Economy
A review of things you need to know before you sign off on Wednesday; no-one has followed ASB up yet, Barfoots flat, CoreLogic says its down, dairy prices lower, Westpac keeps Govt banking, swaps up, NZD up, & more
5th Jul 23, 3:59pm
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A review of things you need to know before you sign off on Wednesday; no-one has followed ASB up yet, Barfoots flat, CoreLogic says its down, dairy prices lower, Westpac keeps Govt banking, swaps up, NZD up, & more
Dairy prices drop more than expected; China retaliates on de-risking; China drops TD rates further; RBA holds; global temperatures hits new record high; UST 10yr 3.86%; gold and oil firmer; NZ$1 = 62 USc; TWI-5 = 70.4
5th Jul 23, 7:19am
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Dairy prices drop more than expected; China retaliates on de-risking; China drops TD rates further; RBA holds; global temperatures hits new record high; UST 10yr 3.86%; gold and oil firmer; NZ$1 = 62 USc; TWI-5 = 70.4
[updated]
A review of things you need to know before you sign off on Tuesday; no retail rate changes, QSBO less pessimistic, eyes on dairy prices, eyes on RBA and Aussie mortgage stress, swaps and NZD stable, & more
4th Jul 23, 3:59pm
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A review of things you need to know before you sign off on Tuesday; no retail rate changes, QSBO less pessimistic, eyes on dairy prices, eyes on RBA and Aussie mortgage stress, swaps and NZD stable, & more
Two more RBA rate hikes, tumbling inflation, and a high chance of recession: how The Conversation's forecasting panel sees Australia's 2023-24
4th Jul 23, 10:01am
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Two more RBA rate hikes, tumbling inflation, and a high chance of recession: how The Conversation's forecasting panel sees Australia's 2023-24
Economist Brian Easton wonders whether we are evaluating the economy on the right criteria and says perhaps we should be paying more attention to rising overseas debt
4th Jul 23, 8:21am
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Economist Brian Easton wonders whether we are evaluating the economy on the right criteria and says perhaps we should be paying more attention to rising overseas debt
Globally factory activity slows; DBS parks massive excess deposit base; Aussie house prices rise; commercial property values cut; UST 10yr 3.86%; gold and oil little-changed; NZ$1 = 61.5 USc; TWI-5 = 69.9
4th Jul 23, 7:24am
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Globally factory activity slows; DBS parks massive excess deposit base; Aussie house prices rise; commercial property values cut; UST 10yr 3.86%; gold and oil little-changed; NZ$1 = 61.5 USc; TWI-5 = 69.9
A review of things you need to know before you sign off on Monday; ASB drives mortgage rates higher, Heartland TD rates; mortgage stress emerges; building permits slide; car buying splurge; swaps firm, NZD stable, & much more
3rd Jul 23, 4:01pm
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A review of things you need to know before you sign off on Monday; ASB drives mortgage rates higher, Heartland TD rates; mortgage stress emerges; building permits slide; car buying splurge; swaps firm, NZD stable, & much more
Productivity Commission ties together how NZ's productivity has slipped over many generations from being one of the most productive economies in the OECD to one of the least
3rd Jul 23, 1:33pm
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Productivity Commission ties together how NZ's productivity has slipped over many generations from being one of the most productive economies in the OECD to one of the least
Globally, eyes on weather disruptions; China data soft, yuan weak; Japan data strong, yen weak; US data positive, eyes on payrolls; UST 10yr 3.84%; gold and oil unchanged; NZ$1 = 61.4 USc; TWI-5 = 69.8
3rd Jul 23, 7:19am
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Globally, eyes on weather disruptions; China data soft, yuan weak; Japan data strong, yen weak; US data positive, eyes on payrolls; UST 10yr 3.84%; gold and oil unchanged; NZ$1 = 61.4 USc; TWI-5 = 69.8
US reveals more positive data; China's PMIs concerning, steel industry struggles; Japan industry jumps; Canberra reveals monster May surplus; UST 10yr 3.84%; gold and oil up; NZ$1 = 61.4 USc; TWI-5 = 69.8
1st Jul 23, 8:46am
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US reveals more positive data; China's PMIs concerning, steel industry struggles; Japan industry jumps; Canberra reveals monster May surplus; UST 10yr 3.84%; gold and oil up; NZ$1 = 61.4 USc; TWI-5 = 69.8
A review of things you need to know before you sign off on Friday; consumer sentiment rises, Westpac seeks T1 bond funding, farm sales very low, households pile in to TDs, swaps jump, NZD low & stable, & more
30th Jun 23, 3:58pm
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A review of things you need to know before you sign off on Friday; consumer sentiment rises, Westpac seeks T1 bond funding, farm sales very low, households pile in to TDs, swaps jump, NZD low & stable, & more
Mixed messages in latest ANZ Roy Morgan Consumer Confidence Survey
30th Jun 23, 11:03am
Mixed messages in latest ANZ Roy Morgan Consumer Confidence Survey
US data mostly quite positive; China struggles and yuan devalues further; Japanese strength rises; EU inflation stays high; global freight rates fall again; UST 10yr 3.85%; gold lower and oil unchanged; NZ$1 = 60.7 USc; TWI-5 = 69.2
30th Jun 23, 7:31am
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US data mostly quite positive; China struggles and yuan devalues further; Japanese strength rises; EU inflation stays high; global freight rates fall again; UST 10yr 3.85%; gold lower and oil unchanged; NZ$1 = 60.7 USc; TWI-5 = 69.2
[updated]
A review of things you need to know before you sign off on Thursday; business sentiment makes surprise jump, Tiger pinged, Banking Ombudsman pushes banks, swaps and NZD stable
29th Jun 23, 3:59pm
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A review of things you need to know before you sign off on Thursday; business sentiment makes surprise jump, Tiger pinged, Banking Ombudsman pushes banks, swaps and NZD stable
We could need 6 times more of the minerals used for renewables and batteries. How can we avoid a huge increase in mining impacts?
29th Jun 23, 1:01pm
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We could need 6 times more of the minerals used for renewables and batteries. How can we avoid a huge increase in mining impacts?
US joins ECB saying more rate rises are coming; eyes on stress tests; China profits fall; Australia CPI inflation falls; UST 10yr 3.72%; gold unchanged and oil firmer; NZ$1 = 60.8 USc; TWI-5 = 69.4
29th Jun 23, 7:29am
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US joins ECB saying more rate rises are coming; eyes on stress tests; China profits fall; Australia CPI inflation falls; UST 10yr 3.72%; gold unchanged and oil firmer; NZ$1 = 60.8 USc; TWI-5 = 69.4
No longer seeing a doom-loop, Nouriel Roubini now anticipates a short and shallow recession, though with the potential for more worrying knock-on effects
28th Jun 23, 2:11pm
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No longer seeing a doom-loop, Nouriel Roubini now anticipates a short and shallow recession, though with the potential for more worrying knock-on effects
Gaya Herrington explains how the Global Financial Crisis led to her leaving central banking, going back to university to study sustainability & revisiting The Limits to Growth
28th Jun 23, 12:22pm
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Gaya Herrington explains how the Global Financial Crisis led to her leaving central banking, going back to university to study sustainability & revisiting The Limits to Growth
US economic data impresses; Canadian inflation eases faster; China's clamp in negative thought spreads; ECB sees second inflation wave; Australian surplus larger; UST 10yr 3.77%; gold and oil weaker; NZ$1 = 61.7 USc; TWI-5 = 70
28th Jun 23, 7:22am
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US economic data impresses; Canadian inflation eases faster; China's clamp in negative thought spreads; ECB sees second inflation wave; Australian surplus larger; UST 10yr 3.77%; gold and oil weaker; NZ$1 = 61.7 USc; TWI-5 = 70
US second-tier data weak; China struggles to suppress negative economic sentiment; Taiwan retail rises; Singapore factories weaker; UST 10yr 3.72%; gold and oil firmer; NZ$1 = 61.7 USc; TWI-5 = 70.1
27th Jun 23, 7:37am
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US second-tier data weak; China struggles to suppress negative economic sentiment; Taiwan retail rises; Singapore factories weaker; UST 10yr 3.72%; gold and oil firmer; NZ$1 = 61.7 USc; TWI-5 = 70.1
ASB economists say the current influx of migrants doesn't appear to be adding significantly to demand pressures in the economy - but it is easing the country's labour market shortages
26th Jun 23, 2:18pm
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ASB economists say the current influx of migrants doesn't appear to be adding significantly to demand pressures in the economy - but it is easing the country's labour market shortages
So far in 2023 electricity supply has run uncomfortably close to the safety margin almost as often as it did for the whole of last year, which is putting the electricity industry on edge
26th Jun 23, 11:27am
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So far in 2023 electricity supply has run uncomfortably close to the safety margin almost as often as it did for the whole of last year, which is putting the electricity industry on edge
US economic activity growth slows; Chinese equities take a hit, holiday travel average, fears for farmland; Aussie signals waver; UST 10yr 3.74%; gold and oil unchanged; NZ$1 = 61.4 USc; TWI-5 = 69.8
26th Jun 23, 7:19am
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US economic activity growth slows; Chinese equities take a hit, holiday travel average, fears for farmland; Aussie signals waver; UST 10yr 3.74%; gold and oil unchanged; NZ$1 = 61.4 USc; TWI-5 = 69.8
Headline inflation drops to 6.7% as petrol prices fall but domestic prices continue to climb
20th Apr 23, 10:49am
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Headline inflation drops to 6.7% as petrol prices fall but domestic prices continue to climb