NZ$
Roger J Kerr looks ahead seeing the US cutting interest rates when most other countries are either increasing or holding. US dollar depreciation appears likely given mediocre US economic performance and Trump policy uncertainties
22nd Dec 25, 8:02am
7
Roger J Kerr looks ahead seeing the US cutting interest rates when most other countries are either increasing or holding. US dollar depreciation appears likely given mediocre US economic performance and Trump policy uncertainties
A review of things you need to know before you sign off on Friday; investors shun Kiwibank capital raise, sentiment surveys positive, more milk payout cuts, big trade improvements, swaps stable, NZD stable, & more
19th Dec 25, 4:04pm
6
A review of things you need to know before you sign off on Friday; investors shun Kiwibank capital raise, sentiment surveys positive, more milk payout cuts, big trade improvements, swaps stable, NZD stable, & more
Soft US CPI data contributed to a solid rally for equity markets and lower treasury yields. ECB held rates steady and upgraded growth and inflation forecasts. BofE made a cautious cut
19th Dec 25, 8:00am
Soft US CPI data contributed to a solid rally for equity markets and lower treasury yields. ECB held rates steady and upgraded growth and inflation forecasts. BofE made a cautious cut
A review of things you need to know before you sign off on Thursday; more retail rate changes, Willis on Kiwibank IPO, Fonterra cuts again, GDP bounces back, some big scam losses, swaps stable, NZD soft, & more
18th Dec 25, 3:59pm
9
A review of things you need to know before you sign off on Thursday; more retail rate changes, Willis on Kiwibank IPO, Fonterra cuts again, GDP bounces back, some big scam losses, swaps stable, NZD soft, & more
US equities are notably weaker, dragged down by the tech sector. Softer UK CPI data locks in BoE rate cut tonight. NZ Q3 GDP data today expected to show bounce back after Q2 contraction
18th Dec 25, 7:43am
US equities are notably weaker, dragged down by the tech sector. Softer UK CPI data locks in BoE rate cut tonight. NZ Q3 GDP data today expected to show bounce back after Q2 contraction
A review of things you need to know before you sign off on Wednesday; consumer mood brightens, current account deficit shrinks, dairy prices tanking, RBNZ aims to make getting into debt easier, swaps stable, NZD firm, & more
17th Dec 25, 3:59pm
21
A review of things you need to know before you sign off on Wednesday; consumer mood brightens, current account deficit shrinks, dairy prices tanking, RBNZ aims to make getting into debt easier, swaps stable, NZD firm, & more
Mixed US economic data; unemployment rate rises to a four year high of 4.6%; solid core retail sales; weaker PMI but stronger pricing indicators. Little market reaction. Oil prices fall further, down to a four-year low
17th Dec 25, 8:01am
Mixed US economic data; unemployment rate rises to a four year high of 4.6%; solid core retail sales; weaker PMI but stronger pricing indicators. Little market reaction. Oil prices fall further, down to a four-year low
Nicola Willis 'won't overreact' to forecast fiscal changes as ANZ economists say ‘substantial policy change’ is needed to tackle the likes of ageing population costs
16th Dec 25, 6:59pm
6
Nicola Willis 'won't overreact' to forecast fiscal changes as ANZ economists say ‘substantial policy change’ is needed to tackle the likes of ageing population costs
A review of things you need to know before you sign off on Tuesday; no rate changes, REINZ results soggy, food price pressure eases a little, job ads rise slowly, retail just hanging in there, HYFEU worse, swaps drop, NZD down, & more
16th Dec 25, 3:59pm
13
A review of things you need to know before you sign off on Tuesday; no rate changes, REINZ results soggy, food price pressure eases a little, job ads rise slowly, retail just hanging in there, HYFEU worse, swaps drop, NZD down, & more
Delay in economic recovery has led to ‘small deterioration in the fiscal forecasts’, Treasury says in its Half Year Economic and Fiscal Update as it expects a widening fiscal deficit and forecasts surplus to return in 2029/2030
16th Dec 25, 1:15pm
12
Delay in economic recovery has led to ‘small deterioration in the fiscal forecasts’, Treasury says in its Half Year Economic and Fiscal Update as it expects a widening fiscal deficit and forecasts surplus to return in 2029/2030
[updated]
A review of things you need to know before you sign off on Monday; Kiwibank raises TD rates, rents fall, service sector in trouble, ASB slapped over AML failures, Govt bond turnover stays very high, swaps dip, NZD stable, & more
15th Dec 25, 3:59pm
9
A review of things you need to know before you sign off on Monday; Kiwibank raises TD rates, rents fall, service sector in trouble, ASB slapped over AML failures, Govt bond turnover stays very high, swaps dip, NZD stable, & more
Roger J Kerr says September quarter GDP numbers this week should confirm once and for all the performance of our economy in 2025 has been misunderstood, misread and misreported by the majority of economic forecasters
15th Dec 25, 9:10am
7
Roger J Kerr says September quarter GDP numbers this week should confirm once and for all the performance of our economy in 2025 has been misunderstood, misread and misreported by the majority of economic forecasters
Concerns about high valuations for companies linked to AI weigh on US equities. FOMC dissenters outline rationale for leaving rates unchanged last week. US treasury curve steeper. Currency markets subdued
15th Dec 25, 7:34am
Concerns about high valuations for companies linked to AI weigh on US equities. FOMC dissenters outline rationale for leaving rates unchanged last week. US treasury curve steeper. Currency markets subdued
A review of things you need to know before you sign off on Friday; more rate hikes, retail shows small gains, factory PMI stays positive, Auckland housing completions stay low, swaps hold for short terms, NZD holds, & more
12th Dec 25, 4:18pm
19
A review of things you need to know before you sign off on Friday; more rate hikes, retail shows small gains, factory PMI stays positive, Auckland housing completions stay low, swaps hold for short terms, NZD holds, & more
Post-FOMC rally in US equities fades. Treasuries modestly lower in yield. US dollar extends recent decline. Monthly job growth in Australia weaker than expected
12th Dec 25, 8:05am
Post-FOMC rally in US equities fades. Treasuries modestly lower in yield. US dollar extends recent decline. Monthly job growth in Australia weaker than expected