bnzeconomists

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Articles by bnzeconomists

21st Jan 16, 8:01am
Excess supply main driver behind continued weakness in oil price; carnage across equity markets on open; AUD & NZD out of favour as market moves to risk off mode
Excess supply main driver behind continued weakness in oil price; carnage across equity markets on open; AUD & NZD out of favour as market moves to risk off mode
21st Jan 16, 8:01am
20th Jan 16, 8:23am
2
NZ swap market continues to see preference for receiving fixed rates; falls in oil price and sluggish global growth will mean central banks will undershoot inflation expectations
NZ swap market continues to see preference for receiving fixed rates; falls in oil price and sluggish global growth will mean central banks will undershoot inflation expectations
20th Jan 16, 8:23am
20th Jan 16, 8:14am
China's GDP a smidge below forecasts but traders wanted excuse to sell assets; improved mood overnight has NZD, equities and commodities up; Fonterra auction better than expected
China's GDP a smidge below forecasts but traders wanted excuse to sell assets; improved mood overnight has NZD, equities and commodities up; Fonterra auction better than expected
20th Jan 16, 8:14am
19th Jan 16, 8:34am
Overseas investors keen receivers of NZ rates at a time when mortgage and local corporate paying flows are light
Overseas investors keen receivers of NZ rates at a time when mortgage and local corporate paying flows are light
19th Jan 16, 8:34am
19th Jan 16, 8:12am
PBoC imposing reserve-requirement ratios on yuan deposited onshore by overseas financial institutions; stronger Yuan fix boosts Asia-Pacific currencies; oil price stabilises after trading sub $28
PBoC imposing reserve-requirement ratios on yuan deposited onshore by overseas financial institutions; stronger Yuan fix boosts Asia-Pacific currencies; oil price stabilises after trading sub $28
19th Jan 16, 8:12am
18th Jan 16, 7:50am
Weak global data rocks markets; risk off mood sends Yen to fresh highs; NZD holding up compared to other 'risky' currencies, Aussie dollar not so lucky
Weak global data rocks markets; risk off mood sends Yen to fresh highs; NZD holding up compared to other 'risky' currencies, Aussie dollar not so lucky
18th Jan 16, 7:50am
8th Jan 16, 9:06am
China market shenanigans repeat, with echos worldwide. The AUD the 'worst performer'. Risks for the NZD are to the downside
China market shenanigans repeat, with echos worldwide. The AUD the 'worst performer'. Risks for the NZD are to the downside
8th Jan 16, 9:06am
8th Jan 16, 8:58am
1
NZ and global interest rates extend their slow soft slide with NZ rates leading the way
NZ and global interest rates extend their slow soft slide with NZ rates leading the way
8th Jan 16, 8:58am
7th Jan 16, 9:01am
Asia sentiment glum although better data out for the US and Europe. NZD seen as ajusting back from December distortions
Asia sentiment glum although better data out for the US and Europe. NZD seen as ajusting back from December distortions
7th Jan 16, 9:01am
7th Jan 16, 8:53am
NZ Govt bond values rise, yields fall as bond-swap spreads move back to more normal levels. Swap rates see downward pressure too
NZ Govt bond values rise, yields fall as bond-swap spreads move back to more normal levels. Swap rates see downward pressure too
7th Jan 16, 8:53am
6th Jan 16, 9:05am
Markets show disdain for Chinese market manipulations. Commodities fall along with commodity currencies. Fed tries to add unpredicatibility
Markets show disdain for Chinese market manipulations. Commodities fall along with commodity currencies. Fed tries to add unpredicatibility
6th Jan 16, 9:05am
6th Jan 16, 8:56am
NZ-US 10-year rate spread at 124 bps, but with NZ bonds to outperform US expect that spread to fall: BNZ
NZ-US 10-year rate spread at 124 bps, but with NZ bonds to outperform US expect that spread to fall: BNZ
6th Jan 16, 8:56am
5th Jan 16, 9:21am
4
Many punters don’t have much conviction in the global economic outlook for 2016. Mid-East tensions and China anxiety fuel a bumpy start
Many punters don’t have much conviction in the global economic outlook for 2016. Mid-East tensions and China anxiety fuel a bumpy start
5th Jan 16, 9:21am
5th Jan 16, 9:08am
2
Quiet local trading expected. Two year swap rate may be at top of its range: BNZ
Quiet local trading expected. Two year swap rate may be at top of its range: BNZ
5th Jan 16, 9:08am
18th Dec 15, 8:29am
Fed optimism drives greenback higher. Commodity currencies hit, with the Aussie hit harder than the Kiwi
Fed optimism drives greenback higher. Commodity currencies hit, with the Aussie hit harder than the Kiwi
18th Dec 15, 8:29am
18th Dec 15, 8:14am
1
Relief as Fed liftoff goes smoothly. NZ swap rates steepen and settle after OCR cut. Eyes on business confidence survey
Relief as Fed liftoff goes smoothly. NZ swap rates steepen and settle after OCR cut. Eyes on business confidence survey
18th Dec 15, 8:14am
17th Dec 15, 8:42am
US 10-year treasuries continue to rise; NZ swap rate hits 4-month high; NZ current account deficit could rise to as much as 5% of GDP
US 10-year treasuries continue to rise; NZ swap rate hits 4-month high; NZ current account deficit could rise to as much as 5% of GDP
17th Dec 15, 8:42am
14th Jul 15, 8:07am
Parliaments in six countries must first approve Greek deal, no sure thing. US economy performing well. But local data all looks soft
Parliaments in six countries must first approve Greek deal, no sure thing. US economy performing well. But local data all looks soft
14th Jul 15, 8:07am
29th May 15, 8:24am
14
Recent optimism on a Greek deal has sobered; surprise in further trimming of Fonterra milk price; US$ finds some friends and Kiwi trades to 2015 lows
Recent optimism on a Greek deal has sobered; surprise in further trimming of Fonterra milk price; US$ finds some friends and Kiwi trades to 2015 lows
29th May 15, 8:24am
12th May 15, 7:57am
1
NZ rate cuts still some way off despite current market pricing, but when they come there could be a series of them
NZ rate cuts still some way off despite current market pricing, but when they come there could be a series of them
12th May 15, 7:57am

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