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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
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
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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
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
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Risk on session overnight - equities, commodities, NZD and AUD all higher. US 10-year rate slips further despite yesterday's strong CPI release
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
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
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Fed officials seem to confirm a November tapering announcement is coming, with markets raising Fed rate hike expectations. Commodity currencies outperform
Energy prices and bond yields continue to head higher. AUD outperforms as NSW starts reopening, NZD/AUD hits a fresh 2-month low
12th Oct 21, 7:47am
Energy prices and bond yields continue to head higher. AUD outperforms as NSW starts reopening, NZD/AUD hits a fresh 2-month low
Roger J Kerr says the currency markets are signalling that the performance of the NZ economy over the next 12 months is likely to be inferior to peers and competitors
11th Oct 21, 7:56am
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Roger J Kerr says the currency markets are signalling that the performance of the NZ economy over the next 12 months is likely to be inferior to peers and competitors
A mixed US payrolls report seen as unlikely to stop the Fed announcing tapering in November. Bond yields continue to head higher as inflation concerns start to mount
11th Oct 21, 7:42am
A mixed US payrolls report seen as unlikely to stop the Fed announcing tapering in November. Bond yields continue to head higher as inflation concerns start to mount
Market sentiment improves with equities rebounding strongly, US 10-year rising to 1.57%, commodity currencies outperforming
8th Oct 21, 7:43am
Market sentiment improves with equities rebounding strongly, US 10-year rising to 1.57%, commodity currencies outperforming
Natural gas prices surge higher, before soothing comments form President Putin save the day. Still, confidence knocked and risk assets underperform overnight
7th Oct 21, 7:27am
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Natural gas prices surge higher, before soothing comments form President Putin save the day. Still, confidence knocked and risk assets underperform overnight
Global equities rebound. Surging commodity prices push up break-even inflation yields; US 10-year rate back above 1.5%. OIS market prices in 86% chance of a 25bps RBNZ hike today
6th Oct 21, 7:51am
Global equities rebound. Surging commodity prices push up break-even inflation yields; US 10-year rate back above 1.5%. OIS market prices in 86% chance of a 25bps RBNZ hike today
Big tech tumbles, dragging down S&P500. Global energy crisis getting worse by the day, as coal prices rise to a record high and oil prices up to multi-year highs. USD falls back after last week's rise
5th Oct 21, 7:42am
Big tech tumbles, dragging down S&P500. Global energy crisis getting worse by the day, as coal prices rise to a record high and oil prices up to multi-year highs. USD falls back after last week's rise
Roger J Kerr sees a day of reckoning and crunch-time ahead for the Kiwi dollar
4th Oct 21, 7:55am
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Roger J Kerr sees a day of reckoning and crunch-time ahead for the Kiwi dollar
US equities finish last week strongly. Positive trial results from Merck's Covid treatment drug helping sentiment. USD weaker as risk appetite improves.
4th Oct 21, 7:48am
US equities finish last week strongly. Positive trial results from Merck's Covid treatment drug helping sentiment. USD weaker as risk appetite improves.
S&P500 remains under pressure, set for worst month since last March. US 10-year rate unchanged, USD gives back some of this week's sharp appreciation
1st Oct 21, 7:53am
S&P500 remains under pressure, set for worst month since last March. US 10-year rate unchanged, USD gives back some of this week's sharp appreciation
USD surges ahead, many majors break key levels. NZD underperforms, not helped by bad news on local COVID-19 outbreak and dwindling vaccination rate. Equity and bond markets settle down after recent sell-offs
30th Sep 21, 7:54am
USD surges ahead, many majors break key levels. NZD underperforms, not helped by bad news on local COVID-19 outbreak and dwindling vaccination rate. Equity and bond markets settle down after recent sell-offs
Whiffs of stagflation see equity markets tumble and global rates continue to push higher as energy prices rise and global growth potholes deepen
29th Sep 21, 7:50am
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Whiffs of stagflation see equity markets tumble and global rates continue to push higher as energy prices rise and global growth potholes deepen
Global reflation trade returns to the fore. US 10-year rate temporarily breaks above 1.5%; Cyclical sectors for US equities outperform. Commodity prices higher; Brent crude near USD80
28th Sep 21, 7:57am
Global reflation trade returns to the fore. US 10-year rate temporarily breaks above 1.5%; Cyclical sectors for US equities outperform. Commodity prices higher; Brent crude near USD80
Roger J Kerr says the important thing from the RBNZ's October 6 rates review will be how the RBNZ sees the NZ economy extracting itself from the massive fiscal and monetary stimulus it has been supported by over the last 18 months
27th Sep 21, 8:02am
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Roger J Kerr says the important thing from the RBNZ's October 6 rates review will be how the RBNZ sees the NZ economy extracting itself from the massive fiscal and monetary stimulus it has been supported by over the last 18 months
Market moves more restrained on Friday after a volatile week. Evergrande still in the headlines. Global rates push higher again, with US 10-year up to 1.45%, NZ 10-year swap rate to 2.20%
27th Sep 21, 7:57am
Market moves more restrained on Friday after a volatile week. Evergrande still in the headlines. Global rates push higher again, with US 10-year up to 1.45%, NZ 10-year swap rate to 2.20%
Global rates jump higher - US 10-year rate above 1.40% for first time since July. Equity markets rebound further. USD falls amidst improving risk appetite
24th Sep 21, 7:52am
Global rates jump higher - US 10-year rate above 1.40% for first time since July. Equity markets rebound further. USD falls amidst improving risk appetite
Risk appetite improves after Evergrande negotiates a coupon payment. Fed adopts a more hawkish stance, but market well prepared for that. FOMC members bring forward rate hike expectations
23rd Sep 21, 7:48am
Risk appetite improves after Evergrande negotiates a coupon payment. Fed adopts a more hawkish stance, but market well prepared for that. FOMC members bring forward rate hike expectations
Equity markets settle after yesterday's chunky selloff. Still awaiting news on Evergrande restructuring. NZ rates lower and NZD on soft side post-RBNZ speech
22nd Sep 21, 7:44am
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Equity markets settle after yesterday's chunky selloff. Still awaiting news on Evergrande restructuring. NZ rates lower and NZD on soft side post-RBNZ speech
Market concerns about pending collapse of China's Evergrande dominate pricing. Global equity markets show chunky falls; global rates rally
21st Sep 21, 7:37am
Market concerns about pending collapse of China's Evergrande dominate pricing. Global equity markets show chunky falls; global rates rally