Kymberly Martin

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

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

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

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

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"