NZ$

A review of things you need to know before you sign off on Thursday; Kiwi Bond rates cut the full 50 bps, inflation signals sag, building cost pressure eases, more benefit claims, Dawn to pay Alliance more, swaps soft, NZD firm, & more

A review of things you need to know before you sign off on Thursday; Kiwi Bond rates cut the full 50 bps, inflation signals sag, building cost pressure eases, more benefit claims, Dawn to pay Alliance more, swaps soft, NZD firm, & more

The UST 10-year rate took another peak below 4% but yields are now modestly higher. Currency movements have been modest and the NZD is down a touch probing fresh lows against EUR and GBP

The UST 10-year rate took another peak below 4% but yields are now modestly higher. Currency movements have been modest and the NZD is down a touch probing fresh lows against EUR and GBP

A review of things you need to know before you sign off on Wednesday; another new low mortgage rate, TD rates fall too, RE commissions hold up, FMA issues public warning, milk powder prices dip, swaps hold, NZD soft, & more

A review of things you need to know before you sign off on Wednesday; another new low mortgage rate, TD rates fall too, RE commissions hold up, FMA issues public warning, milk powder prices dip, swaps hold, NZD soft, & more

US-China trade tensions have pervaded the headlines and been a focus for the market; a rollercoaster ride for markets with a big swing in the USD and US equities, reflecting gyrations in risk sentiment

US-China trade tensions have pervaded the headlines and been a focus for the market; a rollercoaster ride for markets with a big swing in the USD and US equities, reflecting gyrations in risk sentiment

A review of things you need to know before you sign off on Tuesday; first sign of another step down for fixed rates, RBNZ eases LVR rules, REINZ finds market going sideways, spending softens, swaps stable, NZD eases, & more

A review of things you need to know before you sign off on Tuesday; first sign of another step down for fixed rates, RBNZ eases LVR rules, REINZ finds market going sideways, spending softens, swaps stable, NZD eases, & more

Risk assets bounce back after some dialling down on US-China trade war rhetoric by Trump, and followed through by Bessent. US equities recover more than half of Friday's loss

Risk assets bounce back after some dialling down on US-China trade war rhetoric by Trump, and followed through by Bessent. US equities recover more than half of Friday's loss

A review of things you need to know before you sign off on Monday; service sector stuck, migration low, tourism improves slowly, truckometer tame at best, farm listings low, for lease listings high, swaps hostage, NZD a bit firmer, & more

A review of things you need to know before you sign off on Monday; service sector stuck, migration low, tourism improves slowly, truckometer tame at best, farm listings low, for lease listings high, swaps hostage, NZD a bit firmer, & more

Roger J Kerr says it's no wonder that economists and market analysts are reverting to high-frequency alternative measures of economic activity

Roger J Kerr says it's no wonder that economists and market analysts are reverting to high-frequency alternative measures of economic activity

Trump reacts to China's extension of rare earth export controls with fury; threatens massive lift in Chinese import tariffs. US equities tumble. Safe-haven currencies outperform, including JPY despite further political instability

Trump reacts to China's extension of rare earth export controls with fury; threatens massive lift in Chinese import tariffs. US equities tumble. Safe-haven currencies outperform, including JPY despite further political instability

The Reserve Bank is actively encouraging us to start splashing some cash. Hopefully, this might work. It might also be more than a bit risky

The Reserve Bank is actively encouraging us to start splashing some cash. Hopefully, this might work. It might also be more than a bit risky

A review of things you need to know before you sign off on Friday; Auckland rents soft on lower demand, PMI dull, housing stock values limp, asset sales on radar, livestock prices soar, Fonterra shares too, swaps hold, NZD weak, & more

A review of things you need to know before you sign off on Friday; Auckland rents soft on lower demand, PMI dull, housing stock values limp, asset sales on radar, livestock prices soar, Fonterra shares too, swaps hold, NZD weak, & more

US and European equities are weaker overnight and global rates modestly higher. USD broadly stronger and NZD/USD falls. Comments by Takaichi only provide temporary relief for the yen

US and European equities are weaker overnight and global rates modestly higher. USD broadly stronger and NZD/USD falls. Comments by Takaichi only provide temporary relief for the yen

A review of things you need to know before you sign off on Thursday; OCR pass-through distorted, spring listing rush, hopeful glimmers in card activity, more savings, lower share of GDP, weak tax-take mirrors economy, swaps on hold, NZD recovers, & more

A review of things you need to know before you sign off on Thursday; OCR pass-through distorted, spring listing rush, hopeful glimmers in card activity, more savings, lower share of GDP, weak tax-take mirrors economy, swaps on hold, NZD recovers, & more

New Zealand’s fiscal health improved after Budget 2024 but tax cuts kept operating deficits open, full Financial Statements show

New Zealand’s fiscal health improved after Budget 2024 but tax cuts kept operating deficits open, full Financial Statements show

US equities have recovered after their one-day dip, with investors disregarding warnings of a developing AI bubble. The NZD recovers a lot of its loss after the RBNZ’s dovish 50bps cut. OIS market prices in a full 25bps cut for November

US equities have recovered after their one-day dip, with investors disregarding warnings of a developing AI bubble. The NZD recovers a lot of its loss after the RBNZ’s dovish 50bps cut. OIS market prices in a full 25bps cut for November