Bonds
Global equities fell as AI concerns weighed on tech stocks. Higher oil prices also impacted investor sentiment. Equity losses supported demand for US Treasuries - 10-year yields fell below 5%
Global equities fell as AI concerns weighed on tech stocks. Higher oil prices also impacted investor sentiment. Equity losses supported demand for US Treasuries - 10-year yields fell below 5%
A review of things you need to know before you sign off on Thursday; inflation dips momentarily, housing off the boil, insurance stress reactions, NZGB bonds in demand, NZSA becomes IANZ, swaps stable, NZX dips, NZD firms, & more
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A review of things you need to know before you sign off on Thursday; inflation dips momentarily, housing off the boil, insurance stress reactions, NZGB bonds in demand, NZSA becomes IANZ, swaps stable, NZX dips, NZD firms, & more
Annual inflation hits 3.7% in the September quarter with petrol continuing to lead the way, followed by the cost of constructing new housing, electricity, international airfares and local authority rates
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Annual inflation hits 3.7% in the September quarter with petrol continuing to lead the way, followed by the cost of constructing new housing, electricity, international airfares and local authority rates
US equities rebound, driven by IT sector following strong AI-segment in SpaceX result. US Treasury yields little changed; French 10-year rate up to new high
US equities rebound, driven by IT sector following strong AI-segment in SpaceX result. US Treasury yields little changed; French 10-year rate up to new high
A review of things you need to know before you sign off on Wednesday; dairy prices rise, credit card use stable, GHG emissions dip, eyes on Q3 CPI, Japanese exports strong, swaps stable, NZD firmish, NZD holds, & more
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A review of things you need to know before you sign off on Wednesday; dairy prices rise, credit card use stable, GHG emissions dip, eyes on Q3 CPI, Japanese exports strong, swaps stable, NZD firmish, NZD holds, & more
Oil prices swing around on headlines but only modest net movements in markets overall. Weaker US housing market data, including a 12.6% plunge in pending home sales
Oil prices swing around on headlines but only modest net movements in markets overall. Weaker US housing market data, including a 12.6% plunge in pending home sales
A review of things you need to know before you sign off on Tuesday; family friendly migrant mix, Kāinga Ora claims progress, NAB's cutbacks exclude NZ, India FTA effective, swaps firm, NZX dips again, NZD firm, & more
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A review of things you need to know before you sign off on Tuesday; family friendly migrant mix, Kāinga Ora claims progress, NAB's cutbacks exclude NZ, India FTA effective, swaps firm, NZX dips again, NZD firm, & more
Risk sentiment improves, particularly for AI-sector, driving bounce-back for US equities. Commodity currencies outperform; NZD pushes higher. European assets underperform, with spillover of French riots across the region
Risk sentiment improves, particularly for AI-sector, driving bounce-back for US equities. Commodity currencies outperform; NZD pushes higher. European assets underperform, with spillover of French riots across the region
A review of things you need to know before you sign off on Monday; some fixed rate changes, service sector sags, trade deficit jumps, some Kiwibank workers strike, truckers get their wish list, big China data dump, swaps & NZD stable, & more
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A review of things you need to know before you sign off on Monday; some fixed rate changes, service sector sags, trade deficit jumps, some Kiwibank workers strike, truckers get their wish list, big China data dump, swaps & NZD stable, & more
US equities weakened as AI concerns weighed on tech, with the S&P 500 lower. Brent crude hit US$110 amid ongoing supply concerns. US 10-year yields ended a choppy session at 5.07%
US equities weakened as AI concerns weighed on tech, with the S&P 500 lower. Brent crude hit US$110 amid ongoing supply concerns. US 10-year yields ended a choppy session at 5.07%
A review of things you need to know before you sign off on Friday; reduced r/e commissions, inflation's effects spotty, retail sales stunted, personal bankruptcies stay low, solar struggles, dour credit conditions, swaps stable, oil up, NZD firms, & more
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A review of things you need to know before you sign off on Friday; reduced r/e commissions, inflation's effects spotty, retail sales stunted, personal bankruptcies stay low, solar struggles, dour credit conditions, swaps stable, oil up, NZD firms, & more
Global equities stabilised, but tech underperformed amid renewed doubts over the durability of the AI investment cycle. US Treasuries rallied on risk aversion, with flattening despite firm PPI data
Global equities stabilised, but tech underperformed amid renewed doubts over the durability of the AI investment cycle. US Treasuries rallied on risk aversion, with flattening despite firm PPI data
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A review of things you need to know before you sign off on Thursday; AI market ructions, more job ads, gloomy housing outlook, few winners at NZGB or LGFA bond tenders, Aussie labour market surprise, swaps lower, NZD firms, & more
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A review of things you need to know before you sign off on Thursday; AI market ructions, more job ads, gloomy housing outlook, few winners at NZGB or LGFA bond tenders, Aussie labour market surprise, swaps lower, NZD firms, & more
US CPI data stronger than consensus sending US rates and USD higher; US equities lower with chunky falls. Then rates move retraced, leaving only small net change in yields. But equities and FX moves largely sustained
US CPI data stronger than consensus sending US rates and USD higher; US equities lower with chunky falls. Then rates move retraced, leaving only small net change in yields. But equities and FX moves largely sustained
A review of things you need to know before you sign off on Wednesday; no retail rate changes, housing market quieter, tourism back to pre-pandemic levels, migration up modestly, dairy prices up, fiscal red flags, swaps stable, NZD firms, & more
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A review of things you need to know before you sign off on Wednesday; no retail rate changes, housing market quieter, tourism back to pre-pandemic levels, migration up modestly, dairy prices up, fiscal red flags, swaps stable, NZD firms, & more