Bonds
A review of things you need to know before you sign off on Wednesday; Liberty drops mortgage rates, FHBs fade, eyes on broker churn, NZX50 rises above peers, Aussie inflation eases, swaps stable, NZD on hold, & more
26th Mar 25, 3:59pm
20
A review of things you need to know before you sign off on Wednesday; Liberty drops mortgage rates, FHBs fade, eyes on broker churn, NZX50 rises above peers, Aussie inflation eases, swaps stable, NZD on hold, & more
With the first quarter of the year nearly gone, and with GDP having returned to growth, David Hargreaves has a quick check on the economy's pulse
26th Mar 25, 1:08pm
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With the first quarter of the year nearly gone, and with GDP having returned to growth, David Hargreaves has a quick check on the economy's pulse
Progress in Russia-Ukraine peace deal. White House conflict on tariff basis. US Conference Board consumer confidence plunges, as per the University of Michigan survey
26th Mar 25, 7:51am
Progress in Russia-Ukraine peace deal. White House conflict on tariff basis. US Conference Board consumer confidence plunges, as per the University of Michigan survey
A review of things you need to know before you sign off on Tuesday; employment confidence and job ad levels sag, eyes on milk powder prices, commercial lease listings rise, swaps steepen, NZD softish, & more
25th Mar 25, 3:59pm
25
A review of things you need to know before you sign off on Tuesday; employment confidence and job ad levels sag, eyes on milk powder prices, commercial lease listings rise, swaps steepen, NZD softish, & more
Risk appetite higher as market embraces view that 'Liberation Day' will see narrower scope of tariffs than previously thought. US services PMI stronger than expected, allaying recession fears. US Treasury yields up towards top of recent trading range
25th Mar 25, 7:48am
Risk appetite higher as market embraces view that 'Liberation Day' will see narrower scope of tariffs than previously thought. US services PMI stronger than expected, allaying recession fears. US Treasury yields up towards top of recent trading range
A review of things you need to know before you sign off on Monday; quiet on the retail rate front; Synlait rises, DuVal mess exposed, Aussie PMIs rise, eyes on Aussie election budget, swaps stable, NZD holds, & more
24th Mar 25, 3:59pm
15
A review of things you need to know before you sign off on Monday; quiet on the retail rate front; Synlait rises, DuVal mess exposed, Aussie PMIs rise, eyes on Aussie election budget, swaps stable, NZD holds, & more
US equities slightly higher, US Treasuries in a tight trading range, USD slightly stronger. Nine more sleeps until "Liberation Day", when Trump's reciprocal tariffs take effect; speculation that they will be narrower than previously threatened
24th Mar 25, 7:22am
US equities slightly higher, US Treasuries in a tight trading range, USD slightly stronger. Nine more sleeps until "Liberation Day", when Trump's reciprocal tariffs take effect; speculation that they will be narrower than previously threatened
A review of things you need to know before you sign off on Friday; a few retail TD rate changes, good trade surplus, FedFarmers twists ComCom into pointless effort, low-spending tourists, India vs China, swaps stable, NZD dips, & more
21st Mar 25, 3:59pm
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A review of things you need to know before you sign off on Friday; a few retail TD rate changes, good trade surplus, FedFarmers twists ComCom into pointless effort, low-spending tourists, India vs China, swaps stable, NZD dips, & more
US Treasuries well supported in the wake of yesterday's Fed policy update; 10-year rate extends fall to 4.17% overnight before reversing. BoE leaves rates unchanged
21st Mar 25, 7:53am
US Treasuries well supported in the wake of yesterday's Fed policy update; 10-year rate extends fall to 4.17% overnight before reversing. BoE leaves rates unchanged
A review of things you need to know before you sign off on Thursday; ASB & SBS cut TD rates, GDP rises more than expected, job ads fall, Fonterra bullish, Aussie labour market stumbles, swaps up, NZD stable, & more
20th Mar 25, 3:59pm
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A review of things you need to know before you sign off on Thursday; ASB & SBS cut TD rates, GDP rises more than expected, job ads fall, Fonterra bullish, Aussie labour market stumbles, swaps up, NZD stable, & more
The US Fed left rates on hold as expected. Policy makers continue to signal 50bp of cuts for this year. Plan slower balance sheet runoff. BofJ left rates on a cautious hold. NZ consumer confidence slumps
20th Mar 25, 7:55am
The US Fed left rates on hold as expected. Policy makers continue to signal 50bp of cuts for this year. Plan slower balance sheet runoff. BofJ left rates on a cautious hold. NZ consumer confidence slumps
[updated]
A review of things you need to know before you sign off on Wednesday; consumer sentiment slips, C/A deficit smaller; dairy prices hold up; fewer foreign trusts; LGFA ratings affirmed, swaps firm, NZD holds, & more
19th Mar 25, 3:59pm
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A review of things you need to know before you sign off on Wednesday; consumer sentiment slips, C/A deficit smaller; dairy prices hold up; fewer foreign trusts; LGFA ratings affirmed, swaps firm, NZD holds, & more
Trump and Putin talk but make little progress. Germany's lower house approves massive fiscal plan to boost defence and infrastructure spending. US equities weaker, US Treasuries continue to consolidate
19th Mar 25, 8:13am
Trump and Putin talk but make little progress. Germany's lower house approves massive fiscal plan to boost defence and infrastructure spending. US equities weaker, US Treasuries continue to consolidate
A review of things you need to know before you sign off on Tuesday; Heartland disengages from home loan offers, Moody's affirms big bank ratings, farmer sentiment nears all-time highs, swaps firm, NZD jumps, & more
18th Mar 25, 3:59pm
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A review of things you need to know before you sign off on Tuesday; Heartland disengages from home loan offers, Moody's affirms big bank ratings, farmer sentiment nears all-time highs, swaps firm, NZD jumps, & more
Weak US retail sales weighed by cars, but stronger control group sales that feed into GDP came as a relief. US equities in positive territory. Stronger than expected China data, while government outlines plan to boost domestic consumption
18th Mar 25, 7:49am
Weak US retail sales weighed by cars, but stronger control group sales that feed into GDP came as a relief. US equities in positive territory. Stronger than expected China data, while government outlines plan to boost domestic consumption
A review of things you need to know before you sign off on Monday; up signs for housing market, but unsold stock stays high, gender retirement gap unmoved, financial crime assessed, services back shrinking, swaps & NZD firm, & more
17th Mar 25, 3:59pm
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A review of things you need to know before you sign off on Monday; up signs for housing market, but unsold stock stays high, gender retirement gap unmoved, financial crime assessed, services back shrinking, swaps & NZD firm, & more
Strong rebound for US equities. But US consumers' long term inflation expectations reached the highest level since 1993 while sentiment slumped. Euro gains after after a deal for massive German fiscal expansion
17th Mar 25, 7:29am
Strong rebound for US equities. But US consumers' long term inflation expectations reached the highest level since 1993 while sentiment slumped. Euro gains after after a deal for massive German fiscal expansion
A review of things you need to know before you sign off on Friday; Food prices fall, retail in slow recovery; factories in faster recovery, Auckland Harbour bridge/tunnel 'progress', swaps stable, NZD soft, & more
14th Mar 25, 3:59pm
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A review of things you need to know before you sign off on Friday; Food prices fall, retail in slow recovery; factories in faster recovery, Auckland Harbour bridge/tunnel 'progress', swaps stable, NZD soft, & more
More tariff headlines with Trump proposing 200% retaliatory tariffs on the EU after its retaliatory tariffs on the US. Risk appetite weaker, with US equities showing chunky falls again and US Treasuries well supported
14th Mar 25, 7:46am
1
More tariff headlines with Trump proposing 200% retaliatory tariffs on the EU after its retaliatory tariffs on the US. Risk appetite weaker, with US equities showing chunky falls again and US Treasuries well supported
[updated]
A review of things you need to know before you sign off on Thursday; ANZ trims TD rates, TradeMe & QV describe a strong buyers market, immigration stays low, tourism recovers, electricity demand low, swaps and NZD stable, & more
13th Mar 25, 3:59pm
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A review of things you need to know before you sign off on Thursday; ANZ trims TD rates, TradeMe & QV describe a strong buyers market, immigration stays low, tourism recovers, electricity demand low, swaps and NZD stable, & more
US 25% tariffs on steel and aluminium take effect prompting retaliatory actions from the EU. US CPI weaker than expected though tariffs create uncertainty looking forward. Bank of Canada cuts rates by 25bp to 2.75% as expected
13th Mar 25, 7:42am
US 25% tariffs on steel and aluminium take effect prompting retaliatory actions from the EU. US CPI weaker than expected though tariffs create uncertainty looking forward. Bank of Canada cuts rates by 25bp to 2.75% as expected
A review of things you need to know before you sign off on Wednesday; Coop Bank cuts, median rents move up, retail still soft, large scam losses surge, rates-fees-fines rise fast, swaps stable, NZD stable, & more
12th Mar 25, 3:59pm
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A review of things you need to know before you sign off on Wednesday; Coop Bank cuts, median rents move up, retail still soft, large scam losses surge, rates-fees-fines rise fast, swaps stable, NZD stable, & more
Why the Government Superannuation Fund Authority is bullish on catastrophe insurance bond investment
12th Mar 25, 3:51pm
4
Why the Government Superannuation Fund Authority is bullish on catastrophe insurance bond investment
US-Canada trade war escalates; US to impose higher tariffs on steel, aluminium and cars from Canada. US equities tumble further; US Treasuries yields push higher
12th Mar 25, 7:53am
1
US-Canada trade war escalates; US to impose higher tariffs on steel, aluminium and cars from Canada. US equities tumble further; US Treasuries yields push higher
[updated]
A review of things you need to know before you sign off on Tuesday; ANZ trims business rates, agri-business production delivers factory growth, filled jobs fell but earnings rise, swaps soft, NZD soft, NZX falls, & more
11th Mar 25, 4:00pm
60
A review of things you need to know before you sign off on Tuesday; ANZ trims business rates, agri-business production delivers factory growth, filled jobs fell but earnings rise, swaps soft, NZD soft, NZX falls, & more