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Kymberly Martin
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Focus now on both the US Fed and ECB minutes, and Bank of Japan meeting. Few surprises are expected
Focus now on both the US Fed and ECB minutes, and Bank of Japan meeting. Few surprises are expected
Rate change prospects 'live' for Fed and RBNZ, less so for RBA. US yields rise, NZ yields mixed
Rate change prospects 'live' for Fed and RBNZ, less so for RBA. US yields rise, NZ yields mixed
NZ yields decline across the curve. Eyes on RBNZ inflaton survey today, then GDT auction tomorrow
NZ yields decline across the curve. Eyes on RBNZ inflaton survey today, then GDT auction tomorrow
Retail data expected to rebound, but dairy prices expected to be 'pretty weak'. However markets will be dominated by Paris and safe haven shifts
Retail data expected to rebound, but dairy prices expected to be 'pretty weak'. However markets will be dominated by Paris and safe haven shifts
Lower oil prices and softer equity markets drive currencies. Draghi comments drive volatility. AU jobs data means rate cut chances recede
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Lower oil prices and softer equity markets drive currencies. Draghi comments drive volatility. AU jobs data means rate cut chances recede
Aussie rate cut prospects evaporate. NZ swap and bond yields rise following USTs. Eyes on foreign appetite for NZGBs
Aussie rate cut prospects evaporate. NZ swap and bond yields rise following USTs. Eyes on foreign appetite for NZGBs
RBNZ a reluctant cutter despite saying “risks facing the financial system have increased”. Markets accept no rate cuts coming soon
RBNZ a reluctant cutter despite saying “risks facing the financial system have increased”. Markets accept no rate cuts coming soon
Swap long end follows the US, short end rates fall. Eyes on RBNZ and raft of China data
NZ swap yields rise strongly, bond yields more so. Markets less convinced the OCR will be reduced again. German rates drift lower while US rates keep rising
NZ swap yields rise strongly, bond yields more so. Markets less convinced the OCR will be reduced again. German rates drift lower while US rates keep rising
Poor China trade data may take the edge off, but strong US jobs growth signals start of rising yields
Poor China trade data may take the edge off, but strong US jobs growth signals start of rising yields
Dovish BofE causes GBP to fall; Norway surprises with no cut; USD direction dependent on strong labour market
Dovish BofE causes GBP to fall; Norway surprises with no cut; USD direction dependent on strong labour market
Bond market direction all at risk of data from US employment; Bank of England dampens expectations for its rate hike
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Bond market direction all at risk of data from US employment; Bank of England dampens expectations for its rate hike
USD higher on stronger employment and services sectors. NZD's fall accentuated by weaker local data, back to 'fair value' vs AUD
USD higher on stronger employment and services sectors. NZD's fall accentuated by weaker local data, back to 'fair value' vs AUD
Eyes now on US non-farm payrolls report which could shift markets if it is 'solid'. Steeper curves then likely
Eyes now on US non-farm payrolls report which could shift markets if it is 'solid'. Steeper curves then likely
RBA holds but door open to further easing, de-emphasises AUD rate. Attention now turns to NZ jobless rate and participation
RBA holds but door open to further easing, de-emphasises AUD rate. Attention now turns to NZ jobless rate and participation
RBA 'hold' decision and dairy prices give countervailing market pressures. Eyes today on US yield rises, NZ jobs data and LGFA tender
RBA 'hold' decision and dairy prices give countervailing market pressures. Eyes today on US yield rises, NZ jobs data and LGFA tender
US and EU factories still expanding, holding up better than feared. Eyes on RBA today, then focus shifts to NZ
US and EU factories still expanding, holding up better than feared. Eyes on RBA today, then focus shifts to NZ
Key data week starts with RBA review, NZ jobless survey, GDT auction and next LGFA tender, all as EU and US yields push higher
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Key data week starts with RBA review, NZ jobless survey, GDT auction and next LGFA tender, all as EU and US yields push higher
Volatile week ahead likely as RBA decides, NZ jobless data due, China factory confidence eyed. CRB commodity index rises
Volatile week ahead likely as RBA decides, NZ jobless data due, China factory confidence eyed. CRB commodity index rises
Jump in business confidence raises questions whether the RBNZ will cut in December. Jobs data next big signal, but weather and global factors also important
Jump in business confidence raises questions whether the RBNZ will cut in December. Jobs data next big signal, but weather and global factors also important
USD catapulted higher on Fed statement, but NZD clawed back early losses after RBNZ statement. AUD weakens against everyone
USD catapulted higher on Fed statement, but NZD clawed back early losses after RBNZ statement. AUD weakens against everyone
US yields push higher on Fed positions, but local swaps can't hold their yield gains after RBNZ review
US yields push higher on Fed positions, but local swaps can't hold their yield gains after RBNZ review
NZD weaker on FOMC announcement & AU CPI; Fed's December meeting set for lift off; OCR cut today would be the death knell for NZD; 6% jump in oil price on declining inventory
NZD weaker on FOMC announcement & AU CPI; Fed's December meeting set for lift off; OCR cut today would be the death knell for NZD; 6% jump in oil price on declining inventory
Markets raise the odds of an Aussie rate cut following below-expectation AU CPI, also raises them for NZ
Markets raise the odds of an Aussie rate cut following below-expectation AU CPI, also raises them for NZ
With the "disappointing tone in US data, the Fed will need to be firm in its urgings that a hike before year-end is still a possibility"
With the "disappointing tone in US data, the Fed will need to be firm in its urgings that a hike before year-end is still a possibility"