Inflation
Pronounced volatility in US 10-year bond yields as US employment report sends mixed messages to market
10th Jun 13, 8:51am
Pronounced volatility in US 10-year bond yields as US employment report sends mixed messages to market
Market expectations building that RBA will cut Australia's cash rate to sit below RBNZ's OCR of 2.5%
7th Jun 13, 8:20am
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Market expectations building that RBA will cut Australia's cash rate to sit below RBNZ's OCR of 2.5%
Disappointing EU and US data sees benchmark yields fall; NZ-AU swap spreads widen to 2yr highs
6th Jun 13, 8:08am
Disappointing EU and US data sees benchmark yields fall; NZ-AU swap spreads widen to 2yr highs
RBA sees pickup in global growth ahead and experts believe current easing bias will continue to boost growth prospects over time
5th Jun 13, 8:06am
RBA sees pickup in global growth ahead and experts believe current easing bias will continue to boost growth prospects over time
Stronger-than-expected European PMI data sees safe haven German and US bonds sold off; US treasuries traded as high as 2.18%
4th Jun 13, 8:08am
Stronger-than-expected European PMI data sees safe haven German and US bonds sold off; US treasuries traded as high as 2.18%
RBNZ in no hurry to adjust 90-day bank bill track which implies the first OCR hike will be in the second half of 2014
31st May 13, 8:43am
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RBNZ in no hurry to adjust 90-day bank bill track which implies the first OCR hike will be in the second half of 2014
Double-whammy of positive US data pushes treasury yields up through the 2.10% ceiling
29th May 13, 8:50am
Double-whammy of positive US data pushes treasury yields up through the 2.10% ceiling
BNZ maintains market continues to under-estimate the pace of gradual OCR hikes that will unfold
28th May 13, 8:16am
BNZ maintains market continues to under-estimate the pace of gradual OCR hikes that will unfold
For US bond yields to drive higher it will require convincing upside surprises on labour data or direct comments on the timing of QE 'tapering'
27th May 13, 8:39am
For US bond yields to drive higher it will require convincing upside surprises on labour data or direct comments on the timing of QE 'tapering'
The market is pricing in a 70% chance of 25 bp hike from RBNZ in 12-months time
24th May 13, 8:55am
The market is pricing in a 70% chance of 25 bp hike from RBNZ in 12-months time
RBNZ survey of inflation expectations shows slight easing in 2-year-ahead expectations from 2.17% to 2.06%
22nd May 13, 8:15am
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RBNZ survey of inflation expectations shows slight easing in 2-year-ahead expectations from 2.17% to 2.06%
Reserve Bank household expectations survey shows a net 67.9% of people now expect house prices to rise in the next year, down from record high 74.3%
21st May 13, 3:39pm
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Reserve Bank household expectations survey shows a net 67.9% of people now expect house prices to rise in the next year, down from record high 74.3%
Moody’s warns the US sovereign credit rating remains vulnerable to downgrade if projected rise in debt levels is not addressed
21st May 13, 8:21am
Moody’s warns the US sovereign credit rating remains vulnerable to downgrade if projected rise in debt levels is not addressed
Investors pile into longer dated NZ bonds causing flattening bias to yield curve
20th May 13, 8:43am
Investors pile into longer dated NZ bonds causing flattening bias to yield curve
Budget confirms bond issuance for next 12 months; DMO's desire is for inflation-indexed bonds to reach up to 20% of outstanding bonds
17th May 13, 8:10am
Budget confirms bond issuance for next 12 months; DMO's desire is for inflation-indexed bonds to reach up to 20% of outstanding bonds
RBNZ data shows 69% of NZ Govt bonds are owned offshore, up from 68.3% previously
15th May 13, 8:30am
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RBNZ data shows 69% of NZ Govt bonds are owned offshore, up from 68.3% previously
The yield on Japanese 10-year bonds hits 0.80%; If BoJ's policies to stimulate inflation are successful yields are expected to rise higher
14th May 13, 8:34am
The yield on Japanese 10-year bonds hits 0.80%; If BoJ's policies to stimulate inflation are successful yields are expected to rise higher
NZ 10-year yields rise 18 bps last week and our bonds are following sell-offs in offshore markets
13th May 13, 8:26am
NZ 10-year yields rise 18 bps last week and our bonds are following sell-offs in offshore markets
NZ bonds continue to trek lower with 10-year bond yields sit within 10 bps of all-time lows
10th May 13, 8:35am
NZ bonds continue to trek lower with 10-year bond yields sit within 10 bps of all-time lows
AU short-end swaps closed down after RBA rate cut and leaves door open for further cuts
8th May 13, 8:36am
AU short-end swaps closed down after RBA rate cut and leaves door open for further cuts
Opinion: With inflation expectations 'anchored', major central banks err on the side of providing too much stimulus rather than too little
8th May 13, 6:10am
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Opinion: With inflation expectations 'anchored', major central banks err on the side of providing too much stimulus rather than too little
Bond yields decline further making it hard for investors with cash to find a home
7th May 13, 3:22pm
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Bond yields decline further making it hard for investors with cash to find a home
Fears of a Spring slowdown in US growth diminish, US long bonds look likely to extend their sell-off
7th May 13, 8:20am
Fears of a Spring slowdown in US growth diminish, US long bonds look likely to extend their sell-off
Stronger-than-expected US nonfarm payrolls pushes US 10-year bond yields up to 1.74%; Equivalent German bond yields also higher
6th May 13, 8:48am
Stronger-than-expected US nonfarm payrolls pushes US 10-year bond yields up to 1.74%; Equivalent German bond yields also higher
Market ratchets up expectations for RBA rate cut on back of weak AU building approvals
3rd May 13, 8:35am
Market ratchets up expectations for RBA rate cut on back of weak AU building approvals