Inflation
US retail sales and University of Michigan confidence data disappointed; US 10-year bond yields fall
16th Sep 13, 8:29am
US retail sales and University of Michigan confidence data disappointed; US 10-year bond yields fall
Weak Australian employment data sees NZ-AU 2 year swap yield differential widen to 66bps; BNZ see ultimate margin above 120 bps
13th Sep 13, 8:37am
Weak Australian employment data sees NZ-AU 2 year swap yield differential widen to 66bps; BNZ see ultimate margin above 120 bps
RBNZ holds OCR, but increases forecast interest rate track 50 bps; says LVR limit equal to 30 bps of hikes
12th Sep 13, 9:20am
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RBNZ holds OCR, but increases forecast interest rate track 50 bps; says LVR limit equal to 30 bps of hikes
LGFA spreads to NZ Govt stock widen and bid to cover ratios ranged from 1.6x to 3.0x; successful bid ranges fairly wide at 3-10bps
12th Sep 13, 7:57am
LGFA spreads to NZ Govt stock widen and bid to cover ratios ranged from 1.6x to 3.0x; successful bid ranges fairly wide at 3-10bps
Outright yield on LGFA bonds is now at 5.45%; expect some opportunistic buying in today's auction of 2021's
11th Sep 13, 8:16am
Outright yield on LGFA bonds is now at 5.45%; expect some opportunistic buying in today's auction of 2021's
In the near-term BNZ sees the market biased towards reducing rather than increasing expectations for rate hikes
10th Sep 13, 8:29am
In the near-term BNZ sees the market biased towards reducing rather than increasing expectations for rate hikes
Roger J Kerr points out his forecasts have been better than the gloomsters, and the RBNZ will now be 'forced' to upgrade
9th Sep 13, 4:31pm
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Roger J Kerr points out his forecasts have been better than the gloomsters, and the RBNZ will now be 'forced' to upgrade
RBNZ could be forced to raise the OCR more aggressively if they wait for a favourable outcome from their macro-prudential tools
9th Sep 13, 4:26pm
RBNZ could be forced to raise the OCR more aggressively if they wait for a favourable outcome from their macro-prudential tools
Craig Simpson examines how the current average term deposit rates stack up against bank corporate bonds
9th Sep 13, 3:29pm
Craig Simpson examines how the current average term deposit rates stack up against bank corporate bonds
US treasuries gap higher before finding some composure; NZ 10-year swaps close up 19 bps at 5.12% and close to August 2011 highs
9th Sep 13, 8:52am
US treasuries gap higher before finding some composure; NZ 10-year swaps close up 19 bps at 5.12% and close to August 2011 highs
RBNZ's view on house price inflation will be a key component of its latest Monetary Policy Statement next week
5th Sep 13, 4:03pm
RBNZ's view on house price inflation will be a key component of its latest Monetary Policy Statement next week
65% of economists polled believe the US Federal Reserve will begin cutting back their bond buying program in September
5th Sep 13, 9:31am
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65% of economists polled believe the US Federal Reserve will begin cutting back their bond buying program in September
March OCR rate hike seems unlikely given the RBNZ is implementing LVR restrictions
3rd Sep 13, 12:37pm
March OCR rate hike seems unlikely given the RBNZ is implementing LVR restrictions
Roger J Kerr says strong economy means inflation pressures will lift; US tapering means the same
3rd Sep 13, 8:35am
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Roger J Kerr says strong economy means inflation pressures will lift; US tapering means the same
Risk appetite stabilises; yield surge fizzles; US inflation no concern to Fed
30th Aug 13, 8:24am
Risk appetite stabilises; yield surge fizzles; US inflation no concern to Fed
Latest ANZ Business Confidence Survey shows 'huge degree of optimism'
Markets inch back expectations of rate hike in NZ, rate cut in AU; BoE echoes RBNZ looking for non-rate tools
29th Aug 13, 8:42am
Markets inch back expectations of rate hike in NZ, rate cut in AU; BoE echoes RBNZ looking for non-rate tools
NZ bond and swap yields down, Syrian tension drives safe haven demand, squeeze expected if offshore bonds rally further
28th Aug 13, 8:08am
NZ bond and swap yields down, Syrian tension drives safe haven demand, squeeze expected if offshore bonds rally further
NZ bond yields down, but at current 4.63% and fat spreads to US and AU, BNZ thinks this may encourage demand
27th Aug 13, 8:06am
NZ bond yields down, but at current 4.63% and fat spreads to US and AU, BNZ thinks this may encourage demand
Roger J Kerr sees our economy humming with low mortgage rates and high export prices driving the higher activity
26th Aug 13, 1:53pm
Roger J Kerr sees our economy humming with low mortgage rates and high export prices driving the higher activity
NZ swaps lower but 2-10 curve at 2 year high; US housing data disappoints
26th Aug 13, 8:25am
NZ swaps lower but 2-10 curve at 2 year high; US housing data disappoints
Risk appetite rises, bond yields rise, rising demand for NZGBs expected if UST yields stabilise
23rd Aug 13, 8:17am
Risk appetite rises, bond yields rise, rising demand for NZGBs expected if UST yields stabilise
Buying interest in NZ government bonds rises with levels of outright yields, spreads to offshore counterparts, and spreads to swap
22nd Aug 13, 8:37am
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Buying interest in NZ government bonds rises with levels of outright yields, spreads to offshore counterparts, and spreads to swap
After initial jolt swap rates recover to start the week higher across the curve
21st Aug 13, 12:25pm
After initial jolt swap rates recover to start the week higher across the curve
Interest rate markets responded to Wheelers LVR announcement by reining in near-term rate hike expectations
21st Aug 13, 8:28am
Interest rate markets responded to Wheelers LVR announcement by reining in near-term rate hike expectations