NZ$
A review of things you need to know before you sign off on Wednesday; Barfoots positive, mortgage stress rises, dairy prices weak, log demand tepid, banks launch unimpressive switching service, swaps mixed, NZD firmish, & more
2nd Jul 25, 3:59pm
1
A review of things you need to know before you sign off on Wednesday; Barfoots positive, mortgage stress rises, dairy prices weak, log demand tepid, banks launch unimpressive switching service, swaps mixed, NZD firmish, & more
Front end treasury yields higher after stronger than expected US job openings. Trump’s US$3.3 tln tax and spending bill has passed the Senate. Currency markets stable
2nd Jul 25, 8:00am
Front end treasury yields higher after stronger than expected US job openings. Trump’s US$3.3 tln tax and spending bill has passed the Senate. Currency markets stable
[updated]
A review of things you need to know before you sign off on Tuesday; DCS in effect, asking prices fall again, building consents low, QSBO weak, eyes on WMP, Watercare separates, swaps stable, NZD firm, & more
1st Jul 25, 4:00pm
9
A review of things you need to know before you sign off on Tuesday; DCS in effect, asking prices fall again, building consents low, QSBO weak, eyes on WMP, Watercare separates, swaps stable, NZD firm, & more
S&P500 hits a fresh record intra-day high and has registered near 10% gains in the quarter outstripping other indices. US Treasury Secretary wants to avoid longer end treasury supply. US Treasury yields decline and the curve flattens
1st Jul 25, 7:52am
S&P500 hits a fresh record intra-day high and has registered near 10% gains in the quarter outstripping other indices. US Treasury Secretary wants to avoid longer end treasury supply. US Treasury yields decline and the curve flattens
A review of things you need to know before you sign off on Monday; some smaller banks cut fixed home loan rates, FHB's borrow+buy more aggressively, jobs data doesn't look flash, Business sentiment 'difficult', swaps stable, NZD firm, & more
30th Jun 25, 3:59pm
5
A review of things you need to know before you sign off on Monday; some smaller banks cut fixed home loan rates, FHB's borrow+buy more aggressively, jobs data doesn't look flash, Business sentiment 'difficult', swaps stable, NZD firm, & more
Roger J Kerr says the erratic Trump directly interfering in the workings of the independent Federal Reserve was just another reason for foreign investors to further reduce their confidence in the US Government and the US economy
30th Jun 25, 8:13am
1
Roger J Kerr says the erratic Trump directly interfering in the workings of the independent Federal Reserve was just another reason for foreign investors to further reduce their confidence in the US Government and the US economy
After recovering from a dip on tariff concerns, the S&P500 closed at a record high. US core PCE deflator benign but above expectations. Real consumption soft. OPEC+ is considering a further increase in supply
30th Jun 25, 7:43am
After recovering from a dip on tariff concerns, the S&P500 closed at a record high. US core PCE deflator benign but above expectations. Real consumption soft. OPEC+ is considering a further increase in supply
A review of things you need to know before you sign off on Friday; no retail rate changes, consumer sentiment still weak, mortgage switching at all-time high, business results show low returns, swaps firmish, NZD stays elevated, & more
27th Jun 25, 3:59pm
14
A review of things you need to know before you sign off on Friday; no retail rate changes, consumer sentiment still weak, mortgage switching at all-time high, business results show low returns, swaps firmish, NZD stays elevated, & more
US rates lower, with the possible appointment of a "low-rates" guy to the US Fed just another reason to sell the USD. USD indices fall to fresh multi-year lows. But equity markets probe record highs
27th Jun 25, 7:46am
US rates lower, with the possible appointment of a "low-rates" guy to the US Fed just another reason to sell the USD. USD indices fall to fresh multi-year lows. But equity markets probe record highs
[updated]
A review of things you need to know before you sign off on Thursday: Rabobank trims TD rates, TSB profit rises, BNZ launches no-interest no-paperwork SME loan, high demand for NZGBs, growing commercial premise vacancies, swaps soft, NZD firm, & more
26th Jun 25, 3:59pm
11
A review of things you need to know before you sign off on Thursday: Rabobank trims TD rates, TSB profit rises, BNZ launches no-interest no-paperwork SME loan, high demand for NZGBs, growing commercial premise vacancies, swaps soft, NZD firm, & more
Calm market conditions overnight. EUR and GBP push up to fresh 2025 highs; NZD solidifies recovery above 60 USc. A full 25bps rate cut now priced for the US Fed by September
26th Jun 25, 7:43am
Calm market conditions overnight. EUR and GBP push up to fresh 2025 highs; NZD solidifies recovery above 60 USc. A full 25bps rate cut now priced for the US Fed by September
A review of things you need to know before you sign off on Wednesday; little rate activity, banks glum about house price prospects; trade surplus stays very elevated; Xero reaches for a big prize; swaps dip, NZD rises, & more
25th Jun 25, 4:00pm
11
A review of things you need to know before you sign off on Wednesday; little rate activity, banks glum about house price prospects; trade surplus stays very elevated; Xero reaches for a big prize; swaps dip, NZD rises, & more
Middle East ceasefire supports risk sensitive assets. Oil prices plunge. Fed Chair Powell reiterates FOMC messaging. US treasuries rally on weak confidence data and lower oil prices
25th Jun 25, 7:51am
Middle East ceasefire supports risk sensitive assets. Oil prices plunge. Fed Chair Powell reiterates FOMC messaging. US treasuries rally on weak confidence data and lower oil prices
[updated]
A review of things you need to know before you sign off on Tuesday; home loans more affordable, job sentiment stays near historic lows; FBU nightmare continues, no stress signals in credit card debt, swaps stable ,NZD jumps, & more
24th Jun 25, 3:59pm
19
A review of things you need to know before you sign off on Tuesday; home loans more affordable, job sentiment stays near historic lows; FBU nightmare continues, no stress signals in credit card debt, swaps stable ,NZD jumps, & more
Iran orchestrates a missile strike on a US base in Qatar; but well-telegraphed and seen more as symbolic than an escalation in the conflict. Market relieved that oil infrastructure not targeted. Risk assets recover strongly
24th Jun 25, 7:42am
Iran orchestrates a missile strike on a US base in Qatar; but well-telegraphed and seen more as symbolic than an escalation in the conflict. Market relieved that oil infrastructure not targeted. Risk assets recover strongly