Bonds
A review of things you need to know before you go home on Wednesday; many retail rate changes, import surge, business costs pressures not easing, insurer stress tests, swaps up sharply again, NZD holds, & more
27th Oct 21, 3:59pm
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A review of things you need to know before you go home on Wednesday; many retail rate changes, import surge, business costs pressures not easing, insurer stress tests, swaps up sharply again, NZD holds, & more
Statistics NZ says September was the third record month in a row for imports, with the figure reaching $6.6 billion - up 30% on the same month a year ago
27th Oct 21, 11:20am
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Statistics NZ says September was the third record month in a row for imports, with the figure reaching $6.6 billion - up 30% on the same month a year ago
US and European break-even inflation rates push higher. US consumer confidence unexpectedly rises while consumer inflation expectations hit 13-year high
27th Oct 21, 7:55am
US and European break-even inflation rates push higher. US consumer confidence unexpectedly rises while consumer inflation expectations hit 13-year high
A review of things you need to know before you go home on Tuesday; many retail rate changes, higher milk price, Auckland auction market active, Christchurch to borrow more, swaps flatten, NZD holds, & more
26th Oct 21, 3:59pm
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A review of things you need to know before you go home on Tuesday; many retail rate changes, higher milk price, Auckland auction market active, Christchurch to borrow more, swaps flatten, NZD holds, & more
Inflation expectations continue to increase with WTI futures hitting a 7-year high, US natural gas prices jumping. S&P500 hits fresh all-time high ahead of a deluge of corporate earnings reports
26th Oct 21, 7:53am
Inflation expectations continue to increase with WTI futures hitting a 7-year high, US natural gas prices jumping. S&P500 hits fresh all-time high ahead of a deluge of corporate earnings reports
A review of things you need to know before you go home on Friday; many more big retail rate increases, what bankers think, Auckland shrinks, 129 new cases, swaps flatline, NZD firmer, & more
22nd Oct 21, 3:59pm
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A review of things you need to know before you go home on Friday; many more big retail rate increases, what bankers think, Auckland shrinks, 129 new cases, swaps flatline, NZD firmer, & more
Market continues to increase Fed rate hike expectations as inflation concerns mount. S&P500 flat overnight, commodity prices fall
22nd Oct 21, 8:02am
Market continues to increase Fed rate hike expectations as inflation concerns mount. S&P500 flat overnight, commodity prices fall
A review of things you need to know before you go home on Thursday; large retail rate changes, jobless rolls top out, yields higher in NZGB tenders, FTA with UK agreed, spending some savings, swaps steepen, NZF firm, & more
21st Oct 21, 3:59pm
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A review of things you need to know before you go home on Thursday; large retail rate changes, jobless rolls top out, yields higher in NZGB tenders, FTA with UK agreed, spending some savings, swaps steepen, NZF firm, & more
Risk sentiment continues to improve. USD weaker, driving NZD up to 0.72 and AUD through 0.75; NZD/EUR and NZD/JPY hit four-year highs. Domestic rates market remains a minefield
21st Oct 21, 7:53am
Risk sentiment continues to improve. USD weaker, driving NZD up to 0.72 and AUD through 0.75; NZD/EUR and NZD/JPY hit four-year highs. Domestic rates market remains a minefield
A review of things you need to know before you go home on Wednesday; dairy prices firm, real estate commissions leap; Kaha Ake launched, swaps steepen, NZD rises, & more
20th Oct 21, 3:59pm
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A review of things you need to know before you go home on Wednesday; dairy prices firm, real estate commissions leap; Kaha Ake launched, swaps steepen, NZD rises, & more
Risk appetite higher but market peels back bets on Fed hikes, seeing steeper Treasuries curve; US-10 year hits fresh 4-month high
20th Oct 21, 7:45am
Risk appetite higher but market peels back bets on Fed hikes, seeing steeper Treasuries curve; US-10 year hits fresh 4-month high
A review of things you need to know before you go home on Tuesday; no retail rate changes today, RMA reform a bipartisan project, few farms sell, fewer lifestyle blocks, eyes on dairy prices, swaps stay up, NZD firms, & more
19th Oct 21, 3:59pm
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A review of things you need to know before you go home on Tuesday; no retail rate changes today, RMA reform a bipartisan project, few farms sell, fewer lifestyle blocks, eyes on dairy prices, swaps stay up, NZD firms, & more
Surge in NZ inflation drives NZ (and Australian) rates much higher. Volatility in global energy prices. Global rates push higher
19th Oct 21, 7:43am
Surge in NZ inflation drives NZ (and Australian) rates much higher. Volatility in global energy prices. Global rates push higher
A review of things you need to know before you go home on Monday; wholesale interest rates leap on surprisingly high CPI, PSI less terrible, consumer saving sentiment, China falters, swaps take off, NZD firms, & more
18th Oct 21, 4:01pm
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A review of things you need to know before you go home on Monday; wholesale interest rates leap on surprisingly high CPI, PSI less terrible, consumer saving sentiment, China falters, swaps take off, NZD firms, & more
Equities and commodities higher capping off a good week for risk assets. Global rates higher as market continues to pull forward Fed rate hikes. Inflation expectations continue to push higher
18th Oct 21, 7:39am
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Equities and commodities higher capping off a good week for risk assets. Global rates higher as market continues to pull forward Fed rate hikes. Inflation expectations continue to push higher
A review of things you need to know before you go home on Friday; some more key rate changes, PMI recovers, air quality improves, La Nina back, swaps up, NZD firmer, & more
15th Oct 21, 3:59pm
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A review of things you need to know before you go home on Friday; some more key rate changes, PMI recovers, air quality improves, La Nina back, swaps up, NZD firmer, & more
Risk on session overnight - equities, commodities, NZD and AUD all higher. US 10-year rate slips further despite yesterday's strong CPI release
15th Oct 21, 7:49am
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Risk on session overnight - equities, commodities, NZD and AUD all higher. US 10-year rate slips further despite yesterday's strong CPI release
A review of things you need to know before you go home on Thursday; some chunky retail rate changes, house prices fall, NZGBs out of favour, Jardens cops OMF censure, swaps hold, NZD firms, & more
14th Oct 21, 3:59pm
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A review of things you need to know before you go home on Thursday; some chunky retail rate changes, house prices fall, NZGBs out of favour, Jardens cops OMF censure, swaps hold, NZD firms, & more
US CPI close to expectations but underlying inflationary pressures continue to build. Yield curves flatten. Equities higher, with the NASDAQ outperforming
14th Oct 21, 7:51am
US CPI close to expectations but underlying inflationary pressures continue to build. Yield curves flatten. Equities higher, with the NASDAQ outperforming
A review of things you need to know before you go home on Wednesday; more retail rate rises, food prices jump, business costs jump, rents up, Aussie Covid deaths rise, swaps flatter, NZD stable, & more
13th Oct 21, 3:59pm
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A review of things you need to know before you go home on Wednesday; more retail rate rises, food prices jump, business costs jump, rents up, Aussie Covid deaths rise, swaps flatter, NZD stable, & more
Fed officials seem to confirm a November tapering announcement is coming, with markets raising Fed rate hike expectations. Commodity currencies outperform
13th Oct 21, 7:48am
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Fed officials seem to confirm a November tapering announcement is coming, with markets raising Fed rate hike expectations. Commodity currencies outperform
A review of things you need to know before you go home on Tuesday; more minor retail rate rises, Crown financials strong, truckometer signals unreliable, retail spending still weak, swaps still rising, NZD stable, & more
12th Oct 21, 3:59pm
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A review of things you need to know before you go home on Tuesday; more minor retail rate rises, Crown financials strong, truckometer signals unreliable, retail spending still weak, swaps still rising, NZD stable, & more
Energy prices and bond yields continue to head higher. AUD outperforms as NSW starts reopening, NZD/AUD hits a fresh 2-month low
12th Oct 21, 7:47am
Energy prices and bond yields continue to head higher. AUD outperforms as NSW starts reopening, NZD/AUD hits a fresh 2-month low
A review of things you need to know before you go home on Monday; Simplicity raises its floating rate by +35 bps, Firma censured, rents up, Drylie leaving, swaps up and steeper, NZD unchanged, & more
11th Oct 21, 3:59pm
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A review of things you need to know before you go home on Monday; Simplicity raises its floating rate by +35 bps, Firma censured, rents up, Drylie leaving, swaps up and steeper, NZD unchanged, & more
A mixed US payrolls report seen as unlikely to stop the Fed announcing tapering in November. Bond yields continue to head higher as inflation concerns start to mount
11th Oct 21, 7:42am
A mixed US payrolls report seen as unlikely to stop the Fed announcing tapering in November. Bond yields continue to head higher as inflation concerns start to mount