs, wool prices sag, livestock prices hold, swap rates hold, NZX dips, nervous currency traders, & more. Make sure you vote

A review of things you need to know before you sign off on Friday; no pre-election rate changes, retail spending stirs, wool prices sag, livestock prices hold, swap rates hold, NZX dips, nervous currency traders, & more. Make sure you vote

Sharp falls for US equities led by tech on fears of a post-midterm slowdown in the AI build-out. US Treasury yields decline on rising risk aversion. The Bank of England raised to 4.0% and signaled more hikes are likely

Sharp falls for US equities led by tech on fears of a post-midterm slowdown in the AI build-out. US Treasury yields decline on rising risk aversion. The Bank of England raised to 4.0% and signaled more hikes are likely

A review of things you need to know before you sign off on Thursday; housing values fall further, urban areas to grow (some sharply), investor sentiment rises, fewer new loans, strong demand for NZGBs, swaps drop again, NZX jumps, NZD firm, & more

A review of things you need to know before you sign off on Thursday; housing values fall further, urban areas to grow (some sharply), investor sentiment rises, fewer new loans, strong demand for NZGBs, swaps drop again, NZX jumps, NZD firm, & more

Democrats to take control of US Congress in a strong showing; market reacts positively. Iran war more likely to be resolved. Brent crude tumbles 10%. US equities show a strong rebound. Global bonds well supported. USD broadly weaker

Democrats to take control of US Congress in a strong showing; market reacts positively. Iran war more likely to be resolved. Brent crude tumbles 10%. US equities show a strong rebound. Global bonds well supported. USD broadly weaker

A review of things you need to know before you sign off on Wednesday; mortgage rate tweaking, bad jobs numbers, good dairy prices, positive commodity prices, strong car sales, swaps lower, NZX firmish, NZD down, & more

A review of things you need to know before you sign off on Wednesday; mortgage rate tweaking, bad jobs numbers, good dairy prices, positive commodity prices, strong car sales, swaps lower, NZX firmish, NZD down, & more

Oil prices volatile on mix of headlines regarding US-Iran conflict; net price movement modestly lower. Global rates modestly higher; strong US JOLTS labour market report. RBA hikes as expected, but Australian rates and AUD fall, with dovish commentary

Oil prices volatile on mix of headlines regarding US-Iran conflict; net price movement modestly lower. Global rates modestly higher; strong US JOLTS labour market report. RBA hikes as expected, but Australian rates and AUD fall, with dovish commentary

A review of things you need to know before you sign off on Tuesday; a new bank registered, Barfoot sales volumes low, residential building consents rise, mortgage stress low, Fiji gets inflation shock, swaps softish, NZX dips, oil drops, NZD dips, & more

A review of things you need to know before you sign off on Tuesday; a new bank registered, Barfoot sales volumes low, residential building consents rise, mortgage stress low, Fiji gets inflation shock, swaps softish, NZX dips, oil drops, NZD dips, & more