Bonds

A review of things you need to know before you sign off on Tuesday; not seeing housing market upturn yet, food prices rise, real-time GDP tool launched, holidays more expensive, swaps stable, NZD rises, & more

A review of things you need to know before you sign off on Tuesday; not seeing housing market upturn yet, food prices rise, real-time GDP tool launched, holidays more expensive, swaps stable, NZD rises, & more

Trump considers windback of tariffs to help the auto sector, following the carve-out for some electronic goods from China. Calmer markets. US Treasuries reverse some of last week's movement. Global equities recover

Trump considers windback of tariffs to help the auto sector, following the carve-out for some electronic goods from China. Calmer markets. US Treasuries reverse some of last week's movement. Global equities recover

A review of things you need to know before you sign off on Monday; more retail rate tweaks, migration turns up, retail & services softer than expected; no grocery cost pressure, eyes on fertiliser costs, swaps stable, NZD firm, & more

A review of things you need to know before you sign off on Monday; more retail rate tweaks, migration turns up, retail & services softer than expected; no grocery cost pressure, eyes on fertiliser costs, swaps stable, NZD firm, & more

In trade war with the US, China holds a lot more cards than Trump may think − in fact, it might have a winning hand, Linggong Kong says

In trade war with the US, China holds a lot more cards than Trump may think − in fact, it might have a winning hand, Linggong Kong says

US dollar under pressure with higher UST yields not providing support. The USD index fell to a three year low. The Michigan consumer sentiment survey expectations index slumped to the lowest level since 1980 while inflation expectations continued to rise

US dollar under pressure with higher UST yields not providing support. The USD index fell to a three year low. The Michigan consumer sentiment survey expectations index slumped to the lowest level since 1980 while inflation expectations continued to rise

Trouble in the United States financial markets suggest some investors are losing faith in its status as a global reserve and the dominant superpower

Trouble in the United States financial markets suggest some investors are losing faith in its status as a global reserve and the dominant superpower

A review of things you need to know before you sign off on Friday; Some savings rates move down, rents stable, factories expanding, FMA files charges against ex-broker, oil falls, gold jumps, swaps stable, NZD rises, & more

A review of things you need to know before you sign off on Friday; Some savings rates move down, rents stable, factories expanding, FMA files charges against ex-broker, oil falls, gold jumps, swaps stable, NZD rises, & more

Further large swings in asset markets. US equities fall sharply. US CPI softer than expected though the data predates the impact of tariffs. Gold prices reach another record high

Further large swings in asset markets. US equities fall sharply. US CPI softer than expected though the data predates the impact of tariffs. Gold prices reach another record high

A review of things you need to know before you sign off on Thursday; no fixed rate mortgage changes, slightly smaller households, trucks busy, pyramid scam alert, China in deflation, swaps waver, NZD jumps, & more

A review of things you need to know before you sign off on Thursday; no fixed rate mortgage changes, slightly smaller households, trucks busy, pyramid scam alert, China in deflation, swaps waver, NZD jumps, & more

Equity indices surge higher after Trump announced a 90 day pause on the implementation of tariffs on non-retaliating countries. The S&P gained more than 7%. Huge bond market volatility

Equity indices surge higher after Trump announced a 90 day pause on the implementation of tariffs on non-retaliating countries. The S&P gained more than 7%. Huge bond market volatility

A review of things you need to know before you sign off on Wednesday; banks react to OCR cut, housing overstock grows, construction inflation vanishes, Govt to force more diesel resilience, swaps lower, NZD very low, & more

A review of things you need to know before you sign off on Wednesday; banks react to OCR cut, housing overstock grows, construction inflation vanishes, Govt to force more diesel resilience, swaps lower, NZD very low, & more

Market focus on tariff negotiations with countries lined up; China is a notable exception and China said it will "fight to end". Markets remain choppy; Big early gain in US equities eroded

Market focus on tariff negotiations with countries lined up; China is a notable exception and China said it will "fight to end". Markets remain choppy; Big early gain in US equities eroded

A review of things you need to know before you sign off on Tuesday; rates market awaits the RBNZ, economic recovery subdued, QV sees housing values becalmed, Hawkesby gets a 6 month term, swaps hold, NZD little-changed, & more

A review of things you need to know before you sign off on Tuesday; rates market awaits the RBNZ, economic recovery subdued, QV sees housing values becalmed, Hawkesby gets a 6 month term, swaps hold, NZD little-changed, & more

Kelly Eckhold says a lot has changed in the past week and he expects the RBNZ this week to indicate 'a firm intention to get the Official Cash Rate to 3% soon'

Kelly Eckhold says a lot has changed in the past week and he expects the RBNZ this week to indicate 'a firm intention to get the Official Cash Rate to 3% soon'

Some wild market movements overnight; S&P500 trades a high/low range of 8.5%; EU working out how to retaliate. Bond markets sell off; UST 10-year rate trades above 4.2% overnight, curve steepens

Some wild market movements overnight; S&P500 trades a high/low range of 8.5%; EU working out how to retaliate. Bond markets sell off; UST 10-year rate trades above 4.2% overnight, curve steepens

A review of things you need to know before you sign off on Monday; Kiwibank joins the others at 4.99%, IRD intensifies it audit activity, more dwellings for renters; markets fall further, swaps drop, NZD weak, & more

A review of things you need to know before you sign off on Monday; Kiwibank joins the others at 4.99%, IRD intensifies it audit activity, more dwellings for renters; markets fall further, swaps drop, NZD weak, & more

BNZ economists reiterate their longstanding prediction that the RBNZ will ultimately take the Official Cash Rate down to 2.75%

BNZ economists reiterate their longstanding prediction that the RBNZ will ultimately take the Official Cash Rate down to 2.75%

Extreme volatility across global markets after China escalated the trade war by hitting an extra 34% tariff on US goods. S&P closed 6% lower as growth assets slumped. Powell focused on inflation suggesting limited scope for a near-term policy pivot

Extreme volatility across global markets after China escalated the trade war by hitting an extra 34% tariff on US goods. S&P closed 6% lower as growth assets slumped. Powell focused on inflation suggesting limited scope for a near-term policy pivot

There's upheaval inside the Reserve Bank, there's upheaval outside of the Reserve Bank, but we'll still get our promised 25 point Official Cash Rate cut

There's upheaval inside the Reserve Bank, there's upheaval outside of the Reserve Bank, but we'll still get our promised 25 point Official Cash Rate cut

A review of things you need to know before you sign off on Friday; buckle in as financial markets react to an Orange Swan (or goose?), swaps fall hard, NZD rises, housing completions rise in Auckland, IAG in court, & more

A review of things you need to know before you sign off on Friday; buckle in as financial markets react to an Orange Swan (or goose?), swaps fall hard, NZD rises, housing completions rise in Auckland, IAG in court, & more

Trump's reciprocal tariff policy was much worse than expected, rocking financial markets. Flight to quality as global equities plunge. Bonds well supported. Oil prices plunge on global growth concerns and OPEC+ production upscale

Trump's reciprocal tariff policy was much worse than expected, rocking financial markets. Flight to quality as global equities plunge. Bonds well supported. Oil prices plunge on global growth concerns and OPEC+ production upscale

A review of things you need to know before you sign off on Thursday; markets hold their breath, early movers show fear, tax take eases, retail weak, 2degrees fined, commodity prices hold, swaps fall, NZD firms, & more

A review of things you need to know before you sign off on Thursday; markets hold their breath, early movers show fear, tax take eases, retail weak, 2degrees fined, commodity prices hold, swaps fall, NZD firms, & more

Reports the US 'reciprocal tariffs' will come in three bands, differing by country and industry. Wall Street rises. US Treasury yields rise

Reports the US 'reciprocal tariffs' will come in three bands, differing by country and industry. Wall Street rises. US Treasury yields rise

A review of things you need to know before you sign off on Wednesday; a test rate moves down, Barfoots says market is turning up, dairy prices hold, building consents fall, markets await American tariff changes; swaps hold, NZD firms, & more

A review of things you need to know before you sign off on Wednesday; a test rate moves down, Barfoots says market is turning up, dairy prices hold, building consents fall, markets await American tariff changes; swaps hold, NZD firms, & more

Kelly Eckhold says while the RBNZ appeared to promise an OCR cut next week almost unconditionally, decisions should always be based on the situation on the ground. 'No change with an easing bias would be the right thing to do'

Kelly Eckhold says while the RBNZ appeared to promise an OCR cut next week almost unconditionally, decisions should always be based on the situation on the ground. 'No change with an easing bias would be the right thing to do'