Bonds

A review of things you need to know before you sign off on Thursday; Westpac cuts mortgage rates; GDP rise better than expected, migrants more family oriented, NZGB strong again, swaps up, NZD down, & more

A review of things you need to know before you sign off on Thursday; Westpac cuts mortgage rates; GDP rise better than expected, migrants more family oriented, NZGB strong again, swaps up, NZD down, & more

Hawkish hold by the US Federal Reserve at Kevin Warsh’s first meeting as chairman. Front end US Treasury yields higher supporting the US dollar. US retail sales stronger than expected

Hawkish hold by the US Federal Reserve at Kevin Warsh’s first meeting as chairman. Front end US Treasury yields higher supporting the US dollar. US retail sales stronger than expected

A review of things you need to know before you sign off on Wednesday; no retail rate changes, consumer sentiment low, farmer sentiment high, BNZ pinged, DIA gets tougher on AML, swaps softish, NZD firmish, & more

A review of things you need to know before you sign off on Wednesday; no retail rate changes, consumer sentiment low, farmer sentiment high, BNZ pinged, DIA gets tougher on AML, swaps softish, NZD firmish, & more

Oil prices continue to tumble, ahead of the official signing of a US-Iran peace deal, seeing Brent crude trade down to USD79 per barrel; Iranian oil on the move already. BoJ rate hike and steady RBA policy both as expected

Oil prices continue to tumble, ahead of the official signing of a US-Iran peace deal, seeing Brent crude trade down to USD79 per barrel; Iranian oil on the move already. BoJ rate hike and steady RBA policy both as expected

A review of things you need to know before you sign off on Tuesday; more vendors take houses off the market, May prices moderate, May rents ease, Japan hikes, RBA holds, eyes on the Fed, swaps firmish, NZD soft, & more

A review of things you need to know before you sign off on Tuesday; more vendors take houses off the market, May prices moderate, May rents ease, Japan hikes, RBA holds, eyes on the Fed, swaps firmish, NZD soft, & more

US-Iran MOU signed electronically, paving the way for the Strait of Hormuz to gradually reopen. Brent crude falls to US$83/bbl; solid gains in many equity markets. Muted reaction for bonds and currencies

US-Iran MOU signed electronically, paving the way for the Strait of Hormuz to gradually reopen. Brent crude falls to US$83/bbl; solid gains in many equity markets. Muted reaction for bonds and currencies

A review of things you need to know before you sign off on Monday; Hormuz deal agreed; retail positive but weak; PSI grim; REINZ sales volumes slump, swaps fall, NZX stable; gold up, oil down, NZD firm, & more

A review of things you need to know before you sign off on Monday; Hormuz deal agreed; retail positive but weak; PSI grim; REINZ sales volumes slump, swaps fall, NZX stable; gold up, oil down, NZD firm, & more

Hopes for diplomatic breakthrough to de-escalate conflict support equities. Oil prices swing but ultimately extend recent decline and reach lowest since mid-April. Conflicting narratives suggest ongoing uncertainty about the proposed US-Iran deal

Hopes for diplomatic breakthrough to de-escalate conflict support equities. Oil prices swing but ultimately extend recent decline and reach lowest since mid-April. Conflicting narratives suggest ongoing uncertainty about the proposed US-Iran deal

A review of things you need to know before you sign off on Friday; more immigrants fewer emigrants, tourism recovering, factory orders weak, livestock prices rise, NHC gets its cover, swaps lower, gold up, NZD firms, & more

A review of things you need to know before you sign off on Friday; more immigrants fewer emigrants, tourism recovering, factory orders weak, livestock prices rise, NHC gets its cover, swaps lower, gold up, NZD firms, & more

A review of things you need to know before you sign off on Thursday; time for renters to buy, more Budget 2026 details, primary sector export gains, wildly popular NZGB tender, swaps stable, gold drops hard, NZD eases, & more

A review of things you need to know before you sign off on Thursday; time for renters to buy, more Budget 2026 details, primary sector export gains, wildly popular NZGB tender, swaps stable, gold drops hard, NZD eases, & more

Trump said the US would resume attacks on Iran which weighed on risk-sensitive assets. Brent crude gains on the lift in tensions. US CPI closely aligns with expectations. Gold prices extend lower

Trump said the US would resume attacks on Iran which weighed on risk-sensitive assets. Brent crude gains on the lift in tensions. US CPI closely aligns with expectations. Gold prices extend lower

A review of things you need to know before you sign off on Wednesday; no majors follow ANZ up, top-ups rise, 8.3% rates rise is a three year low, truckometer loses momentum, fuel full, swaps stable, NZD firmish, & more

A review of things you need to know before you sign off on Wednesday; no majors follow ANZ up, top-ups rise, 8.3% rates rise is a three year low, truckometer loses momentum, fuel full, swaps stable, NZD firmish, & more

Oil prices are lower on increased supply through Hormuz; reports of a downed US military helicopter had only a modest impact. The tech-related sell-off in US equities has resumed. US Treasury yields drifted lower

Oil prices are lower on increased supply through Hormuz; reports of a downed US military helicopter had only a modest impact. The tech-related sell-off in US equities has resumed. US Treasury yields drifted lower

A review of things you need to know before you sign off on Tuesday; TSB raises rates, Westpac can't see consumer spending improvements, good Q1 data, fuel stocks rise, carbon price firm, swaps dip, NZD firmish, & more

A review of things you need to know before you sign off on Tuesday; TSB raises rates, Westpac can't see consumer spending improvements, good Q1 data, fuel stocks rise, carbon price firm, swaps dip, NZD firmish, & more

New week opens with Iran and Israel firing missiles at each other; risk appetite improves a little overnight after they agree to end the strikes. US 10-year rate falls back. Bounce-back in IT stocks drives US equities higher

New week opens with Iran and Israel firing missiles at each other; risk appetite improves a little overnight after they agree to end the strikes. US 10-year rate falls back. Bounce-back in IT stocks drives US equities higher