Currencies
US data mixed; China sees some factory expansion; USD strength hurts many currencies; ETFs have spectacular year; UST 10yr at 4.55%; gold drops and oil firms; NZ$1 = 56.4 USc; TWI = 67
31st Dec 24, 7:40am
8
US data mixed; China sees some factory expansion; USD strength hurts many currencies; ETFs have spectacular year; UST 10yr at 4.55%; gold drops and oil firms; NZ$1 = 56.4 USc; TWI = 67
Financial markets reassess their risk profiles; China expects 'outsized stimulus'; coffee and cocoa prices return to record highs; UST 10yr at 4.63%; gold firm and oil little-changed; NZ$1 = 56.4 USc; TWI = 67
30th Dec 24, 7:31am
61
Financial markets reassess their risk profiles; China expects 'outsized stimulus'; coffee and cocoa prices return to record highs; UST 10yr at 4.63%; gold firm and oil little-changed; NZ$1 = 56.4 USc; TWI = 67
Wall Street stutters; China 'investigates' beef imports; China to dam India's Brahmaputra River; Korean political crisis deepens; UST 10yr at 4.61%; gold down and oil up; NZ$1 = 56.3 USc; TWI = 66.9
28th Dec 24, 8:35am
21
Wall Street stutters; China 'investigates' beef imports; China to dam India's Brahmaputra River; Korean political crisis deepens; UST 10yr at 4.61%; gold down and oil up; NZ$1 = 56.3 USc; TWI = 66.9
US data positive but benchmark interest rates rise; China works at getting stimulus funds out the door; Turkey makes unexpected rate cut; UST 10yr at 4.58%; gold and oil up; NZ$1 = 56.3 USc; TWI = 66.9
27th Dec 24, 8:43am
10
US data positive but benchmark interest rates rise; China works at getting stimulus funds out the door; Turkey makes unexpected rate cut; UST 10yr at 4.58%; gold and oil up; NZ$1 = 56.3 USc; TWI = 66.9
US data mixed; Honda & Nissan to merge; South Korea overtakes Japan in per capita GDP; China wants economists fired who don't talk positively; UST 10yr at 4.58%; gold and oil down; NZ$1 = 56.5 USc; TWI = 67
24th Dec 24, 7:51am
77
US data mixed; Honda & Nissan to merge; South Korea overtakes Japan in per capita GDP; China wants economists fired who don't talk positively; UST 10yr at 4.58%; gold and oil down; NZ$1 = 56.5 USc; TWI = 67
US avoids shutdown; US personal savings rate stabilises at good level; China uncomfortable at bond signals; Japanese inflation stays up; UST 10yr at 4.53%; gold dips and oil holds; NZ$1 = 56.7 USc; TWI = 67.1
23rd Dec 24, 7:19am
34
US avoids shutdown; US personal savings rate stabilises at good level; China uncomfortable at bond signals; Japanese inflation stays up; UST 10yr at 4.53%; gold dips and oil holds; NZ$1 = 56.7 USc; TWI = 67.1
US shutdown circus rolls on; US inflation firms; Taiwan export orders rise; China bond yields dive; Japanese inflation firms; UST 10yr at 4.51%; gold up and oil holds; NZ$1 = 56.7 USc; TWI = 67.1
21st Dec 24, 8:20am
67
US shutdown circus rolls on; US inflation firms; Taiwan export orders rise; China bond yields dive; Japanese inflation firms; UST 10yr at 4.51%; gold up and oil holds; NZ$1 = 56.7 USc; TWI = 67.1
A review of things you need to know before you sign off on Friday; consumer sentiment rises, Willis talks deregulation & competition, trade deficit shrinks, no credit card stress signs yet, swaps lower, NZD holds low, & more
20th Dec 24, 3:58pm
9
A review of things you need to know before you sign off on Friday; consumer sentiment rises, Willis talks deregulation & competition, trade deficit shrinks, no credit card stress signs yet, swaps lower, NZD holds low, & more
Chaos in Washington; US data wavers after a very good run; many central bank rate reviews; Aussie inflation expectations rise; freight rates up on tariff rush; UST 10yr at 4.59%; gold and oil down; NZ$1 = 56.5 USc; TWI = 67.1
20th Dec 24, 7:26am
102
Chaos in Washington; US data wavers after a very good run; many central bank rate reviews; Aussie inflation expectations rise; freight rates up on tariff rush; UST 10yr at 4.59%; gold and oil down; NZ$1 = 56.5 USc; TWI = 67.1
A review of things you need to know before you sign off on Thursday; just a whimper of retail rate changes, GDP dives, rental sector under stress, business sentiment high, Fed's hawkish cut echoes, swaps stable, NZD dumped, & more
19th Dec 24, 3:59pm
61
A review of things you need to know before you sign off on Thursday; just a whimper of retail rate changes, GDP dives, rental sector under stress, business sentiment high, Fed's hawkish cut echoes, swaps stable, NZD dumped, & more
US Fed cuts policy rate again; Japanese exports rise; Binance Australia offends again; Aussie fiscal update released; Brazil devalues; UST 10yr at 4.40%; gold down and oil up; record coal use; NZ$1 = 57.2 USc; TWI = 67.4
19th Dec 24, 8:00am
66
US Fed cuts policy rate again; Japanese exports rise; Binance Australia offends again; Aussie fiscal update released; Brazil devalues; UST 10yr at 4.40%; gold down and oil up; record coal use; NZ$1 = 57.2 USc; TWI = 67.4
A review of things you need to know before you sign off on Wednesday; unsold properties choke housing market, current account and IIP stay poor, consumer sentiment firm, job ads stay weak, swaps and NZD stable, & much more
18th Dec 24, 4:00pm
75
A review of things you need to know before you sign off on Wednesday; unsold properties choke housing market, current account and IIP stay poor, consumer sentiment firm, job ads stay weak, swaps and NZD stable, & much more
Dairy prices slip; US retail up, industrial production down; Canada's inflation eases; China agrees to huge budget deficit, US-style; Singapore exports up; UST 10yr at 4.39%; gold and oil soft; NZ$1 = 57.6 USc; TWI = 67.6
18th Dec 24, 7:20am
64
Dairy prices slip; US retail up, industrial production down; Canada's inflation eases; China agrees to huge budget deficit, US-style; Singapore exports up; UST 10yr at 4.39%; gold and oil soft; NZ$1 = 57.6 USc; TWI = 67.6
A review of things you need to know before you sign off on Tuesday; EOY rate changes, housing market mixed; Govt. can't deliver a surplus but does deliver for business, dairy farms back in profit, swaps stable, NZD holds, & more
17th Dec 24, 4:00pm
92
A review of things you need to know before you sign off on Tuesday; EOY rate changes, housing market mixed; Govt. can't deliver a surplus but does deliver for business, dairy farms back in profit, swaps stable, NZD holds, & more
US service sector rises but factory sector faces downturn; cost of tariff policy in focus; Canadian stress; China data inconsistent; Indian imports surge; Aussie regulators active; UST 10yr at 4.40%; gold firm and oil soft; NZ$1 = 57.8 USc; TWI = 67.8
17th Dec 24, 7:22am
89
US service sector rises but factory sector faces downturn; cost of tariff policy in focus; Canadian stress; China data inconsistent; Indian imports surge; Aussie regulators active; UST 10yr at 4.40%; gold firm and oil soft; NZ$1 = 57.8 USc; TWI = 67.8
A review of things you need to know before you sign off on Monday; a few more small rate cuts, rents weak, PMI/PSI still contracting, tractor sales very low, deceptions punished, swap curves steepen, NZD holds, & more
16th Dec 24, 4:00pm
50
A review of things you need to know before you sign off on Monday; a few more small rate cuts, rents weak, PMI/PSI still contracting, tractor sales very low, deceptions punished, swap curves steepen, NZD holds, & more
Eyes on the Fed, REINZ, and dairy prices; benchmark bond rates rise, except in China; China's new lending weak. more rate cuts coming; UST 10yr at 4.39%; gold down and oil up; NZ$1 = 57.6 USc; TWI = 67.6
16th Dec 24, 7:20am
76
Eyes on the Fed, REINZ, and dairy prices; benchmark bond rates rise, except in China; China's new lending weak. more rate cuts coming; UST 10yr at 4.39%; gold down and oil up; NZ$1 = 57.6 USc; TWI = 67.6
Bond yields rise fast everywhere, except China where they are diving; Canada factories busy; China bank lending low; UK GDP lower per capita; UST 10yr at 4.39%; gold down and oil up; NZ$1 = 57.6 USc; TWI = 67.6
14th Dec 24, 8:17am
43
Bond yields rise fast everywhere, except China where they are diving; Canada factories busy; China bank lending low; UK GDP lower per capita; UST 10yr at 4.39%; gold down and oil up; NZ$1 = 57.6 USc; TWI = 67.6
A review of things you need to know before you sign off on Friday; no retail rate changes, migration gains ease, construction inflation low, new GHG tool for farmers, new target to tackle child poverty, swaps soft, NZD soft, & more
13th Dec 24, 3:59pm
16
A review of things you need to know before you sign off on Friday; no retail rate changes, migration gains ease, construction inflation low, new GHG tool for farmers, new target to tackle child poverty, swaps soft, NZD soft, & more
US jobless claims jump; US PPI rises; India data as expected; China readies trade-war defences; ECB cuts as expected; Swiss cut more; Aussie jobs rise; UST 10yr at 4.31%; gold down and oil slips; NZ$1 = 57.9 USc; TWI = 67.7
13th Dec 24, 7:24am
27
US jobless claims jump; US PPI rises; India data as expected; China readies trade-war defences; ECB cuts as expected; Swiss cut more; Aussie jobs rise; UST 10yr at 4.31%; gold down and oil slips; NZ$1 = 57.9 USc; TWI = 67.7
A review of things you need to know before you sign off on Thursday; retail sales flat, ACC to get inspected, NZGB tender very popular, HFC smuggling busted, swaps and NZD little-changed, & more
12th Dec 24, 3:59pm
69
A review of things you need to know before you sign off on Thursday; retail sales flat, ACC to get inspected, NZGB tender very popular, HFC smuggling busted, swaps and NZD little-changed, & more
US CPI delivers no surprises; Canada cuts -50 bps; Japan gets larger inflation echo; Malaysia retail strong; Aussies nervous about US tariff effects; UST 10yr at 4.24%; gold up and oil on hold; NZ$1 = 58 USc; TWI = 67.8
12th Dec 24, 7:19am
77
US CPI delivers no surprises; Canada cuts -50 bps; Japan gets larger inflation echo; Malaysia retail strong; Aussies nervous about US tariff effects; UST 10yr at 4.24%; gold up and oil on hold; NZ$1 = 58 USc; TWI = 67.8
A review of things you need to know before you sign off on Wednesday; residence visas popular, economic data weak, Fed Farmers adopt US Republican Party climate playbook, life insurance consolidation, swaps flat, NZD falls, & more
11th Dec 24, 3:59pm
40
A review of things you need to know before you sign off on Wednesday; residence visas popular, economic data weak, Fed Farmers adopt US Republican Party climate playbook, life insurance consolidation, swaps flat, NZD falls, & more
US sentiment rises; China's export growth stalls; markets shun China stimulus plans; RBA turns dovish; Aussie business sentiment slips; UST 10yr at 4.24%; gold up and oil on hold; NZ$1 = 58 USc; TWI = 67.9
11th Dec 24, 7:21am
89
US sentiment rises; China's export growth stalls; markets shun China stimulus plans; RBA turns dovish; Aussie business sentiment slips; UST 10yr at 4.24%; gold up and oil on hold; NZ$1 = 58 USc; TWI = 67.9
[updated]
A review of things you need to know before you sign off on Tuesday; housing values stay flat, casino and supermarkets dragged to court, retail shows some good signs, farmers happier except with banks, swaps & NZD stable, & more
10th Dec 24, 4:00pm
59
A review of things you need to know before you sign off on Tuesday; housing values stay flat, casino and supermarkets dragged to court, retail shows some good signs, farmers happier except with banks, swaps & NZD stable, & more