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Brian Easton questions whether it's worth taking recent tax proposals from political parties seriously as the run-up to a general election is always a political ‘silly season’
Brian Easton questions whether it's worth taking recent tax proposals from political parties seriously as the run-up to a general election is always a political ‘silly season’
Perhaps that’s what we need to halt the headlong rush towards AI – a cyberspace Hindenburg?
Roger J Kerr sees the US bond market sell-off as a vote of no-confidence in the Trump regime. He also sees Australian monetary policy management in a right pickle, and is disappointed in the mixed messages from the RBNZ
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Roger J Kerr sees the US bond market sell-off as a vote of no-confidence in the Trump regime. He also sees Australian monetary policy management in a right pickle, and is disappointed in the mixed messages from the RBNZ
Fed Farmers survey reveals 'an incredibly positive result' around farm profitability, but nearly 30% of farmers expect conditions to worsen
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Fed Farmers survey reveals 'an incredibly positive result' around farm profitability, but nearly 30% of farmers expect conditions to worsen
Monthly core US CPI was firmer than forecast, strengthening the case for tighter policy. Markets imply around a 90% chance of a 25bp hike at this week’s FOMC meeting. The US Treasury curve flattened as 2-year yields make a new cycle high
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Monthly core US CPI was firmer than forecast, strengthening the case for tighter policy. Markets imply around a 90% chance of a 25bp hike at this week’s FOMC meeting. The US Treasury curve flattened as 2-year yields make a new cycle high
US Fed rate decision headlines the week; Japan too; Japanese PPI very high; US CPI lacks cred; US consumer sentiment drops again; UST 10yr at 4.98%; gold holds, oil eases on talks hopes & lower demand; NZ$1 = 58.1 USc; TWI-5 = 61.4
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US Fed rate decision headlines the week; Japan too; Japanese PPI very high; US CPI lacks cred; US consumer sentiment drops again; UST 10yr at 4.98%; gold holds, oil eases on talks hopes & lower demand; NZ$1 = 58.1 USc; TWI-5 = 61.4
Leader David Seymour says ACT's list a 'true representation of NZ society', with three new candidates ahead of sitting MPs
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Leader David Seymour says ACT's list a 'true representation of NZ society', with three new candidates ahead of sitting MPs
Labour promises compulsory KiwiSaver contributions from employers regardless of employee contribution, employer extension to over 65s and paid parental leave
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Labour promises compulsory KiwiSaver contributions from employers regardless of employee contribution, employer extension to over 65s and paid parental leave
Sami Mahroum warns that AI technology could flood public agnecies with more work than human decision-makers can realistically oversee
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Sami Mahroum warns that AI technology could flood public agnecies with more work than human decision-makers can realistically oversee
Jim O'Neill see a growing need for international coordination to address growing global imbalances
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Jim O'Neill see a growing need for international coordination to address growing global imbalances
Economists expect embers to have kept the fire of Gross Domestic Product growth burning in the June quarter
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Economists expect embers to have kept the fire of Gross Domestic Product growth burning in the June quarter
Barry Eichengreen warns that opacity prevails in the private debt markets that are funding the AI boom. Investors need to watch out because regulators are not making information easy to obtain
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Barry Eichengreen warns that opacity prevails in the private debt markets that are funding the AI boom. Investors need to watch out because regulators are not making information easy to obtain
Nick Carr takes issue with how the recent SPIVA research is being interpreted. He finds a range of aspects users of that research should know
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Nick Carr takes issue with how the recent SPIVA research is being interpreted. He finds a range of aspects users of that research should know
Steven Paton says 2026’s El Niño is shaping up to be a doozy – it’s already affecting global shipping, fish behavior and heat
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Steven Paton says 2026’s El Niño is shaping up to be a doozy – it’s already affecting global shipping, fish behavior and heat
Even a small rise in annual KiwiSaver fees will see them top $1 billion next year
US inflation reported as unchanged but other US metrics tell a rising story; Japanese PPI stays very high; copper eases; UST 10yr at 4.98%; gold holds, oil eases but Yemen gets more risky; NZ$1 = 58.1 USc; TWI-5 = 61.4
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US inflation reported as unchanged but other US metrics tell a rising story; Japanese PPI stays very high; copper eases; UST 10yr at 4.98%; gold holds, oil eases but Yemen gets more risky; NZ$1 = 58.1 USc; TWI-5 = 61.4
No sign yet of the expected spring lift in residential property auction room activity
A review of things you need to know before you sign off on Friday; no retail rate changes but big wholesale increases, truckometer declines, factory PMI stays positive, wool prices lift, Japanese PPI jumps, swaps jump, NZD lower, & more
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A review of things you need to know before you sign off on Friday; no retail rate changes but big wholesale increases, truckometer declines, factory PMI stays positive, wool prices lift, Japanese PPI jumps, swaps jump, NZD lower, & more
Here are the key changes to know about in the New Zealand equity market; NZX50 weakens -0.6% as Briscoes, Kiwi Property, Hallensteins and Mercury advance while Serko, Gentrack, F&P Healthcare and Vulcan Steel retreat
Here are the key changes to know about in the New Zealand equity market; NZX50 weakens -0.6% as Briscoes, Kiwi Property, Hallensteins and Mercury advance while Serko, Gentrack, F&P Healthcare and Vulcan Steel retreat
Wholesale interest rates are moving sharply higher, suggesting fixed home loan rates are likely to be pressed higher soon
Wholesale interest rates are moving sharply higher, suggesting fixed home loan rates are likely to be pressed higher soon
Rob Reynish lays out the practical steps farmers should take to prepare for the strong upcoming El Niño
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Rob Reynish lays out the practical steps farmers should take to prepare for the strong upcoming El Niño
Winston Peters says NZ First will ‘substantially reduce non-essential immigration and restore the principle that immigration is a privilege, not a right,’ as Labour says immigration should be planned around what NZ needs
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Winston Peters says NZ First will ‘substantially reduce non-essential immigration and restore the principle that immigration is a privilege, not a right,’ as Labour says immigration should be planned around what NZ needs
Fitch Ratings sees incoming RBNZ capital requirements reinforcing the position of NZ's big 4 banks within their Aussie parent banking groups
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Fitch Ratings sees incoming RBNZ capital requirements reinforcing the position of NZ's big 4 banks within their Aussie parent banking groups
Sliding house prices likely reducing existing homeowners' equity - making it more difficult for them to move up to a more expensive home
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Sliding house prices likely reducing existing homeowners' equity - making it more difficult for them to move up to a more expensive home
Brent crude pushed above $107, lifting yields and the USD while weighing on equities. Bond yields reached fresh multi-year highs. The ECB hiked rates and delivered hawkish commentary
Brent crude pushed above $107, lifting yields and the USD while weighing on equities. Bond yields reached fresh multi-year highs. The ECB hiked rates and delivered hawkish commentary