Inflation
Roger J Kerr says Governor Wheeler will be criticised no matter what he decides, but the high currency is doing more damage than inflation
23rd Apr 13, 9:30am
Roger J Kerr says Governor Wheeler will be criticised no matter what he decides, but the high currency is doing more damage than inflation
Expectation in near-term of demand-supply dynamics normalising leading to higher bond yields relative to US and AU
23rd Apr 13, 8:10am
Expectation in near-term of demand-supply dynamics normalising leading to higher bond yields relative to US and AU
Downgrade of UK credit rating helps secure prominence of the few solid triple AAA rated sovereigns such as Australia; NZ benefits by association
22nd Apr 13, 8:35am
Downgrade of UK credit rating helps secure prominence of the few solid triple AAA rated sovereigns such as Australia; NZ benefits by association
The Reserve Bank continues to feel the squeeze between the opposing pressures of a rampant Kiwi dollar and rising domestic house prices, particularly in Auckland
19th Apr 13, 4:53pm
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The Reserve Bank continues to feel the squeeze between the opposing pressures of a rampant Kiwi dollar and rising domestic house prices, particularly in Auckland
NZ 10-year bonds are now within 5bps of last July’s all-time lows
19th Apr 13, 8:19am
NZ 10-year bonds are now within 5bps of last July’s all-time lows
Auction of €3.35b of 10-year debt paid an average yield of 1.28%; German 10-year bond yields slipped from 1.30% to 1.23%
18th Apr 13, 8:56am
Auction of €3.35b of 10-year debt paid an average yield of 1.28%; German 10-year bond yields slipped from 1.30% to 1.23%
Economists say there is little to worry the RBNZ in the 0.4% quarterly and 0.9% annual inflation figures
17th Apr 13, 12:35pm
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Economists say there is little to worry the RBNZ in the 0.4% quarterly and 0.9% annual inflation figures
Inflation running at bottom of RBNZ target but expected to rise later this year leading to rate hikes in 2014
17th Apr 13, 8:44am
Inflation running at bottom of RBNZ target but expected to rise later this year leading to rate hikes in 2014
Dramatic fall in gold has investors scrambling for alternatives such as US Treasury bonds
16th Apr 13, 8:56am
Dramatic fall in gold has investors scrambling for alternatives such as US Treasury bonds
First quarter Consumer Price Index expected to show annual inflation tracking below, or near bottom, of RBNZ's 1% to 3% target band
15th Apr 13, 12:20pm
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First quarter Consumer Price Index expected to show annual inflation tracking below, or near bottom, of RBNZ's 1% to 3% target band
Roger J Kerr says both the housing and currency bubbles need to be deflated - but he wonders if the RBNZ knows how to do this
15th Apr 13, 9:45am
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Roger J Kerr says both the housing and currency bubbles need to be deflated - but he wonders if the RBNZ knows how to do this
Lacklustre economic data sees demand for 'safe haven' US and German bonds
15th Apr 13, 8:48am
Lacklustre economic data sees demand for 'safe haven' US and German bonds
Roger J Kerr says the economy cannot sustain a major drought and persistent currency over-valuation and calls on the RBNZ to intervene
15th Apr 13, 8:41am
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Roger J Kerr says the economy cannot sustain a major drought and persistent currency over-valuation and calls on the RBNZ to intervene
Weaker than expected Australian unemployment sees market increase expectations for RBA cuts
12th Apr 13, 9:17am
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Weaker than expected Australian unemployment sees market increase expectations for RBA cuts
Positive QSBO release helps sustain upward momentum in NZ swaps; 50/50 chance of rate hike in 12-months time
10th Apr 13, 8:17am
Positive QSBO release helps sustain upward momentum in NZ swaps; 50/50 chance of rate hike in 12-months time
Roger J Kerr sees the decrease in US bond yields as short-lived and upcoming US data to be better than expected, raising long-term interest rates
9th Apr 13, 9:35am
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Roger J Kerr sees the decrease in US bond yields as short-lived and upcoming US data to be better than expected, raising long-term interest rates
Roger J Kerr says the divergence of our TWI from the USD is not sustainable and he is expecting a correction
9th Apr 13, 8:53am
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Roger J Kerr says the divergence of our TWI from the USD is not sustainable and he is expecting a correction
US non-farm payrolls came in well below expectation pushing the 10-year yield below 1.70%
8th Apr 13, 8:55am
US non-farm payrolls came in well below expectation pushing the 10-year yield below 1.70%
Draghi says ECB is “ready to act” and was “looking at various instruments”, but stopped short of directly pointing at rate cuts
5th Apr 13, 8:43am
Draghi says ECB is “ready to act” and was “looking at various instruments”, but stopped short of directly pointing at rate cuts
Forecasts that 2-year swaps will be at 3.40% and OCR 25bps higher by year end
4th Apr 13, 8:23am
Forecasts that 2-year swaps will be at 3.40% and OCR 25bps higher by year end
RBA keeps rates steady and retain easing bias as downside risks remain
3rd Apr 13, 8:51am
RBA keeps rates steady and retain easing bias as downside risks remain
Roger J Kerr was frustrated the recent currency forum discussion ignored dealing with biggest forces setting our exchange rates
2nd Apr 13, 9:30am
Roger J Kerr was frustrated the recent currency forum discussion ignored dealing with biggest forces setting our exchange rates
US 10-year bond yields slipped back to 1.84%, close to the bottom of their range since the start of the year
2nd Apr 13, 8:36am
US 10-year bond yields slipped back to 1.84%, close to the bottom of their range since the start of the year
Cyprus deal raises issues regarding the lack of sanctity of bank deposits and potential prolonged use of capital controls
27th Mar 13, 8:19am
Cyprus deal raises issues regarding the lack of sanctity of bank deposits and potential prolonged use of capital controls
Market’s appetite for risk was knocked after Dutch Finance Minister commented on Cyprus' bailout
26th Mar 13, 8:10am
Market’s appetite for risk was knocked after Dutch Finance Minister commented on Cyprus' bailout