NZ$
A review of things you need to know before you sign off on Tuesday; housing affordability in virtuous trend, retailers feel better, another trade surplus, debt demand rises, NZX50 falls, swaps stable, NZD slips, & more
22nd Jul 25, 4:00pm
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A review of things you need to know before you sign off on Tuesday; housing affordability in virtuous trend, retailers feel better, another trade surplus, debt demand rises, NZX50 falls, swaps stable, NZD slips, & more
S&P500 hits another record high. US Treasury yields decline and US dollar weaker against G10 currencies. Yen gains following the Japanese election
22nd Jul 25, 7:54am
S&P500 hits another record high. US Treasury yields decline and US dollar weaker against G10 currencies. Yen gains following the Japanese election
A review of things you need to know before you sign off on Monday; few retail rate changes, CPI inflation rises, ComCom debunks Fed Farmers conspiracy theory, China moves at speed and at scale, swaps firm, NZD softish, & more
21st Jul 25, 3:58pm
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A review of things you need to know before you sign off on Monday; few retail rate changes, CPI inflation rises, ComCom debunks Fed Farmers conspiracy theory, China moves at speed and at scale, swaps firm, NZD softish, & more
Annual inflation rises to 2.7% in June as local authority rates and payments, actual rentals for housing and electricity escalate
21st Jul 25, 11:05am
25
Annual inflation rises to 2.7% in June as local authority rates and payments, actual rentals for housing and electricity escalate
Roger J Kerr says if US inflation doesn't increase to levels feared by the Federal Reserve and financial market participants, due to Trump's import tariffs, their interest rates will be cut earlier and larger this year – devaluing the US dollar’s value
21st Jul 25, 8:31am
Roger J Kerr says if US inflation doesn't increase to levels feared by the Federal Reserve and financial market participants, due to Trump's import tariffs, their interest rates will be cut earlier and larger this year – devaluing the US dollar’s value
Trump hardens his position on EU tariffs. Markets see no chance of a US July rate cut despite Trump's shouting. Political uncertainty in Japan
21st Jul 25, 7:36am
Trump hardens his position on EU tariffs. Markets see no chance of a US July rate cut despite Trump's shouting. Political uncertainty in Japan
The June quarter Consumers Price Index inflation figures coming out on Monday shouldn't deter the Reserve Bank from making another OCR cut in August - unless there's a nasty surprise
20th Jul 25, 7:14am
19
The June quarter Consumers Price Index inflation figures coming out on Monday shouldn't deter the Reserve Bank from making another OCR cut in August - unless there's a nasty surprise
A review of things you need to know before you sign off on Friday; more NBDT TD rate cuts, real estate agent commissions revealed, credit card billing bump, swaps with firm tone, NZD end the week rising, & more
18th Jul 25, 3:59pm
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A review of things you need to know before you sign off on Friday; more NBDT TD rate cuts, real estate agent commissions revealed, credit card billing bump, swaps with firm tone, NZD end the week rising, & more
Stronger than expected US economic data, including retail sales, support US equities and the USD. Little net impact on the bond market
18th Jul 25, 7:52am
Stronger than expected US economic data, including retail sales, support US equities and the USD. Little net impact on the bond market
A review of things you need to know before you sign off on Thursday; monthly data points to an elevated Q2 CPI, housing market in winter doldrums, high demand for NZGBs, NZX50 shines, swaps stable, NZD soft, & more
17th Jul 25, 3:59pm
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A review of things you need to know before you sign off on Thursday; monthly data points to an elevated Q2 CPI, housing market in winter doldrums, high demand for NZGBs, NZX50 shines, swaps stable, NZD soft, & more
US PPI data undershoots, supporting Treasury market but notable steepening in yield curve. Markets volatile after report Trump discussed firing Fed Chair Powell, but then he walked it back
17th Jul 25, 7:49am
US PPI data undershoots, supporting Treasury market but notable steepening in yield curve. Markets volatile after report Trump discussed firing Fed Chair Powell, but then he walked it back
A review of things you need to know before you sign off on Wednesday; no retail rate changes, construction's spare capacity problem, dairy prices rise, EA tackles power prices, swaps stable, NZD softish, & more
16th Jul 25, 3:59pm
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A review of things you need to know before you sign off on Wednesday; no retail rate changes, construction's spare capacity problem, dairy prices rise, EA tackles power prices, swaps stable, NZD softish, & more
US CPI data showing the expected signs of increased tariffs feeding into higher inflation. Market pares scope for Fed easing this year; US Treasury rates higher across the curve
16th Jul 25, 7:46am
US CPI data showing the expected signs of increased tariffs feeding into higher inflation. Market pares scope for Fed easing this year; US Treasury rates higher across the curve
A review of things you need to know before you sign off on Tuesday; house prices stall, ageing population weighs on interest rates, eyes on dairy prices, eyes on surcharging, swaps stable, NZD softish, & more
15th Jul 25, 3:59pm
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A review of things you need to know before you sign off on Tuesday; house prices stall, ageing population weighs on interest rates, eyes on dairy prices, eyes on surcharging, swaps stable, NZD softish, & more
Muted market reaction to Trump’s weekend threat to raise tariffs on the EU and Mexico to 30%. US equities up modestly; US Treasury yields barely higher; USD broadly stronger
15th Jul 25, 7:48am
Muted market reaction to Trump’s weekend threat to raise tariffs on the EU and Mexico to 30%. US equities up modestly; US Treasury yields barely higher; USD broadly stronger