Currencies
A review of things you need to know before you sign off on Wednesday; some credit card rates rise, a work visa rush, weak retail, dairy prices up, house prices down, swaps on hold, NZD soft, & more
17th Jan 24, 3:59pm
42
A review of things you need to know before you sign off on Wednesday; some credit card rates rise, a work visa rush, weak retail, dairy prices up, house prices down, swaps on hold, NZD soft, & more
Dairy prices rise; US household spending growth eases; Canadian inflation turns up; China grew 5.2% in 2023; EU data better; Aussie sentiment worse; UST 10yr 4.08%; gold and oil down; NZ$1 = 61.4 USc; TWI-5 = 70.4
17th Jan 24, 7:19am
99
Dairy prices rise; US household spending growth eases; Canadian inflation turns up; China grew 5.2% in 2023; EU data better; Aussie sentiment worse; UST 10yr 4.08%; gold and oil down; NZ$1 = 61.4 USc; TWI-5 = 70.4
A review of things you need to know before you sign off on Tuesday; rate watch for cuts, QSBO picks up, job ads tumble, settlement balances rise as do the costs, swaps firm, NZD soft, & more
16th Jan 24, 3:59pm
103
A review of things you need to know before you sign off on Tuesday; rate watch for cuts, QSBO picks up, job ads tumble, settlement balances rise as do the costs, swaps firm, NZD soft, & more
Davos din starts; China adds banking system liquidity; Canucks depressed; Japanese machine tool orders recover; Aussie judge lays into 'cultural' defenders ; UST 10yr 3.98%; gold up but oil down; NZ$1 = 62 USc; TWI-5 = 70.5
16th Jan 24, 7:20am
71
Davos din starts; China adds banking system liquidity; Canucks depressed; Japanese machine tool orders recover; Aussie judge lays into 'cultural' defenders ; UST 10yr 3.98%; gold up but oil down; NZ$1 = 62 USc; TWI-5 = 70.5
A review of things you need to know before you sign off on Monday; both home loan and term deposit rates slip, grocery price pressure eases, markets price in -1% 2024 OCR cuts, swaps on hold, NZD soft, & more
15th Jan 24, 4:00pm
32
A review of things you need to know before you sign off on Monday; both home loan and term deposit rates slip, grocery price pressure eases, markets price in -1% 2024 OCR cuts, swaps on hold, NZD soft, & more
Chinese lending fails to impress; China in deflation; Taiwan voters snub China; US PPI falls; Grocery price pressures ease; UST 10yr 3.94%; gold up but oil holds low; NZ$1 = 62.4 USc; TWI-5 = 70.9
15th Jan 24, 7:19am
48
Chinese lending fails to impress; China in deflation; Taiwan voters snub China; US PPI falls; Grocery price pressures ease; UST 10yr 3.94%; gold up but oil holds low; NZ$1 = 62.4 USc; TWI-5 = 70.9
US PPI slips; Indian industrial momentum eases; China lending tame; China in deflation; elections in Taiwan; uranium price zooms higher; UST 10yr 3.96%; gold rises but oil dips; NZ$1 = 62.4 USc; TWI-5 = 70.9
13th Jan 24, 8:24am
96
US PPI slips; Indian industrial momentum eases; China lending tame; China in deflation; elections in Taiwan; uranium price zooms higher; UST 10yr 3.96%; gold rises but oil dips; NZ$1 = 62.4 USc; TWI-5 = 70.9
American inflation rises; US jobless claims low; neither China nor the US adopting EVs like NZ; global container freight rates rise again; UST 10yr 4.03%; gold dips and oil rises; NZ$1 = 62.1 USc; TWI-5 = 70.7
12th Jan 24, 7:23am
58
American inflation rises; US jobless claims low; neither China nor the US adopting EVs like NZ; global container freight rates rise again; UST 10yr 4.03%; gold dips and oil rises; NZ$1 = 62.1 USc; TWI-5 = 70.7
2024 to get huge bond issuance; eyes on Chinese bank loan levels and US CPI; insurance premium rises drive Aussie inflation; air cargo rises; UST 10yr 4.00%; gold dips and oil slips; NZ$1 = 62.2 USc; TWI-5 = 70.7
11th Jan 24, 7:21am
76
2024 to get huge bond issuance; eyes on Chinese bank loan levels and US CPI; insurance premium rises drive Aussie inflation; air cargo rises; UST 10yr 4.00%; gold dips and oil slips; NZ$1 = 62.2 USc; TWI-5 = 70.7
US data positive; Taiwan exports soar; Aussie retail solid; global food prices ease; global economic expansion stunted; UST 10yr 4.01%; gold dips and oil recovers; NZ$1 = 62.4 USc; TWI-5 = 70.9
10th Jan 24, 7:22am
39
US data positive; Taiwan exports soar; Aussie retail solid; global food prices ease; global economic expansion stunted; UST 10yr 4.01%; gold dips and oil recovers; NZ$1 = 62.4 USc; TWI-5 = 70.9
Koichi Hamada considers whether the Japanese currency's appreciation or depreciation is better for Japan's macroeconomic performance
9th Jan 24, 8:14am
1
Koichi Hamada considers whether the Japanese currency's appreciation or depreciation is better for Japan's macroeconomic performance
US inflation expectations retreat; Fed balance sheet shrinks fast; EU sentiment rises; NZ dairy exports to China now tariff-free; UST 10yr 3.98%; gold down and oil slumps; NZ$1 = 62.5 USc; TWI-5 = 70.8
9th Jan 24, 7:19am
91
US inflation expectations retreat; Fed balance sheet shrinks fast; EU sentiment rises; NZ dairy exports to China now tariff-free; UST 10yr 3.98%; gold down and oil slumps; NZ$1 = 62.5 USc; TWI-5 = 70.8
[updated]
China's reserves rise, but momentum leaks from car and property markets; Singapore retail recovers; US labour market expands again; German inflation stays high; UST 10yr 4.05%; gold and oil up; NZ$1 = 62.4 USc; TWI-5 = 70.8
8th Jan 24, 7:19am
99
China's reserves rise, but momentum leaks from car and property markets; Singapore retail recovers; US labour market expands again; German inflation stays high; UST 10yr 4.05%; gold and oil up; NZ$1 = 62.4 USc; TWI-5 = 70.8
US labour market strength extends; new orders up; Japanese consumer confidence up; Zhongzhi bankrupt; EU inflation sticky; UST 10yr 4.03%; gold little-changed and oil firm; NZ$1 = 62.4 USc; TWI-5 = 70.8
6th Jan 24, 8:33am
42
US labour market strength extends; new orders up; Japanese consumer confidence up; Zhongzhi bankrupt; EU inflation sticky; UST 10yr 4.03%; gold little-changed and oil firm; NZ$1 = 62.4 USc; TWI-5 = 70.8
US labour markets signs all positive; China Caixin services PMI rises; German inflation eases; Aussie insurance premium rises rise; freight rates jump; UST 10yr 4.01%; gold up and oil soft; NZ$1 = 62.2 USc; TWI-5 = 70.6
5th Jan 24, 8:36am
50
US labour markets signs all positive; China Caixin services PMI rises; German inflation eases; Aussie insurance premium rises rise; freight rates jump; UST 10yr 4.01%; gold up and oil soft; NZ$1 = 62.2 USc; TWI-5 = 70.6
US data uninspiring although retail sales still strong; India's factories expand nicely; China jobs market tough; steam goes out of Aussie housing market; UST 10yr 3.90%; gold down and oil up; NZ$1 = 62.4 USc; TWI-5 = 70.7
4th Jan 24, 8:35am
45
US data uninspiring although retail sales still strong; India's factories expand nicely; China jobs market tough; steam goes out of Aussie housing market; UST 10yr 3.90%; gold down and oil up; NZ$1 = 62.4 USc; TWI-5 = 70.7
Dairy prices firm; global PMIs weaker; China keeps the stimulus going; sovereign wealth funds struggle; commercial property debt worries rise; UST 10yr 3.95%; gold unchanged and oil lower; NZ$1 = 62.5 USc; TWI-5 = 70.6
3rd Jan 24, 9:00am
49
Dairy prices firm; global PMIs weaker; China keeps the stimulus going; sovereign wealth funds struggle; commercial property debt worries rise; UST 10yr 3.95%; gold unchanged and oil lower; NZ$1 = 62.5 USc; TWI-5 = 70.6
2023 was good for savers and investors; inflation pressures easing quickly, US debt pressure belie critics doom scenarios; UST 10yr 3.88%; gold and oil lower; NZ$1 = 63.4 USc; TWI-5 = 71.1
30th Dec 23, 8:57am
57
2023 was good for savers and investors; inflation pressures easing quickly, US debt pressure belie critics doom scenarios; UST 10yr 3.88%; gold and oil lower; NZ$1 = 63.4 USc; TWI-5 = 71.1
US data stable but equity markets at all-time highs; Japanese retail rises; China girds against deflation; eyes on Aussie bank CEO change; UST 10yr 3.85%; gold and oil down; NZ$1 = 63.4 USc; TWI-5 = 71.1
29th Dec 23, 9:03am
31
US data stable but equity markets at all-time highs; Japanese retail rises; China girds against deflation; eyes on Aussie bank CEO change; UST 10yr 3.85%; gold and oil down; NZ$1 = 63.4 USc; TWI-5 = 71.1
Good US retail fuels markets; Japan getting inflation the BofJ wants; China factory profits recover; Australia in clover as iron ore price rises; UST 10yr 3.79%; gold up and oil down; NZ$1 = 63.4 USc; TWI-5 = 71.1
28th Dec 23, 9:00am
13
Good US retail fuels markets; Japan getting inflation the BofJ wants; China factory profits recover; Australia in clover as iron ore price rises; UST 10yr 3.79%; gold up and oil down; NZ$1 = 63.4 USc; TWI-5 = 71.1
Eyes on China's growth prospects; Taiwan and Singapore deliver positive data; lithium retreats but iron ore gains; UST 10yr 3.89%; gold and oil up; NZ$1 = 63.2 USc; TWI-5 = 71
27th Dec 23, 8:49am
22
Eyes on China's growth prospects; Taiwan and Singapore deliver positive data; lithium retreats but iron ore gains; UST 10yr 3.89%; gold and oil up; NZ$1 = 63.2 USc; TWI-5 = 71
US PCE sends positive signals; US durable goods orders jump; Japan's inflation rate eases; Chine cuts TD rates; weaker Aussie loan growth; UST 10yr 3.91%; gold up and oil firms slightly; NZ$1 = 63 USc; TWI-5 = 70.9
23rd Dec 23, 8:55am
42
US PCE sends positive signals; US durable goods orders jump; Japan's inflation rate eases; Chine cuts TD rates; weaker Aussie loan growth; UST 10yr 3.91%; gold up and oil firms slightly; NZ$1 = 63 USc; TWI-5 = 70.9
US resilience endures; China FDI weaker; Turkey hikes; Argentina tries shock therapy; NZ loan growth limp; freight rates jump; UST 10yr 3.90%; gold up and oil slips slightly; NZ$1 = 62.8 USc; TWI-5 = 70.8
22nd Dec 23, 7:51am
67
US resilience endures; China FDI weaker; Turkey hikes; Argentina tries shock therapy; NZ loan growth limp; freight rates jump; UST 10yr 3.90%; gold up and oil slips slightly; NZ$1 = 62.8 USc; TWI-5 = 70.8
US sentiment rises; US current account deficit shrinks; Japan's exports retreat; China property woes go on and on; Aussie leading index stops falling; UST 10yr 3.89%; gold down and oil stays firm; NZ$1 = 62.8 USc; TWI-5 = 71
21st Dec 23, 7:33am
107
US sentiment rises; US current account deficit shrinks; Japan's exports retreat; China property woes go on and on; Aussie leading index stops falling; UST 10yr 3.89%; gold down and oil stays firm; NZ$1 = 62.8 USc; TWI-5 = 71
A review of things you need to know before you sign off on Wednesday; ANZ trims rates, consumer sentiment up, dairy prices rise, NZX50 changeout, ASB culls fees, swaps stable, NZD firm, & more
20th Dec 23, 4:04pm
30
A review of things you need to know before you sign off on Wednesday; ANZ trims rates, consumer sentiment up, dairy prices rise, NZX50 changeout, ASB culls fees, swaps stable, NZD firm, & more