Bonds
[updated]
A review of things you need to know before you go home on Tuesday; some more TD rate rises, OCR eyes higher cycle rise, NZX struggles, eyes on next dairy auction, swap rates shift up, NZD up and down, & more
17th May 22, 3:59pm
33
A review of things you need to know before you go home on Tuesday; some more TD rate rises, OCR eyes higher cycle rise, NZX struggles, eyes on next dairy auction, swap rates shift up, NZD up and down, & more
Risk appetite weaker on poor China economic data but a recovery has ensued. US equities now modestly higher after earlier weakness in futures markets. Global food price inflation rising
17th May 22, 7:52am
3
Risk appetite weaker on poor China economic data but a recovery has ensued. US equities now modestly higher after earlier weakness in futures markets. Global food price inflation rising
A review of things you need to know before you go home on Monday; some minor retail rate changes, population flatlines, service sector underwhelms, China staggers, swaps slip, NZD lower, & more
16th May 22, 3:59pm
73
A review of things you need to know before you go home on Monday; some minor retail rate changes, population flatlines, service sector underwhelms, China staggers, swaps slip, NZD lower, & more
Risk appetite recovers helped by news that Shanghai is planning to ease lockdown restriction. Fed's Powell supports 50bps hikes at the next two meetings while acknowledging it will be "quite challenging" to achieve a soft landing
16th May 22, 7:50am
2
Risk appetite recovers helped by news that Shanghai is planning to ease lockdown restriction. Fed's Powell supports 50bps hikes at the next two meetings while acknowledging it will be "quite challenging" to achieve a soft landing
A review of things you need to know before you go home on Friday; many retail rate changes, leafy suburbs lead price falls, factories expanding slower, Fed won't relent despite expected pain, swaps fall, NZD holds, & more
13th May 22, 3:59pm
75
A review of things you need to know before you go home on Friday; many retail rate changes, leafy suburbs lead price falls, factories expanding slower, Fed won't relent despite expected pain, swaps fall, NZD holds, & more
Risk assets continue to tumble as global recession fears grow. Russia cutting off some gas supplies to Germany, rumours of Beijing lockdown, expectations of aggressive central bank rate hikes all add to the gloomy outlook
13th May 22, 8:03am
2
Risk assets continue to tumble as global recession fears grow. Russia cutting off some gas supplies to Germany, rumours of Beijing lockdown, expectations of aggressive central bank rate hikes all add to the gloomy outlook
[updated]
A review of things you need to know before you go home on Thursday; new flurry of retail rate rises, housing market retreats, food prices dip, inflation expectations embed, swaps under pressure, NZD softer, & more
12th May 22, 3:59pm
43
A review of things you need to know before you go home on Thursday; new flurry of retail rate rises, housing market retreats, food prices dip, inflation expectations embed, swaps under pressure, NZD softer, & more
US CPI inflation stronger than expected, generating some market volatility resulting in lower US equity markets, flatter US yield curve. Brexit risks re-emerge
12th May 22, 7:56am
2
US CPI inflation stronger than expected, generating some market volatility resulting in lower US equity markets, flatter US yield curve. Brexit risks re-emerge
A review of things you need to know before you go home on Wednesday; TD rate changes, house-building progress, more concrete, more immigrants, more tax, swaps slip, NZD lower, & more
11th May 22, 3:59pm
46
A review of things you need to know before you go home on Wednesday; TD rate changes, house-building progress, more concrete, more immigrants, more tax, swaps slip, NZD lower, & more
Risk sentiment rebounds overnight, with equities bouncing back. Global rates lower amid falling market-based inflation expectations. Several Fed officials endorse +50bps hikes at the next two meetings
11th May 22, 7:52am
2
Risk sentiment rebounds overnight, with equities bouncing back. Global rates lower amid falling market-based inflation expectations. Several Fed officials endorse +50bps hikes at the next two meetings
A review of things you need to know before you go home on Tuesday; no retail rate changes, unexpected retail gains, traffic flowing freer, KiwiSaver books losses, equities have bad day, swaps slip, NZD devaluation grows, & more
10th May 22, 3:59pm
61
A review of things you need to know before you go home on Tuesday; no retail rate changes, unexpected retail gains, traffic flowing freer, KiwiSaver books losses, equities have bad day, swaps slip, NZD devaluation grows, & more
Asset markets signal growing concern around the global growth outlook. Equities tumble. Market pares back Fed rate hike expectations. CNY weakness continues
10th May 22, 7:57am
1
Asset markets signal growing concern around the global growth outlook. Equities tumble. Market pares back Fed rate hike expectations. CNY weakness continues
A review of things you need to know before you go home on Monday; higher TD rates, lower milk payout, sinking NZX50 valuations, bi-partisan climate change settings, swaps up, NZD down, & more
9th May 22, 3:59pm
59
A review of things you need to know before you go home on Monday; higher TD rates, lower milk payout, sinking NZX50 valuations, bi-partisan climate change settings, swaps up, NZD down, & more
Global long-term rates hit fresh highs. US nonfarm payrolls close to expectations, but some tentative signs that wage pressures are easing. Industrial metals and commodity currencies also lower as global growth concerns weigh
9th May 22, 7:56am
1
Global long-term rates hit fresh highs. US nonfarm payrolls close to expectations, but some tentative signs that wage pressures are easing. Industrial metals and commodity currencies also lower as global growth concerns weigh
A review of things you need to know before you go home on Friday; ANZ cuts milk price forecasts, FMA issues stop order, RBNZ retains floors, beef cattle numbers up, dairy cattle numbers down
6th May 22, 3:48pm
29
A review of things you need to know before you go home on Friday; ANZ cuts milk price forecasts, FMA issues stop order, RBNZ retains floors, beef cattle numbers up, dairy cattle numbers down
Friday breakfast briefing: Stagflation fears dominate financial markets, Bank of England hikes, modest oil supply increase from OPEC
6th May 22, 7:35am
138
Friday breakfast briefing: Stagflation fears dominate financial markets, Bank of England hikes, modest oil supply increase from OPEC
A review of things you need to know before you go home on Thursday; No mortgage moves, ICBC and SBS increase TD rates, Crown finances beat forecasts, job ads still strong, Fed sends swaps into reverse and stocks into forward gear, Kiwi dollar mixed
5th May 22, 3:59pm
79
A review of things you need to know before you go home on Thursday; No mortgage moves, ICBC and SBS increase TD rates, Crown finances beat forecasts, job ads still strong, Fed sends swaps into reverse and stocks into forward gear, Kiwi dollar mixed
Thursday breakfast briefing: US Fed hikes, eyes quantitative tightening from June, EU to ban Russian crude oil
5th May 22, 7:30am
117
Thursday breakfast briefing: US Fed hikes, eyes quantitative tightening from June, EU to ban Russian crude oil
A review of things you need to know before you go home on Wednesday; TSB moves on mortgages and TDs, ASB ups its mortgage servicing test rate, hospitality sector rebounds, Westpac trims milk price forecast, swaps fire up again, Kiwi dollar drops - again
4th May 22, 3:59pm
56
A review of things you need to know before you go home on Wednesday; TSB moves on mortgages and TDs, ASB ups its mortgage servicing test rate, hospitality sector rebounds, Westpac trims milk price forecast, swaps fire up again, Kiwi dollar drops - again
Wednesday breakfast briefing: Reserve Bank of Australia rate hike sees NZ dollar drop, dairy prices tumble, equity markets remain choppy
4th May 22, 7:25am
90
Wednesday breakfast briefing: Reserve Bank of Australia rate hike sees NZ dollar drop, dairy prices tumble, equity markets remain choppy
Reserve Bank of Australia increases cash rate target by 25 basis points to 35 basis points, its first rate hike since 2010
3rd May 22, 4:40pm
20
Reserve Bank of Australia increases cash rate target by 25 basis points to 35 basis points, its first rate hike since 2010
A review of things you need to know before you go home on Tuesday; ANZ changes for savers and business borrowers, lots of dwelling consents but getting them built may be the question, Robertson's new rules, swap rates up, Kiwi dollar recovers some ground
3rd May 22, 3:59pm
37
A review of things you need to know before you go home on Tuesday; ANZ changes for savers and business borrowers, lots of dwelling consents but getting them built may be the question, Robertson's new rules, swap rates up, Kiwi dollar recovers some ground
Tuesday breakfast briefing: US dollar strength, NZ dollar soft v greenback, US 10-year Treasury tops 3%, RBA rate rise expected
3rd May 22, 7:25am
41
Tuesday breakfast briefing: US dollar strength, NZ dollar soft v greenback, US 10-year Treasury tops 3%, RBA rate rise expected
A review of things you need to know before you go home on Monday; Heartland raises rates, CCCFA rule change 'just a band aid', ANZ cranks up the 'sensitivity', Wellington construction woes, rates moving up, stocks mostly down, dollar down again
2nd May 22, 3:59pm
111
A review of things you need to know before you go home on Monday; Heartland raises rates, CCCFA rule change 'just a band aid', ANZ cranks up the 'sensitivity', Wellington construction woes, rates moving up, stocks mostly down, dollar down again
US Fed, Reserve Bank of Australia & Bank of England expected to raise rates this week, with NZ unemployment set for a new low
2nd May 22, 7:24am
69
US Fed, Reserve Bank of Australia & Bank of England expected to raise rates this week, with NZ unemployment set for a new low