Inflation
NZ yields fall since end of 2014. US yields also slipped back after the rises induced by the unexpectedly strong US GDP data
5th Jan 15, 9:01am
NZ yields fall since end of 2014. US yields also slipped back after the rises induced by the unexpectedly strong US GDP data
Christian Hawkesby on the conventional and scientific US Fed, missing inflation, the falling oil price, the fall of bond king Bill Gross, Dilbert & more
19th Dec 14, 10:00am
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Christian Hawkesby on the conventional and scientific US Fed, missing inflation, the falling oil price, the fall of bond king Bill Gross, Dilbert & more
Clear signals from the US Fed that policy rates will rise mid 2015 sees wholesale markets bid up benchmark rates. NZ swaps follow
19th Dec 14, 8:13am
Clear signals from the US Fed that policy rates will rise mid 2015 sees wholesale markets bid up benchmark rates. NZ swaps follow
Tightening and flattening of rate curves continues with long end falls continuing
18th Dec 14, 8:21am
Tightening and flattening of rate curves continues with long end falls continuing
Tight NZGB issuance confirmed, UST yields declined as Russian risks play out; eyes now on Fed signals
17th Dec 14, 8:20am
Tight NZGB issuance confirmed, UST yields declined as Russian risks play out; eyes now on Fed signals
Lower levels of liquidity leaves prices vulnerable to volatility; NZD could come under pressure if Fonterra auction is weaker; Aussie dollar continues to struggle
16th Dec 14, 4:27pm
Lower levels of liquidity leaves prices vulnerable to volatility; NZD could come under pressure if Fonterra auction is weaker; Aussie dollar continues to struggle
NZGB to attract more scarcity premium although key risk remains currency exposure; swaps lower and flatter again
16th Dec 14, 8:19am
NZGB to attract more scarcity premium although key risk remains currency exposure; swaps lower and flatter again
Roger J Kerr offers his forecasts for currency movements in 2015, sees global risk sentiment turning negative, US raising rates in Q3, WMP prices recovering
15th Dec 14, 12:26pm
Roger J Kerr offers his forecasts for currency movements in 2015, sees global risk sentiment turning negative, US raising rates in Q3, WMP prices recovering
NZ swap yields lower as US and German benchmark bond yields fall further. Short end in NZ stable, pressure lower at long end
15th Dec 14, 8:03am
NZ swap yields lower as US and German benchmark bond yields fall further. Short end in NZ stable, pressure lower at long end
Bernard Hickey looks at whether the Reserve Bank Governor is running monetary policy too tight and how long before he decides surprisingly low inflation is actually structural rather than cyclical
14th Dec 14, 7:30am
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Bernard Hickey looks at whether the Reserve Bank Governor is running monetary policy too tight and how long before he decides surprisingly low inflation is actually structural rather than cyclical
Markets now expecting NZ OCR hikes to 4.25% by 2017 after restart in rises in late 2015; ECB TLTRO offer spurned
12th Dec 14, 7:55am
Markets now expecting NZ OCR hikes to 4.25% by 2017 after restart in rises in late 2015; ECB TLTRO offer spurned
NZ swaps pushed lower by international trends; Greek yields surge higher, with contagion to Italy. Eyes on AU unemployment report
11th Dec 14, 7:56am
NZ swaps pushed lower by international trends; Greek yields surge higher, with contagion to Italy. Eyes on AU unemployment report
Westpac doubles forecast for 2015 house price inflation to 7%, says financial markets will probably start speculating on potential for OCR cuts
10th Dec 14, 3:36pm
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Westpac doubles forecast for 2015 house price inflation to 7%, says financial markets will probably start speculating on potential for OCR cuts
Negative risk sentiment pushes benchmark bond rates lower. Aussie weakness may weigh on NZ
10th Dec 14, 8:14am
Negative risk sentiment pushes benchmark bond rates lower. Aussie weakness may weigh on NZ
US$ strength increases potential for interest rate hikes; rate cuts in Australia on the horizon; no consensus on QE in Europe as the eurozone economy continues to stagnate
9th Dec 14, 3:49pm
US$ strength increases potential for interest rate hikes; rate cuts in Australia on the horizon; no consensus on QE in Europe as the eurozone economy continues to stagnate
HiFX's Dan Bell reviews the world of currencies in 2014 and looks ahead at what to expect in 2015
9th Dec 14, 3:22pm
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HiFX's Dan Bell reviews the world of currencies in 2014 and looks ahead at what to expect in 2015
Oil price to remain weak for 3 years, helping restrain both interest rates and inflation, Macquarie's Brad Gordon says
9th Dec 14, 10:04am
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Oil price to remain weak for 3 years, helping restrain both interest rates and inflation, Macquarie's Brad Gordon says
NZ wholesale rates struggle to find direction ahead of Fonterra payout announcement; Aussies still eyeing rate cuts in 2015
9th Dec 14, 7:44am
NZ wholesale rates struggle to find direction ahead of Fonterra payout announcement; Aussies still eyeing rate cuts in 2015
Roger J Kerr sees the RBNZ holding rates and other policy settings at current levels for for good reasons; sees hikes coming when the US Fed moves
8th Dec 14, 2:00pm
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Roger J Kerr sees the RBNZ holding rates and other policy settings at current levels for for good reasons; sees hikes coming when the US Fed moves
Roger J Kerr sees the NZD falling below current ranges and RBNZ following the US Fed in raising interest rates, thereby avoiding holding the NZD higher based on rate rises
8th Dec 14, 12:06pm
Roger J Kerr sees the NZD falling below current ranges and RBNZ following the US Fed in raising interest rates, thereby avoiding holding the NZD higher based on rate rises
Rising US yields, along with higher German and Australian yields, will see longer dated NZ equivalents higher today
8th Dec 14, 9:17am
Rising US yields, along with higher German and Australian yields, will see longer dated NZ equivalents higher today
NZIER's Shamubeel Eaqub on what to expect from an economic perspective in 2015
5th Dec 14, 2:39pm
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NZIER's Shamubeel Eaqub on what to expect from an economic perspective in 2015
Market expectations of RBNZ rate hikes low but should rise; all eyes on US non-farm payrolls report tonight
5th Dec 14, 8:28am
Market expectations of RBNZ rate hikes low but should rise; all eyes on US non-farm payrolls report tonight
Soft GDT pressures short end of rate curve, abetted by weak Aussie GDP; UST 10yr yields drift in lazy range
4th Dec 14, 8:23am
Soft GDT pressures short end of rate curve, abetted by weak Aussie GDP; UST 10yr yields drift in lazy range
RBA worried about low commodity prices and high AUD; GDT disappoints; US anticipates strong jobs data
3rd Dec 14, 8:02am
RBA worried about low commodity prices and high AUD; GDT disappoints; US anticipates strong jobs data