NZ$
Inflation expectations continue to increase with WTI futures hitting a 7-year high, US natural gas prices jumping. S&P500 hits fresh all-time high ahead of a deluge of corporate earnings reports
26th Oct 21, 7:53am
Inflation expectations continue to increase with WTI futures hitting a 7-year high, US natural gas prices jumping. S&P500 hits fresh all-time high ahead of a deluge of corporate earnings reports
Roger J Kerr sees the future direction of the NZ dollar value as governed by varying doses of good luck and good management
25th Oct 21, 9:23am
5
Roger J Kerr sees the future direction of the NZ dollar value as governed by varying doses of good luck and good management
A review of things you need to know before you go home on Friday; many more big retail rate increases, what bankers think, Auckland shrinks, 129 new cases, swaps flatline, NZD firmer, & more
22nd Oct 21, 3:59pm
25
A review of things you need to know before you go home on Friday; many more big retail rate increases, what bankers think, Auckland shrinks, 129 new cases, swaps flatline, NZD firmer, & more
Market continues to increase Fed rate hike expectations as inflation concerns mount. S&P500 flat overnight, commodity prices fall
22nd Oct 21, 8:02am
Market continues to increase Fed rate hike expectations as inflation concerns mount. S&P500 flat overnight, commodity prices fall
A review of things you need to know before you go home on Thursday; large retail rate changes, jobless rolls top out, yields higher in NZGB tenders, FTA with UK agreed, spending some savings, swaps steepen, NZF firm, & more
21st Oct 21, 3:59pm
16
A review of things you need to know before you go home on Thursday; large retail rate changes, jobless rolls top out, yields higher in NZGB tenders, FTA with UK agreed, spending some savings, swaps steepen, NZF firm, & more
Risk sentiment continues to improve. USD weaker, driving NZD up to 0.72 and AUD through 0.75; NZD/EUR and NZD/JPY hit four-year highs. Domestic rates market remains a minefield
21st Oct 21, 7:53am
Risk sentiment continues to improve. USD weaker, driving NZD up to 0.72 and AUD through 0.75; NZD/EUR and NZD/JPY hit four-year highs. Domestic rates market remains a minefield
A review of things you need to know before you go home on Wednesday; dairy prices firm, real estate commissions leap; Kaha Ake launched, swaps steepen, NZD rises, & more
20th Oct 21, 3:59pm
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A review of things you need to know before you go home on Wednesday; dairy prices firm, real estate commissions leap; Kaha Ake launched, swaps steepen, NZD rises, & more
A reassessment of the likely average cost of borrowing over the next few years poses a challenge to asset valuations that underpin household wealth, ANZ economists say
20th Oct 21, 8:42am
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A reassessment of the likely average cost of borrowing over the next few years poses a challenge to asset valuations that underpin household wealth, ANZ economists say
Risk appetite higher but market peels back bets on Fed hikes, seeing steeper Treasuries curve; US-10 year hits fresh 4-month high
20th Oct 21, 7:45am
Risk appetite higher but market peels back bets on Fed hikes, seeing steeper Treasuries curve; US-10 year hits fresh 4-month high
A review of things you need to know before you go home on Tuesday; no retail rate changes today, RMA reform a bipartisan project, few farms sell, fewer lifestyle blocks, eyes on dairy prices, swaps stay up, NZD firms, & more
19th Oct 21, 3:59pm
74
A review of things you need to know before you go home on Tuesday; no retail rate changes today, RMA reform a bipartisan project, few farms sell, fewer lifestyle blocks, eyes on dairy prices, swaps stay up, NZD firms, & more
With the Reserve Bank now needing to consider full employment as part of its mandate, attempts to rein in galloping inflation could have consequences
19th Oct 21, 3:37pm
48
With the Reserve Bank now needing to consider full employment as part of its mandate, attempts to rein in galloping inflation could have consequences
The Reserve Bank's own calculations show core NZ-generated inflation running at 3.5%, well above the top of the central bank's target range
19th Oct 21, 10:15am
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The Reserve Bank's own calculations show core NZ-generated inflation running at 3.5%, well above the top of the central bank's target range
Surge in NZ inflation drives NZ (and Australian) rates much higher. Volatility in global energy prices. Global rates push higher
19th Oct 21, 7:43am
Surge in NZ inflation drives NZ (and Australian) rates much higher. Volatility in global energy prices. Global rates push higher
A review of things you need to know before you go home on Monday; wholesale interest rates leap on surprisingly high CPI, PSI less terrible, consumer saving sentiment, China falters, swaps take off, NZD firms, & more
18th Oct 21, 4:01pm
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A review of things you need to know before you go home on Monday; wholesale interest rates leap on surprisingly high CPI, PSI less terrible, consumer saving sentiment, China falters, swaps take off, NZD firms, & more
Labour market and inflation figures 'strongly demand a more aggressive approach by the Reserve Bank'
BNZ economists say the RBNZ is now 'well and truly behind the curve' as inflation heads to 'a number well above 5%'
18th Oct 21, 2:56pm
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BNZ economists say the RBNZ is now 'well and truly behind the curve' as inflation heads to 'a number well above 5%'
Statistics New Zealand says the Consumers Price Index rose 2.2% in September quarter, which was by far more than economists and the Reserve Bank picked
18th Oct 21, 10:55am
190
Statistics New Zealand says the Consumers Price Index rose 2.2% in September quarter, which was by far more than economists and the Reserve Bank picked
Roger J Kerr says the Government’s previous “smug complacency” has found us out with our pants down
18th Oct 21, 8:15am
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Roger J Kerr says the Government’s previous “smug complacency” has found us out with our pants down
Equities and commodities higher capping off a good week for risk assets. Global rates higher as market continues to pull forward Fed rate hikes. Inflation expectations continue to push higher
18th Oct 21, 7:39am
3
Equities and commodities higher capping off a good week for risk assets. Global rates higher as market continues to pull forward Fed rate hikes. Inflation expectations continue to push higher
A review of things you need to know before you go home on Friday; some more key rate changes, PMI recovers, air quality improves, La Nina back, swaps up, NZD firmer, & more
15th Oct 21, 3:59pm
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A review of things you need to know before you go home on Friday; some more key rate changes, PMI recovers, air quality improves, La Nina back, swaps up, NZD firmer, & more
Risk on session overnight - equities, commodities, NZD and AUD all higher. US 10-year rate slips further despite yesterday's strong CPI release
15th Oct 21, 7:49am
2
Risk on session overnight - equities, commodities, NZD and AUD all higher. US 10-year rate slips further despite yesterday's strong CPI release
A review of things you need to know before you go home on Thursday; some chunky retail rate changes, house prices fall, NZGBs out of favour, Jardens cops OMF censure, swaps hold, NZD firms, & more
14th Oct 21, 3:59pm
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A review of things you need to know before you go home on Thursday; some chunky retail rate changes, house prices fall, NZGBs out of favour, Jardens cops OMF censure, swaps hold, NZD firms, & more
New Zealand's inflation is set to hit another 10-year high, but the key question will be whether this is a short run thing or the start of a lasting wage and price spiral
14th Oct 21, 9:02am
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New Zealand's inflation is set to hit another 10-year high, but the key question will be whether this is a short run thing or the start of a lasting wage and price spiral
US CPI close to expectations but underlying inflationary pressures continue to build. Yield curves flatten. Equities higher, with the NASDAQ outperforming
14th Oct 21, 7:51am
US CPI close to expectations but underlying inflationary pressures continue to build. Yield curves flatten. Equities higher, with the NASDAQ outperforming
A review of things you need to know before you go home on Wednesday; more retail rate rises, food prices jump, business costs jump, rents up, Aussie Covid deaths rise, swaps flatter, NZD stable, & more
13th Oct 21, 3:59pm
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A review of things you need to know before you go home on Wednesday; more retail rate rises, food prices jump, business costs jump, rents up, Aussie Covid deaths rise, swaps flatter, NZD stable, & more
Fed officials seem to confirm a November tapering announcement is coming, with markets raising Fed rate hike expectations. Commodity currencies outperform
13th Oct 21, 7:48am
1
Fed officials seem to confirm a November tapering announcement is coming, with markets raising Fed rate hike expectations. Commodity currencies outperform