Kymberly Martin

Markets surprised the RBNZ believes current settings will deliver inflation to the target band in the medium term. Aussie data also affects NZ short rates

Markets surprised the RBNZ believes current settings will deliver inflation to the target band in the medium term. Aussie data also affects NZ short rates

NZD volatile ahead of big events either side of Tasman, but a NZ rate cut is not yet fully priced in currency markets

NZD volatile ahead of big events either side of Tasman, but a NZ rate cut is not yet fully priced in currency markets

Markets have priced in the US Fed rate hike. After RBNZ decision, eyes will turn to AU jobless rate

Markets have priced in the US Fed rate hike. After RBNZ decision, eyes will turn to AU jobless rate

NZD ignores strong Q3 factory data that raises Q3 GDP expectations. OCR expectations dominate, with China trade data

NZD ignores strong Q3 factory data that raises Q3 GDP expectations. OCR expectations dominate, with China trade data

Swap-bond spreads widen with swap rates declining less than bond rates. All down to RBNZ tomorrow now

Swap-bond spreads widen with swap rates declining less than bond rates. All down to RBNZ tomorrow now

Expectations of RBNZ rate cut evenly split; US 10-year treasury yields follow oil price lower; expectation for NZ yield curve to flatten on overnight movements

Expectations of RBNZ rate cut evenly split; US 10-year treasury yields follow oil price lower; expectation for NZ yield curve to flatten on overnight movements

Oil price plunges on OPEC's decision not to curb production; German economic growth peaked, EUR weakens

Oil price plunges on OPEC's decision not to curb production; German economic growth peaked, EUR weakens

Strong US non-farm payrolls provides Fed with last piece in rate hike puzzle; ECB believes recalibration of QE the right move; positive flow into NZD helps Kiwi outperform

Strong US non-farm payrolls provides Fed with last piece in rate hike puzzle; ECB believes recalibration of QE the right move; positive flow into NZD helps Kiwi outperform

US payrolls report cements rate rise case. But oil's price fall to keep inflation low. Eyes turn to RBNZ MPS

US payrolls report cements rate rise case. But oil's price fall to keep inflation low. Eyes turn to RBNZ MPS

ECB (in)action jolts yields higher. Markets need downward pressure to keep rates low. Eyes now on US non-farm payrolls report

ECB (in)action jolts yields higher. Markets need downward pressure to keep rates low. Eyes now on US non-farm payrolls report

Yellen worried delaying hikes could inadvertently push US into recession; US bond yields jump on data; higher NZ & US bond yields on the cards but spreads should narrow

Yellen worried delaying hikes could inadvertently push US into recession; US bond yields jump on data; higher NZ & US bond yields on the cards but spreads should narrow

NZ yields drift higher, US yields fall sharply on surprise ISM report. But market still sees Fed hiking in December

NZ yields drift higher, US yields fall sharply on surprise ISM report. But market still sees Fed hiking in December

Yields and spreads higher, following offshore trends, and Spark Finance could reinforce the trend when priced. Eyes on RBA views

Yields and spreads higher, following offshore trends, and Spark Finance could reinforce the trend when priced. Eyes on RBA views

Sleepiness is over; action packed up-coming week will drive local and offshore rate expectations

Sleepiness is over; action packed up-coming week will drive local and offshore rate expectations

Local rates shifted by poor AUD capex data. But RBA unlikley to cut next week despite investment lethagy

Local rates shifted by poor AUD capex data. But RBA unlikley to cut next week despite investment lethagy

Weak Aussie data cues NZ falls, but markets unsure of RBNZ moves on December 10. Big demand for latest NZGB tender

Weak Aussie data cues NZ falls, but markets unsure of RBNZ moves on December 10. Big demand for latest NZGB tender

Markets got the good US data they were expecting. NZD vulnerable to changes in risk appetites

Markets got the good US data they were expecting. NZD vulnerable to changes in risk appetites

Transpower and Spark add to local bond activity. Offshore markets refuse to get drawn into inflammatory geopolitical headlines

Transpower and Spark add to local bond activity. Offshore markets refuse to get drawn into inflammatory geopolitical headlines

Putin warns of "serious consequences after another plane shot down; oil price jumps 3% and commodity linked currencies rise

Putin warns of "serious consequences after another plane shot down; oil price jumps 3% and commodity linked currencies rise

RBA's Stevens loses confidence in rate cutting. NZ-AU 2-year swap spreads narrow

RBA's Stevens loses confidence in rate cutting. NZ-AU 2-year swap spreads narrow

Forecasts of a lower NZD pushed out to later in 2016. Kiwi still expected to fade against the USD and AUD

Forecasts of a lower NZD pushed out to later in 2016. Kiwi still expected to fade against the USD and AUD

Strong migration adds to upside risk to NZ GDP growth, may also add to imbalances. Markets see 50/50 chance of December OCR cut but analysts less certain

Strong migration adds to upside risk to NZ GDP growth, may also add to imbalances. Markets see 50/50 chance of December OCR cut but analysts less certain

ECB focused on problem of low inflation. But Bundesbank thinks low oil prices 'more of an economic stimulus than harbinger of deflation'

ECB focused on problem of low inflation. But Bundesbank thinks low oil prices 'more of an economic stimulus than harbinger of deflation'

Fed's Bullard warns markets to brace for volatility as Fed will decide pace of rate hikes on meeting-by-meeting basis

Fed's Bullard warns markets to brace for volatility as Fed will decide pace of rate hikes on meeting-by-meeting basis

NZ swap curve steepens and more is expected. Fears of disinterest in NZGB market allayed. UST yields fall

NZ swap curve steepens and more is expected. Fears of disinterest in NZGB market allayed. UST yields fall