Inflation
Roger J Kerr explains why the international sentiment has recently turned against the Kiwi dollar, and despite this turn why there won't be a 'massive currency devaluation'
15th Sep 14, 2:38pm
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Roger J Kerr explains why the international sentiment has recently turned against the Kiwi dollar, and despite this turn why there won't be a 'massive currency devaluation'
Solid US data helped nudge US long-yields higher. As US 10-year yields rose from 2.56% to 2.61% the US curve steepened
15th Sep 14, 7:48am
Solid US data helped nudge US long-yields higher. As US 10-year yields rose from 2.56% to 2.61% the US curve steepened
Despite purposefully vague 90 day track guidance, the RBNZ has "maintained a clear tightening bias" says BNZ
12th Sep 14, 8:13am
Despite purposefully vague 90 day track guidance, the RBNZ has "maintained a clear tightening bias" says BNZ
Bond and swap yields pushed higher yesterday, followed by further rises in US yields overnight; all eyes on RBNZ
11th Sep 14, 8:09am
Bond and swap yields pushed higher yesterday, followed by further rises in US yields overnight; all eyes on RBNZ
Local markets await RBNZ; UST 10yr yields rise on immediate supply issues
10th Sep 14, 8:12am
Local markets await RBNZ; UST 10yr yields rise on immediate supply issues
Local markets await RBNZ; UST 10yr yields rise on immediate supply issues
9th Sep 14, 8:43am
Local markets await RBNZ; UST 10yr yields rise on immediate supply issues
Roger J Kerr says there could be a similar pattern of OCR increases from the RBNZ next year as there has been this year
8th Sep 14, 12:32pm
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Roger J Kerr says there could be a similar pattern of OCR increases from the RBNZ next year as there has been this year
Roger J Kerr says offshore investors now have a completely changed perception of the NZ economy and are now prioritising Australia
8th Sep 14, 12:07pm
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Roger J Kerr says offshore investors now have a completely changed perception of the NZ economy and are now prioritising Australia
Extended OCR pause expected now; bond rate cues to come mainly from offshore; risks favour lower track
8th Sep 14, 8:26am
Extended OCR pause expected now; bond rate cues to come mainly from offshore; risks favour lower track
RBNZ set to leave OCR at 3.50% on Thursday, but there's still plenty of interest in what it says and what it forecasts
5th Sep 14, 3:19pm
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RBNZ set to leave OCR at 3.50% on Thursday, but there's still plenty of interest in what it says and what it forecasts
Long-end of the NZ interest rate curve drifts higher, US rates rise, European bond yileds also edge higher
5th Sep 14, 8:15am
Long-end of the NZ interest rate curve drifts higher, US rates rise, European bond yileds also edge higher
Poor dairy result bolsters RBNZ 'hold' position, holds short rates down
4th Sep 14, 8:16am
Poor dairy result bolsters RBNZ 'hold' position, holds short rates down
The US bond market back from the long weekend on a tear, boosted by strong US data
3rd Sep 14, 8:16am
The US bond market back from the long weekend on a tear, boosted by strong US data
NZ rates higher but little drive; German rates fall again, ECB expected to cut although markets not certain
2nd Sep 14, 8:03am
NZ rates higher but little drive; German rates fall again, ECB expected to cut although markets not certain
Roger J Kerr sees a sharp slowdown coming, probably with inflation. He says borrowers should fix, investors should stay short
1st Sep 14, 4:05pm
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Roger J Kerr sees a sharp slowdown coming, probably with inflation. He says borrowers should fix, investors should stay short
Roger J Kerr sees the NZD at 78 USc in a few weeks as the lower dairy prices bite and the US dollar strengthens - and lower still if there is political uncertainty
1st Sep 14, 2:27pm
Roger J Kerr sees the NZD at 78 USc in a few weeks as the lower dairy prices bite and the US dollar strengthens - and lower still if there is political uncertainty
Subdued bond markets see swap rates inch higher, but more action expected in coming week with five central bank reviews
1st Sep 14, 8:20am
Subdued bond markets see swap rates inch higher, but more action expected in coming week with five central bank reviews
Bond markets ignore US growth, worry about Europe and Ukraine, NZGB yields down but risks for offshore investors growing
29th Aug 14, 8:05am
Bond markets ignore US growth, worry about Europe and Ukraine, NZGB yields down but risks for offshore investors growing
Only rises in US yields can prevent rate inversion if OCR hikes resume next year; 2-10 spread at lowest since 2008
28th Aug 14, 7:54am
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Only rises in US yields can prevent rate inversion if OCR hikes resume next year; 2-10 spread at lowest since 2008
Fed and BOE steering towards normalisation of monetary policy while ECB and BoJ moving in other direction to combat inflation
27th Aug 14, 9:09am
Fed and BOE steering towards normalisation of monetary policy while ECB and BoJ moving in other direction to combat inflation
Yields trending down on speculation of currency intervention; lower currency removes one impediment to future rate hikes
27th Aug 14, 8:59am
Yields trending down on speculation of currency intervention; lower currency removes one impediment to future rate hikes
German IFO confidence weaker, bond yields lower, Draghi confirms more stimulus announcements soon, eyes on NZ trade data
26th Aug 14, 8:37am
German IFO confidence weaker, bond yields lower, Draghi confirms more stimulus announcements soon, eyes on NZ trade data
Roger J Kerr says 'market interest rate pricing is far too low in my book'. Once investors get over their geopolitical worries, they will see 'upward momentum is just so compelling'
25th Aug 14, 4:31pm
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Roger J Kerr says 'market interest rate pricing is far too low in my book'. Once investors get over their geopolitical worries, they will see 'upward momentum is just so compelling'
Roger J Kerr says that without rising interest rates to bolster it, the NZD direction will take its cues from commodity prices
25th Aug 14, 12:23pm
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Roger J Kerr says that without rising interest rates to bolster it, the NZD direction will take its cues from commodity prices
Prospects of ending US stimulus and earlier rate raises overshadowed by Ukraine risks; bond yields reflect geopolitical risks
25th Aug 14, 8:03am
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Prospects of ending US stimulus and earlier rate raises overshadowed by Ukraine risks; bond yields reflect geopolitical risks