NZ$
A review of things you need to know before you sign off on Wednesday; business sentiment wavers, home loan borrowers switch more, house buyers more leveraged, dairy farmers less leveraged, gold & oil slip, swaps hold, NZD dips, & more
30th Apr 25, 3:59pm
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A review of things you need to know before you sign off on Wednesday; business sentiment wavers, home loan borrowers switch more, house buyers more leveraged, dairy farmers less leveraged, gold & oil slip, swaps hold, NZD dips, & more
US economic data awful - exploding trade deficit adds to Q1 GDP downside risk; weaker consumer confidence and drop in job openings. Some backdown on auto tariffs but China won't "kneel down" on trade war
30th Apr 25, 7:43am
US economic data awful - exploding trade deficit adds to Q1 GDP downside risk; weaker consumer confidence and drop in job openings. Some backdown on auto tariffs but China won't "kneel down" on trade war
A review of things you need to know before you sign off on Tuesday; TD rates fall again, home loan affordability becalmed, Govt pushes austerity, house borrowers pay back more, Canada rejects Trump, swaps stable still, NZD too, & more
29th Apr 25, 3:59pm
A review of things you need to know before you sign off on Tuesday; TD rates fall again, home loan affordability becalmed, Govt pushes austerity, house borrowers pay back more, Canada rejects Trump, swaps stable still, NZD too, & more
China's foreign ministry confirms China and the US are NOT engaged in trade talks. Another poor Fed regional survey; plenty of media commentary on reduced China-US trade and prospect of empty US shelves ahead
29th Apr 25, 7:37am
China's foreign ministry confirms China and the US are NOT engaged in trade talks. Another poor Fed regional survey; plenty of media commentary on reduced China-US trade and prospect of empty US shelves ahead
A review of things you need to know before you sign off on Monday; shop around for insurance, real estate agent commissions updated, sustainable financing still grows, but carbon price sinks, swaps stable, NZD on hold, & more
28th Apr 25, 3:59pm
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A review of things you need to know before you sign off on Monday; shop around for insurance, real estate agent commissions updated, sustainable financing still grows, but carbon price sinks, swaps stable, NZD on hold, & more
Roger J Kerr says on any measurement you care to choose, the first 100 days of the second Donald Trump Presidency has been an unmitigated disaster
28th Apr 25, 9:12am
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Roger J Kerr says on any measurement you care to choose, the first 100 days of the second Donald Trump Presidency has been an unmitigated disaster
Positive risk sentiment continued despite conflicting news on tariff developments. The S&P advanced 0.7% extending its weekly gain to almost 5%. US treasury yields declined with limited economic data to provide direction
28th Apr 25, 7:29am
Positive risk sentiment continued despite conflicting news on tariff developments. The S&P advanced 0.7% extending its weekly gain to almost 5%. US treasury yields declined with limited economic data to provide direction
A review of things you need to know before you sign off on Thursday; realtor commission report, rising sentiment and inflation, more on welfare benefits, more bankruptcies, high NZGB demand, swaps & NZD stable, & more
24th Apr 25, 3:59pm
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A review of things you need to know before you sign off on Thursday; realtor commission report, rising sentiment and inflation, more on welfare benefits, more bankruptcies, high NZGB demand, swaps & NZD stable, & more
Claim then denials on US tariff policy shifts. Softer European and US PMI data; US beige book shows early economic impact of tariffs. Equities rise, then fade. USD broadly stronger
24th Apr 25, 7:59am
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Claim then denials on US tariff policy shifts. Softer European and US PMI data; US beige book shows early economic impact of tariffs. Equities rise, then fade. USD broadly stronger
A review of things you need to know before you sign off on Wednesday; renters have the 'power', credit card growth lame, job ads weak, more DMO debt issuance, equities recover, swaps stable, NZD eases, & more
23rd Apr 25, 3:59pm
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A review of things you need to know before you sign off on Wednesday; renters have the 'power', credit card growth lame, job ads weak, more DMO debt issuance, equities recover, swaps stable, NZD eases, & more
More positive mood music around trade and tariffs, with "significant progress" on a US-India trade deal and Bessent expecting de-escalating US-China trade tension. IMF slashes growth forecasts on the trade war
23rd Apr 25, 7:44am
More positive mood music around trade and tariffs, with "significant progress" on a US-India trade deal and Bessent expecting de-escalating US-China trade tension. IMF slashes growth forecasts on the trade war
A review of things you need to know before you sign off on Tuesday; lots of small retail rate changes, bumper exports, lower dependency on China, HD for insider trading, swaps stable, NZD firmer, & more
22nd Apr 25, 3:59pm
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A review of things you need to know before you sign off on Tuesday; lots of small retail rate changes, bumper exports, lower dependency on China, HD for insider trading, swaps stable, NZD firmer, & more
Trump renews attack on Fed Chair Powell, reinvigorating the "Sell America" trade. US-Japan trade negotiations not going well. US assets trading more like a Banana republic. US longer-term rates increase and USD falls to fresh multi-year lows
22nd Apr 25, 7:28am
Trump renews attack on Fed Chair Powell, reinvigorating the "Sell America" trade. US-Japan trade negotiations not going well. US assets trading more like a Banana republic. US longer-term rates increase and USD falls to fresh multi-year lows
Roger J Kerr says markets are tiring of Trump positions that make no sense, but on watch for collision with Powell. NZD rises as local economists turn gloomy. USD nears long-term support level as it depreciates further
21st Apr 25, 8:30am
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Roger J Kerr says markets are tiring of Trump positions that make no sense, but on watch for collision with Powell. NZD rises as local economists turn gloomy. USD nears long-term support level as it depreciates further
A review of things you need to know before you sign off on Thursday: the flood of retail rate changes continues, CPI at 2.5%, job ad activity limp, Tourism Holdings hammered, swaps stable, gold rises further, NZD firmish, & more
17th Apr 25, 3:59pm
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A review of things you need to know before you sign off on Thursday: the flood of retail rate changes continues, CPI at 2.5%, job ad activity limp, Tourism Holdings hammered, swaps stable, gold rises further, NZD firmish, & more