Bonds
A review of things you need to know before you sign off on Wednesday; more retail rate rises, higher jobless rate, investors like leverage, better car sales, big jump in dairy prices, commodities rise, swaps lower, NZD firms, & more
4th Feb 26, 3:59pm
27
A review of things you need to know before you sign off on Wednesday; more retail rate rises, higher jobless rate, investors like leverage, better car sales, big jump in dairy prices, commodities rise, swaps lower, NZD firms, & more
Lower tech stocks drive down US equities while investors rotate to value. Gold and silver prices recover strongly. RBA hikes as expected, supporting higher Australian rates and the AUD, with positive spillover into the NZD
4th Feb 26, 7:36am
Lower tech stocks drive down US equities while investors rotate to value. Gold and silver prices recover strongly. RBA hikes as expected, supporting higher Australian rates and the AUD, with positive spillover into the NZD
[updated]
A review of things you need to know before you sign off on Tuesday; BNZ changes mortgage rates, Barfoots has good January, weak Auckland new-build completions, January building consents rise, liquidations jump, swaps and NZD stable, & more
3rd Feb 26, 3:59pm
15
A review of things you need to know before you sign off on Tuesday; BNZ changes mortgage rates, Barfoots has good January, weak Auckland new-build completions, January building consents rise, liquidations jump, swaps and NZD stable, & more
The US ISM manufacturing index makes a strong recovery. Markets settle after volatile open to the week; US Treasury yields push higher. Oil prices plunge nearly 5%
3rd Feb 26, 7:50am
The US ISM manufacturing index makes a strong recovery. Markets settle after volatile open to the week; US Treasury yields push higher. Oil prices plunge nearly 5%
A review of things you need to know before you sign off on Monday; some TD rate rises, more house sellers than buyers, household living costs fall says StatsNZ, Fresh Start appeal launches, swaps stable, NZD holds, & more
2nd Feb 26, 3:59pm
9
A review of things you need to know before you sign off on Monday; some TD rate rises, more house sellers than buyers, household living costs fall says StatsNZ, Fresh Start appeal launches, swaps stable, NZD holds, & more
Markets digest Kevin Warsh’s nomination as Fed chair. US dollar advances. Treasury curve steeper and S&P closes lower. Extreme volatility in precious metals continues
2nd Feb 26, 7:36am
Markets digest Kevin Warsh’s nomination as Fed chair. US dollar advances. Treasury curve steeper and S&P closes lower. Extreme volatility in precious metals continues
A review of things you need to know before you sign off on Friday; consumer sentiment rises, Sims returns, AFS privatised, wool prices rise, mortgage lending strong, household deposits go short, swaps softish, NZD firmish, & more
30th Jan 26, 3:59pm
18
A review of things you need to know before you sign off on Friday; consumer sentiment rises, Sims returns, AFS privatised, wool prices rise, mortgage lending strong, household deposits go short, swaps softish, NZD firmish, & more
US equities fall on concerns about spending on AI infrastructure. Oil prices underpinned after Trump threats against Iran. Precious metals volatile
30th Jan 26, 7:59am
US equities fall on concerns about spending on AI infrastructure. Oil prices underpinned after Trump threats against Iran. Precious metals volatile
[updated]
A review of things you need to know before you sign off on Thursday; FHB affordability improves again, businesses notice inflation pressure, exports hit milestone, big change in mortgage switching, swaps stable, NZD rising, & more
29th Jan 26, 3:59pm
18
A review of things you need to know before you sign off on Thursday; FHB affordability improves again, businesses notice inflation pressure, exports hit milestone, big change in mortgage switching, swaps stable, NZD rising, & more
Australian inflation jumps, adding to chances of an RBA interest rate hike
Following Trump's championing of a weaker US dollar, Bessent reaffirms the US "strong dollar" policy and it is absolutely not intervening in dollar-yen markets. RBA set to hike after high CPI inflation data
29th Jan 26, 7:34am
Following Trump's championing of a weaker US dollar, Bessent reaffirms the US "strong dollar" policy and it is absolutely not intervening in dollar-yen markets. RBA set to hike after high CPI inflation data
A review of things you need to know before you sign off on Wednesday; no retail rate changes, high realtor commissions, ANZ downgrades house price forecast, Aussie CPI up more than expected, swaps stable, gold surges, NZD rises, & more
28th Jan 26, 3:59pm
21
A review of things you need to know before you sign off on Wednesday; no retail rate changes, high realtor commissions, ANZ downgrades house price forecast, Aussie CPI up more than expected, swaps stable, gold surges, NZD rises, & more
US dollar remains under pressure. The euro reached multi-year highs while the NZD is back above 60 USc. US consumer confidence subdued. US labour market indicators are weak
28th Jan 26, 7:57am
US dollar remains under pressure. The euro reached multi-year highs while the NZD is back above 60 USc. US consumer confidence subdued. US labour market indicators are weak
A review of things you need to know before you sign off on Tuesday; ASB hikes long mortgage rates, personal loan stress rises, more tractors sold, NZ Post to cut branches, December credit card billings limp, swaps stable, NZD holds, & more
27th Jan 26, 4:00pm
27
A review of things you need to know before you sign off on Tuesday; ASB hikes long mortgage rates, personal loan stress rises, more tractors sold, NZ Post to cut branches, December credit card billings limp, swaps stable, NZD holds, & more
Follow-through in currency markets after Friday's "price checks" on yen. Coordinated action between Japan and NY Fed raised speculation that a weaker USD is part of the plan alongside reducing speculative selling in the yen
27th Jan 26, 8:00am
Follow-through in currency markets after Friday's "price checks" on yen. Coordinated action between Japan and NY Fed raised speculation that a weaker USD is part of the plan alongside reducing speculative selling in the yen