Inflation
Roger J Kerr finds the calls for 'fortress NZ' exchange rates a disturbing misunderstanding of the damage they would do. Your view?
29th Jan 13, 2:15pm
15
Roger J Kerr finds the calls for 'fortress NZ' exchange rates a disturbing misunderstanding of the damage they would do. Your view?
Yields vulnerable to pull-back if US Fed Chairman Bernanke ramps up dovish rhetoric
29th Jan 13, 8:16am
Yields vulnerable to pull-back if US Fed Chairman Bernanke ramps up dovish rhetoric
Expect volatility if US data beats expectations, with US long yields to break higher 'convincingly'
28th Jan 13, 8:48am
Expect volatility if US data beats expectations, with US long yields to break higher 'convincingly'
Westpac economists push out expectation for OCR hike to December 2013 from September
25th Jan 13, 1:11pm
10
Westpac economists push out expectation for OCR hike to December 2013 from September
Expect weakness in NZ bonds compared to AU equivalents until relative value is more compelling
25th Jan 13, 8:20am
Expect weakness in NZ bonds compared to AU equivalents until relative value is more compelling
BNZ PMI report expected to show improvement and possibly a return to expansion
24th Jan 13, 8:19am
BNZ PMI report expected to show improvement and possibly a return to expansion
NZ short-end swap yields higher while AU equivalents depressed, reflecting expectation RBA rate cuts ahead
23rd Jan 13, 8:34am
7
NZ short-end swap yields higher while AU equivalents depressed, reflecting expectation RBA rate cuts ahead
Market on central bank watch with both Bank of Japan and Bank of Canada announcements due
22nd Jan 13, 8:22am
1
Market on central bank watch with both Bank of Japan and Bank of Canada announcements due
Roger J Kerr says the RBNZ can sit on its hands for a lot longer yet following the low inflation levels in Q4; watches bank credit margins halve. Your view?
21st Jan 13, 1:31pm
1
Roger J Kerr says the RBNZ can sit on its hands for a lot longer yet following the low inflation levels in Q4; watches bank credit margins halve. Your view?
Roger J Kerr suspects a February correction in the Dow will be the trigger to get the NZD down to 81.5 USc. Your view?
21st Jan 13, 11:55am
1
Roger J Kerr suspects a February correction in the Dow will be the trigger to get the NZD down to 81.5 USc. Your view?
NZ Consumer Price Index falls 0.2% in Dec qtr; Annual inflation of 0.9% below RBNZ target band of 1-3%
18th Jan 13, 11:01am
23
NZ Consumer Price Index falls 0.2% in Dec qtr; Annual inflation of 0.9% below RBNZ target band of 1-3%
U.S. housing starts jolted 10-year treasury yields higher; German equivalents follow suit
18th Jan 13, 8:38am
U.S. housing starts jolted 10-year treasury yields higher; German equivalents follow suit
Overhanging spectre of U.S. debt ceiling negotiations ensures solid demand for ‘safe haven’ bonds
17th Jan 13, 8:42am
Overhanging spectre of U.S. debt ceiling negotiations ensures solid demand for ‘safe haven’ bonds
Market pricing in 15% chance of rate cut as insurance against domestic or global deterioration
16th Jan 13, 8:32am
Market pricing in 15% chance of rate cut as insurance against domestic or global deterioration
NZIER sees 'encouraging signs of a strengthening economic recovery' with economic activity reaching its highest level in more than five years
15th Jan 13, 12:00pm
NZIER sees 'encouraging signs of a strengthening economic recovery' with economic activity reaching its highest level in more than five years
President Obama warns “markets could go haywire” if Congress attempts to use the debt ceiling as leverage
15th Jan 13, 8:53am
President Obama warns “markets could go haywire” if Congress attempts to use the debt ceiling as leverage
Roger J Kerr says central bank monetary policy settings are important for our interest rate prospects. He assesses what lies ahead in 5 key countries. Your view?
14th Jan 13, 2:57pm
6
Roger J Kerr says central bank monetary policy settings are important for our interest rate prospects. He assesses what lies ahead in 5 key countries. Your view?
Roger J Kerr looks ahead to the forces and trends that will influence the NZD in 2013. Your view?
14th Jan 13, 1:58pm
1
Roger J Kerr looks ahead to the forces and trends that will influence the NZD in 2013. Your view?
Inflation running perilously close to lower end of RBNZ target range
14th Jan 13, 9:03am
Inflation running perilously close to lower end of RBNZ target range
Strong demand and limited supply sees 10 year spreads at almost one year highs
11th Jan 13, 8:13am
Strong demand and limited supply sees 10 year spreads at almost one year highs
NZ bonds rally; long yield spreads to AU and US equivalents have narrowed
9th Jan 13, 8:13am
NZ bonds rally; long yield spreads to AU and US equivalents have narrowed
Expect NZ bonds to underperform; US 10yr bonds stuck at 1.90% yield; eyes on Alcoa
8th Jan 13, 8:38am
Expect NZ bonds to underperform; US 10yr bonds stuck at 1.90% yield; eyes on Alcoa
Steeper NZ rate curve provides opportunities to hedge; BNZ sees flattening potential
7th Jan 13, 9:04am
Steeper NZ rate curve provides opportunities to hedge; BNZ sees flattening potential
Government stock auction attracts average bid-to-cover ratio of 3x; wide range of successful bids
21st Dec 12, 8:24am
Government stock auction attracts average bid-to-cover ratio of 3x; wide range of successful bids
Last auction of government bonds for 2012 expected to attract solid demand
20th Dec 12, 8:26am
Last auction of government bonds for 2012 expected to attract solid demand