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Bonds

A review of things you need to know before you sign off on Thursday; Crown accounts confirm deficits, fewer job ads, BNZ posts record profit, huge NZGB demand, swaps lower, NZ stable, & more
9th Nov 23, 3:59pm
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A review of things you need to know before you sign off on Thursday; Crown accounts confirm deficits, fewer job ads, BNZ posts record profit, huge NZGB demand, swaps lower, NZ stable, & more
Oil prices show the largest moves; Brent crude down over 2% to go sub-USD80 per barrel. NZ rates follow prior offshore moves to close at fresh multi-week/month lows
9th Nov 23, 8:03am
Oil prices show the largest moves; Brent crude down over 2% to go sub-USD80 per barrel. NZ rates follow prior offshore moves to close at fresh multi-week/month lows
[updated]
A review of things you need to know before you sign off on Wednesday; end of the 6.7% SBS rate, smaller dwellings costing more, PwC dumped, positive moves on inflation expectations, swaps lower, NZD stable, & more
8th Nov 23, 3:59pm
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A review of things you need to know before you sign off on Wednesday; end of the 6.7% SBS rate, smaller dwellings costing more, PwC dumped, positive moves on inflation expectations, swaps lower, NZD stable, & more
Oil prices have fallen close to 3%, to the lowest level in more than 3 months, on concerns about global growth following weak Chinese trade data. US officials emphasised the need to bring inflation closer to 2%
8th Nov 23, 7:55am
Oil prices have fallen close to 3%, to the lowest level in more than 3 months, on concerns about global growth following weak Chinese trade data. US officials emphasised the need to bring inflation closer to 2%
[updated]
A review of things you need to know before you sign off on Tuesday; no retail rate changes, Barfoots get modest spring boost, Westpac uses biometrics to 'protect customers', swaps up, NZD down, & more
7th Nov 23, 3:59pm
13
A review of things you need to know before you sign off on Tuesday; no retail rate changes, Barfoots get modest spring boost, Westpac uses biometrics to 'protect customers', swaps up, NZD down, & more
US equities consolidate last week's hefty gains. US Treasury yields push higher, after last week's hefty fall. The RBA, the laggard of the global policy cycle, likely to hike
7th Nov 23, 7:40am
US equities consolidate last week's hefty gains. US Treasury yields push higher, after last week's hefty fall. The RBA, the laggard of the global policy cycle, likely to hike
A review of things you need to know before you sign off on Monday; BNZ goes high, commodity prices lift, Westpac profit dips, TSB gets new CEO, borrowers shun floating rates, swaps stable, NZD stays up, & more
6th Nov 23, 3:59pm
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A review of things you need to know before you sign off on Monday; BNZ goes high, commodity prices lift, Westpac profit dips, TSB gets new CEO, borrowers shun floating rates, swaps stable, NZD stays up, & more
Weaker than expected US labour market data contributed to a rally across global bond markets boosting risk sentiment. Nonfarm payrolls increased 150k in October below estimates of 180k. The US ISM services PMI fell to a 5-month low
6th Nov 23, 7:52am
Weaker than expected US labour market data contributed to a rally across global bond markets boosting risk sentiment. Nonfarm payrolls increased 150k in October below estimates of 180k. The US ISM services PMI fell to a 5-month low
A review of things you need to know before you sign off on Friday; final election result (maybe), rents up, misery high, WorkSafe redundancies, swaps firmer, NZD stays up, & more
3rd Nov 23, 3:59pm
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A review of things you need to know before you sign off on Friday; final election result (maybe), rents up, misery high, WorkSafe redundancies, swaps firmer, NZD stays up, & more
Risk sensitive assets rise investors confident aggressive monetary tightening cycle is ending. The Bank of England left rates steady at 5.25% for the second consecutive month which was in line with expectations
3rd Nov 23, 8:00am
Risk sensitive assets rise investors confident aggressive monetary tightening cycle is ending. The Bank of England left rates steady at 5.25% for the second consecutive month which was in line with expectations
A review of things you need to know before you sign off on Thursday; real economy soft as public service expands fast, bank funding rise slows, another unticked box brings more FMA reaction, swaps down, NZD up, & more
2nd Nov 23, 4:08pm
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A review of things you need to know before you sign off on Thursday; real economy soft as public service expands fast, bank funding rise slows, another unticked box brings more FMA reaction, swaps down, NZD up, & more
Change, along with death & taxes, is a certainty in life with none of us knowing exactly what's around the corner. So Gareth Vaughan's pleased to see at least one central banker is thinking about change
2nd Nov 23, 1:20pm
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Change, along with death & taxes, is a certainty in life with none of us knowing exactly what's around the corner. So Gareth Vaughan's pleased to see at least one central banker is thinking about change
US Fed leaves rates on hold for a second consecutive meeting. US Treasury's quarterly refunding announcement notes intention to slow pace of longer term debt issuance which drives much lower Treasury yields, led by the long end
2nd Nov 23, 8:25am
US Fed leaves rates on hold for a second consecutive meeting. US Treasury's quarterly refunding announcement notes intention to slow pace of longer term debt issuance which drives much lower Treasury yields, led by the long end
A review of things you need to know before you sign off on Wednesday; jobless rate rises, pay rates up, FSR warns on more non-performing loans, new cars sell well, swaps lower, NZD lower, & more
1st Nov 23, 3:59pm
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A review of things you need to know before you sign off on Wednesday; jobless rate rises, pay rates up, FSR warns on more non-performing loans, new cars sell well, swaps lower, NZD lower, & more
BoJ loosens grip on yield curve control policy. Despite that, the yen shows a notable decline. US employment cost index slightly higher than expected. Euro area data shows economic contraction in Q3 and weaker inflation
1st Nov 23, 7:48am
BoJ loosens grip on yield curve control policy. Despite that, the yen shows a notable decline. US employment cost index slightly higher than expected. Euro area data shows economic contraction in Q3 and weaker inflation
A review of things you need to know before you sign off on Tuesday; more retail rate changes, businesses like election result, building consents dive, lending activity tepid, swaps up, NZD stable, & more
31st Oct 23, 3:59pm
21
A review of things you need to know before you sign off on Tuesday; more retail rate changes, businesses like election result, building consents dive, lending activity tepid, swaps up, NZD stable, & more
Risk appetite starts week on a positive note. Oil prices down 3%. Eyes on bank of Japan. US Treasury markets jittery
31st Oct 23, 7:46am
Risk appetite starts week on a positive note. Oil prices down 3%. Eyes on bank of Japan. US Treasury markets jittery
[updated]
A review of things you need to know before you sign off on Monday; more retail rate changes, strongish labour market detail, Supie in administration, swaps and NZD on hold, & more
30th Oct 23, 3:59pm
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A review of things you need to know before you sign off on Monday; more retail rate changes, strongish labour market detail, Supie in administration, swaps and NZD on hold, & more
Global equities ended the week on a soft note with geopolitical risks and an underwhelming corporate earnings season undermining market sentiment. US core PCE deflator rose 3.7% annual rate in September
30th Oct 23, 7:32am
Global equities ended the week on a soft note with geopolitical risks and an underwhelming corporate earnings season undermining market sentiment. US core PCE deflator rose 3.7% annual rate in September
A review of things you need to know before you sign off on Friday; some more TD rate rises, consumer sentiment rises marginally, SkyCity faces reckoning, Li Keqiang dies, swaps on hold, NZD firms, & more
27th Oct 23, 3:59pm
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A review of things you need to know before you sign off on Friday; some more TD rate rises, consumer sentiment rises marginally, SkyCity faces reckoning, Li Keqiang dies, swaps on hold, NZD firms, & more
Investor risk sentiment remains fragile with global equities extending recent losses amid disappointing earnings from large US tech companies. The ECB held rates steady at 4% as expected. US GDP expanded at a healthy 4.9% annual rate in Q3
27th Oct 23, 7:48am
Investor risk sentiment remains fragile with global equities extending recent losses amid disappointing earnings from large US tech companies. The ECB held rates steady at 4% as expected. US GDP expanded at a healthy 4.9% annual rate in Q3
A review of things you need to know before you sign off on Thursday; unsecured credit demand higher, household living costs jump, mortgage interest eats more of household budgets, swaps stable, NZD firms, & more
26th Oct 23, 4:00pm
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A review of things you need to know before you sign off on Thursday; unsecured credit demand higher, household living costs jump, mortgage interest eats more of household budgets, swaps stable, NZD firms, & more
US equities lost ground as treasury yields moved sharply higher impacting risk sentiment. The Bank of Canada left rates steady at 5% as expected. Markets look ahead to the ECB meeting this evening and US Q3 GDP data
26th Oct 23, 7:49am
1
US equities lost ground as treasury yields moved sharply higher impacting risk sentiment. The Bank of Canada left rates steady at 5% as expected. Markets look ahead to the ECB meeting this evening and US Q3 GDP data
A review of things you need to know before you sign off on Wednesday; big banks move rates up, strong immigration doesn't bring strong growth, Aussie inflation in surprise rise, swaps hold, NZD holds, & more
25th Oct 23, 3:59pm
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A review of things you need to know before you sign off on Wednesday; big banks move rates up, strong immigration doesn't bring strong growth, Aussie inflation in surprise rise, swaps hold, NZD holds, & more
Softer European PMIs, stronger US PMIs support stronger USD. NZD/AUD grinds down further. US 10-year rate sustains the fall to below 5%
25th Oct 23, 7:49am
Softer European PMIs, stronger US PMIs support stronger USD. NZD/AUD grinds down further. US 10-year rate sustains the fall to below 5%