Inflation
Bond yields higher across the curve with 105 bps of rate hikes priced in for next year
12th Nov 13, 8:01am
Bond yields higher across the curve with 105 bps of rate hikes priced in for next year
Roger J Kerr says the future direction for our interest rates is now well signaled; expect them to 1% higher in one year's time
11th Nov 13, 2:00pm
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Roger J Kerr says the future direction for our interest rates is now well signaled; expect them to 1% higher in one year's time
US 10-year bond yields spiked higher as non-farm payrolls came in well above analyst expectations
11th Nov 13, 8:27am
US 10-year bond yields spiked higher as non-farm payrolls came in well above analyst expectations
US government shuts its doors; US$1 tln of 'free money'; Market ignoring Governor Wheeler; buzz cut for Solid Energy bondholders
8th Nov 13, 1:05pm
US government shuts its doors; US$1 tln of 'free money'; Market ignoring Governor Wheeler; buzz cut for Solid Energy bondholders
German benchmark yields fall as ECB cuts their key refinancing rate by 25 bps; peripheral European yields fell sharply
8th Nov 13, 8:29am
German benchmark yields fall as ECB cuts their key refinancing rate by 25 bps; peripheral European yields fell sharply
Falling unemployment numbers released yesterday sees swap and bond yields rise across the curve
7th Nov 13, 8:21am
Falling unemployment numbers released yesterday sees swap and bond yields rise across the curve
RBA's assessment of the outlook for the economy has become more positive with rising house prices likely to encourage investment
6th Nov 13, 8:26am
RBA's assessment of the outlook for the economy has become more positive with rising house prices likely to encourage investment
NZ bond and swap yields followed offshore markets higher spurred on by stronger US data from late last week
5th Nov 13, 8:02am
NZ bond and swap yields followed offshore markets higher spurred on by stronger US data from late last week
RBNZ pointed out that the strength of the NZ$ may provide some flexibility in respect to the timing and size of OCR hikes
4th Nov 13, 4:38pm
RBNZ pointed out that the strength of the NZ$ may provide some flexibility in respect to the timing and size of OCR hikes
Roger J Kerr says record low mortgage rates and high milk powder prices are behind our economic resurgence, aligning our stars
4th Nov 13, 11:37am
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Roger J Kerr says record low mortgage rates and high milk powder prices are behind our economic resurgence, aligning our stars
Release of US ISM survey sees US 10-year bond yields climb above 2.6% and back to their highest level since mid-October
4th Nov 13, 8:30am
Release of US ISM survey sees US 10-year bond yields climb above 2.6% and back to their highest level since mid-October
Combination of US FOMC announcement and Australian 10-year swaps moving higher contributed to steepening of NZ yield curve
1st Nov 13, 8:31am
Combination of US FOMC announcement and Australian 10-year swaps moving higher contributed to steepening of NZ yield curve
Slowing US housing market and fiscal policy constraints mean no tapering yet for Fed
31st Oct 13, 8:20am
Slowing US housing market and fiscal policy constraints mean no tapering yet for Fed
Fall in NZ yields driven by expectations Fed tapering will be pushed back into 2014 and the recent implementation of LVR restrictions
30th Oct 13, 8:25am
Fall in NZ yields driven by expectations Fed tapering will be pushed back into 2014 and the recent implementation of LVR restrictions
A couple of economists would go for hikes in official interest rate rises right now
30th Oct 13, 1:05am
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A couple of economists would go for hikes in official interest rate rises right now
RBNZ may dial back some of the 'aggressive language' in its next OCR statement as inflation is now within the target range and lenders' (bank) behaviour is changing
29th Oct 13, 4:25pm
RBNZ may dial back some of the 'aggressive language' in its next OCR statement as inflation is now within the target range and lenders' (bank) behaviour is changing
Roger J Kerr sees no scenario where interest rates move lower or even stay stable; they are going up whatever way you look, he says
29th Oct 13, 1:21pm
Roger J Kerr sees no scenario where interest rates move lower or even stay stable; they are going up whatever way you look, he says
NZ 2-year and 10-year swap yields down more than 20bps and 30bps respectively from recent highs
29th Oct 13, 8:40am
NZ 2-year and 10-year swap yields down more than 20bps and 30bps respectively from recent highs
As the RBNZ hikes rates next year the swap curve should flatten further with most of the action being in the short end
25th Oct 13, 8:38am
As the RBNZ hikes rates next year the swap curve should flatten further with most of the action being in the short end
NZ-AU 2-year swap spreads narrowed to 60bps, however if RBNZ hikes OCR as expected this could blow out to 120 bps
24th Oct 13, 8:45am
NZ-AU 2-year swap spreads narrowed to 60bps, however if RBNZ hikes OCR as expected this could blow out to 120 bps
US 10-year treasury bonds gapped lower in direct response to rotten non-farm payrolls data
23rd Oct 13, 8:19am
US 10-year treasury bonds gapped lower in direct response to rotten non-farm payrolls data
Increase in non-tradable inflation could be concern for RBNZ
22nd Oct 13, 8:42am
Increase in non-tradable inflation could be concern for RBNZ
NZ 10 year swap trading lower and now 16 bps lower than post NZ Q3 CPI highs
22nd Oct 13, 8:10am
NZ 10 year swap trading lower and now 16 bps lower than post NZ Q3 CPI highs
Roger J Kerr says the NZ$ is a not a currency that would attract global money when markets capitulate
21st Oct 13, 1:51pm
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Roger J Kerr says the NZ$ is a not a currency that would attract global money when markets capitulate
Roger J Kerr says if the NZ dollar stays high the RBNZ's first OCR increase could be later than March 2014
21st Oct 13, 1:42pm
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Roger J Kerr says if the NZ dollar stays high the RBNZ's first OCR increase could be later than March 2014