Bonds

Sharp falls for US equities led by tech on fears of a post-midterm slowdown in the AI build-out. US Treasury yields decline on rising risk aversion. The Bank of England raised to 4.0% and signaled more hikes are likely

Sharp falls for US equities led by tech on fears of a post-midterm slowdown in the AI build-out. US Treasury yields decline on rising risk aversion. The Bank of England raised to 4.0% and signaled more hikes are likely

A review of things you need to know before you sign off on Thursday; housing values fall further, urban areas to grow (some sharply), investor sentiment rises, fewer new loans, strong demand for NZGBs, swaps drop again, NZX jumps, NZD firm, & more

A review of things you need to know before you sign off on Thursday; housing values fall further, urban areas to grow (some sharply), investor sentiment rises, fewer new loans, strong demand for NZGBs, swaps drop again, NZX jumps, NZD firm, & more

Democrats to take control of US Congress in a strong showing; market reacts positively. Iran war more likely to be resolved. Brent crude tumbles 10%. US equities show a strong rebound. Global bonds well supported. USD broadly weaker

Democrats to take control of US Congress in a strong showing; market reacts positively. Iran war more likely to be resolved. Brent crude tumbles 10%. US equities show a strong rebound. Global bonds well supported. USD broadly weaker

A review of things you need to know before you sign off on Wednesday; mortgage rate tweaking, bad jobs numbers, good dairy prices, positive commodity prices, strong car sales, swaps lower, NZX firmish, NZD down, & more

A review of things you need to know before you sign off on Wednesday; mortgage rate tweaking, bad jobs numbers, good dairy prices, positive commodity prices, strong car sales, swaps lower, NZX firmish, NZD down, & more

Oil prices volatile on mix of headlines regarding US-Iran conflict; net price movement modestly lower. Global rates modestly higher; strong US JOLTS labour market report. RBA hikes as expected, but Australian rates and AUD fall, with dovish commentary

Oil prices volatile on mix of headlines regarding US-Iran conflict; net price movement modestly lower. Global rates modestly higher; strong US JOLTS labour market report. RBA hikes as expected, but Australian rates and AUD fall, with dovish commentary

A review of things you need to know before you sign off on Tuesday; a new bank registered, Barfoot sales volumes low, residential building consents rise, mortgage stress low, Fiji gets inflation shock, swaps softish, NZX dips, oil drops, NZD dips, & more

A review of things you need to know before you sign off on Tuesday; a new bank registered, Barfoot sales volumes low, residential building consents rise, mortgage stress low, Fiji gets inflation shock, swaps softish, NZX dips, oil drops, NZD dips, & more

Oil prices plunge on hope for a resolution on the US-Iran war. Lower oil prices drive down global rates and push up global equity markets

Oil prices plunge on hope for a resolution on the US-Iran war. Lower oil prices drive down global rates and push up global equity markets

A review of things you need to know before you sign off on Monday; upturn in Auckland house building; Westpac stumbles, LGFA goes long; more & better milk, Aussie inflation rising; ASEAN PMIs healthy, swaps stable, NZX falls, NZD dips, & more

A review of things you need to know before you sign off on Monday; upturn in Auckland house building; Westpac stumbles, LGFA goes long; more & better milk, Aussie inflation rising; ASEAN PMIs healthy, swaps stable, NZX falls, NZD dips, & more

Tech-led equity selloff on disappointing earnings, with the Nasdaq down more than 3%. Market pricing still implying around an 80% chance of a December US Fed hike. Gold down more than 3% to its lowest level in a year

Tech-led equity selloff on disappointing earnings, with the Nasdaq down more than 3%. Market pricing still implying around an 80% chance of a December US Fed hike. Gold down more than 3% to its lowest level in a year

A review of things you need to know before you sign off on Friday; Westpac cuts 18-month rate; Fonterra lifts payout forecast; major Binance hack suspected, Auckland carpark stays, RBNZ data dump & more

A review of things you need to know before you sign off on Friday; Westpac cuts 18-month rate; Fonterra lifts payout forecast; major Binance hack suspected, Auckland carpark stays, RBNZ data dump & more

US equities are lower and the Nasdaq is down more than 1%, as Alphabet's sales miss revived doubts over AI spending. US Q3 GDP beat expectations. The ECB held rates. Lagarde will step down early

US equities are lower and the Nasdaq is down more than 1%, as Alphabet's sales miss revived doubts over AI spending. US Q3 GDP beat expectations. The ECB held rates. Lagarde will step down early

NZ First's Craig Stobo: If you can have different tax rates for personal income… why don't you have similar tax rate differences for businesses?

NZ First's Craig Stobo: If you can have different tax rates for personal income… why don't you have similar tax rate differences for businesses?

A review of things you need to know before you sign off on Thursday; business sentiment holds, Vero warns on climate risks, NZ Post upbeat on retail, big centers grab population gains, progress on child poverty, swaps hold, NZD stays soft, & more

A review of things you need to know before you sign off on Thursday; business sentiment holds, Vero warns on climate risks, NZ Post upbeat on retail, big centers grab population gains, progress on child poverty, swaps hold, NZD stays soft, & more

Hawkish RBA testimony boosted expectations for a hike there next week. Bank of Canada kicked off tightening cycle with 25bp hike; Fed leaves policy unchanged. Oil and gas prices higher on fears of US-Iran conflict escalation

Hawkish RBA testimony boosted expectations for a hike there next week. Bank of Canada kicked off tightening cycle with 25bp hike; Fed leaves policy unchanged. Oil and gas prices higher on fears of US-Iran conflict escalation

The RBNZ’s Christmas present to NZ will be an OCR hike in December, BNZ’s Stephen Toplis says, but other economists who are also projecting a December OCR rise, don't think it's locked in

The RBNZ’s Christmas present to NZ will be an OCR hike in December, BNZ’s Stephen Toplis says, but other economists who are also projecting a December OCR rise, don't think it's locked in