David Chaston

Russian invades Ukraine in limited manner; US PMIs healthy; UST yields rise; China to mine more coal, cut taxes; commodities rise; UST 10yr 1.93%; oil and gold up; NZ$1 = 67.5 USc; TWI-5 = 71.9

Russian invades Ukraine in limited manner; US PMIs healthy; UST yields rise; China to mine more coal, cut taxes; commodities rise; UST 10yr 1.93%; oil and gold up; NZ$1 = 67.5 USc; TWI-5 = 71.9

A review of things you need to know before you go home on Tuesday; TSB raised a key rate, FHB affordability improves with lower house prices, credit card balances atrophy, swaps down, NZD firm, & more

A review of things you need to know before you go home on Tuesday; TSB raised a key rate, FHB affordability improves with lower house prices, credit card balances atrophy, swaps down, NZD firm, & more

Ukraine dominates headlines; China's house prices slip; Taiwan export orders high; EU PMIs positive; ditto Australian PMIs; UST 10yr 1.93%; oil firm but gold soft; NZ$1 = 67.2 USc; TWI-5 = 71.6

Ukraine dominates headlines; China's house prices slip; Taiwan export orders high; EU PMIs positive; ditto Australian PMIs; UST 10yr 1.93%; oil firm but gold soft; NZ$1 = 67.2 USc; TWI-5 = 71.6

A review of things you need to know before you go home on Monday; more retail rate changes, more support grants & loans, NZIER shadow board wants big OCR hike, swaps slip, NZD firm, & more

A review of things you need to know before you go home on Monday; more retail rate changes, more support grants & loans, NZIER shadow board wants big OCR hike, swaps slip, NZD firm, & more

China's property woes worsen; Hong Kong exodus intensifies; no Japanese inflation rise; Ukraine juices some commodity prices; AGL gets surprise bid; UST 10yr 1.93%; oil and gold up; NZ$1 = 66.9 USc; TWI-5 = 71.5

China's property woes worsen; Hong Kong exodus intensifies; no Japanese inflation rise; Ukraine juices some commodity prices; AGL gets surprise bid; UST 10yr 1.93%; oil and gold up; NZ$1 = 66.9 USc; TWI-5 = 71.5

Markets eye Ukraine risks; US housing market hot; Canada retail sales up; Japanese CPI low; Hong Kong exodus; EU sentiment slips; UST 10yr 1.93%; oil down and gold up; NZ$1 = 67 USc; TWI-5 = 71.5

Markets eye Ukraine risks; US housing market hot; Canada retail sales up; Japanese CPI low; Hong Kong exodus; EU sentiment slips; UST 10yr 1.93%; oil down and gold up; NZ$1 = 67 USc; TWI-5 = 71.5

A review of things you need to know before you go home on Friday; retail rates rise, inflation expectations up, eyes on supply chain cartels, producer prices up sharply, swaps slip, NZD firms, & more

A review of things you need to know before you go home on Friday; retail rates rise, inflation expectations up, eyes on supply chain cartels, producer prices up sharply, swaps slip, NZD firms, & more

Term deposit rates are moving up, following mortgage rates, and wholesale financial pressures. But there's no evidence the smallness of the recent increases are out of line with how they have always moved

Term deposit rates are moving up, following mortgage rates, and wholesale financial pressures. But there's no evidence the smallness of the recent increases are out of line with how they have always moved

David Chaston assesses the current round of mortgage rate increases in the perspective of how rates have changed over the past five years, and suggests there's serious upside ahead

David Chaston assesses the current round of mortgage rate increases in the perspective of how rates have changed over the past five years, and suggests there's serious upside ahead

US jobless claims near all-time low; Fed's balance sheet tops out; Japan's machinery orders strong; China yuan appreciating; Aussie jobs stutter; UST 10yr 1.98%; oil down and gold up; NZ$1 = 67 USc; TWI-5 = 71.3

US jobless claims near all-time low; Fed's balance sheet tops out; Japan's machinery orders strong; China yuan appreciating; Aussie jobs stutter; UST 10yr 1.98%; oil down and gold up; NZ$1 = 67 USc; TWI-5 = 71.3

A review of things you need to know before you go home on Thursday; BNZ raises some home loan rates, Crown deficits embed, tax take very high & rising, population stable but ageing. swaps retreat, NZF firms, & more

A review of things you need to know before you go home on Thursday; BNZ raises some home loan rates, Crown deficits embed, tax take very high & rising, population stable but ageing. swaps retreat, NZF firms, & more

Retail sales lead a broad range of positive American data; Canada CPI high; China inflation low; EU industrial production up; RBA to raise rates soon; UST 10yr 2.04%; oil and gold rise; NZ$1 = 66.7 USc; TWI-5 = 71.1

Retail sales lead a broad range of positive American data; Canada CPI high; China inflation low; EU industrial production up; RBA to raise rates soon; UST 10yr 2.04%; oil and gold rise; NZ$1 = 66.7 USc; TWI-5 = 71.1

BNZ has raised some home loan rates too following ANZ, but somewhat surprisingly, it has lowered a key one as well. Meanwhile many swap rates move up to four to six year highs

BNZ has raised some home loan rates too following ANZ, but somewhat surprisingly, it has lowered a key one as well. Meanwhile many swap rates move up to four to six year highs

A review of things you need to know before you go home on Wednesday; no majors follow the ANZ yet, HPI confirms downward correction underway, dairy prices up, productivity data out, swaps rising, NZD stable, & more

A review of things you need to know before you go home on Wednesday; no majors follow the ANZ yet, HPI confirms downward correction underway, dairy prices up, productivity data out, swaps rising, NZD stable, & more

Dairy prices up; US retail rises; Canadian house prices zoom again; China gets tough jobs market; China FDI rise slows; mineral prices jump; UST 10yr 2.04%; oil and gold slip; NZ$1 = 66.3 USc; TWI-5 = 70.8

Dairy prices up; US retail rises; Canadian house prices zoom again; China gets tough jobs market; China FDI rise slows; mineral prices jump; UST 10yr 2.04%; oil and gold slip; NZ$1 = 66.3 USc; TWI-5 = 70.8

A review of things you need to know before you go home on Tuesday; some big ANZ retail rate moves, house prices and sales volumes fall, carbon price jumps, wet weather hurts arable sector, swaps up, NZD soft, & more

A review of things you need to know before you go home on Tuesday; some big ANZ retail rate moves, house prices and sales volumes fall, carbon price jumps, wet weather hurts arable sector, swaps up, NZD soft, & more

US inflation expectations unexpectedly ease; Canadian bridge re-opens; India inflation rises; UK forces BNPL to change some terms; UST 10yr 2.00%; oil stable and gold up; NZ$1 = 66.1 USc; TWI-5 = 70.8

US inflation expectations unexpectedly ease; Canadian bridge re-opens; India inflation rises; UK forces BNPL to change some terms; UST 10yr 2.00%; oil stable and gold up; NZ$1 = 66.1 USc; TWI-5 = 70.8

The nation's largest home loan lender takes a chance and pulls up some key home loan rates, with most of its fixed term offers now higher than all, probably hoping its main rivals will follow soon

The nation's largest home loan lender takes a chance and pulls up some key home loan rates, with most of its fixed term offers now higher than all, probably hoping its main rivals will follow soon

A review of things you need to know before you go home on Monday; Food prices burst higher, service sector struggling; landlords beware, Goff retires, swaps retreat, NZD soft, & more

A review of things you need to know before you go home on Monday; Food prices burst higher, service sector struggling; landlords beware, Goff retires, swaps retreat, NZD soft, & more

Challenger banks make changes to some key home loan rates, some up as expected, others down unexpectedly

Challenger banks make changes to some key home loan rates, some up as expected, others down unexpectedly

China concerned about food security; Chinese households save rather than spend or invest; US budget in huge positive turnaround; eyes on Ukraine; UST 10yr 1.92%; oil and gold up; NZ$1 = 66.4 USc; TWI-5 = 71.1

China concerned about food security; Chinese households save rather than spend or invest; US budget in huge positive turnaround; eyes on Ukraine; UST 10yr 1.92%; oil and gold up; NZ$1 = 66.4 USc; TWI-5 = 71.1

US consumer sentiment retreats; Taiwan still stars; German inflation eases; fast-rising Russian inflation draws big rate hike; ACCC case collapses; UST 10yr 2.04%; oil stable and gold up; NZ$1 = 66.6 USc; TWI-5 = 71.1

US consumer sentiment retreats; Taiwan still stars; German inflation eases; fast-rising Russian inflation draws big rate hike; ACCC case collapses; UST 10yr 2.04%; oil stable and gold up; NZ$1 = 66.6 USc; TWI-5 = 71.1

A review of things you need to know before you go home on Friday; TSB and SBS raise rates, Auckland concrete data strong, PMI hesitates, minimum wage up, inflation expectations up, swaps up, NZD stable, & more

A review of things you need to know before you go home on Friday; TSB and SBS raise rates, Auckland concrete data strong, PMI hesitates, minimum wage up, inflation expectations up, swaps up, NZD stable, & more

US inflation rise rocks the Fed; US jobless claims fall; US budget possibly in surplus; China goes on debt funding spree; Aussie inflation expectations up; UST 10yr 2.03%; oil and gold up; NZ$1 = 67.2 USc; TWI-5 = 71.4

US inflation rise rocks the Fed; US jobless claims fall; US budget possibly in surplus; China goes on debt funding spree; Aussie inflation expectations up; UST 10yr 2.03%; oil and gold up; NZ$1 = 67.2 USc; TWI-5 = 71.4

A review of things you need to know before you go home on Thursday; waiting on interest rate signals, Auckland primed for house building surge; NAB/BNZ also post strong results, swaps on hold, NZD firm, & more

A review of things you need to know before you go home on Thursday; waiting on interest rate signals, Auckland primed for house building surge; NAB/BNZ also post strong results, swaps on hold, NZD firm, & more