Bonds
A review of things you need to know before you sign off on Friday; more rate hikes, retail shows small gains, factory PMI stays positive, Auckland housing completions stay low, swaps hold for short terms, NZD holds, & more
12th Dec 25, 4:18pm
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A review of things you need to know before you sign off on Friday; more rate hikes, retail shows small gains, factory PMI stays positive, Auckland housing completions stay low, swaps hold for short terms, NZD holds, & more
Post-FOMC rally in US equities fades. Treasuries modestly lower in yield. US dollar extends recent decline. Monthly job growth in Australia weaker than expected
12th Dec 25, 8:05am
Post-FOMC rally in US equities fades. Treasuries modestly lower in yield. US dollar extends recent decline. Monthly job growth in Australia weaker than expected
A review of things you need to know before you sign off on Thursday; asking prices weaken, solid improvements in business data, Opes censured, NZGB demand still hot, flood risks & mitigation in focus, swaps dip, NZD firm, & more
11th Dec 25, 3:58pm
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A review of things you need to know before you sign off on Thursday; asking prices weaken, solid improvements in business data, Opes censured, NZGB demand still hot, flood risks & mitigation in focus, swaps dip, NZD firm, & more
NZ rates market selloff continued yesterday, with the 5-year swap rate rising to its highest level since March
11th Dec 25, 7:21am
NZ rates market selloff continued yesterday, with the 5-year swap rate rising to its highest level since March
Institute of International Finance debt monitor flags growing leverage in the AI sector, sees momentum for private credit
11th Dec 25, 5:00am
4
Institute of International Finance debt monitor flags growing leverage in the AI sector, sees momentum for private credit
[updated]
A review of things you need to know before you sign off on Wednesday; QV can't find rising house prices, dairy prices fall again, emigration eases, traffic not growing, tourism tops out, swaps firmish, NZD stable, & more
10th Dec 25, 4:00pm
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A review of things you need to know before you sign off on Wednesday; QV can't find rising house prices, dairy prices fall again, emigration eases, traffic not growing, tourism tops out, swaps firmish, NZD stable, & more
Australian rates and the AUD higher after the RBA opened the door to tightening policy from early next year. US job openings much higher than expected, but other metrics in the JOLTS report were less positive
10th Dec 25, 8:01am
Australian rates and the AUD higher after the RBA opened the door to tightening policy from early next year. US job openings much higher than expected, but other metrics in the JOLTS report were less positive
[updated]
A review of things you need to know before you sign off on Tuesday; no retail rate changes; sharp shift to floating rate mortgages, dramatic RMA reform, Tower fined, quiz ready for you, swaps keep pushing higher, NZD holds, & more
9th Dec 25, 3:59pm
22
A review of things you need to know before you sign off on Tuesday; no retail rate changes; sharp shift to floating rate mortgages, dramatic RMA reform, Tower fined, quiz ready for you, swaps keep pushing higher, NZD holds, & more
European rates higher across the curve after hike signal, spilling over into higher US Treasury yields. China's record trade surplus showcases ongoing economic imbalance
9th Dec 25, 7:53am
European rates higher across the curve after hike signal, spilling over into higher US Treasury yields. China's record trade surplus showcases ongoing economic imbalance
A review of things you need to know before you sign off on Monday; Kāinga Ora cuts most mortgage rates; retail card activity up, farmer sentiment high but dipping, confidence in Govt low & fragile, swaps rise, NZD stable, & more
8th Dec 25, 3:59pm
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A review of things you need to know before you sign off on Monday; Kāinga Ora cuts most mortgage rates; retail card activity up, farmer sentiment high but dipping, confidence in Govt low & fragile, swaps rise, NZD stable, & more
US consumer confidence improves for the first time in five months. But limited moves across risk sensitive assets. Large moves in the Canadian dollar and rates after labour market stronger than expected
8th Dec 25, 7:21am
US consumer confidence improves for the first time in five months. But limited moves across risk sensitive assets. Large moves in the Canadian dollar and rates after labour market stronger than expected
A review of things you need to know before you sign off on Friday; retail rates quiet, building work soft, rental market turns in tenant's favour, Crown accounts languish, farmer rush for bank debt, swaps firm, NZD firm, & more
5th Dec 25, 3:59pm
13
A review of things you need to know before you sign off on Friday; retail rates quiet, building work soft, rental market turns in tenant's favour, Crown accounts languish, farmer rush for bank debt, swaps firm, NZD firm, & more
US initial jobless claims fall brings modest upside pressure on global rates. Currency movements modest; signs of the PBoC pushing against yuan strength. Stronger Australian data boosts odds the RBA might need to raise rates
5th Dec 25, 7:40am
US initial jobless claims fall brings modest upside pressure on global rates. Currency movements modest; signs of the PBoC pushing against yuan strength. Stronger Australian data boosts odds the RBA might need to raise rates
US ADP private payrolls fell 32k in November, solidifying market expectations for a Fed rate cut next week. US Treasury yields down a touch; US equities up slightly. USD DXY index down for an eighth successive day
4th Dec 25, 7:44am
US ADP private payrolls fell 32k in November, solidifying market expectations for a Fed rate cut next week. US Treasury yields down a touch; US equities up slightly. USD DXY index down for an eighth successive day
A review of things you need to know before you sign off on Wednesday; Kiwibank trims TD rates, house build costs rise, dairy prices drop hard, commodity prices dip, car sales firm, NZU auction fails again, swaps soft, NZD firm, & more
3rd Dec 25, 3:59pm
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A review of things you need to know before you sign off on Wednesday; Kiwibank trims TD rates, house build costs rise, dairy prices drop hard, commodity prices dip, car sales firm, NZU auction fails again, swaps soft, NZD firm, & more