26th Jul 21, 11:40am
The inflation 'beast' of the 1970s and 80s WAS slain and any inflation we see ahead of us is 'only a distant cousin', Kiwibank economists say
The inflation 'beast' of the 1970s and 80s WAS slain and any inflation we see ahead of us is 'only a distant cousin', Kiwibank economists say
26th Jul 21, 8:53am
Roger J Kerr says the rapid spread of the delta strain has suddenly overshadowed any expectations that the RBNZ will act to tighten monetary policy and increase the OCR at their upcoming meeting on 18 August
Roger J Kerr says the rapid spread of the delta strain has suddenly overshadowed any expectations that the RBNZ will act to tighten monetary policy and increase the OCR at their upcoming meeting on 18 August
26th Jul 21, 7:36am
Equity markets reach new record highs, supported by corporate earnings expectations. Global rates and currencies little changed on Friday. FOMC meeting, Australian CPI the key highlights this week
Equity markets reach new record highs, supported by corporate earnings expectations. Global rates and currencies little changed on Friday. FOMC meeting, Australian CPI the key highlights this week
26th Jul 21, 7:19am
Iron ore drops; Baltic Dry index flatlines, but container rates rise again; US and EU PMIs in high expansion; But services sectors waver; G20 ignore climate calls; UST 10yr 1.28%, oil up and gold holds; NZ$1 = 69.7 USc; TWI-5 = 72.9
Iron ore drops; Baltic Dry index flatlines, but container rates rise again; US and EU PMIs in high expansion; But services sectors waver; G20 ignore climate calls; UST 10yr 1.28%, oil up and gold holds; NZ$1 = 69.7 USc; TWI-5 = 72.9
24th Jul 21, 8:31am
Yellen warns on new US debt ceiling crisis; strong PMIs in West; weather extremes raise coal demand; container prices spike higher; UST 10yr 1.29%, oil up and gold slips; NZ$1 = 69.8 USc; TWI-5 = 72.9
Yellen warns on new US debt ceiling crisis; strong PMIs in West; weather extremes raise coal demand; container prices spike higher; UST 10yr 1.29%, oil up and gold slips; NZ$1 = 69.8 USc; TWI-5 = 72.9
23rd Jul 21, 3:59pm
A review of things you need to know before you go home on Friday; more retail rate changes, TT bubble closed again, IAG stumbles, Aussie PMIs droop, swaps flatten, NZD firm, & more
A review of things you need to know before you go home on Friday; more retail rate changes, TT bubble closed again, IAG stumbles, Aussie PMIs droop, swaps flatten, NZD firm, & more
23rd Jul 21, 7:46am
Global equities push higher; global rates push lower. ECB reasserts dovish credentials resulting in small EUR underperformance. NZD and AUD show small gains. Strong demand for NZGBs even after QE ends in NZ
Global equities push higher; global rates push lower. ECB reasserts dovish credentials resulting in small EUR underperformance. NZD and AUD show small gains. Strong demand for NZGBs even after QE ends in NZ
23rd Jul 21, 7:19am
US jobless claims rise; some factory data very positive; crop output wavers; new China flood threat; ECB stays dovish; Aussie exports boom; UST 10yr 1.26%, oil and gold up; NZ$1 = 69.7 USc; TWI-5 = 72.8
US jobless claims rise; some factory data very positive; crop output wavers; new China flood threat; ECB stays dovish; Aussie exports boom; UST 10yr 1.26%, oil and gold up; NZ$1 = 69.7 USc; TWI-5 = 72.8
[Updated]
22nd Jul 21, 3:59pm
A review of things you need to know before you go home on Thursday; some rare FHB good news, insurers fail culture review, TSB fines for AML lapses, net worth jumps, swaps flatter, NZD firms, & more
[Updated]
A review of things you need to know before you go home on Thursday; some rare FHB good news, insurers fail culture review, TSB fines for AML lapses, net worth jumps, swaps flatter, NZD firms, & more
22nd Jul 21, 3:07pm
The expected time lag between when New Zealand begins hiking official interest rates and when Australia does is set to be the longest lag in over 20 years, ANZ economists say
The expected time lag between when New Zealand begins hiking official interest rates and when Australia does is set to be the longest lag in over 20 years, ANZ economists say
22nd Jul 21, 7:48am
Higher risk sentiment drives up equities, global rates, commodities and commodity currencies. US 10-year rate back up towards 1.3%. Strong US earnings help; companies report widespread inflation pressures
Higher risk sentiment drives up equities, global rates, commodities and commodity currencies. US 10-year rate back up towards 1.3%. Strong US earnings help; companies report widespread inflation pressures
22nd Jul 21, 7:19am
US life expectancy slips; US rents surge; China's flood risks rise with pandemic spread; Japan exports surge; recession fears grow in Australia; UST 10yr 1.29%, oil up and gold down; NZ$1 = 69.7 USc; TWI-5 = 72.8
US life expectancy slips; US rents surge; China's flood risks rise with pandemic spread; Japan exports surge; recession fears grow in Australia; UST 10yr 1.29%, oil up and gold down; NZ$1 = 69.7 USc; TWI-5 = 72.8
21st Jul 21, 3:59pm
A review of things you need to know before you go home on Wednesday; ANZ raises TD rates, dairy prices down, inflation tipped to go higher, swaps flatten, NZD softer, & more
A review of things you need to know before you go home on Wednesday; ANZ raises TD rates, dairy prices down, inflation tipped to go higher, swaps flatten, NZD softer, & more
21st Jul 21, 1:13pm
Economists at the country's largest bank believe inflation will stay elevated - above the RBNZ's targeted level - for about the next 12 months before declining again
Economists at the country's largest bank believe inflation will stay elevated - above the RBNZ's targeted level - for about the next 12 months before declining again
21st Jul 21, 7:51am
US equities bounce back strongly but other markets don't. US 10-year rate hits fresh low below 1.13% before reversing course. NZD and AUD hit fresh year-to-date lows. COVID19 risks overhang the market; conviction of August RBNZ rate hike recedes
US equities bounce back strongly but other markets don't. US 10-year rate hits fresh low below 1.13% before reversing course. NZD and AUD hit fresh year-to-date lows. COVID19 risks overhang the market; conviction of August RBNZ rate hike recedes
21st Jul 21, 7:24am
Dairy prices fall again; US new housebuilding completions lag; China's weather causing trouble; Taiwan export orders surge; German PPI high; UST 10yr 1.22%, oil and gold hold; NZ$1 = 69.2 USc; TWI-5 = 72.3
Dairy prices fall again; US new housebuilding completions lag; China's weather causing trouble; Taiwan export orders surge; German PPI high; UST 10yr 1.22%, oil and gold hold; NZ$1 = 69.2 USc; TWI-5 = 72.3
20th Jul 21, 3:59pm
A review of things you need to know before you go home on Tuesday; big realtor commissions, Fitch upgrades banks, ESG goes mainstream, APRA waves through big bank capital returns, swaps flatter, NZD falls, & more
A review of things you need to know before you go home on Tuesday; big realtor commissions, Fitch upgrades banks, ESG goes mainstream, APRA waves through big bank capital returns, swaps flatter, NZD falls, & more
[Updated]
20th Jul 21, 2:09pm
BNZ economists raise the possibility that the Reserve Bank might hike the Official Cash Rate by half a percentage point in one go - something that last happened over 21 years ago
[Updated]
BNZ economists raise the possibility that the Reserve Bank might hike the Official Cash Rate by half a percentage point in one go - something that last happened over 21 years ago
20th Jul 21, 7:51am
Risk sentiment sours on worries about delta variant and increased geopolitical tensions with China. Equities tumble, US 10-year rate plunges to 5-month low of 1.17%. Commodity currencies down around 1%; NZD nears 0.6920 support level
Risk sentiment sours on worries about delta variant and increased geopolitical tensions with China. Equities tumble, US 10-year rate plunges to 5-month low of 1.17%. Commodity currencies down around 1%; NZD nears 0.6920 support level
20th Jul 21, 7:19am
Markets recoil on realisation the delta variant will hurt economies badly; China MSS attacks Microsoft email; commodity price outlook wobbly; UST 10yr 1.18%, oil dives and gold retreats; NZ$1 = 69.3 USc; TWI-5 = 72.4
Markets recoil on realisation the delta variant will hurt economies badly; China MSS attacks Microsoft email; commodity price outlook wobbly; UST 10yr 1.18%, oil dives and gold retreats; NZ$1 = 69.3 USc; TWI-5 = 72.4
19th Jul 21, 3:59pm
A review of things you need to know before you go home on Monday; many more retail rate changes, PSI expands faster, MM high but steady, tractor market almost dies, swaps flatten further, NZD soft, & more
A review of things you need to know before you go home on Monday; many more retail rate changes, PSI expands faster, MM high but steady, tractor market almost dies, swaps flatten further, NZD soft, & more
19th Jul 21, 8:11am
Roger J Kerr doesn't see an August OCR hike, seeing stresses building in our regional economies with no overheating, and speculators ready to bet that the NZD is too high especially against the AUD
Roger J Kerr doesn't see an August OCR hike, seeing stresses building in our regional economies with no overheating, and speculators ready to bet that the NZD is too high especially against the AUD
19th Jul 21, 7:40am
Risk appetite weaker on Friday as US consumer sentiment softens. US 10-year rate closes below 1.30%; USD well supported. NZD supported as inflation surges to above the RBNZ's 1-3% target range
Risk appetite weaker on Friday as US consumer sentiment softens. US 10-year rate closes below 1.30%; USD well supported. NZD supported as inflation surges to above the RBNZ's 1-3% target range
19th Jul 21, 7:19am
Steel demand rising just as supply constraints mount; China starts carbon trading; US data disappoints; Hong Kong being shunted to sidelines; UST 10yr 1.30%, oil and gold stable; NZ$1 = 70 USc; TWI-5 = 73
Steel demand rising just as supply constraints mount; China starts carbon trading; US data disappoints; Hong Kong being shunted to sidelines; UST 10yr 1.30%, oil and gold stable; NZ$1 = 70 USc; TWI-5 = 73
18th Jul 21, 6:01am
David Hargreaves has for some time been fretting over our 30% house price inflation bender. The events of the past week have not made him feel any better
David Hargreaves has for some time been fretting over our 30% house price inflation bender. The events of the past week have not made him feel any better
