Bonds
A review of things you need to know before you sign off on Friday; quiet on the retail rates front, borrowers stay very short, Briscoes faces its challenges, we launch a car insurance tool, swaps soft, NZD retreats further, & more
7th Nov 25, 3:59pm
14
A review of things you need to know before you sign off on Friday; quiet on the retail rates front, borrowers stay very short, Briscoes faces its challenges, we launch a car insurance tool, swaps soft, NZD retreats further, & more
US Treasuries reversed the previous day’s selloff, with the market supported by some soft US labour market reports. Whipsaw action in US equities continues. The risk-off mood has seen the NZD and AUD underperform
7th Nov 25, 7:54am
US Treasuries reversed the previous day’s selloff, with the market supported by some soft US labour market reports. Whipsaw action in US equities continues. The risk-off mood has seen the NZD and AUD underperform
A review of things you need to know before you sign off on Thursday; no retail rate changes again, savers spread deposit funds, retail & rents stunted, mortgagee sales surge, tax take tells downbeat tale, swaps & NZD firmish, & more
6th Nov 25, 4:00pm
7
A review of things you need to know before you sign off on Thursday; no retail rate changes again, savers spread deposit funds, retail & rents stunted, mortgagee sales surge, tax take tells downbeat tale, swaps & NZD firmish, & more
A decent selloff in US Treasuries overnight following stronger than expected US economic data and the US Treasury’s quarterly refunding announcement. Currency markets show little response to higher US rates
6th Nov 25, 7:44am
A decent selloff in US Treasuries overnight following stronger than expected US economic data and the US Treasury’s quarterly refunding announcement. Currency markets show little response to higher US rates
A review of things you need to know before you sign off on Wednesday; no retail rate changes, jobless at 9 year high, dairy prices fall, commodity prices fall, 'banking system safe', world turns risk-averse, swaps lower, NZD drops, & more
5th Nov 25, 4:00pm
53
A review of things you need to know before you sign off on Wednesday; no retail rate changes, jobless at 9 year high, dairy prices fall, commodity prices fall, 'banking system safe', world turns risk-averse, swaps lower, NZD drops, & more
A risk-off tone has pervaded markets, driving down global equities and supporting bond markets; US S&P500 down -1%. Global rates push lower. JPY and USD stronger on safe haven flows
5th Nov 25, 7:55am
A risk-off tone has pervaded markets, driving down global equities and supporting bond markets; US S&P500 down -1%. Global rates push lower. JPY and USD stronger on safe haven flows
A review of things you need to know before you sign off on Tuesday; no retail rate changes but a hot broker rate, B&T volumes dip, Centrix sees clouds clearing, new car sales strong, swaps little-changed, NZD falls, & more
4th Nov 25, 3:59pm
12
A review of things you need to know before you sign off on Tuesday; no retail rate changes but a hot broker rate, B&T volumes dip, Centrix sees clouds clearing, new car sales strong, swaps little-changed, NZD falls, & more
US manufacturing ISM soft with many industries citing tariffs as an impediment to activity. Global sovereign bond markets higher in yield to start the week
4th Nov 25, 7:56am
US manufacturing ISM soft with many industries citing tariffs as an impediment to activity. Global sovereign bond markets higher in yield to start the week
A review of things you need to know before you sign off on Monday; residential building consents rise, bank deposit terms get shorter, Westpac's profits hold, Aussie data wavers, swaps firm, NZD holds, & more
3rd Nov 25, 4:00pm
27
A review of things you need to know before you sign off on Monday; residential building consents rise, bank deposit terms get shorter, Westpac's profits hold, Aussie data wavers, swaps firm, NZD holds, & more
US equities end October positively on robust corporate earnings. One Fed governor said he voted against cutting rates on inflation concerns. US dollar at fresh three month highs
3rd Nov 25, 7:38am
US equities end October positively on robust corporate earnings. One Fed governor said he voted against cutting rates on inflation concerns. US dollar at fresh three month highs
A review of things you need to know before you sign off on Friday; many retail rate moves, consumer sentiment hesitates, livestock prices rise, log prices stable, housing debt rises faster, TD's shrink, swaps up, NZ down, & more
31st Oct 25, 3:59pm
2
A review of things you need to know before you sign off on Friday; many retail rate moves, consumer sentiment hesitates, livestock prices rise, log prices stable, housing debt rises faster, TD's shrink, swaps up, NZ down, & more
US dollar extends post-FOMC gains and reached the highest level since August. Yen weak after Bank of Japan leaves rates on hold and doesn't build the case for a December hike. ECB steady
31st Oct 25, 7:52am
US dollar extends post-FOMC gains and reached the highest level since August. Yen weak after Bank of Japan leaves rates on hold and doesn't build the case for a December hike. ECB steady
A review of things you need to know before you sign off on Thursday; no retail rate changes, farmers vote yes, business sentiment rises, huge demand for NZGBs, water aplenty, swaps on hold, long bond rates rise, NZD stable, & more
30th Oct 25, 3:59pm
21
A review of things you need to know before you sign off on Thursday; no retail rate changes, farmers vote yes, business sentiment rises, huge demand for NZGBs, water aplenty, swaps on hold, long bond rates rise, NZD stable, & more
The US Fed reduced rates by 25 bps for second consecutive meeting in split decision, say balance sheet runoff will end. Bank of Canada cut but pushed back against further easing. Australian Q3 CPI was well above expectations
30th Oct 25, 8:02am
The US Fed reduced rates by 25 bps for second consecutive meeting in split decision, say balance sheet runoff will end. Bank of Canada cut but pushed back against further easing. Australian Q3 CPI was well above expectations
A review of things you need to know before you sign off on Wednesday; TSB launches a notable home loan rate; population dynamics change; dairy prices softer, LWDW panned by S&P, Aussie inflation rising, swaps & NZD stable, & more
29th Oct 25, 3:59pm
21
A review of things you need to know before you sign off on Wednesday; TSB launches a notable home loan rate; population dynamics change; dairy prices softer, LWDW panned by S&P, Aussie inflation rising, swaps & NZD stable, & more