23rd Jan 21, 8:37am
US & Canadian data positive; China reserves grow; Japan & EU PMIs weaker; Aussie factories in good shape but retail sales slip; carmakers raise prices; UST 10yr at 1.09%; oil and gold lower; NZ$1 = 71.8 USc; TWI-5 = 73.1
US & Canadian data positive; China reserves grow; Japan & EU PMIs weaker; Aussie factories in good shape but retail sales slip; carmakers raise prices; UST 10yr at 1.09%; oil and gold lower; NZ$1 = 71.8 USc; TWI-5 = 73.1
[Updated]
22nd Jan 21, 3:59pm
A review of things you need to know before you go home on Friday; more mortgage rate cuts, ChCh consents flood, PMI stumbles, CPI up, FPH rises further, swaps firm, NZD firm, & more
[Updated]
A review of things you need to know before you go home on Friday; more mortgage rate cuts, ChCh consents flood, PMI stumbles, CPI up, FPH rises further, swaps firm, NZD firm, & more
22nd Jan 21, 8:02am
Risk sentiment swings around overnight. Fresh S&P500 high gives way to flat result. NZD lower after printing above 0.7220. Stronger US data; No surprises from ECB or BoJ
Risk sentiment swings around overnight. Fresh S&P500 high gives way to flat result. NZD lower after printing above 0.7220. Stronger US data; No surprises from ECB or BoJ
22nd Jan 21, 7:29am
US jobless claims rise again; Canada still leaking jobs; Japan's trade surplus rises; China's outbound investment modest; AU's jobless rate falls; UST 10yr at 1.10%; oil and gold slip; NZ$1 = 71.9 USc; TWI-5 = 73.2
US jobless claims rise again; Canada still leaking jobs; Japan's trade surplus rises; China's outbound investment modest; AU's jobless rate falls; UST 10yr at 1.10%; oil and gold slip; NZ$1 = 71.9 USc; TWI-5 = 73.2
21st Jan 21, 3:59pm
A review of things you need to know before you go home on Thursday; no retail rate changes, good jobs indications, slow immigration, rising Treasury yields, swaps stable, NZD firms, & more
A review of things you need to know before you go home on Thursday; no retail rate changes, good jobs indications, slow immigration, rising Treasury yields, swaps stable, NZD firms, & more
21st Jan 21, 7:50am
Risk sentiment higher as Biden sworn in as President. US equities print fresh record highs. Commodity currencies outperform; NZD up 0.5% overnight. No concern, yet, of small outbreak of COVID-19 in China
Risk sentiment higher as Biden sworn in as President. US equities print fresh record highs. Commodity currencies outperform; NZD up 0.5% overnight. No concern, yet, of small outbreak of COVID-19 in China
21st Jan 21, 7:23am
US transition actually happens; US economy insecure; Canada warns of shrinkage; China FDI rises; Taiwan exports surge; BHP slashes coal values; UST 10yr at 1.10%; oil unchanged and gold up; NZ$1 = 71.6 USc; TWI-5 = 73
US transition actually happens; US economy insecure; Canada warns of shrinkage; China FDI rises; Taiwan exports surge; BHP slashes coal values; UST 10yr at 1.10%; oil unchanged and gold up; NZ$1 = 71.6 USc; TWI-5 = 73
20th Jan 21, 3:59pm
A review of things you need to know before you go home on Wednesday; ANZ cuts rates, dairy prices rise, farms sales strong, lifestyle block sales stronger, swaps hold, NZD soft, & more
A review of things you need to know before you go home on Wednesday; ANZ cuts rates, dairy prices rise, farms sales strong, lifestyle block sales stronger, swaps hold, NZD soft, & more
20th Jan 21, 3:51pm
Fonterra may have to look at increasing its milk price forecast for farmers as global dairy prices continue to climb
Fonterra may have to look at increasing its milk price forecast for farmers as global dairy prices continue to climb
20th Jan 21, 7:49am
Equities higher, USD lower overnight. No major surprises from Yellen testimony. Dairy prices rise overnight, but NZD/AUD cross slides to a fresh three-month low
Equities higher, USD lower overnight. No major surprises from Yellen testimony. Dairy prices rise overnight, but NZD/AUD cross slides to a fresh three-month low
20th Jan 21, 7:21am
Dairy prices rise sharply; Pakistan falls out with China over B&R projects; airline Travel Pass launched; Aussie new house sales leap; UST 10yr at 1.10%; oil and gold up; NZ$1 = 71.1 USc; TWI-5 = 72.6
Dairy prices rise sharply; Pakistan falls out with China over B&R projects; airline Travel Pass launched; Aussie new house sales leap; UST 10yr at 1.10%; oil and gold up; NZ$1 = 71.1 USc; TWI-5 = 72.6
19th Jan 21, 3:59pm
A review of things you need to know before you go home on Tuesday; retail sales healthy, business confidence up, business lending improves, eyes on GDT auction, swaps stable, NZD unchanged, & more
A review of things you need to know before you go home on Tuesday; retail sales healthy, business confidence up, business lending improves, eyes on GDT auction, swaps stable, NZD unchanged, & more
19th Jan 21, 7:45am
Commodity currencies underperform; NZD dips below 0.71. Large speculative positioning against USD, with story of further weakness remaining compelling. US markets closed. S&P 500 futures slightly higher
Commodity currencies underperform; NZD dips below 0.71. Large speculative positioning against USD, with story of further weakness remaining compelling. US markets closed. S&P 500 futures slightly higher
19th Jan 21, 7:18am
China posts strong Q4 economic growth; but questions of inequality and productivity grow; Singapore's exports surge; Australia sees overseas travel unlikely in 2021; UST 10yr at 1.09%; oil stable and gold up; NZ$1 = 71.2 USc; TWI-5 = 72.7
China posts strong Q4 economic growth; but questions of inequality and productivity grow; Singapore's exports surge; Australia sees overseas travel unlikely in 2021; UST 10yr at 1.09%; oil stable and gold up; NZ$1 = 71.2 USc; TWI-5 = 72.7
18th Jan 21, 3:59pm
A review of things you need to know before you go home on Monday; median multiples rise, spot trades in the NZD jump, RBNZ's balance sheet swells, China impresses, swaps stable, NZD softer, & more
A review of things you need to know before you go home on Monday; median multiples rise, spot trades in the NZD jump, RBNZ's balance sheet swells, China impresses, swaps stable, NZD softer, & more
18th Jan 21, 8:49am
Alex Ross points out that the US dollar generally strengthens when Democrats control Congress although it may take most of 2021 for that to work through
Alex Ross points out that the US dollar generally strengthens when Democrats control Congress although it may take most of 2021 for that to work through
18th Jan 21, 8:20am
Roger J Kerr says market conditions and incentives have shifted in favour of the American currency
Roger J Kerr says market conditions and incentives have shifted in favour of the American currency
18th Jan 21, 7:55am
Equities, rates, commodities higher this year, albeit with some reversal on Friday. Reflationary expectations take hold after Democrats win control of the Senate. USD modestly stronger this year. NZD lags behind other commodity currencies
Equities, rates, commodities higher this year, albeit with some reversal on Friday. Reflationary expectations take hold after Democrats win control of the Senate. USD modestly stronger this year. NZD lags behind other commodity currencies
18th Jan 21, 7:19am
Car industry hits chip blockage; China commodity prices still rising; Canada promises firepower; US data weak; SEC to shake things up; UST 10yr at 1.09%; oil and gold down; NZ$1 = 71.3 USc; TWI-5 = 72.9
Car industry hits chip blockage; China commodity prices still rising; Canada promises firepower; US data weak; SEC to shake things up; UST 10yr at 1.09%; oil and gold down; NZ$1 = 71.3 USc; TWI-5 = 72.9
16th Jan 21, 8:57am
US readies a huge rescue package; US data weak; China makes big gains; Canada readies some firepower; Australia says it has done enough; UST 10yr at 1.10%; oil and gold down; NZ$1 = 71.5 USc; TWI-5 = 73
US readies a huge rescue package; US data weak; China makes big gains; Canada readies some firepower; Australia says it has done enough; UST 10yr at 1.10%; oil and gold down; NZ$1 = 71.5 USc; TWI-5 = 73
[Updated]
15th Jan 21, 3:59pm
A review of things you need to know before you go home on Friday; a TD rate cut, sellers market for housing, eyes in inflation, RBNZ updates on security issue, swaps unchanged, NZD firmer, & more
[Updated]
A review of things you need to know before you go home on Friday; a TD rate cut, sellers market for housing, eyes in inflation, RBNZ updates on security issue, swaps unchanged, NZD firmer, & more
15th Jan 21, 7:19am
US jobless claims surge; Japanese machine orders recover; China books record trade surpluses; Indonesian retail slumps; Sydney rents fall; UST 10yr at 1.10%; oil stable and gold down; NZ$1 = 72.2 USc; TWI-5 = 73.5
US jobless claims surge; Japanese machine orders recover; China books record trade surpluses; Indonesian retail slumps; Sydney rents fall; UST 10yr at 1.10%; oil stable and gold down; NZ$1 = 72.2 USc; TWI-5 = 73.5
14th Jan 21, 3:59pm
A review of things you need to know before you go home on Thursday; building consents up strongly, Tiwai Pt gets a stay, some students to return, swaps flatter, NZD slips, & more
A review of things you need to know before you go home on Thursday; building consents up strongly, Tiwai Pt gets a stay, some students to return, swaps flatter, NZD slips, & more
[Updated]
14th Jan 21, 7:19am
US inflation tame; US mortgage applications surge; Japanese machine tool orders strong; Shanghai house sales jump; Aussie job ad levels rise; UST 10yr at 1.10%; oil stable and gold up; NZ$1 = 71.9 USc; TWI-5 = 73.2
[Updated]
US inflation tame; US mortgage applications surge; Japanese machine tool orders strong; Shanghai house sales jump; Aussie job ad levels rise; UST 10yr at 1.10%; oil stable and gold up; NZ$1 = 71.9 USc; TWI-5 = 73.2
13th Jan 21, 3:59pm
A review of things you need to know before you go home on Wednesday; no retail rate changes, labour force growth stalls, truckometer decelerates, commodity prices up, swaps hold, NZD firms, & more
A review of things you need to know before you go home on Wednesday; no retail rate changes, labour force growth stalls, truckometer decelerates, commodity prices up, swaps hold, NZD firms, & more
