Inflation
Recent data more likely to see RBNZ resume rate hikes than market pricing assumes, says BNZ. Swaps push higher
22nd Aug 14, 8:03am
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Recent data more likely to see RBNZ resume rate hikes than market pricing assumes, says BNZ. Swaps push higher
A lower currency may convince markets OCR rate hikes are back on track; US and UK central banks turn hawkish
21st Aug 14, 7:57am
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A lower currency may convince markets OCR rate hikes are back on track; US and UK central banks turn hawkish
Canadians release revised employment data after error found; BoE Governor speech leaves market confused; little life out of Europe sees EUR under pressure
20th Aug 14, 8:37am
Canadians release revised employment data after error found; BoE Governor speech leaves market confused; little life out of Europe sees EUR under pressure
Rare Kauri adds receiving interest, DMO signals more large IIBs and syndication, ears on central bank talk
20th Aug 14, 8:11am
Rare Kauri adds receiving interest, DMO signals more large IIBs and syndication, ears on central bank talk
Better than expected US housing data and lower Ukraine risk helps UST yields rise
19th Aug 14, 8:35am
Better than expected US housing data and lower Ukraine risk helps UST yields rise
Roger J Kerr says interest rate risks are moving for more than just the geopolitical aspects; expectations of Yellen's next signals are part of it as well, he says
18th Aug 14, 3:04pm
Roger J Kerr says interest rate risks are moving for more than just the geopolitical aspects; expectations of Yellen's next signals are part of it as well, he says
Roger J Kerr looks at what is in store for the NZD after the RBNZ rate hike pause and lower dairy prices, both of which now appear to be factored in to current pricing
18th Aug 14, 2:08pm
Roger J Kerr looks at what is in store for the NZD after the RBNZ rate hike pause and lower dairy prices, both of which now appear to be factored in to current pricing
Declining yields the feature of most bond market activity, pushed that way by chronic geopolitical pressures
18th Aug 14, 7:53am
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Declining yields the feature of most bond market activity, pushed that way by chronic geopolitical pressures
Bernard Hickey fingers the electricity and local government sectors as the inflation culprits underneath our painfully high interest rates and currency. He suggest the Reserve Bank reads them the riot act
17th Aug 14, 7:30am
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Bernard Hickey fingers the electricity and local government sectors as the inflation culprits underneath our painfully high interest rates and currency. He suggest the Reserve Bank reads them the riot act
Poor euro-zone GDP data sends German bond yields to record lows
15th Aug 14, 9:04am
Poor euro-zone GDP data sends German bond yields to record lows
Continued interest in receiving NZ swaps; US yields in full retreat after release of retail sales data
14th Aug 14, 8:32am
Continued interest in receiving NZ swaps; US yields in full retreat after release of retail sales data
Despite weak German confidence, 10yr bund yeld at 1.06% vs UST 10yrs at 2.43%; big LGFA tender today
13th Aug 14, 8:17am
Despite weak German confidence, 10yr bund yeld at 1.06% vs UST 10yrs at 2.43%; big LGFA tender today
Russia pulls back troops reducing geopolitical risks; Australasian currency risks are still tilted toward further losses
12th Aug 14, 9:48pm
Russia pulls back troops reducing geopolitical risks; Australasian currency risks are still tilted toward further losses
Heavy local bond issuance ahead from NZDMO and LGFA, may spur yield rises
12th Aug 14, 8:08am
Heavy local bond issuance ahead from NZDMO and LGFA, may spur yield rises
Roger J Kerr says interest rate risks have shifted from the short-end to the long-end of the yield curve; rates will rise as the geopolitical risks recede
12th Aug 14, 8:02am
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Roger J Kerr says interest rate risks have shifted from the short-end to the long-end of the yield curve; rates will rise as the geopolitical risks recede
Roger J Kerr says when there is a decisive break to the downside below 84 USc it will trigger a whole series of stop-loss NZD sell orders as carry-trade investors exit
11th Aug 14, 2:46pm
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Roger J Kerr says when there is a decisive break to the downside below 84 USc it will trigger a whole series of stop-loss NZD sell orders as carry-trade investors exit
A downbeat ECB and increasing geopolitical risk sees NZ swap rates decline sharply across the curve
11th Aug 14, 8:06am
A downbeat ECB and increasing geopolitical risk sees NZ swap rates decline sharply across the curve
The bond market focus shifts to Australia as they come to grips with their employment changes; down pressure on long end of NZ curve
8th Aug 14, 8:31am
The bond market focus shifts to Australia as they come to grips with their employment changes; down pressure on long end of NZ curve
Eurozone data disappoints, German bond yields at record low; US trade data perks up US bonds, suggests higher GDP growth
7th Aug 14, 8:11am
Eurozone data disappoints, German bond yields at record low; US trade data perks up US bonds, suggests higher GDP growth
US employment data failed to raise pulses; central bank focus turns away from US and we could see some excitement from BoE and BoJ announcements
6th Aug 14, 8:50am
US employment data failed to raise pulses; central bank focus turns away from US and we could see some excitement from BoE and BoJ announcements
Markets wary of a Putin "humanitarian" invasion in Ukraine; overshadows good economic indicators
6th Aug 14, 8:30am
Markets wary of a Putin "humanitarian" invasion in Ukraine; overshadows good economic indicators
Chapman Tripp criticism of KiwiSaver fund taxation proposals is based on a wrong assumption, says Peter Nielson
5th Aug 14, 4:46pm
Chapman Tripp criticism of KiwiSaver fund taxation proposals is based on a wrong assumption, says Peter Nielson
Eyes on RBA decision today and NZ employment report tomorrow; yields fall in both the US and NZ
5th Aug 14, 7:51am
Eyes on RBA decision today and NZ employment report tomorrow; yields fall in both the US and NZ
Roger J Kerr looks at the likelihood the risk premium for New Zealand debt could change if we get either a change of Government or a different set of coalition partners
4th Aug 14, 2:57pm
Roger J Kerr looks at the likelihood the risk premium for New Zealand debt could change if we get either a change of Government or a different set of coalition partners
Roger J Kerr says investors will soon get the idea that the once attractive yield return is not enough to outweigh the risk of currency depreciation
4th Aug 14, 12:22pm
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Roger J Kerr says investors will soon get the idea that the once attractive yield return is not enough to outweigh the risk of currency depreciation