bnzeconomists
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Prices for NZ’s exports at a 17-month low, NZD down -0.7% with BNZ expecting dips toward 82.8 USc
3rd Sep 14, 8:30am
Prices for NZ’s exports at a 17-month low, NZD down -0.7% with BNZ expecting dips toward 82.8 USc
The US bond market back from the long weekend on a tear, boosted by strong US data
3rd Sep 14, 8:16am
The US bond market back from the long weekend on a tear, boosted by strong US data
Sleepy trading focuses on weak factory data, but awaits policy decisions from the ECB, Chinese officials, and the RBA
2nd Sep 14, 8:19am
Sleepy trading focuses on weak factory data, but awaits policy decisions from the ECB, Chinese officials, and the RBA
NZ rates higher but little drive; German rates fall again, ECB expected to cut although markets not certain
2nd Sep 14, 8:03am
NZ rates higher but little drive; German rates fall again, ECB expected to cut although markets not certain
Markets get better-than-expected US data, as-expected poor EU data, and currencies also affected by Ukraine fallout
1st Sep 14, 8:21am
Markets get better-than-expected US data, as-expected poor EU data, and currencies also affected by Ukraine fallout
Subdued bond markets see swap rates inch higher, but more action expected in coming week with five central bank reviews
1st Sep 14, 8:20am
Subdued bond markets see swap rates inch higher, but more action expected in coming week with five central bank reviews
NZD reacted to others yesterday but may find its own direction today with some key local data releases
29th Aug 14, 8:22am
NZD reacted to others yesterday but may find its own direction today with some key local data releases
Bond markets ignore US growth, worry about Europe and Ukraine, NZGB yields down but risks for offshore investors growing
29th Aug 14, 8:05am
Bond markets ignore US growth, worry about Europe and Ukraine, NZGB yields down but risks for offshore investors growing
NZD rises on Fonterra confidence, USD weakness, widening trouble in the Ukraine. Aussie capex data release may set trend for NZD today
28th Aug 14, 8:14am
NZD rises on Fonterra confidence, USD weakness, widening trouble in the Ukraine. Aussie capex data release may set trend for NZD today
Only rises in US yields can prevent rate inversion if OCR hikes resume next year; 2-10 spread at lowest since 2008
28th Aug 14, 7:54am
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Only rises in US yields can prevent rate inversion if OCR hikes resume next year; 2-10 spread at lowest since 2008
Yields trending down on speculation of currency intervention; lower currency removes one impediment to future rate hikes
27th Aug 14, 8:59am
Yields trending down on speculation of currency intervention; lower currency removes one impediment to future rate hikes
Sometime before any RBNZ intervention in currency confirmed; NZDAUD continues to slide south
27th Aug 14, 8:49am
Sometime before any RBNZ intervention in currency confirmed; NZDAUD continues to slide south
Kiwi's fall stops after unsubstantiated intervention rumour; no support expected from today's trade data
26th Aug 14, 9:03am
Kiwi's fall stops after unsubstantiated intervention rumour; no support expected from today's trade data
German IFO confidence weaker, bond yields lower, Draghi confirms more stimulus announcements soon, eyes on NZ trade data
26th Aug 14, 8:37am
German IFO confidence weaker, bond yields lower, Draghi confirms more stimulus announcements soon, eyes on NZ trade data
Prospects of ending US stimulus and earlier rate raises overshadowed by Ukraine risks; bond yields reflect geopolitical risks
25th Aug 14, 8:03am
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Prospects of ending US stimulus and earlier rate raises overshadowed by Ukraine risks; bond yields reflect geopolitical risks
Yellen still sees US jobs slack but also sees fast improvement; Draghi preparing for outright purchases of ABS; markets expect less from RBA or RBNZ
25th Aug 14, 8:02am
Yellen still sees US jobs slack but also sees fast improvement; Draghi preparing for outright purchases of ABS; markets expect less from RBA or RBNZ
S&P 500 index hits record highs as US data uniformly surprises to the upside; NZD recovering after dipping on weaker consumer confidence data
22nd Aug 14, 8:12am
S&P 500 index hits record highs as US data uniformly surprises to the upside; NZD recovering after dipping on weaker consumer confidence data
Recent data more likely to see RBNZ resume rate hikes than market pricing assumes, says BNZ. Swaps push higher
22nd Aug 14, 8:03am
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Recent data more likely to see RBNZ resume rate hikes than market pricing assumes, says BNZ. Swaps push higher
Hawkish tilt to Fed minutes sees USD kick higher although concern on slack labour market lingers
21st Aug 14, 8:06am
Hawkish tilt to Fed minutes sees USD kick higher although concern on slack labour market lingers
A lower currency may convince markets OCR rate hikes are back on track; US and UK central banks turn hawkish
21st Aug 14, 7:57am
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A lower currency may convince markets OCR rate hikes are back on track; US and UK central banks turn hawkish
Q2 PPI data in line with indications but surprised market causing a sell-off in NZD; US data better than expected overnight giving USD some broader support
20th Aug 14, 8:16am
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Q2 PPI data in line with indications but surprised market causing a sell-off in NZD; US data better than expected overnight giving USD some broader support
Rare Kauri adds receiving interest, DMO signals more large IIBs and syndication, ears on central bank talk
20th Aug 14, 8:11am
Rare Kauri adds receiving interest, DMO signals more large IIBs and syndication, ears on central bank talk
Eyes on the GDT auction to set the next NZD trend; eyes on US Fed and BofE rate rising signals
19th Aug 14, 8:58am
Eyes on the GDT auction to set the next NZD trend; eyes on US Fed and BofE rate rising signals
Better than expected US housing data and lower Ukraine risk helps UST yields rise
19th Aug 14, 8:35am
Better than expected US housing data and lower Ukraine risk helps UST yields rise
USD on the back foot as US confidence reports underwhelm and geopolitics adds to uncertainty
18th Aug 14, 8:04am
USD on the back foot as US confidence reports underwhelm and geopolitics adds to uncertainty