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7th May 21, 7:57am
Equity and bond markets quiet ahead of payrolls tonight. Commodity prices remain strong; iron ore spot price trades above $200. USD weaker overnight. AUD and NZD recover overnight from yesterday's mid-afternoon sell-of
Equity and bond markets quiet ahead of payrolls tonight. Commodity prices remain strong; iron ore spot price trades above $200. USD weaker overnight. AUD and NZD recover overnight from yesterday's mid-afternoon sell-of
7th May 21, 7:57am
6th May 21, 7:43am
US equities, rates and USD track broadly sideways ahead of payrolls tomorrow night. US inflation expectations push higher. Commodity currencies outperform
US equities, rates and USD track broadly sideways ahead of payrolls tomorrow night. US inflation expectations push higher. Commodity currencies outperform
6th May 21, 7:43am
5th May 21, 7:49am
Rotation out of big tech drags down US equity indices. Negative risk sentiment weighed by Yellen talk of possible rise in rates. US 10-year Treasury rate drifts lower. Safe haven currencies outperform - NZD and AUD show notable fall
Rotation out of big tech drags down US equity indices. Negative risk sentiment weighed by Yellen talk of possible rise in rates. US 10-year Treasury rate drifts lower. Safe haven currencies outperform - NZD and AUD show notable fall
5th May 21, 7:49am
4th May 21, 2:14pm
Investors accounted for over a third of the growth in the country's bank mortgage stock in the six months to the end of March; meanwhile, on the farm, dairy lending is falling fast
Investors accounted for over a third of the growth in the country's bank mortgage stock in the six months to the end of March; meanwhile, on the farm, dairy lending is falling fast
4th May 21, 2:14pm
4th May 21, 7:46am
US ISM manufacturing weaker, but with noted supply issues and inflationary pressures. Some reversal of Friday's move - US equities higher, USD lower
US ISM manufacturing weaker, but with noted supply issues and inflationary pressures. Some reversal of Friday's move - US equities higher, USD lower
4th May 21, 7:46am
3rd May 21, 9:22am
David Hargreaves looks at the all-night mortgage borrowing bender Kiwis are going on while lending to 'productive' parts of the economy withers
David Hargreaves looks at the all-night mortgage borrowing bender Kiwis are going on while lending to 'productive' parts of the economy withers
3rd May 21, 9:22am
3rd May 21, 9:09am
A weak end to a strong April for US equities. Wealth of data points to stronger US growth and inflation pressure. USTs drift lower in yield, USD shows broadly based rebound
A weak end to a strong April for US equities. Wealth of data points to stronger US growth and inflation pressure. USTs drift lower in yield, USD shows broadly based rebound
3rd May 21, 9:09am
30th Apr 21, 7:51am
US equities rise to fresh record high on solid economic data and strong earnings season. US Treasury yields push a little higher; break-even inflation rate at fresh 8-year high; Copper breaks $10,000. Despite all that, NZD pulls back
US equities rise to fresh record high on solid economic data and strong earnings season. US Treasury yields push a little higher; break-even inflation rate at fresh 8-year high; Copper breaks $10,000. Despite all that, NZD pulls back
30th Apr 21, 7:51am
29th Apr 21, 3:25pm
Kiwis have again been borrowing up large, with nearly $10.5 billion loaned by the banks in the past month for mortgages; first home buyers borrowed a record amount; investors borrowed close to record levels
Kiwis have again been borrowing up large, with nearly $10.5 billion loaned by the banks in the past month for mortgages; first home buyers borrowed a record amount; investors borrowed close to record levels
29th Apr 21, 3:25pm
29th Apr 21, 8:04am
US Fed upgrades economic assessment but remains dovish on the policy outlook. USD broadly weaker pre and post FOMC announcement. USTs range trade, US equities a touch higher. NZD outperforms, up 0.7% to 0.7260
US Fed upgrades economic assessment but remains dovish on the policy outlook. USD broadly weaker pre and post FOMC announcement. USTs range trade, US equities a touch higher. NZD outperforms, up 0.7% to 0.7260
29th Apr 21, 8:04am
28th Apr 21, 8:01am
S&P500 flat around record high. US 10-year rate trends higher, up 5bps, with higher supply and commodity prices in the mix. NZD and AUD head lower despite positive commodity price backdrop. FOMC policy update in less than 24 hours
S&P500 flat around record high. US 10-year rate trends higher, up 5bps, with higher supply and commodity prices in the mix. NZD and AUD head lower despite positive commodity price backdrop. FOMC policy update in less than 24 hours
28th Apr 21, 8:01am
27th Apr 21, 7:55am
Risk sentiment higher from Friday on positive economic data. US equities track close to record high but bond markets flat. NZD and AUD well supported, up to 0.7240 and above 0.78 respectively. Big week ahead for economic data and other events
Risk sentiment higher from Friday on positive economic data. US equities track close to record high but bond markets flat. NZD and AUD well supported, up to 0.7240 and above 0.78 respectively. Big week ahead for economic data and other events
27th Apr 21, 7:55am
23rd Apr 21, 7:56am
Equities fall after reports that Biden will hike capital gains tax. Little change in global rates. ECB President Lagarde pushes back at taper talk. More cautious risk appetite sees USD stronger
Equities fall after reports that Biden will hike capital gains tax. Little change in global rates. ECB President Lagarde pushes back at taper talk. More cautious risk appetite sees USD stronger
23rd Apr 21, 7:56am
22nd Apr 21, 7:43am
Equity markets higher overnight, rates track sideways. Bank of Canada tapers QE, expects conditions for rate hikes to be met in H2 2022. CAD up almost 1%, dragging up NZD and AUD
Equity markets higher overnight, rates track sideways. Bank of Canada tapers QE, expects conditions for rate hikes to be met in H2 2022. CAD up almost 1%, dragging up NZD and AUD
22nd Apr 21, 7:43am
21st Apr 21, 2:58pm
ANZ economists say after the recent housing policy changes by the Government there's a greater chance that interest rate increases could cause investors to sell up; RBNZ may wait too long to raise rates
ANZ economists say after the recent housing policy changes by the Government there's a greater chance that interest rate increases could cause investors to sell up; RBNZ may wait too long to raise rates
21st Apr 21, 2:58pm
21st Apr 21, 11:13am
Statistics New Zealand says the Consumers Price Index rose 0.8% in the March quarter, giving annual inflation of 1.5%; result in line with market forecasts, though lower than the Reserve Bank expected
Statistics New Zealand says the Consumers Price Index rose 0.8% in the March quarter, giving annual inflation of 1.5%; result in line with market forecasts, though lower than the Reserve Bank expected
21st Apr 21, 11:13am
21st Apr 21, 7:54am
Markets trade with a more cautious tone. Equities and bond yields fall, USD appreciates. NZD breaks above 0.72 yesterday, but back at 0.7170 now. NZ CPI today and Bank of Canada meeting tonight
Markets trade with a more cautious tone. Equities and bond yields fall, USD appreciates. NZD breaks above 0.72 yesterday, but back at 0.7170 now. NZ CPI today and Bank of Canada meeting tonight
21st Apr 21, 7:54am
20th Apr 21, 7:53am
USD remains under pressure. EUR breaks above 1.20, NZD approaches 0.72. Equities pull back, global rates drift higher 
USD remains under pressure. EUR breaks above 1.20, NZD approaches 0.72. Equities pull back, global rates drift higher 
20th Apr 21, 7:53am
19th Apr 21, 3:33pm
Kiwibank economists say housing supply should be able to meet demand by 2024 and we could even see an over-supply, leading to improved affordability; house price growth to fall to 1% by end of 2022
Kiwibank economists say housing supply should be able to meet demand by 2024 and we could even see an over-supply, leading to improved affordability; house price growth to fall to 1% by end of 2022
19th Apr 21, 3:33pm
19th Apr 21, 11:35am
Economists see short term inflationary pressures due to one-off costs, but expect these to recede as the year goes on and see little imminent need for interest rate rises
Economists see short term inflationary pressures due to one-off costs, but expect these to recede as the year goes on and see little imminent need for interest rate rises
19th Apr 21, 11:35am
19th Apr 21, 7:49am
NZD and AUD ease back on Friday after a strong week. Not much market-moving news on Friday. Equities continue to grind higher, USD lower. US rates stabilise
NZD and AUD ease back on Friday after a strong week. Not much market-moving news on Friday. Equities continue to grind higher, USD lower. US rates stabilise
19th Apr 21, 7:49am
16th Apr 21, 7:13am
Very strong economic data over the past 24 hours. Yet global rates tumble; US 10-year -10bps to 1.53%. Lower rates and strong data a goldilocks combination for equities; new highs for S&P500.
Very strong economic data over the past 24 hours. Yet global rates tumble; US 10-year -10bps to 1.53%. Lower rates and strong data a goldilocks combination for equities; new highs for S&P500.
16th Apr 21, 7:13am
15th Apr 21, 7:28am
US earnings season off to a strong start. UST yields push higher; Oil prices up 4-5%. No market reaction to as-expected RBNZ MPR.
US earnings season off to a strong start. UST yields push higher; Oil prices up 4-5%. No market reaction to as-expected RBNZ MPR.
15th Apr 21, 7:28am
[Updated]
14th Apr 21, 2:07pm
RBNZ leaves monetary policy settings as they are, noting it'll take 'considerable time and patience' to reach its inflation and employment targets
[Updated]
RBNZ leaves monetary policy settings as they are, noting it'll take 'considerable time and patience' to reach its inflation and employment targets
14th Apr 21, 2:07pm
14th Apr 21, 7:50am
Stronger than expected US CPI inflation data. Market celebrates the inflation surprise by driving US equities higher, UST yields and USD lower. RBNZ Monetary Policy Review today not expected to rock the market.
Stronger than expected US CPI inflation data. Market celebrates the inflation surprise by driving US equities higher, UST yields and USD lower. RBNZ Monetary Policy Review today not expected to rock the market.
14th Apr 21, 7:50am

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