Bonds
A review of things you need to know before you sign off on Thursday; asking prices retreat, risk-based insurance takes hold, trade minister in town; wildly popular NZGB syndication, swaps stable, NZX stable NZD firm, & more
16th Jul 26, 3:59pm
6
A review of things you need to know before you sign off on Thursday; asking prices retreat, risk-based insurance takes hold, trade minister in town; wildly popular NZGB syndication, swaps stable, NZX stable NZD firm, & more
Oil prices flat despite ongoing military strikes near the Strait of Hormuz and warnings of a supply crunch. US PPI data weaker than expected, driving down US rates and the USD; pricing for Fed hikes continues to fade
16th Jul 26, 7:57am
1
Oil prices flat despite ongoing military strikes near the Strait of Hormuz and warnings of a supply crunch. US PPI data weaker than expected, driving down US rates and the USD; pricing for Fed hikes continues to fade
[updated]
A review of things you need to know before you sign off on Wednesday; June retail sales very soft, housing activity slow, construction costs rise, dairy prices fall, China data timid, swaps dip, NZX soft, NZD firm, & more
15th Jul 26, 3:59pm
12
A review of things you need to know before you sign off on Wednesday; June retail sales very soft, housing activity slow, construction costs rise, dairy prices fall, China data timid, swaps dip, NZX soft, NZD firm, & more
Surprise, surprise, Trump backs down on his plan for a 20% Hormuz toll; oil prices pare earlier gains. US CPI for June much softer than expected. NZD well supported after run of data and more hawkish RBNZ stance
15th Jul 26, 7:53am
1
Surprise, surprise, Trump backs down on his plan for a 20% Hormuz toll; oil prices pare earlier gains. US CPI for June much softer than expected. NZD well supported after run of data and more hawkish RBNZ stance
A review of things you need to know before you sign off on Tuesday; business confidence firms in a fragile way, migration stalled in May, tourist arrivals still trending up, swaps up, NZX50 down, oil jumps, NZD firms, & more
14th Jul 26, 3:59pm
37
A review of things you need to know before you sign off on Tuesday; business confidence firms in a fragile way, migration stalled in May, tourist arrivals still trending up, swaps up, NZX50 down, oil jumps, NZD firms, & more
[updated]
NZIER says QSBO shows the ‘fragile’ economic recovery in June quarter was helped by easing oil crisis, but warns that geopolitical uncertainty and November election will weigh on firms over the coming months
14th Jul 26, 10:09am
2
NZIER says QSBO shows the ‘fragile’ economic recovery in June quarter was helped by easing oil crisis, but warns that geopolitical uncertainty and November election will weigh on firms over the coming months
US reinstates blockade on Iran shipping and impose a 20% levy on cargo shipped through the Strait. Waller signals possible rate hike. Oil prices surge. Global central bank tightening back in play and bond yields increase
14th Jul 26, 7:44am
US reinstates blockade on Iran shipping and impose a 20% levy on cargo shipped through the Strait. Waller signals possible rate hike. Oil prices surge. Global central bank tightening back in play and bond yields increase
[updated]
A review of things you need to know before you sign off on Monday; ANZ's OCR response arrives, test rates stable, service sector expands - just, housing values stay in a funk, swaps firm, NZX50 soft, NZD firmish, & more
13th Jul 26, 3:59pm
12
A review of things you need to know before you sign off on Monday; ANZ's OCR response arrives, test rates stable, service sector expands - just, housing values stay in a funk, swaps firm, NZX50 soft, NZD firmish, & more
US-Iran conflict escalates, but market reaction to hostilities muted, prior to further step up in military action over the weekend. Japanese bonds and yen supported after local investors encouraged to re-allocate towards Japanese assets
13th Jul 26, 7:36am
US-Iran conflict escalates, but market reaction to hostilities muted, prior to further step up in military action over the weekend. Japanese bonds and yen supported after local investors encouraged to re-allocate towards Japanese assets
A review of things you need to know before you sign off on Thursday; floating rate rises start to come through, factory PMIs surge except in Wellington, truckometer lags, wool prices dip, swaps rise, NZD firms, & more
9th Jul 26, 3:59pm
15
A review of things you need to know before you sign off on Thursday; floating rate rises start to come through, factory PMIs surge except in Wellington, truckometer lags, wool prices dip, swaps rise, NZD firms, & more
Governor Anna Breman says it’s likely RBNZ will need to withdraw some more monetary stimulus, uncertainty over neutral interest rate following first OCR hike since May 2023
9th Jul 26, 8:18am
1
Governor Anna Breman says it’s likely RBNZ will need to withdraw some more monetary stimulus, uncertainty over neutral interest rate following first OCR hike since May 2023
Oil prices surged after Trump said ceasefire with Iran was over. Weaker risk sentiment weighed on global equities. Bond yields rose as markets priced additional ECB tightening. Currencies subdued despite volatility in other markets
9th Jul 26, 7:50am
Oil prices surged after Trump said ceasefire with Iran was over. Weaker risk sentiment weighed on global equities. Bond yields rose as markets priced additional ECB tightening. Currencies subdued despite volatility in other markets
A review of things you need to know before you sign off on Wednesday; OCR hiked but no bank has responded yet, house values decline, dairy prices retreat, Morrisons global ambitions get a boost, swaps rise, NZD soft, NZD holds, & more
8th Jul 26, 3:59pm
15
A review of things you need to know before you sign off on Wednesday; OCR hiked but no bank has responded yet, house values decline, dairy prices retreat, Morrisons global ambitions get a boost, swaps rise, NZD soft, NZD holds, & more
[updated]
RBNZ raises Official Cash Rate 25 basis points to 2.50% with external and internal Monetary Policy Committee members reaching consensus
8th Jul 26, 2:24pm
33
RBNZ raises Official Cash Rate 25 basis points to 2.50% with external and internal Monetary Policy Committee members reaching consensus
Continued volatility in technology stocks contributed to a softer tone across global equities. Attacks on shipping in the Persian Gulf underpinned a rise in oil prices. Global bond yields moved higher
8th Jul 26, 7:46am
Continued volatility in technology stocks contributed to a softer tone across global equities. Attacks on shipping in the Persian Gulf underpinned a rise in oil prices. Global bond yields moved higher