Currencies
US economic activity shrinks; payrolls grow much slower; Walmart rolls over on tariffs; China starts holiday; Aussie inflation holds, boosting rate cut bets; UST 10yr at 4.17%; gold down and oil drops hard; NZ$1 = 59.4 USc; TWI-5 = 67.6
1st May 25, 7:19am
27
US economic activity shrinks; payrolls grow much slower; Walmart rolls over on tariffs; China starts holiday; Aussie inflation holds, boosting rate cut bets; UST 10yr at 4.17%; gold down and oil drops hard; NZ$1 = 59.4 USc; TWI-5 = 67.6
A review of things you need to know before you sign off on Wednesday; business sentiment wavers, home loan borrowers switch more, house buyers more leveraged, dairy farmers less leveraged, gold & oil slip, swaps hold, NZD dips, & more
30th Apr 25, 3:59pm
31
A review of things you need to know before you sign off on Wednesday; business sentiment wavers, home loan borrowers switch more, house buyers more leveraged, dairy farmers less leveraged, gold & oil slip, swaps hold, NZD dips, & more
US data and sentiment points to a US recession; Canada resists Trump but faces a hard future; Europe sentiment drops as inflation expectations edge up; UST 10yr at 4.17%; gold and oil down; NZ$1 = 59.4 USc; TWI-5 = 67.6
30th Apr 25, 7:19am
34
US data and sentiment points to a US recession; Canada resists Trump but faces a hard future; Europe sentiment drops as inflation expectations edge up; UST 10yr at 4.17%; gold and oil down; NZ$1 = 59.4 USc; TWI-5 = 67.6
A review of things you need to know before you sign off on Tuesday; TD rates fall again, home loan affordability becalmed, Govt pushes austerity, house borrowers pay back more, Canada rejects Trump, swaps stable still, NZD too, & more
29th Apr 25, 3:59pm
A review of things you need to know before you sign off on Tuesday; TD rates fall again, home loan affordability becalmed, Govt pushes austerity, house borrowers pay back more, Canada rejects Trump, swaps stable still, NZD too, & more
Trump injects himself into Canadian election campaign; Texas turns glummer; Spain blacked out; India expansion slows; Aussie AAA rating at risk; UST 10yr at 4.21%; gold up; oil down; NZ$1 = 59.6 USc; TWI-5 = 67.7
29th Apr 25, 7:19am
20
Trump injects himself into Canadian election campaign; Texas turns glummer; Spain blacked out; India expansion slows; Aussie AAA rating at risk; UST 10yr at 4.21%; gold up; oil down; NZ$1 = 59.6 USc; TWI-5 = 67.7
A review of things you need to know before you sign off on Monday; shop around for insurance, real estate agent commissions updated, sustainable financing still grows, but carbon price sinks, swaps stable, NZD on hold, & more
28th Apr 25, 3:59pm
38
A review of things you need to know before you sign off on Monday; shop around for insurance, real estate agent commissions updated, sustainable financing still grows, but carbon price sinks, swaps stable, NZD on hold, & more
China delivers better economic data responding to stimulus; Singapore factories busier; US data wavers & sentiment drops; UST 10yr at 4.25%; gold up; oil holds; NZ$1 = 59.6 USc; TWI-5 = 68
28th Apr 25, 7:20am
28
China delivers better economic data responding to stimulus; Singapore factories busier; US data wavers & sentiment drops; UST 10yr at 4.25%; gold up; oil holds; NZ$1 = 59.6 USc; TWI-5 = 68
US data wavers, sentiment drops sharply; Canada gets ready to vote; China winds up its consumption push, cancels some key ag orders in the US; UST 10yr at 4.24%; gold holds; oil up; NZ$1 = 59.7 USc; TWI-5 = 68
26th Apr 25, 9:00am
18
US data wavers, sentiment drops sharply; Canada gets ready to vote; China winds up its consumption push, cancels some key ag orders in the US; UST 10yr at 4.24%; gold holds; oil up; NZ$1 = 59.7 USc; TWI-5 = 68
A review of things you need to know before you sign off on Thursday; realtor commission report, rising sentiment and inflation, more on welfare benefits, more bankruptcies, high NZGB demand, swaps & NZD stable, & more
24th Apr 25, 3:59pm
34
A review of things you need to know before you sign off on Thursday; realtor commission report, rising sentiment and inflation, more on welfare benefits, more bankruptcies, high NZGB demand, swaps & NZD stable, & more
US data features higher prices and lower activity; Tariff u-turn suggested; global PMIs hold up; China floods liquidity for consumption shift; UST 10yr at 4.40%; gold dips from high; oil down; NZ$1 = 60 USc; TWI-5 = 68
24th Apr 25, 7:22am
71
US data features higher prices and lower activity; Tariff u-turn suggested; global PMIs hold up; China floods liquidity for consumption shift; UST 10yr at 4.40%; gold dips from high; oil down; NZ$1 = 60 USc; TWI-5 = 68
A review of things you need to know before you sign off on Wednesday; renters have the 'power', credit card growth lame, job ads weak, more DMO debt issuance, equities recover, swaps stable, NZD eases, & more
23rd Apr 25, 3:59pm
18
A review of things you need to know before you sign off on Wednesday; renters have the 'power', credit card growth lame, job ads weak, more DMO debt issuance, equities recover, swaps stable, NZD eases, & more
IMF sees the US hurt more than others; Bessent guesses move markets; US data weak; Taiwan export orders strong; EU consumer sentiment weaker; UST 10yr at 4.40%; gold leaps to new high; oil down; NZ$1 = 60 USc; TWI-5 = 68
23rd Apr 25, 7:19am
10
IMF sees the US hurt more than others; Bessent guesses move markets; US data weak; Taiwan export orders strong; EU consumer sentiment weaker; UST 10yr at 4.40%; gold leaps to new high; oil down; NZ$1 = 60 USc; TWI-5 = 68
A review of things you need to know before you sign off on Tuesday; lots of small retail rate changes, bumper exports, lower dependency on China, HD for insider trading, swaps stable, NZD firmer, & more
22nd Apr 25, 3:59pm
25
A review of things you need to know before you sign off on Tuesday; lots of small retail rate changes, bumper exports, lower dependency on China, HD for insider trading, swaps stable, NZD firmer, & more
Trump's attacks on Powell hurt US markets; China FDI shrinks; US in recession; ECB cuts; Aussie labour market expands; UST 10yr at 4.40%; gold leaps to new high; oil down; NZ$1 = 60 USc; TWI-5 = 68
22nd Apr 25, 7:19am
46
Trump's attacks on Powell hurt US markets; China FDI shrinks; US in recession; ECB cuts; Aussie labour market expands; UST 10yr at 4.40%; gold leaps to new high; oil down; NZ$1 = 60 USc; TWI-5 = 68
Trump obsesses about Powell; US already in recession; Japanese inflation stays high; China FDI weak, fiscal stimulus rises; ECB cuts; Aussie jobs rise; UST 10yr at 4.33%; gold holds high and oil up; NZ$1 = 59.4 USc; TWI-5 = 67.6
19th Apr 25, 8:17am
17
Trump obsesses about Powell; US already in recession; Japanese inflation stays high; China FDI weak, fiscal stimulus rises; ECB cuts; Aussie jobs rise; UST 10yr at 4.33%; gold holds high and oil up; NZ$1 = 59.4 USc; TWI-5 = 67.6