Bonds
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
6th Apr 25, 6:31am
3
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
4th Apr 25, 3:59pm
20
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
4th Apr 25, 7:57am
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
3rd Apr 25, 3:59pm
20
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
3rd Apr 25, 7:47am
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
2nd Apr 25, 3:59pm
15
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'
2nd Apr 25, 11:09am
1
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'
US economic data reflects economic uncertainty ahead of tariffs. ISM manufacturing index below expectations. Details point to weak activity and increasing inflation pressures. UST 10-year yield at lowest level since early March
2nd Apr 25, 7:45am
US economic data reflects economic uncertainty ahead of tariffs. ISM manufacturing index below expectations. Details point to weak activity and increasing inflation pressures. UST 10-year yield at lowest level since early March
[updated]
A review of things you need to know before you sign off on Tuesday; Kiwibank & ANZ make retail rate changes, 'mountain' of houses for sale, a shift back to longer home loan fixed rates, new car sales weak, swaps hold, NZD drops, & more
1st Apr 25, 3:59pm
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A review of things you need to know before you sign off on Tuesday; Kiwibank & ANZ make retail rate changes, 'mountain' of houses for sale, a shift back to longer home loan fixed rates, new car sales weak, swaps hold, NZD drops, & more
US tariff uncertainty weighs on global equity markets; some chunky falls across the world and US equities on track for their worst quarter in nearly three years. Oil prices higher after Trump mulls secondary tariffs for buyers of Russian crude
1st Apr 25, 7:49am
US tariff uncertainty weighs on global equity markets; some chunky falls across the world and US equities on track for their worst quarter in nearly three years. Oil prices higher after Trump mulls secondary tariffs for buyers of Russian crude
A review of things you need to know before you sign off on Monday; new loan option for seniors, another power price spike, AIA shamed, RBNZ to have capital rules reviewed, ASB rated 'positive', swaps stable, NZD stable, & more
31st Mar 25, 3:59pm
23
A review of things you need to know before you sign off on Monday; new loan option for seniors, another power price spike, AIA shamed, RBNZ to have capital rules reviewed, ASB rated 'positive', swaps stable, NZD stable, & more
Concerns about the widening trade war and stagflationary US economic data weighed on risk sensitive assets. US real consumption undershot expectations while core PCE moved higher. The S&P500 fell contributing to a rally in US treasuries and gold
31st Mar 25, 7:20am
Concerns about the widening trade war and stagflationary US economic data weighed on risk sensitive assets. US real consumption undershot expectations while core PCE moved higher. The S&P500 fell contributing to a rally in US treasuries and gold
A review of things you need to know before you sign off on Friday; little retail rate activity, FHBs restrained, consumers don't see recovery, neither does labour market, NZ mapped in 3D, gold at record high, swaps stable, NZD soft, & more
28th Mar 25, 3:59pm
17
A review of things you need to know before you sign off on Friday; little retail rate activity, FHBs restrained, consumers don't see recovery, neither does labour market, NZ mapped in 3D, gold at record high, swaps stable, NZD soft, & more
Trade war intensifies after Trump orders 25% tariffs on imports of foreign-made cars, bringing retaliation threats from the EU, Canada, Japan and South Korea
28th Mar 25, 8:34am
Trade war intensifies after Trump orders 25% tariffs on imports of foreign-made cars, bringing retaliation threats from the EU, Canada, Japan and South Korea
A review of things you need to know before you sign off on Thursday; BNZ trims short TD rates, NZX dips, Ryman pays down debt, Aussie wealth rises, AGBs struggle for demand, US sets car tariffs, swaps hold, NZD holds, & more
27th Mar 25, 4:01pm
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A review of things you need to know before you sign off on Thursday; BNZ trims short TD rates, NZX dips, Ryman pays down debt, Aussie wealth rises, AGBs struggle for demand, US sets car tariffs, swaps hold, NZD holds, & more
Soft risk tone overnight as uncertainty about US trade policy weighs on investor sentiment. US traded copper futures reach a record high after a 25% plus gain since the start of the year
27th Mar 25, 7:46am
Soft risk tone overnight as uncertainty about US trade policy weighs on investor sentiment. US traded copper futures reach a record high after a 25% plus gain since the start of the year
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
6
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
25
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