About
Kymberly Martin
Latest articles
China rate move impact fades quickly. Eyes now on FOMC and RBNZ. Changes possible but unlikely. Much depends on US data and Fed tone
27th Oct 15, 8:14am
China rate move impact fades quickly. Eyes now on FOMC and RBNZ. Changes possible but unlikely. Much depends on US data and Fed tone
Although markets don't see an OCR cut next week there are four reasons why they just might. ECB signals more stimulus
23rd Oct 15, 8:11am
13
Although markets don't see an OCR cut next week there are four reasons why they just might. ECB signals more stimulus
NZ inflation bottoms out, reduces pressure for more OCR cuts. Eyes on China data, then GDT auction
19th Oct 15, 8:17am
NZ inflation bottoms out, reduces pressure for more OCR cuts. Eyes on China data, then GDT auction
NZ bond market underpinned by RBNZ; excess demand for long-dated NZ govt bond; US treasury yields ticks up on weaker inflation data
16th Oct 15, 8:30am
NZ bond market underpinned by RBNZ; excess demand for long-dated NZ govt bond; US treasury yields ticks up on weaker inflation data
NZD/USD gains more than 1% over past 24-hours; markets steadily putting back expectations for Fed hike; Aussie employment data sees sharp drop in AUD
16th Oct 15, 8:24am
NZD/USD gains more than 1% over past 24-hours; markets steadily putting back expectations for Fed hike; Aussie employment data sees sharp drop in AUD
Wheeler reiterates further easing seems likely; new 2033 NZ govt bond issued today; foreigners holding NZ govt bonds reduces; US data comes in below expectations
15th Oct 15, 8:33am
Wheeler reiterates further easing seems likely; new 2033 NZ govt bond issued today; foreigners holding NZ govt bonds reduces; US data comes in below expectations
Disappointing US data sees Fed rate hike chances disappear; NZD/USD up 1.9% and attempting to break through recent highs; plenty of market moving data to come
15th Oct 15, 8:28am
Disappointing US data sees Fed rate hike chances disappear; NZD/USD up 1.9% and attempting to break through recent highs; plenty of market moving data to come
China's trade balance beats expectations but shrinking imports sees NZD & AUD fall; German economic cycle may have peaked; NZD investors focus on RBNZ Governor speech
14th Oct 15, 8:25am
China's trade balance beats expectations but shrinking imports sees NZD & AUD fall; German economic cycle may have peaked; NZD investors focus on RBNZ Governor speech
China trade data shifts market sentiment. NZGB market readies for 2033 syndication. Eyes on Wheeler speech and Fed Beige Book
14th Oct 15, 8:01am
China trade data shifts market sentiment. NZGB market readies for 2033 syndication. Eyes on Wheeler speech and Fed Beige Book
Markets affected by US Columbus Day. Yields only make minor moves. Local REINZ data will inhibit RBNZ. Eyes on China trade data
13th Oct 15, 8:05am
Markets affected by US Columbus Day. Yields only make minor moves. Local REINZ data will inhibit RBNZ. Eyes on China trade data
NZD/USD at highest level since July; AUD/USD breaks through 100-day moving average; BoE push back expectations for rate hike in UK
13th Oct 15, 8:04am
1
NZD/USD at highest level since July; AUD/USD breaks through 100-day moving average; BoE push back expectations for rate hike in UK
Fed members key message is hike likely but market thinks otherwise; ECB President dampens hope for intensified QE; speculative positioning in NZD easing off
12th Oct 15, 8:32am
Fed members key message is hike likely but market thinks otherwise; ECB President dampens hope for intensified QE; speculative positioning in NZD easing off
NZ swaps drift higher even as markets price more OCR cuts. Fed speakers review their options and remind markets of their obligations and limits
12th Oct 15, 7:48am
NZ swaps drift higher even as markets price more OCR cuts. Fed speakers review their options and remind markets of their obligations and limits
US 10-year yields rise ahead of Fed minutes; Kocherlakota suggests Fed should consider negative interest rates; anticipation of new 2033 NZ govt bond triggers selling in other maturities
9th Oct 15, 8:39am
1
US 10-year yields rise ahead of Fed minutes; Kocherlakota suggests Fed should consider negative interest rates; anticipation of new 2033 NZ govt bond triggers selling in other maturities
USD continues recent decline; ECB sees deflation risk receding and slow recovery; UK economy resilient to global stresses say BoE; Fed minutes highlight plenty of excuses not to hike yet
9th Oct 15, 8:30am
USD continues recent decline; ECB sees deflation risk receding and slow recovery; UK economy resilient to global stresses say BoE; Fed minutes highlight plenty of excuses not to hike yet
BoJ Govenor in no rush to increase bond buying but will act swiftly if inflation target at risk; market continues to point toward OCR cut at next meeting
8th Oct 15, 8:40am
5
BoJ Govenor in no rush to increase bond buying but will act swiftly if inflation target at risk; market continues to point toward OCR cut at next meeting
NZD and AUD benefit from weakening USD; NZD continues upward momentum on better outlook for dairy
8th Oct 15, 8:28am
NZD and AUD benefit from weakening USD; NZD continues upward momentum on better outlook for dairy
Global oil prices rising. IMF cuts global growth forecast. NZD gets a boost from GDT auction, may go even higher
7th Oct 15, 7:53am
Global oil prices rising. IMF cuts global growth forecast. NZD gets a boost from GDT auction, may go even higher
Cautious IMF comments limits yield gains. Good GDT gain should underpin NZ short-dated swaps today
7th Oct 15, 7:38am
Cautious IMF comments limits yield gains. Good GDT gain should underpin NZ short-dated swaps today
NZD/USD breaks through 65c after trade deal finalised; investor risk appetite returns; global commodities up strongly; GBP sinks on disappointing data
6th Oct 15, 8:25am
NZD/USD breaks through 65c after trade deal finalised; investor risk appetite returns; global commodities up strongly; GBP sinks on disappointing data
Soft QSBO today unlikely to move markets as fall already signaled. RBA not likely to cut. US markets see little prospect of a 2015 rate hike by the Fed
6th Oct 15, 8:18am
Soft QSBO today unlikely to move markets as fall already signaled. RBA not likely to cut. US markets see little prospect of a 2015 rate hike by the Fed
Trading volatile ahead of key US jobs report; few redeeming features in US labour data; imminent Fed rate hikes look unlikely; CAD & NOK firm on rising oil prices
5th Oct 15, 8:37am
Trading volatile ahead of key US jobs report; few redeeming features in US labour data; imminent Fed rate hikes look unlikely; CAD & NOK firm on rising oil prices
Poor US jobs report changes the yield landscape, compounded by poor US factory orders. Eyes now on RBA rate decision and QSBO
5th Oct 15, 8:26am
Poor US jobs report changes the yield landscape, compounded by poor US factory orders. Eyes now on RBA rate decision and QSBO
Rebound in ANZ business confidence positive influence on NZ yields; US 10-year treasuries rise on employment data, then fall back on PMI release; expectations for Chinese PMI to show contraction
1st Oct 15, 8:31am
1
Rebound in ANZ business confidence positive influence on NZ yields; US 10-year treasuries rise on employment data, then fall back on PMI release; expectations for Chinese PMI to show contraction
Following the rise in credit default risk, NZ credit spreads widened as rates slid especially at the long end
30th Sep 15, 8:21am
Following the rise in credit default risk, NZ credit spreads widened as rates slid especially at the long end