NZ$
[updated]
A review of things you need to know before you sign off on Friday; job ad volumes higher, US hits NZ with new tariff, Aussie PMIs rise, equities sell off and interest rates rise globally, swap rates jump, NZD soft, & more
24th Jul 26, 3:59pm
8
A review of things you need to know before you sign off on Friday; job ad volumes higher, US hits NZ with new tariff, Aussie PMIs rise, equities sell off and interest rates rise globally, swap rates jump, NZD soft, & more
Middle East tension increase. Brent crude steadily rises up through USD101/bbl. This drives up global rates to levels not seen since early 2025. US equities much lower, accentuated by falls in the Mag7 on capex concerns
24th Jul 26, 7:59am
Middle East tension increase. Brent crude steadily rises up through USD101/bbl. This drives up global rates to levels not seen since early 2025. US equities much lower, accentuated by falls in the Mag7 on capex concerns
A review of things you need to know before you sign off on Thursday; ASB ups one rate, overseas students back in volume, NZGBs popular at a price, Mercury stakes its AI claim, Rinehart loses on SpaceX, swaps firm, NZD soft, & more
23rd Jul 26, 3:59pm
16
A review of things you need to know before you sign off on Thursday; ASB ups one rate, overseas students back in volume, NZGBs popular at a price, Mercury stakes its AI claim, Rinehart loses on SpaceX, swaps firm, NZD soft, & more
Oil prices up again as the US and Iran exchange missiles and threats. Higher oil prices driving US rates up. Currency moves modest; NZD weakens as recent strength fades; JPY still weak despite threat to intervene
23rd Jul 26, 7:55am
Oil prices up again as the US and Iran exchange missiles and threats. Higher oil prices driving US rates up. Currency moves modest; NZD weakens as recent strength fades; JPY still weak despite threat to intervene
A review of things you need to know before you sign off on Wednesday; no retail rate changes, dairy prices hold, greenhouse gas reductions too slow, credit card debt eases, swaps flat, NZX firms, NZD retreats, & more
22nd Jul 26, 3:59pm
12
A review of things you need to know before you sign off on Wednesday; no retail rate changes, dairy prices hold, greenhouse gas reductions too slow, credit card debt eases, swaps flat, NZX firms, NZD retreats, & more
Oil prices higher overnight with Brent crude peaking just below USD92 on new Trump threats. Treasury yields push higher, but US equity market unperturbed as investors return. NZD and rates higher after strong NZ CPI report, but the move faded
22nd Jul 26, 7:53am
Oil prices higher overnight with Brent crude peaking just below USD92 on new Trump threats. Treasury yields push higher, but US equity market unperturbed as investors return. NZD and rates higher after strong NZ CPI report, but the move faded
Although the latest CPI inflation data wasn't as worrying as it could have been, economists still see more OCR increases ahead
21st Jul 26, 4:26pm
4
Although the latest CPI inflation data wasn't as worrying as it could have been, economists still see more OCR increases ahead
A review of things you need to know before you sign off on Tuesday; inflation up, real estate agent commissions resilient, Hamilton Confidential, eyes on dairy auction, swaps hold, NZX dips, NZD firmish, & more
21st Jul 26, 3:59pm
7
A review of things you need to know before you sign off on Tuesday; inflation up, real estate agent commissions resilient, Hamilton Confidential, eyes on dairy auction, swaps hold, NZX dips, NZD firmish, & more
[updated]
Annual inflation hits 4.1% in the June quarter with petrol leading the way
Mixed news on Middle East tensions; ideas from mediators conveyed to Iran; Houthis propose maritime blockade for the Red Sea route used by Saudi Arabia; Brent crude currently just under US$90/bbl. US Treasury yields higher
21st Jul 26, 7:37am
Mixed news on Middle East tensions; ideas from mediators conveyed to Iran; Houthis propose maritime blockade for the Red Sea route used by Saudi Arabia; Brent crude currently just under US$90/bbl. US Treasury yields higher
[updated]
A review of things you need to know before you sign off on Monday; surging exports & imports, lackluster property market, $60 mln carbon tax subsidy, food-for-fuel deal in force, swaps up, NZX on hold, NZD firms, & more
20th Jul 26, 4:00pm
20
A review of things you need to know before you sign off on Monday; surging exports & imports, lackluster property market, $60 mln carbon tax subsidy, food-for-fuel deal in force, swaps up, NZX on hold, NZD firms, & more
Roger J Kerr says NZ, Aussie and US interest rates are set to converge to the same level, while US markets underestimate the disinflationary impulse underway
20th Jul 26, 8:00am
Roger J Kerr says NZ, Aussie and US interest rates are set to converge to the same level, while US markets underestimate the disinflationary impulse underway
US and Iran tit-for-tat military attacks increased. Crude rises through Friday night session, up 4½%; expect to see another lurch higher on the Asian open today, Rates and currencies well contained despite the lift in oil prices
20th Jul 26, 7:38am
1
US and Iran tit-for-tat military attacks increased. Crude rises through Friday night session, up 4½%; expect to see another lurch higher on the Asian open today, Rates and currencies well contained despite the lift in oil prices
Bank economists are forecasting inflation for the June quarter will reach or crack 4.0%, with Kiwibank saying it’s to be expected that ‘the June quarter inflation numbers will be ugly'
19th Jul 26, 8:09am
13
Bank economists are forecasting inflation for the June quarter will reach or crack 4.0%, with Kiwibank saying it’s to be expected that ‘the June quarter inflation numbers will be ugly'
[updated]
A review of things you need to know before you sign off on Friday; Rabobank raises savings rates, food price inflation eases, rents flat, Winston's ferries still three years away, 98% renewable, swaps & NZD flat, & more
17th Jul 26, 3:59pm
21
A review of things you need to know before you sign off on Friday; Rabobank raises savings rates, food price inflation eases, rents flat, Winston's ferries still three years away, 98% renewable, swaps & NZD flat, & more