NZ$
A review of things you need to know before you sign off on Friday; consumer confidence less negative, housing investors cautious, calls for electricity reform; wool prices drop, China PMI's retreat, swaps up, NZD up, & more
31st Jul 26, 3:59pm
25
A review of things you need to know before you sign off on Friday; consumer confidence less negative, housing investors cautious, calls for electricity reform; wool prices drop, China PMI's retreat, swaps up, NZD up, & more
Oil prices contained despite Mid-East bombing campaign continuing. US Q2 GDP up "only" +1.5% in Q2. Further curve steepening as fallout from Warsh's press conference continues. Japan intervenes yo support the yen
31st Jul 26, 8:02am
Oil prices contained despite Mid-East bombing campaign continuing. US Q2 GDP up "only" +1.5% in Q2. Further curve steepening as fallout from Warsh's press conference continues. Japan intervenes yo support the yen
A review of things you need to know before you sign off on Thursday; business opinion susceptible to geopolitical twists, Auckland housing completions lower, trouble at the FMA, misery rising, swaps firm, NZD up, & more
30th Jul 26, 3:59pm
31
A review of things you need to know before you sign off on Thursday; business opinion susceptible to geopolitical twists, Auckland housing completions lower, trouble at the FMA, misery rising, swaps firm, NZD up, & more
US Federal Reserve leaves rates on hold, although three Committee members dissented in favour of an increase. Oil prices rebounded sharply amid further tensions in the Middle East
30th Jul 26, 7:52am
US Federal Reserve leaves rates on hold, although three Committee members dissented in favour of an increase. Oil prices rebounded sharply amid further tensions in the Middle East
[updated]
A review of things you need to know before you sign off on Wednesday; less mortgage interest paid, dairy prices soft, Queenstown rising, Aussie inflation pressure eases, swaps soft, NZX firm, NZD firm, & more
29th Jul 26, 3:59pm
33
A review of things you need to know before you sign off on Wednesday; less mortgage interest paid, dairy prices soft, Queenstown rising, Aussie inflation pressure eases, swaps soft, NZX firm, NZD firm, & more
Oil prices down significantly for a third consecutive day. Lower oil prices support global bond markets. US treasury yields show further modest fall. Semiconductor stocks continue to weigh on global equities
29th Jul 26, 7:54am
Oil prices down significantly for a third consecutive day. Lower oil prices support global bond markets. US treasury yields show further modest fall. Semiconductor stocks continue to weigh on global equities
A review of things you need to know before you sign off on Tuesday; lackluster jobs data, living costs up, retailers turn positive, FHBs accept low equity loans, data center growth calculated, swaps firmish, NZX stable, NZD soft, & more
28th Jul 26, 3:59pm
14
A review of things you need to know before you sign off on Tuesday; lackluster jobs data, living costs up, retailers turn positive, FHBs accept low equity loans, data center growth calculated, swaps firmish, NZX stable, NZD soft, & more
Oil prices fell sharply after the US paused plans to escalate strikes against Iran, supporting a move lower in global bond yields. But an initial rally in US equities faded
28th Jul 26, 7:44am
Oil prices fell sharply after the US paused plans to escalate strikes against Iran, supporting a move lower in global bond yields. But an initial rally in US equities faded
A review of things you need to know before you sign off on Monday; fixed home loan rates start their shift up, home loan affordability improves, Australia might get sharper banking competition, swaps reverse, NZD stable, & more
27th Jul 26, 3:59pm
16
A review of things you need to know before you sign off on Monday; fixed home loan rates start their shift up, home loan affordability improves, Australia might get sharper banking competition, swaps reverse, NZD stable, & more
Roger J Kerr sees weaker US jobs growth undermining the market pricing for an inflation-fighting Fed hike, and the USD will fall too. At the same time he finds strength in recent NZ and Australian economic data
27th Jul 26, 8:00am
2
Roger J Kerr sees weaker US jobs growth undermining the market pricing for an inflation-fighting Fed hike, and the USD will fall too. At the same time he finds strength in recent NZ and Australian economic data
Positive weekend developments with US and Iran military action paused. NZD recovers some lost ground and is modestly higher on the key crosses. Higher Australian rates drive up NZ rates, with 2-year swap closing at a fresh cycle high
27th Jul 26, 7:20am
Positive weekend developments with US and Iran military action paused. NZD recovers some lost ground and is modestly higher on the key crosses. Higher Australian rates drive up NZ rates, with 2-year swap closing at a fresh cycle high
[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