David Chaston

A review of things you need to know before you sign off on Friday; only minor retail rates changes, office vacancy rates high & rising, grocery prices unchanged & compare well with Australia, swaps hold, NZD holds, & more

A review of things you need to know before you sign off on Friday; only minor retail rates changes, office vacancy rates high & rising, grocery prices unchanged & compare well with Australia, swaps hold, NZD holds, & more

US labour market starts to show weak signs; US trade hits unwanted record; Canada shines; ECB cuts; Alfred hits; freight rates retreat; UST 10yr at 4.29%, gold holds and oil soft; NZ$1 = 57.5 USc; TWI = 66.7

US labour market starts to show weak signs; US trade hits unwanted record; Canada shines; ECB cuts; Alfred hits; freight rates retreat; UST 10yr at 4.29%, gold holds and oil soft; NZ$1 = 57.5 USc; TWI = 66.7

A review of things you need to know before you sign off on Thursday; no retail rate changes, weak building sector, high demand for NZGBs, more bosses depart, swaps firmish, long yields rise, NZD firm, & more

A review of things you need to know before you sign off on Thursday; no retail rate changes, weak building sector, high demand for NZGBs, more bosses depart, swaps firmish, long yields rise, NZD firm, & more

Lower home loan rate offer changes are in a quiet phase and the background funding environment isn't opening many opportunities for banks to go much lower, meaning the next circuit breaker is hard to see

Lower home loan rate offer changes are in a quiet phase and the background funding environment isn't opening many opportunities for banks to go much lower, meaning the next circuit breaker is hard to see

US data integrity threats; China goes all-in on debt funded growth; tariff threats waver; Japan positive; Aussie growth modest; UST 10yr at 4.28%, curves steepen; gold firm and oil drops further; NZ$1 = 57.1 USc; TWI = 66.6

US data integrity threats; China goes all-in on debt funded growth; tariff threats waver; Japan positive; Aussie growth modest; UST 10yr at 4.28%, curves steepen; gold firm and oil drops further; NZ$1 = 57.1 USc; TWI = 66.6

A review of things you need to know before you sign off on Wednesday; ICBC launches hot mortgage rate with cashback incentive, Orr resigns, retail stays weak, commodity prices stay high, car sales weak, swaps little-changed, NZD firms, & more

A review of things you need to know before you sign off on Wednesday; ICBC launches hot mortgage rate with cashback incentive, Orr resigns, retail stays weak, commodity prices stay high, car sales weak, swaps little-changed, NZD firms, & more

Dairy prices dip less than expected; tariff war skirmishes turn into battles, everyone is losing; markets and sentiment retreat; eyes on Cyclone Alfred; UST 10yr at 4.19%; gold firms and oil drops further; NZ$1 = 56.2 USc; TWI = 66.1

Dairy prices dip less than expected; tariff war skirmishes turn into battles, everyone is losing; markets and sentiment retreat; eyes on Cyclone Alfred; UST 10yr at 4.19%; gold firms and oil drops further; NZ$1 = 56.2 USc; TWI = 66.1

A review of things you need to know before you sign off on Tuesday; Auckland house sales sag, fewer houses built, loan arrears rise, other building consents soft too, swaps down, NZD slips, & more

A review of things you need to know before you sign off on Tuesday; Auckland house sales sag, fewer houses built, loan arrears rise, other building consents soft too, swaps down, NZD slips, & more

Sudden mood change in the US economy; Canada & Mexico prepare for imminent tariffs; Australia prepares for imminent election; everyone readies looser policy settings; UST 10yr at 4.23%; gold firms and oil dips; NZ$1 = 56.3 USc; TWI = 66.2

Sudden mood change in the US economy; Canada & Mexico prepare for imminent tariffs; Australia prepares for imminent election; everyone readies looser policy settings; UST 10yr at 4.23%; gold firms and oil dips; NZ$1 = 56.3 USc; TWI = 66.2

Our email newsletters are a fast and convenient way to get the data and analysis you need direct into your Inbox. There is a focused newsletter for most sectors of the New Zealand economy

Our email newsletters are a fast and convenient way to get the data and analysis you need direct into your Inbox. There is a focused newsletter for most sectors of the New Zealand economy

A review of things you need to know before you sign off on Monday; more retail rate cuts, terms of trade surges, house buyers market stronger, non-performing housing loans rise, good KiwiSaver returns, swaps soft, NZX50 soft, & more

A review of things you need to know before you sign off on Monday; more retail rate cuts, terms of trade surges, house buyers market stronger, non-performing housing loans rise, good KiwiSaver returns, swaps soft, NZX50 soft, & more

China's PMIs no longer contracting; India growth stays strong; US personal incomes weaken; US trade deficit jumps & inventories rise; commodities soft; UST 10yr at 4.23%; gold down and oil holds; NZ$1 = 56 USc; TWI = 66.2

China's PMIs no longer contracting; India growth stays strong; US personal incomes weaken; US trade deficit jumps & inventories rise; commodities soft; UST 10yr at 4.23%; gold down and oil holds; NZ$1 = 56 USc; TWI = 66.2

Markets recoil at how US policy is playing out; US reports distorted trends; Canada GDP surprises higher; Indian GDP growth up; air travel rises sharply; UST 10yr at 4.23%; gold down and oil holds; NZ$1 = 56 USc; TWI = 66.2

Markets recoil at how US policy is playing out; US reports distorted trends; Canada GDP surprises higher; Indian GDP growth up; air travel rises sharply; UST 10yr at 4.23%; gold down and oil holds; NZ$1 = 56 USc; TWI = 66.2

A review of things you need to know before you sign off on Friday; rate cut flurry runs out of steam, jobs & consumer sentiment stable but still negative, insurers get survey results they want (and paid for), swaps stable, NZD soft, & more

A review of things you need to know before you sign off on Friday; rate cut flurry runs out of steam, jobs & consumer sentiment stable but still negative, insurers get survey results they want (and paid for), swaps stable, NZD soft, & more

US economic data sags further as more tariffs announced; Canadians react; EU sentiment firms; Container freight rates fall; UST 10yr at 4.29%; gold down and oil up; NZ$1 = 56.5 USc; TWI = 66.5

US economic data sags further as more tariffs announced; Canadians react; EU sentiment firms; Container freight rates fall; UST 10yr at 4.29%; gold down and oil up; NZ$1 = 56.5 USc; TWI = 66.5

A review of things you need to know before you sign off on Thursday; BNZ & Kiwi Bond rates trimmed, business sentiment stays elevated, one in 6 disabled, bank profit problems, electricity market problems, swaps stable, NZD softish, & more

A review of things you need to know before you sign off on Thursday; BNZ & Kiwi Bond rates trimmed, business sentiment stays elevated, one in 6 disabled, bank profit problems, electricity market problems, swaps stable, NZD softish, & more

Treasury reduces Kiwi Bond interest rates, the benchmark for risk-free saving for retail savers, their second cut in 2025

Treasury reduces Kiwi Bond interest rates, the benchmark for risk-free saving for retail savers, their second cut in 2025

US housing market data weak; China eyes huge new debt moves; Singapore shines as does Taiwan; Aussie inflation under control; UST 10yr at 4.27%; gold up and oil holds low; NZ$1 = 57.1 USc; TWI = 66.9

US housing market data weak; China eyes huge new debt moves; Singapore shines as does Taiwan; Aussie inflation under control; UST 10yr at 4.27%; gold up and oil holds low; NZ$1 = 57.1 USc; TWI = 66.9

A review of things you need to know before you sign off on Wednesday; focus on test rates, PIEs get global attention, house build costs rise, S&P looking at local authority credit ratings, swaps stable again, NZD softish, & more

A review of things you need to know before you sign off on Wednesday; focus on test rates, PIEs get global attention, house build costs rise, S&P looking at local authority credit ratings, swaps stable again, NZD softish, & more

Is aversion to Elon Musk's politics behind Tesla EVs falling sharply out of favour in New Zealand?

Is aversion to Elon Musk's politics behind Tesla EVs falling sharply out of favour in New Zealand?

US data resilient, but consumer confidence takes a hit; financial markets react; Taiwan stays strong; Korea cuts rates; Aussie election prospects still uncertain; UST 10yr at 4.31%; gold and oil drop; NZ$1 = 57.2 USc; TWI = 66.9

US data resilient, but consumer confidence takes a hit; financial markets react; Taiwan stays strong; Korea cuts rates; Aussie election prospects still uncertain; UST 10yr at 4.31%; gold and oil drop; NZ$1 = 57.2 USc; TWI = 66.9

A review of things you need to know before you sign off on Tuesday; more retail rate cuts, fewer Auckland houses built, fears over winter power, NZX hurt by Ryman, swaps stable, NZD stable, & more

A review of things you need to know before you sign off on Tuesday; more retail rate cuts, fewer Auckland houses built, fears over winter power, NZX hurt by Ryman, swaps stable, NZD stable, & more

More mortgage rate cuts by more banks shifts who has the lowest rates, as banks jockey for position in a very competitive marketplace because new loan growth is quite limited

More mortgage rate cuts by more banks shifts who has the lowest rates, as banks jockey for position in a very competitive marketplace because new loan growth is quite limited

Two key US surveys point to contractions; UST 2yr yield slips; Singapore inflation dives; local power price spike; UST 10yr at 4.41%; gold and oil firm; NZ$1 = 57.5 USc; TWI = 67.2

Two key US surveys point to contractions; UST 2yr yield slips; Singapore inflation dives; local power price spike; UST 10yr at 4.41%; gold and oil firm; NZ$1 = 57.5 USc; TWI = 67.2

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To keep our content free we are making some changes to access to our email newsletters, and to our commenting process