Economy
Westpac economists say we should expect the Reserve Bank to be unforgiving of any shocks that boost the growth and inflation outlook over the next year. Also, the RBNZ will likely be less willing to pre-emptively ease, as markets seem to currently expect
4th Dec 23, 12:15pm
14
Westpac economists say we should expect the Reserve Bank to be unforgiving of any shocks that boost the growth and inflation outlook over the next year. Also, the RBNZ will likely be less willing to pre-emptively ease, as markets seem to currently expect
US factory PMIs reflect lower demand; Canada jobless rate up; China factory PMI finds new orders; China has bankruptcy problem; UST 10yr 4.21%; gold hits record while oil drops; NZ$1 = 62.1 USc; TWI-5 = 70.8
4th Dec 23, 7:19am
57
US factory PMIs reflect lower demand; Canada jobless rate up; China factory PMI finds new orders; China has bankruptcy problem; UST 10yr 4.21%; gold hits record while oil drops; NZ$1 = 62.1 USc; TWI-5 = 70.8
Mohamed El-Erian worries that domestic political divisions and market volatility could exacerbate financial vulnerabilities
2nd Dec 23, 9:28am
4
Mohamed El-Erian worries that domestic political divisions and market volatility could exacerbate financial vulnerabilities
Andrew Sheng & Xiao Geng assess the outcome of China's first Central Financial Work Conference in six years
2nd Dec 23, 8:20am
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Andrew Sheng & Xiao Geng assess the outcome of China's first Central Financial Work Conference in six years
Lower demand trims PMIs in US; Canada's labour force grows more than jobs; China struggles for momentum; heat leaves Aussie housing markets; UST 10yr 4.21%; gold up and oil dumped; NZ$1 = 62 USc; TWI-5 = 70.7
2nd Dec 23, 7:58am
41
Lower demand trims PMIs in US; Canada's labour force grows more than jobs; China struggles for momentum; heat leaves Aussie housing markets; UST 10yr 4.21%; gold up and oil dumped; NZ$1 = 62 USc; TWI-5 = 70.7
A review of things you need to know before you sign off on Friday; no retail rate changes, low confidence improves, high stocks rise, low stress rises, swaps up, NZD firms, & more
1st Dec 23, 3:59pm
23
A review of things you need to know before you sign off on Friday; no retail rate changes, low confidence improves, high stocks rise, low stress rises, swaps up, NZD firms, & more
US data modest as inflation pressures recede; Canada GDP negative; India GDP growth impresses; China PMIs retreat; EU inflation eases; UST 10yr 4.34%; gold and oil soft; NZ$1 = 61.7 USc; TWI-5 = 70.5
1st Dec 23, 7:21am
36
US data modest as inflation pressures recede; Canada GDP negative; India GDP growth impresses; China PMIs retreat; EU inflation eases; UST 10yr 4.34%; gold and oil soft; NZ$1 = 61.7 USc; TWI-5 = 70.5
A review of things you need to know before you sign off on Thursday; building consents struggle, confidence honeymoon extends, NZGBs popular, TDs very popular, swaps stable, NZD reverts, & more
30th Nov 23, 3:59pm
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A review of things you need to know before you sign off on Thursday; building consents struggle, confidence honeymoon extends, NZGBs popular, TDs very popular, swaps stable, NZD reverts, & more
Infometrics' Sabrina Swerdloff takes a look at internal migration, noting the factors influencing it might be simpler than expected
30th Nov 23, 11:41am
5
Infometrics' Sabrina Swerdloff takes a look at internal migration, noting the factors influencing it might be simpler than expected
US growth impresses; Singapore PPI drops again; German inflation moderates; ditto Australia; OECD forecasts tame NZ rebound; UST 10yr 4.28%; gold and oil firm; NZ$1 = 60.7 USc; TWI-5 = 69.6
30th Nov 23, 7:21am
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US growth impresses; Singapore PPI drops again; German inflation moderates; ditto Australia; OECD forecasts tame NZ rebound; UST 10yr 4.28%; gold and oil firm; NZ$1 = 60.7 USc; TWI-5 = 69.6
A review of things you need to know before you sign off on Wednesday; OCR unchanged by hawkish RBNZ; smaller bank profits under pressure; FHBs reticent; swaps jump; NZD jumps, & more
29th Nov 23, 3:59pm
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A review of things you need to know before you sign off on Wednesday; OCR unchanged by hawkish RBNZ; smaller bank profits under pressure; FHBs reticent; swaps jump; NZD jumps, & more
US retail data impresses, sentiment up; Fed speakers suggest US economy tracking well; China opens up on debt pressures; Aussie retail weak; UST 10yr 4.37%; gold and oil up; NZ$1 = 61.4 USc; TWI-5 = 69.9
29th Nov 23, 7:18am
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US retail data impresses, sentiment up; Fed speakers suggest US economy tracking well; China opens up on debt pressures; Aussie retail weak; UST 10yr 4.37%; gold and oil up; NZ$1 = 61.4 USc; TWI-5 = 69.9
A review of things you need to know before you sign off on Tuesday; no retail rates changes, strong worker inflows, wind generation capacity important now, solid payroll growth, swaps lower, NZD stable, & more
28th Nov 23, 3:59pm
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A review of things you need to know before you sign off on Tuesday; no retail rates changes, strong worker inflows, wind generation capacity important now, solid payroll growth, swaps lower, NZD stable, & more
Overseas worker arrivals continue strong bounce back following the removal of pandemic travel restrictions
28th Nov 23, 10:08am
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Overseas worker arrivals continue strong bounce back following the removal of pandemic travel restrictions
US new house sales retreat; UST bond auctions well supported; China profit falls stabilise; China markets get new liquidity stress; UST 10yr 4.40%; gold up and oil low & flat; NZ$1 = 60.9 USc; TWI-5 = 69.8
28th Nov 23, 7:19am
65
US new house sales retreat; UST bond auctions well supported; China profit falls stabilise; China markets get new liquidity stress; UST 10yr 4.40%; gold up and oil low & flat; NZ$1 = 60.9 USc; TWI-5 = 69.8
A review of things you need to know before you sign off on Monday; auction sales tough, FHBs hold up mortgage market, 'misleading' MAS pinged, KiwiSaver funds have weak quarter, swaps up, NZD stable, & more
27th Nov 23, 3:59pm
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A review of things you need to know before you sign off on Monday; auction sales tough, FHBs hold up mortgage market, 'misleading' MAS pinged, KiwiSaver funds have weak quarter, swaps up, NZD stable, & more
Mark Fabian asks whether green growth or degrowth is the right way to tackle climate change
27th Nov 23, 12:22pm
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Mark Fabian asks whether green growth or degrowth is the right way to tackle climate change
US holiday retail sends positive signals; Canadian retail up; China faces shadow bank risks; governing realities face Argentine & Dutch election winners; UST 10yr 4.47%; gold up and oil down; NZ$1 = 60.8 USc; TWI-5 = 69.8
27th Nov 23, 7:19am
10
US holiday retail sends positive signals; Canadian retail up; China faces shadow bank risks; governing realities face Argentine & Dutch election winners; UST 10yr 4.47%; gold up and oil down; NZ$1 = 60.8 USc; TWI-5 = 69.8
Nouriel Roubini predicts a bright future - if we can survive the next few decades of economic instability and political chaos
25th Nov 23, 10:24am
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Nouriel Roubini predicts a bright future - if we can survive the next few decades of economic instability and political chaos
Ross Stitt finds young Australians reaching life’s major milestones like taking on major debt commitments at a later stage than earlier generations, and economic satisfaction there is the lowest ever recorded
25th Nov 23, 9:26am
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Ross Stitt finds young Australians reaching life’s major milestones like taking on major debt commitments at a later stage than earlier generations, and economic satisfaction there is the lowest ever recorded
US PMI expands slightly; Canada wins dairy dispute; Japanese inflation rises; Singapore industrial production jumps; China's property risks worsen; UST 10yr 4.47%; gold firm and oil stable; NZ$1 = 60.7 USc; TWI-5 = 69.7
25th Nov 23, 8:40am
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US PMI expands slightly; Canada wins dairy dispute; Japanese inflation rises; Singapore industrial production jumps; China's property risks worsen; UST 10yr 4.47%; gold firm and oil stable; NZ$1 = 60.7 USc; TWI-5 = 69.7
A review of things you need to know before you sign off on Friday; 3-party govt detailed, retail sales soft, economy slowing on a per capital basis, Aussie banks push ahead of NZ banks in scam fight, auditors improving, NZD steady
24th Nov 23, 3:58pm
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A review of things you need to know before you sign off on Friday; 3-party govt detailed, retail sales soft, economy slowing on a per capital basis, Aussie banks push ahead of NZ banks in scam fight, auditors improving, NZD steady
Eyes on US retail impulse; many central bank rate reviews; eyes on respiratory illness outbreak in China; merchandise trade sinks; freight rates retreat; UST 10yr 4.45%; gold holds and oil recovers; NZ$1 = 60.7 USc; TWI-5 = 69.6
24th Nov 23, 7:20am
60
Eyes on US retail impulse; many central bank rate reviews; eyes on respiratory illness outbreak in China; merchandise trade sinks; freight rates retreat; UST 10yr 4.45%; gold holds and oil recovers; NZ$1 = 60.7 USc; TWI-5 = 69.6
A review of things you need to know before you sign off on Thursday; spring housing market lackluster, wages up, Tower soggy, EU-NZ FTA up-voted, another strong bond tender. swaps up, NZD on hold, & more
23rd Nov 23, 4:00pm
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A review of things you need to know before you sign off on Thursday; spring housing market lackluster, wages up, Tower soggy, EU-NZ FTA up-voted, another strong bond tender. swaps up, NZD on hold, & more
US data unimpressive; Canada says done with rate hikes; Australia flags rising inflation challenge; China confronts credit stress; ECB sees stress; UST 10yr 4.43%; gold down and oil sinks; NZ$1 = 60.7 USc; TWI-5 = 69.6
23rd Nov 23, 7:19am
72
US data unimpressive; Canada says done with rate hikes; Australia flags rising inflation challenge; China confronts credit stress; ECB sees stress; UST 10yr 4.43%; gold down and oil sinks; NZ$1 = 60.7 USc; TWI-5 = 69.6