Currencies
Trump obsesses about Powell; US already in recession; Japanese inflation stays high; China FDI weak, fiscal stimulus rises; ECB cuts; Aussie jobs rise; UST 10yr at 4.33%; gold holds high and oil up; NZ$1 = 59.4 USc; TWI-5 = 67.6
19th Apr 25, 8:17am
6
Trump obsesses about Powell; US already in recession; Japanese inflation stays high; China FDI weak, fiscal stimulus rises; ECB cuts; Aussie jobs rise; UST 10yr at 4.33%; gold holds high and oil up; NZ$1 = 59.4 USc; TWI-5 = 67.6
A review of things you need to know before you sign off on Thursday: the flood of retail rate changes continues, CPI at 2.5%, job ad activity limp, Tourism Holdings hammered, swaps stable, gold rises further, NZD firmish, & more
17th Apr 25, 3:59pm
17
A review of things you need to know before you sign off on Thursday: the flood of retail rate changes continues, CPI at 2.5%, job ad activity limp, Tourism Holdings hammered, swaps stable, gold rises further, NZD firmish, & more
Tariffs start to affect US data; Fed in a tough spot; markets recoil; Canada stops cutting; China claims steady growth, but housing still a big issue; UST 10yr at 4.27%; gold leaps and oil firm; NZ$1 = 59.3 USc; TWI-5 = 67.6
17th Apr 25, 7:19am
65
Tariffs start to affect US data; Fed in a tough spot; markets recoil; Canada stops cutting; China claims steady growth, but housing still a big issue; UST 10yr at 4.27%; gold leaps and oil firm; NZ$1 = 59.3 USc; TWI-5 = 67.6
A review of things you need to know before you sign off on Wednesday; flood of retail rate cuts, tractor drought, earnings downgrades, dairy prices suffer from USD pricing, ANZ changes its tune, swaps stable, NZD holds, & more
16th Apr 25, 3:59pm
12
A review of things you need to know before you sign off on Wednesday; flood of retail rate cuts, tractor drought, earnings downgrades, dairy prices suffer from USD pricing, ANZ changes its tune, swaps stable, NZD holds, & more
Dairy price gains undone by sinking USD; US sees more inflation less activity; Canadian inflation eases; Indian inflation falls; China targets Boeing; UST 10yr at 4.33%; gold and oil firm; NZ$1 = 59.1 USc; TWI-5 = 67.6
16th Apr 25, 7:27am
39
Dairy price gains undone by sinking USD; US sees more inflation less activity; Canadian inflation eases; Indian inflation falls; China targets Boeing; UST 10yr at 4.33%; gold and oil firm; NZ$1 = 59.1 USc; TWI-5 = 67.6
[updated]
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
15th Apr 25, 3:59pm
22
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
US consumers see higher prices, fewer jobs; Washington becomes a crime center; Canada rethinks rate cut track; China reaps huge trade benefit from tariff threats; UST 10yr at 4.37%; gold and oil dip; NZ$1 = 58.8 USc; TWI-5 = 67.3
15th Apr 25, 7:19am
14
US consumers see higher prices, fewer jobs; Washington becomes a crime center; Canada rethinks rate cut track; China reaps huge trade benefit from tariff threats; UST 10yr at 4.37%; gold and oil dip; NZ$1 = 58.8 USc; TWI-5 = 67.3
[updated]
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
14th Apr 25, 3:59pm
36
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
[updated]
China retaliates for extra US tariffs; Trump in tariff u-turn; US consumer mood darkens; credit crunch watch; north China battles unusual cold; India slows; UST 10yr at 4.50%; gold and oil unchanged; NZ$1 = 58.3 USc; TWI = 66.9
14th Apr 25, 7:19am
12
China retaliates for extra US tariffs; Trump in tariff u-turn; US consumer mood darkens; credit crunch watch; north China battles unusual cold; India slows; UST 10yr at 4.50%; gold and oil unchanged; NZ$1 = 58.3 USc; TWI = 66.9
Trouble in the United States financial markets suggest some investors are losing faith in its status as a global reserve and the dominant superpower
12th Apr 25, 9:00am
58
Trouble in the United States financial markets suggest some investors are losing faith in its status as a global reserve and the dominant superpower
China hits back as US-China trade now pointless; US consumers turn very glum; credit crunch coming for non-prime US business; China faces its own debt stress; UST 10yr at 4.49%; gold and oil up; NZ$1 = 58.2 USc; TWI = 66.9
12th Apr 25, 8:21am
41
China hits back as US-China trade now pointless; US consumers turn very glum; credit crunch coming for non-prime US business; China faces its own debt stress; UST 10yr at 4.49%; gold and oil up; NZ$1 = 58.2 USc; TWI = 66.9
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
11th Apr 25, 4:00pm
20
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
Martin Whetton says events in fixed income markets this week have no historical precedent, suggesting a sea-change in the way the US is viewed
11th Apr 25, 1:39pm
20
Martin Whetton says events in fixed income markets this week have no historical precedent, suggesting a sea-change in the way the US is viewed
US inflation falls on big oil price drop; US federal deficit back to Trump-I depths; Taiwanese exports surge; China in deflation again; Aussies face higher inflation; UST 10yr at 4.40%; gold up and oil down; NZ$1 = 57.4 USc; TWI = 66.5
11th Apr 25, 7:22am
54
US inflation falls on big oil price drop; US federal deficit back to Trump-I depths; Taiwanese exports surge; China in deflation again; Aussies face higher inflation; UST 10yr at 4.40%; gold up and oil down; NZ$1 = 57.4 USc; TWI = 66.5
[updated]
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
10th Apr 25, 3:59pm
32
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
Trump makes tariff u-turn for most; equities rise on emotional reaction; China retaliates and Trump can't help himself; bond yields zoom higher; UST 10yr at 4.40%; gold and oil up; NZ$1 = 56.2 USc; TWI = 65.8
10th Apr 25, 7:19am
57
Trump makes tariff u-turn for most; equities rise on emotional reaction; China retaliates and Trump can't help himself; bond yields zoom higher; UST 10yr at 4.40%; gold and oil up; NZ$1 = 56.2 USc; TWI = 65.8
[updated]
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
9th Apr 25, 3:59pm
17
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
[updated]
Wall Street titans turn on Trump; US sentiment falls as prices rise; iron ore price drops; China resists US pressure; Australian sentiment retreats; UST 10yr at 4.25%; gold up and oil down; NZ$1 = 55.5 USc; TWI = 65.6
9th Apr 25, 7:19am
56
Wall Street titans turn on Trump; US sentiment falls as prices rise; iron ore price drops; China resists US pressure; Australian sentiment retreats; UST 10yr at 4.25%; gold up and oil down; NZ$1 = 55.5 USc; TWI = 65.6
[updated]
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
8th Apr 25, 4:00pm
26
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
Wall Street opens with whipsaw trade; EU mulls retaliation still, and faces an "urgent problem"; Australia faces "significant economic uncertainty"; UST 10yr at 4.15%; gold and oil fall further; NZ$1 = 55.5 USc; TWI = 65.5
8th Apr 25, 7:19am
33
Wall Street opens with whipsaw trade; EU mulls retaliation still, and faces an "urgent problem"; Australia faces "significant economic uncertainty"; UST 10yr at 4.15%; gold and oil fall further; NZ$1 = 55.5 USc; TWI = 65.5
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
7th Apr 25, 3:59pm
36
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
[updated]
Punch and counterpunch as tariff battle sets up a slow attritional decline; Powell sees stagflation; commodity prices dive with equities, bonds and currencies; UST 10yr at 4.00%; gold and oil stay down; NZ$1 = 55.9 USc; TWI = 65.8
7th Apr 25, 7:20am
22
Punch and counterpunch as tariff battle sets up a slow attritional decline; Powell sees stagflation; commodity prices dive with equities, bonds and currencies; UST 10yr at 4.00%; gold and oil stay down; NZ$1 = 55.9 USc; TWI = 65.8
China retaliates, compounding the US tariff mistake; reactions are fierce everywhere; the world faces severe stagflation and markets are pricing that in; UST 10yr at 3.99%; gold and oil drop hard; NZ$1 = 55.6 USc; TWI = 65.6
5th Apr 25, 8:09am
108
China retaliates, compounding the US tariff mistake; reactions are fierce everywhere; the world faces severe stagflation and markets are pricing that in; UST 10yr at 3.99%; gold and oil drop hard; NZ$1 = 55.6 USc; TWI = 65.6
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
Financial markets dump on Trump's tariffs; Canada retaliates; US jobs data wavers; China services rise; Aussie job vacancies fall; UST 10yr at 4.04%; gold and drop; NZ$1 = 58.1 USc; TWI = 67
4th Apr 25, 7:20am
26
Financial markets dump on Trump's tariffs; Canada retaliates; US jobs data wavers; China services rise; Aussie job vacancies fall; UST 10yr at 4.04%; gold and drop; NZ$1 = 58.1 USc; TWI = 67