Inflation
Coming OCR hikes will push the short end rates up, long rates restrained by US
21st Oct 13, 8:25am
Coming OCR hikes will push the short end rates up, long rates restrained by US
Stats NZ reports annual inflation of 1.4%; quarterly inflation of 0.9% slightly above market and RBNZ forecasts
16th Oct 13, 11:00am
20
Stats NZ reports annual inflation of 1.4%; quarterly inflation of 0.9% slightly above market and RBNZ forecasts
US 10-year treasury yields range bound as investors wait for outcome from fiscal negotiations
16th Oct 13, 8:27am
US 10-year treasury yields range bound as investors wait for outcome from fiscal negotiations
October 17, the date at which the US will apparently be down to its last US$30bn
15th Oct 13, 12:27pm
October 17, the date at which the US will apparently be down to its last US$30bn
NZ 10-year bonds continue to offer some of the highest yields for investors
15th Oct 13, 7:57am
NZ 10-year bonds continue to offer some of the highest yields for investors
The annual rate of inflation might officially double this week, but that's not seen as a problem
14th Oct 13, 4:14pm
4
The annual rate of inflation might officially double this week, but that's not seen as a problem
Roger J Kerr says the time has come for more local corporate debt issues, which offer much better returns than bank term deposits
14th Oct 13, 9:38am
1
Roger J Kerr says the time has come for more local corporate debt issues, which offer much better returns than bank term deposits
Long end of curve within spitting distance of highs for the year
14th Oct 13, 8:05am
Long end of curve within spitting distance of highs for the year
If the RBNZ's recently introduced loan-to-value restrictions fail to slow house prices, the Official Cash Rate (OCR) will rise more aggressively
8th Oct 13, 8:47am
2
If the RBNZ's recently introduced loan-to-value restrictions fail to slow house prices, the Official Cash Rate (OCR) will rise more aggressively
Roger J Kerr says the NZD faces two big risks; what the USD does, and market reaction to a Labour/Green poll surge
7th Oct 13, 1:00pm
1
Roger J Kerr says the NZD faces two big risks; what the USD does, and market reaction to a Labour/Green poll surge
ANZ's 2013 Property Investment Survey shows 92% of residential property investors expect house price rises in the next year
7th Oct 13, 12:08pm
26
ANZ's 2013 Property Investment Survey shows 92% of residential property investors expect house price rises in the next year
NZ markets largely ignored Wheeler's comments having already priced in 180 basis points of rises in OCR over next two years
7th Oct 13, 8:28am
NZ markets largely ignored Wheeler's comments having already priced in 180 basis points of rises in OCR over next two years
Fed taper pull-back; TSB exposed to Solid Energy; RBNZ worries about housing; LGFA margins widen
4th Oct 13, 5:37pm
Fed taper pull-back; TSB exposed to Solid Energy; RBNZ worries about housing; LGFA margins widen
RBNZ’s radical loan-to-value restrictions already having an impact but Wheeler continues his fight against the strong NZ$
1st Oct 13, 12:35pm
RBNZ’s radical loan-to-value restrictions already having an impact but Wheeler continues his fight against the strong NZ$
Roger J Kerr applauds the introduction of new tools such as the core funding ratio and LVR limits, chides critics
30th Sep 13, 11:49am
6
Roger J Kerr applauds the introduction of new tools such as the core funding ratio and LVR limits, chides critics
NZ 2-year swaps approaching "value" range while 5-year swaps would need to drop 60bps to achieve same
27th Sep 13, 8:28am
NZ 2-year swaps approaching "value" range while 5-year swaps would need to drop 60bps to achieve same
Eventual US debt ceiling solution will probably be a drawn out affair and in the interim expect market volatility
26th Sep 13, 8:05am
Eventual US debt ceiling solution will probably be a drawn out affair and in the interim expect market volatility
Fed's 'no tapering yet' announcement had severe impact on markets; US treasuries posted biggest rally in almost two years
24th Sep 13, 2:11pm
Fed's 'no tapering yet' announcement had severe impact on markets; US treasuries posted biggest rally in almost two years
Roger J Kerr says the US bond market does not buy into Fed policy U-turn; he doesn't buy the RBNZ inflation forecast either
23rd Sep 13, 4:16pm
Roger J Kerr says the US bond market does not buy into Fed policy U-turn; he doesn't buy the RBNZ inflation forecast either
NZ 10-year yield down from recent peaks but still trading higher than most of its peers
23rd Sep 13, 8:57am
NZ 10-year yield down from recent peaks but still trading higher than most of its peers
NZ yields closed down 9-12bps as markets react to surprise FOMC announcement; NZ Q2 GDP outcome response muted
20th Sep 13, 8:38am
NZ yields closed down 9-12bps as markets react to surprise FOMC announcement; NZ Q2 GDP outcome response muted
US 10-year yields immediately gapped lower to below 2.74% before stabilising
19th Sep 13, 8:33am
US 10-year yields immediately gapped lower to below 2.74% before stabilising
Investors waiting for outcomes from US FOMC meeting and release of NZ Q2 GDP
18th Sep 13, 8:35am
Investors waiting for outcomes from US FOMC meeting and release of NZ Q2 GDP
Market expecting announcement on QE tapering to be between US$10 bln to US$15 bln a month
17th Sep 13, 9:51am
Market expecting announcement on QE tapering to be between US$10 bln to US$15 bln a month
Spreads over AU and US bonds remains attractive and may foster demand for next government bond tender
17th Sep 13, 8:21am
1
Spreads over AU and US bonds remains attractive and may foster demand for next government bond tender