Bonds

Trump renews attack on Fed Chair Powell, reinvigorating the "Sell America" trade. US-Japan trade negotiations not going well. US assets trading more like a Banana republic. US longer-term rates increase and USD falls to fresh multi-year lows

Trump renews attack on Fed Chair Powell, reinvigorating the "Sell America" trade. US-Japan trade negotiations not going well. US assets trading more like a Banana republic. US longer-term rates increase and USD falls to fresh multi-year lows

David Hargreaves looks at where the Official Cash Rate might go, what that means for mortgage holders and will it give a stuttering economic recovery fresh life?

David Hargreaves looks at where the Official Cash Rate might go, what that means for mortgage holders and will it give a stuttering economic recovery fresh life?

A review of things you need to know before you sign off on Thursday: the flood of retail rate changes continues, CPI at 2.5%, job ad activity limp, Tourism Holdings hammered, swaps stable, gold rises further, NZD firmish, & more

A review of things you need to know before you sign off on Thursday: the flood of retail rate changes continues, CPI at 2.5%, job ad activity limp, Tourism Holdings hammered, swaps stable, gold rises further, NZD firmish, & more

US equities under pressure again. US pressuring trading partners to limit their dealings with China; China open to trade talks under certain conditions. Bank of Canada on hold and ditches forecasts and guidance

US equities under pressure again. US pressuring trading partners to limit their dealings with China; China open to trade talks under certain conditions. Bank of Canada on hold and ditches forecasts and guidance

A review of things you need to know before you sign off on Wednesday; flood of retail rate cuts, tractor drought, earnings downgrades, dairy prices suffer from USD pricing, ANZ changes its tune, swaps stable, NZD holds, & more

A review of things you need to know before you sign off on Wednesday; flood of retail rate cuts, tractor drought, earnings downgrades, dairy prices suffer from USD pricing, ANZ changes its tune, swaps stable, NZD holds, & more

ANZ economists now see the OCR going as low as 2.5% and have trimmed their forecast house price growth this year from 6% to 4.5%

ANZ economists now see the OCR going as low as 2.5% and have trimmed their forecast house price growth this year from 6% to 4.5%

China stops ordering new Boeing aircraft and halt purchases of aircraft and parts from US companies. No progress on EU-US trade negotiations. But financial markets calmer

China stops ordering new Boeing aircraft and halt purchases of aircraft and parts from US companies. No progress on EU-US trade negotiations. But financial markets calmer

A review of things you need to know before you sign off on Tuesday; not seeing housing market upturn yet, food prices rise, real-time GDP tool launched, holidays more expensive, swaps stable, NZD rises, & more

A review of things you need to know before you sign off on Tuesday; not seeing housing market upturn yet, food prices rise, real-time GDP tool launched, holidays more expensive, swaps stable, NZD rises, & more

Trump considers windback of tariffs to help the auto sector, following the carve-out for some electronic goods from China. Calmer markets. US Treasuries reverse some of last week's movement. Global equities recover

Trump considers windback of tariffs to help the auto sector, following the carve-out for some electronic goods from China. Calmer markets. US Treasuries reverse some of last week's movement. Global equities recover

A review of things you need to know before you sign off on Monday; more retail rate tweaks, migration turns up, retail & services softer than expected; no grocery cost pressure, eyes on fertiliser costs, swaps stable, NZD firm, & more

A review of things you need to know before you sign off on Monday; more retail rate tweaks, migration turns up, retail & services softer than expected; no grocery cost pressure, eyes on fertiliser costs, swaps stable, NZD firm, & more

In trade war with the US, China holds a lot more cards than Trump may think − in fact, it might have a winning hand, Linggong Kong says

In trade war with the US, China holds a lot more cards than Trump may think − in fact, it might have a winning hand, Linggong Kong says

US dollar under pressure with higher UST yields not providing support. The USD index fell to a three year low. The Michigan consumer sentiment survey expectations index slumped to the lowest level since 1980 while inflation expectations continued to rise

US dollar under pressure with higher UST yields not providing support. The USD index fell to a three year low. The Michigan consumer sentiment survey expectations index slumped to the lowest level since 1980 while inflation expectations continued to rise

Trouble in the United States financial markets suggest some investors are losing faith in its status as a global reserve and the dominant superpower

Trouble in the United States financial markets suggest some investors are losing faith in its status as a global reserve and the dominant superpower

A review of things you need to know before you sign off on Friday; Some savings rates move down, rents stable, factories expanding, FMA files charges against ex-broker, oil falls, gold jumps, swaps stable, NZD rises, & more

A review of things you need to know before you sign off on Friday; Some savings rates move down, rents stable, factories expanding, FMA files charges against ex-broker, oil falls, gold jumps, swaps stable, NZD rises, & more

Further large swings in asset markets. US equities fall sharply. US CPI softer than expected though the data predates the impact of tariffs. Gold prices reach another record high

Further large swings in asset markets. US equities fall sharply. US CPI softer than expected though the data predates the impact of tariffs. Gold prices reach another record high

A review of things you need to know before you sign off on Thursday; no fixed rate mortgage changes, slightly smaller households, trucks busy, pyramid scam alert, China in deflation, swaps waver, NZD jumps, & more

A review of things you need to know before you sign off on Thursday; no fixed rate mortgage changes, slightly smaller households, trucks busy, pyramid scam alert, China in deflation, swaps waver, NZD jumps, & more

Equity indices surge higher after Trump announced a 90 day pause on the implementation of tariffs on non-retaliating countries. The S&P gained more than 7%. Huge bond market volatility

Equity indices surge higher after Trump announced a 90 day pause on the implementation of tariffs on non-retaliating countries. The S&P gained more than 7%. Huge bond market volatility

A review of things you need to know before you sign off on Wednesday; banks react to OCR cut, housing overstock grows, construction inflation vanishes, Govt to force more diesel resilience, swaps lower, NZD very low, & more

A review of things you need to know before you sign off on Wednesday; banks react to OCR cut, housing overstock grows, construction inflation vanishes, Govt to force more diesel resilience, swaps lower, NZD very low, & more

Market focus on tariff negotiations with countries lined up; China is a notable exception and China said it will "fight to end". Markets remain choppy; Big early gain in US equities eroded

Market focus on tariff negotiations with countries lined up; China is a notable exception and China said it will "fight to end". Markets remain choppy; Big early gain in US equities eroded

A review of things you need to know before you sign off on Tuesday; rates market awaits the RBNZ, economic recovery subdued, QV sees housing values becalmed, Hawkesby gets a 6 month term, swaps hold, NZD little-changed, & more

A review of things you need to know before you sign off on Tuesday; rates market awaits the RBNZ, economic recovery subdued, QV sees housing values becalmed, Hawkesby gets a 6 month term, swaps hold, NZD little-changed, & more

Kelly Eckhold says a lot has changed in the past week and he expects the RBNZ this week to indicate 'a firm intention to get the Official Cash Rate to 3% soon'

Kelly Eckhold says a lot has changed in the past week and he expects the RBNZ this week to indicate 'a firm intention to get the Official Cash Rate to 3% soon'

Some wild market movements overnight; S&P500 trades a high/low range of 8.5%; EU working out how to retaliate. Bond markets sell off; UST 10-year rate trades above 4.2% overnight, curve steepens

Some wild market movements overnight; S&P500 trades a high/low range of 8.5%; EU working out how to retaliate. Bond markets sell off; UST 10-year rate trades above 4.2% overnight, curve steepens

A review of things you need to know before you sign off on Monday; Kiwibank joins the others at 4.99%, IRD intensifies it audit activity, more dwellings for renters; markets fall further, swaps drop, NZD weak, & more

A review of things you need to know before you sign off on Monday; Kiwibank joins the others at 4.99%, IRD intensifies it audit activity, more dwellings for renters; markets fall further, swaps drop, NZD weak, & more

BNZ economists reiterate their longstanding prediction that the RBNZ will ultimately take the Official Cash Rate down to 2.75%

BNZ economists reiterate their longstanding prediction that the RBNZ will ultimately take the Official Cash Rate down to 2.75%

Extreme volatility across global markets after China escalated the trade war by hitting an extra 34% tariff on US goods. S&P closed 6% lower as growth assets slumped. Powell focused on inflation suggesting limited scope for a near-term policy pivot

Extreme volatility across global markets after China escalated the trade war by hitting an extra 34% tariff on US goods. S&P closed 6% lower as growth assets slumped. Powell focused on inflation suggesting limited scope for a near-term policy pivot