Inflation
More good NZ data expected today following strong business confidence data on Friday; OCR 'normalisation' imminent
3rd Mar 14, 8:20am
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More good NZ data expected today following strong business confidence data on Friday; OCR 'normalisation' imminent
Business optimism now at highest level since March 1994, according to latest ANZ Business Outlook
28th Feb 14, 1:16pm
7
Business optimism now at highest level since March 1994, according to latest ANZ Business Outlook
Safe haven bond buying sees US yields slip despite better-than-expected data being reported
28th Feb 14, 8:18am
Safe haven bond buying sees US yields slip despite better-than-expected data being reported
Today's NZGB tender a highlight, may be affected by strong corporate issuance recently; big UST auction
27th Feb 14, 8:06am
1
Today's NZGB tender a highlight, may be affected by strong corporate issuance recently; big UST auction
Sustained period of softer US economic news not enough to halt tapering program by Federal Reserve
26th Feb 14, 9:59am
Sustained period of softer US economic news not enough to halt tapering program by Federal Reserve
English speech to be closely watched; downward pressure on swap rates; ADB 5yr Kauri
26th Feb 14, 7:54am
English speech to be closely watched; downward pressure on swap rates; ADB 5yr Kauri
RBNZ's latest survey of expectations shows an expected inflation rate of 2.03% in 12 months and 2.33% in two years
25th Feb 14, 3:11pm
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RBNZ's latest survey of expectations shows an expected inflation rate of 2.03% in 12 months and 2.33% in two years
While equities provided positive returns and credit spreads narrowed, bonds were fairly range-bound; NZ swaps down on receiving pressure
25th Feb 14, 7:56am
While equities provided positive returns and credit spreads narrowed, bonds were fairly range-bound; NZ swaps down on receiving pressure
Roger J Kerr sees a lot of interest rate risk being taken with mortgages, which may foreshadow subdued consumer spending over the next two years
24th Feb 14, 2:00pm
40
Roger J Kerr sees a lot of interest rate risk being taken with mortgages, which may foreshadow subdued consumer spending over the next two years
Roger J Kerr finds that smaller exporters with NZD/AUD risks manage their financial affairs in a superior manner to the big boys
24th Feb 14, 10:36am
1
Roger J Kerr finds that smaller exporters with NZD/AUD risks manage their financial affairs in a superior manner to the big boys
Softer than expected US data keeps US bond yields down; NZ swaps expected to rise from here
24th Feb 14, 8:01am
Softer than expected US data keeps US bond yields down; NZ swaps expected to rise from here
Flurry of new local bond issue announcements grows; investors need the supply; spreads stable
21st Feb 14, 8:07am
Flurry of new local bond issue announcements grows; investors need the supply; spreads stable
Bank bill rates reach their highest in 28 months as markets assume the OCR is about to be hiked
21st Feb 14, 7:34am
2
Bank bill rates reach their highest in 28 months as markets assume the OCR is about to be hiked
Westpac chief economist says rising mortgage rates to be biggest drag on market, while impact of LVR limits already 'past its peak'
20th Feb 14, 11:14am
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Westpac chief economist says rising mortgage rates to be biggest drag on market, while impact of LVR limits already 'past its peak'
Improved ‘value’ for borrowers wishing to hedge their interest rate exposure ahead of the imminent OCR hiking cycle
20th Feb 14, 8:21am
Improved ‘value’ for borrowers wishing to hedge their interest rate exposure ahead of the imminent OCR hiking cycle
Poor US data saw bond yields fall; more local bond issuance planned; more flattening expected
19th Feb 14, 8:21am
Poor US data saw bond yields fall; more local bond issuance planned; more flattening expected
Markets still expecting a March OCR hike; LGFA deal announced; US on holiday
18th Feb 14, 8:06am
Markets still expecting a March OCR hike; LGFA deal announced; US on holiday
Roger J Kerr tells Graeme Wheeler to take the slow boat to the normalisation of our short-term interest rates
18th Feb 14, 7:00am
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Roger J Kerr tells Graeme Wheeler to take the slow boat to the normalisation of our short-term interest rates
Roger J Kerr reminds us that our structural current account deficit requires NZ to be liked by foreign investors; he warns of consequences from arbitary political change
17th Feb 14, 4:36pm
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Roger J Kerr reminds us that our structural current account deficit requires NZ to be liked by foreign investors; he warns of consequences from arbitary political change
Fed fund futures price a first rate hike from the US Fed in early 2H 2015; eyes on local data
17th Feb 14, 8:30am
Fed fund futures price a first rate hike from the US Fed in early 2H 2015; eyes on local data
Wholesale rates and spreads drift on weak US retail and weak AU employment data
14th Feb 14, 7:57am
Wholesale rates and spreads drift on weak US retail and weak AU employment data
NZDMO under-accepted buyback; steady mortgage demand; markets unconvinced on BofE view
13th Feb 14, 8:00am
NZDMO under-accepted buyback; steady mortgage demand; markets unconvinced on BofE view
The NZ buyback of Govt debt will keep yields low, make supply of Govt stock very tight
12th Feb 14, 7:59am
The NZ buyback of Govt debt will keep yields low, make supply of Govt stock very tight
Interest rate markets looking for direction; Yellen may announce policy adjustments
11th Feb 14, 7:41am
Interest rate markets looking for direction; Yellen may announce policy adjustments
Roger J Kerr looks at why the NZD has not fallen to US$0.80 yet and what is ahead
10th Feb 14, 4:10pm
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Roger J Kerr looks at why the NZD has not fallen to US$0.80 yet and what is ahead