Bonds
A review of things you need to know before you sign off on Friday; factory sector still contracting, RBNZ data update values the housing decline, T&G Global in play, tariff threats get even messier, swaps stable, NZD firmish, & more
11th Jul 25, 3:59pm
10
A review of things you need to know before you sign off on Friday; factory sector still contracting, RBNZ data update values the housing decline, T&G Global in play, tariff threats get even messier, swaps stable, NZD firmish, & more
Global equity markets probing fresh record highs. US Treasury yields slightly higher. High risk sentiment supports commodity currencies
11th Jul 25, 7:43am
Global equity markets probing fresh record highs. US Treasury yields slightly higher. High risk sentiment supports commodity currencies
A review of things you need to know before you sign off on Thursday: SBS Bank trims rates, truckometer stays weak, migration flows slump; Lactalis gets ok to bid for Fonterra's Mainland assets, swaps slip, NZD firms, & more
10th Jul 25, 3:59pm
5
A review of things you need to know before you sign off on Thursday: SBS Bank trims rates, truckometer stays weak, migration flows slump; Lactalis gets ok to bid for Fonterra's Mainland assets, swaps slip, NZD firms, & more
More tariff letters but for US trading partners well down the pecking order; more to come. Optimism around a US-EU trade deal in coming days. Global equities higher. US Treasuries well supported
10th Jul 25, 7:46am
1
More tariff letters but for US trading partners well down the pecking order; more to come. Optimism around a US-EU trade deal in coming days. Global equities higher. US Treasuries well supported
A review of things you need to know before you sign off on Wednesday; no retail rate changes as RBNZ releases a dovish review, new borrowers hang out there with floating rates, rents lower, swaps stable, NZD lower, NZX lower, & more
9th Jul 25, 4:00pm
9
A review of things you need to know before you sign off on Wednesday; no retail rate changes as RBNZ releases a dovish review, new borrowers hang out there with floating rates, rents lower, swaps stable, NZD lower, NZX lower, & more
US equities trading flat, complacent about threat of higher tariffs; US Treasury yields higher and curve steeper. Net currency movements have been modest, with the AUD a clear outperformer after the RBA shock
9th Jul 25, 7:52am
US equities trading flat, complacent about threat of higher tariffs; US Treasury yields higher and curve steeper. Net currency movements have been modest, with the AUD a clear outperformer after the RBA shock
[updated]
A review of things you need to know before you sign off on Tuesday; no retail rate changes, property & retail markets lackluster, new lending trends, wholesale energy costs low, RBA declines to cut, swaps stable, NZD holds, & more
8th Jul 25, 4:00pm
6
A review of things you need to know before you sign off on Tuesday; no retail rate changes, property & retail markets lackluster, new lending trends, wholesale energy costs low, RBA declines to cut, swaps stable, NZD holds, & more
Trump starts notifying countries of new import tariff rates, effective 1-August. These currently range between 25-40%, notably Japan and South Korea at 25%. More letters coming today and coming days. Markets not happy
8th Jul 25, 7:46am
Trump starts notifying countries of new import tariff rates, effective 1-August. These currently range between 25-40%, notably Japan and South Korea at 25%. More letters coming today and coming days. Markets not happy
A review of things you need to know before you sign off on Monday; term deposit rate cuts, bonus saver withdrawal, home ownership rate dips, eyes on OCR decision, eyes on bank profits tax, swaps stable, NZD weaker, & more
7th Jul 25, 4:02pm
15
A review of things you need to know before you sign off on Monday; term deposit rate cuts, bonus saver withdrawal, home ownership rate dips, eyes on OCR decision, eyes on bank profits tax, swaps stable, NZD weaker, & more
A majority of the NZIER's 'Shadow Board' of experts recommend keeping the Official Cash Rate unchanged this week - but there's a variety of opinions on what should come next
7th Jul 25, 10:47am
A majority of the NZIER's 'Shadow Board' of experts recommend keeping the Official Cash Rate unchanged this week - but there's a variety of opinions on what should come next
A whiff of negative risk sentiment ahead of the July 9 end-of-pause day regarding reciprocal tariffs. US equity futures fall. Commodity currencies edge lower
7th Jul 25, 7:31am
A whiff of negative risk sentiment ahead of the July 9 end-of-pause day regarding reciprocal tariffs. US equity futures fall. Commodity currencies edge lower
The Reserve Bank will likely end a sequence of six consecutive cuts to the Official Cash Rate in the coming week - but we've probably not seen the end of the rate reductions yet
6th Jul 25, 6:01am
9
The Reserve Bank will likely end a sequence of six consecutive cuts to the Official Cash Rate in the coming week - but we've probably not seen the end of the rate reductions yet
A review of things you need to know before you sign off on Friday; Auckland dwelling completions low, FHBs raid K/S for first home deals, equity values still rising as companies stay optimistic, swaps a touch firmer, NZD holds, & more
4th Jul 25, 3:59pm
10
A review of things you need to know before you sign off on Friday; Auckland dwelling completions low, FHBs raid K/S for first home deals, equity values still rising as companies stay optimistic, swaps a touch firmer, NZD holds, & more
US nonfarm payrolls up in June, unemployment rate fall. Stronger headline figures send US rates higher across the curve. US equities close at another fresh record high. US Budget bill passes after the early market close
4th Jul 25, 7:52am
US nonfarm payrolls up in June, unemployment rate fall. Stronger headline figures send US rates higher across the curve. US equities close at another fresh record high. US Budget bill passes after the early market close
A review of things you need to know before you sign off on Thursday; surprise big-bank rise in a key TD rate, Kiwi Bond rates cut; households run down savings faster, car sales pick up, swaps stable, NZD eases back a bit, & more
3rd Jul 25, 3:58pm
12
A review of things you need to know before you sign off on Thursday; surprise big-bank rise in a key TD rate, Kiwi Bond rates cut; households run down savings faster, car sales pick up, swaps stable, NZD eases back a bit, & more