Inflation
Dip from ADB kauri defies rise in offshore rates, soaks up local mortgage demand
23rd Jun 14, 8:29am
Dip from ADB kauri defies rise in offshore rates, soaks up local mortgage demand
Fall pushed by dovish Fed statement and 'as expected' Q1 GDP result, markets ponder new 'neutral' targets
20th Jun 14, 8:21am
Fall pushed by dovish Fed statement and 'as expected' Q1 GDP result, markets ponder new 'neutral' targets
Strong bond demand supports strong issuance, mortgage demand solid, FOMC confirms policy track
19th Jun 14, 8:25am
Strong bond demand supports strong issuance, mortgage demand solid, FOMC confirms policy track
Geo-political intrigue adds to dynamic market sentiment; rising oil prices and negative economic growth impacting the United States
18th Jun 14, 9:15am
Geo-political intrigue adds to dynamic market sentiment; rising oil prices and negative economic growth impacting the United States
Another big Kauri pushes decline in swaps; eyes on NZ current account and LGFA auction today, and the Fed tonight
18th Jun 14, 8:52am
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Another big Kauri pushes decline in swaps; eyes on NZ current account and LGFA auction today, and the Fed tonight
NZGB and LGFA will issue new longer dated debt this week totalling $455 mln, may see yields rise
17th Jun 14, 8:17am
NZGB and LGFA will issue new longer dated debt this week totalling $455 mln, may see yields rise
Roger J Kerr says the RBNZ has invited global financial markets awash with cash to buy more NZ dollars to gain a higher yield return
16th Jun 14, 2:32pm
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Roger J Kerr says the RBNZ has invited global financial markets awash with cash to buy more NZ dollars to gain a higher yield return
Roger J Kerr says respite is on the way for exporters; the USD is strengthening and milk powder prices are falling
16th Jun 14, 1:31pm
Roger J Kerr says respite is on the way for exporters; the USD is strengthening and milk powder prices are falling
2-year swap is now at its highest level since July 2010, while NZ bond yields push higher across the curve
16th Jun 14, 8:30am
2-year swap is now at its highest level since July 2010, while NZ bond yields push higher across the curve
No hint of a pause for July, swaps jump higher, NZGB sell-off more muted, poor AU data sees NZ-AU spreads push wider
13th Jun 14, 8:23am
No hint of a pause for July, swaps jump higher, NZGB sell-off more muted, poor AU data sees NZ-AU spreads push wider
Who has forecast the the RBNZ 90 day bill track correctly - the markets or bank economists?
12th Jun 14, 7:51am
Who has forecast the the RBNZ 90 day bill track correctly - the markets or bank economists?
ECB, BoE and RBA announcements and respective actions well signalled ahead of time; Australasian pairing seeing periods of pressure despite volatility being low
11th Jun 14, 9:42am
ECB, BoE and RBA announcements and respective actions well signalled ahead of time; Australasian pairing seeing periods of pressure despite volatility being low
Global investors happy to meet rising mortgage and SME demand; eyes on MPS bill track
11th Jun 14, 8:08am
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Global investors happy to meet rising mortgage and SME demand; eyes on MPS bill track
More data suggests a good GDP result is coming; US 10-year yields track sideways
10th Jun 14, 8:35am
More data suggests a good GDP result is coming; US 10-year yields track sideways
Roger J Kerr says the RBNZ can only retain credibility for its warnings of divergence between dairy prices and the NZD if it acts to get the currency realigned
9th Jun 14, 11:20am
Roger J Kerr says the RBNZ can only retain credibility for its warnings of divergence between dairy prices and the NZD if it acts to get the currency realigned
UST 10 yields take a while to absorb NFP data but settle at 2.59%; eyes on RBNZ Thursday message
9th Jun 14, 8:53am
UST 10 yields take a while to absorb NFP data but settle at 2.59%; eyes on RBNZ Thursday message
NZ swap rates are too low to allow for a 2% rise in the OCR over the next two years: BNZ
6th Jun 14, 8:17am
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NZ swap rates are too low to allow for a 2% rise in the OCR over the next two years: BNZ
NZ 2-10s swap curve steepened on strong construction data; ECB may implement additional stimulus measures at tonights meeting
5th Jun 14, 8:20am
NZ 2-10s swap curve steepened on strong construction data; ECB may implement additional stimulus measures at tonights meeting
Concerns over China's property and credit sectors sees corrective shift in demand for NZ & Australian dollars
4th Jun 14, 2:33pm
Concerns over China's property and credit sectors sees corrective shift in demand for NZ & Australian dollars
Rodney Dickens says if policy was less skill-qualification-oriented and more honest-hardworking-orientated the regions would have a better chance of competing for immigrants
4th Jun 14, 11:42am
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Rodney Dickens says if policy was less skill-qualification-oriented and more honest-hardworking-orientated the regions would have a better chance of competing for immigrants
Roger J Kerr says the low 2/10 differential is just not sustainable in the medium to longer term, presenting options for borrowers with fixed rate swaps maturing over the next 2 years
4th Jun 14, 9:24am
Roger J Kerr says the low 2/10 differential is just not sustainable in the medium to longer term, presenting options for borrowers with fixed rate swaps maturing over the next 2 years
Roger J Kerr says retreat by the NZD has been due to unwinding of carry trades and NZD/AUD speculative positions
4th Jun 14, 9:03am
Roger J Kerr says retreat by the NZD has been due to unwinding of carry trades and NZD/AUD speculative positions
Markets under-estimate the pace of future RBNZ rate hikes especially if the currency subsides: BNZ
4th Jun 14, 8:58am
Markets under-estimate the pace of future RBNZ rate hikes especially if the currency subsides: BNZ
Expect NZ yields to open higher this morning; eyes on RBA commentary and AU retail sales
3rd Jun 14, 8:18am
Expect NZ yields to open higher this morning; eyes on RBA commentary and AU retail sales
Markets now expect only two more OCR hikes by year-end; a shift in global sentiment needed to change expectations
30th May 14, 8:36am
Markets now expect only two more OCR hikes by year-end; a shift in global sentiment needed to change expectations