The recent increase in rates is driven by a structural reset, not simply near-term economic factors. But there are limits notes David Skilling

US CPI data stronger than consensus sending US rates and USD higher; US equities lower with chunky falls. Then rates move retraced, leaving only small net change in yields. But equities and FX moves largely sustained

Morrison's Paul Newfield sees big opportunity for New Zealand from 'massive overflow opportunity of the AI industry needing to move out of the US'

QV says average dwelling values are dropping in most parts of New Zealand with buyers wary

Russia ignores Trump's 'energy ceasefire'; Nobel Prize in economics; More Fed hiking signals; China car sales disappoint; India inflation jumps; UST 10yr at 5.24%; gold dips and oil rises; NZ$1 = 55.8 USc; TWI-5 = 59.7 a 17 year low

A review of things you need to know before you sign off on Monday; minor retail rate changes, no spring real estate market bounce, GSCI low & stable, swaps, NZX and NZD all stable, & more

A review of things you need to know before you sign off on Wednesday; no retail rate changes, housing market quieter, tourism back to pre-pandemic levels, migration up modestly, dairy prices up, fiscal red flags, swaps stable, NZD firms, & more