Bonds
A review of things you need to know before you sign off on Thursday; Westpac tweaks rates up, housing market glum, fewer job ads, big insurers report lower profits, professional sentiment improves, swaps softish, NZD lower, & more
13th Aug 26, 3:59pm
10
A review of things you need to know before you sign off on Thursday; Westpac tweaks rates up, housing market glum, fewer job ads, big insurers report lower profits, professional sentiment improves, swaps softish, NZD lower, & more
US CPI figures for July bang in line with consensus, no smoking gun for Fed September rate hike. Currencies well contained, although some NZD underperformance evident following failed leadership coup
13th Aug 26, 7:55am
US CPI figures for July bang in line with consensus, no smoking gun for Fed September rate hike. Currencies well contained, although some NZD underperformance evident following failed leadership coup
A review of things you need to know before you sign off on Wednesday; concrete gains, dairy prices firmish, ASB profit falls; Suncorp profit falls, FMA's Barrass draws a second look; swaps stable, NZX soft, NZD dips, & more
12th Aug 26, 3:59pm
11
A review of things you need to know before you sign off on Wednesday; concrete gains, dairy prices firmish, ASB profit falls; Suncorp profit falls, FMA's Barrass draws a second look; swaps stable, NZX soft, NZD dips, & more
Mixed headlines on the Middle East; oil up over 1%. US Treasuries little changed just under 4.7% ahead of key US CPI data tonight. RBA on hold with tightening bias as expected; net market reaction not material
12th Aug 26, 7:52am
Mixed headlines on the Middle East; oil up over 1%. US Treasuries little changed just under 4.7% ahead of key US CPI data tonight. RBA on hold with tightening bias as expected; net market reaction not material
A review of things you need to know before you sign off on Tuesday; TSB raises rates, Westpac's cards show pickup, ANZ's truckometer doesn't, S&P ups NZ growth prospects, swaps firm, NZD holds, bitcoin drops, & more
11th Aug 26, 3:59pm
21
A review of things you need to know before you sign off on Tuesday; TSB raises rates, Westpac's cards show pickup, ANZ's truckometer doesn't, S&P ups NZ growth prospects, swaps firm, NZD holds, bitcoin drops, & more
Regarding a deal to reopen the Strait of Hormuz, no news is bad news; oil prices up for a fourth consecutive day, driving up global rates. Yen weakening further as the effect of US intervention continues to fade
11th Aug 26, 7:35am
Regarding a deal to reopen the Strait of Hormuz, no news is bad news; oil prices up for a fourth consecutive day, driving up global rates. Yen weakening further as the effect of US intervention continues to fade
A review of things you need to know before you sign off on Monday; Kiwibank changes key rates, QV downbeat, commercial lease activity weak, Contact profit jumps, Aussie bank shares dive, swaps hold, NZX holds, NZD dips, & more
10th Aug 26, 3:59pm
16
A review of things you need to know before you sign off on Monday; Kiwibank changes key rates, QV downbeat, commercial lease activity weak, Contact profit jumps, Aussie bank shares dive, swaps hold, NZX holds, NZD dips, & more
A large downside surprise in US payrolls reduced expectations for a September Fed rate hike. An initial rally in US Treasuries faded. The data brought a broad-based fall in the US dollar, with the NZD pushing up. Gold prices extended recent gains
10th Aug 26, 7:21am
A large downside surprise in US payrolls reduced expectations for a September Fed rate hike. An initial rally in US Treasuries faded. The data brought a broad-based fall in the US dollar, with the NZD pushing up. Gold prices extended recent gains
[updated]
National commits to ‘Budget Responsibility Rules’ including prioritising a return to surplus, reducing debt below 40% of GDP and keeping taxes low. Labour agrees 'fiscal responsibility is crucial, but this is much ado about nothing'
9th Aug 26, 12:00pm
24
National commits to ‘Budget Responsibility Rules’ including prioritising a return to surplus, reducing debt below 40% of GDP and keeping taxes low. Labour agrees 'fiscal responsibility is crucial, but this is much ado about nothing'
A review of things you need to know before you sign off on Friday; retail rate echoes; mid-winter housing stock at 12yr high, Crown sells SOE loans, beef exports to the US find price resistance, swaps firmish, NZD soft, & more
7th Aug 26, 3:59pm
29
A review of things you need to know before you sign off on Friday; retail rate echoes; mid-winter housing stock at 12yr high, Crown sells SOE loans, beef exports to the US find price resistance, swaps firmish, NZD soft, & more
Oil prices rose steadily on widening Middle East conflict and more details on the Iran-Oman "deal" on the Strait of Hormuz; Brent crude back up towards US$83. US Treasury yields rose in concert. Yen under pressure again
7th Aug 26, 7:55am
Oil prices rose steadily on widening Middle East conflict and more details on the Iran-Oman "deal" on the Strait of Hormuz; Brent crude back up towards US$83. US Treasury yields rose in concert. Yen under pressure again
A review of things you need to know before you sign off on Thursday; ASB raises home loan & TD rates, consumer spending weak, IRD watches horticulture employers, strong NZGB demand, swaps & NZD stable, & more
6th Aug 26, 3:59pm
19
A review of things you need to know before you sign off on Thursday; ASB raises home loan & TD rates, consumer spending weak, IRD watches horticulture employers, strong NZGB demand, swaps & NZD stable, & more
US equities consolidate near record highs. Oil prices were stable on signs of deal to reopen Hormuz. Gold prices surge more than 4%
6th Aug 26, 7:45am
US equities consolidate near record highs. Oil prices were stable on signs of deal to reopen Hormuz. Gold prices surge more than 4%
A review of things you need to know before you sign off on Wednesday; BNZ raises rates, jobless rate spikes, dairy prices hold, modest new lending except dairy farmers borrow bigly; swaps retreat, NZD firmish, & more
5th Aug 26, 3:59pm
23
A review of things you need to know before you sign off on Wednesday; BNZ raises rates, jobless rate spikes, dairy prices hold, modest new lending except dairy farmers borrow bigly; swaps retreat, NZD firmish, & more
Positive vibes on Middle East developments; possible US-Iran resolution has been drafted, paving the way for the Strait of Hormuz to reopen. Oil prices plunge. global rates fall. Global equity markets rise to record highs
5th Aug 26, 7:54am
Positive vibes on Middle East developments; possible US-Iran resolution has been drafted, paving the way for the Strait of Hormuz to reopen. Oil prices plunge. global rates fall. Global equity markets rise to record highs