NZ$

A review of things you need to know before you sign off on Friday; BNZ raises TD rates, trade deficit jumps, businesses see inflation cooling slowly, Q3 GDP indication up, swaps firm, NZD firm, bitcoin jumps again, & more

A review of things you need to know before you sign off on Friday; BNZ raises TD rates, trade deficit jumps, businesses see inflation cooling slowly, Q3 GDP indication up, swaps firm, NZD firm, bitcoin jumps again, & more

US Treasury yields rebounded, led by the long end, as investors looked through Treasury buyback plans. Oil rose to its highest level in almost a month

US Treasury yields rebounded, led by the long end, as investors looked through Treasury buyback plans. Oil rose to its highest level in almost a month

A review of things you need to know before you sign off on Thursday; FMA warns insurers, Kiwibank profit falls, Heartland profit rises, an Auckland traffic solution?, big bond demand, retail failures up, swaps stable, NZD jumps, & more

A review of things you need to know before you sign off on Thursday; FMA warns insurers, Kiwibank profit falls, Heartland profit rises, an Auckland traffic solution?, big bond demand, retail failures up, swaps stable, NZD jumps, & more

Reports that the US Treasury plans to increase longer-dated buybacks contributed to a sharp fall in 30-year yields. The US dollar fell to its lowest level since May

Reports that the US Treasury plans to increase longer-dated buybacks contributed to a sharp fall in 30-year yields. The US dollar fell to its lowest level since May

A review of things you need to know before you sign off on Wednesday; no retail rate changes, eyes on mortgage fraud threat, PPI costs rise faster than prices, dairy prices firm, swaps ease, NZX firms, NZD eases, & more

A review of things you need to know before you sign off on Wednesday; no retail rate changes, eyes on mortgage fraud threat, PPI costs rise faster than prices, dairy prices firm, swaps ease, NZX firms, NZD eases, & more

Global long-term rates reach fresh multi-decade highs; US 30-year rate reaches 5.34% but then retraces. Global equity markets weighed by rates backdrop. Brent crude steady around USD91 per barrel. Trump admits there are no talks to resolve the stalemate

Global long-term rates reach fresh multi-decade highs; US 30-year rate reaches 5.34% but then retraces. Global equity markets weighed by rates backdrop. Brent crude steady around USD91 per barrel. Trump admits there are no talks to resolve the stalemate

A review of things you need to know before you sign off on Tuesday; no retail rate changes, Kiwibank sniffs at TSB, demographic trends look negative, big fraud uncovered, swaps stable, long bonds rise, NZD dips, & more

A review of things you need to know before you sign off on Tuesday; no retail rate changes, Kiwibank sniffs at TSB, demographic trends look negative, big fraud uncovered, swaps stable, long bonds rise, NZD dips, & more

Oil prices are higher after Iranian TV confirmed the seizure of an oil tanker in the Strait of Hormuz. Global bond markets continue to trade heavily, with long-end rates in the US, Germany and Japan reaching fresh multi-decade highs

Oil prices are higher after Iranian TV confirmed the seizure of an oil tanker in the Strait of Hormuz. Global bond markets continue to trade heavily, with long-end rates in the US, Germany and Japan reaching fresh multi-decade highs

A review of things you need to know before you sign off on Monday; Kiwibank ups a key TD rate; students a boom sector, no food inflation, flat rents, retail sales up less than CPI, service sector expands slower, swaps & NZD firm, & more

A review of things you need to know before you sign off on Monday; Kiwibank ups a key TD rate; students a boom sector, no food inflation, flat rents, retail sales up less than CPI, service sector expands slower, swaps & NZD firm, & more

Roger J Kerr does a stocktake of New Zealand’s current economic fundamentals. He also sees US economic results consistently below forecasts that were overly optimistic

Roger J Kerr does a stocktake of New Zealand’s current economic fundamentals. He also sees US economic results consistently below forecasts that were overly optimistic

US retail sales and consumer sentiment were weaker than expected. The post-data US Treasury rally reversed, with 10-year yields ending near 4.70%. Long ends of European curves come under pressure

US retail sales and consumer sentiment were weaker than expected. The post-data US Treasury rally reversed, with 10-year yields ending near 4.70%. Long ends of European curves come under pressure

A review of things you need to know before you sign off on Friday; Factories still expanding, migration modest, more winter visitors, consumer inflation expectations ease but stay elevated, swaps hold, NZX flat, NZD soft, & more

A review of things you need to know before you sign off on Friday; Factories still expanding, migration modest, more winter visitors, consumer inflation expectations ease but stay elevated, swaps hold, NZX flat, NZD soft, & more

Benign US PPI data supported lower US rates and helped US equities reach a fresh record high; market now pricing just 23 bps of Fed hikes this year. No breaking news on the Middle East, but oil prices lower

Benign US PPI data supported lower US rates and helped US equities reach a fresh record high; market now pricing just 23 bps of Fed hikes this year. No breaking news on the Middle East, but oil prices lower

A review of things you need to know before you sign off on Thursday; Westpac tweaks rates up, housing market glum, fewer job ads, big insurers report lower profits, professional sentiment improves, swaps softish, NZD lower, & more

A review of things you need to know before you sign off on Thursday; Westpac tweaks rates up, housing market glum, fewer job ads, big insurers report lower profits, professional sentiment improves, swaps softish, NZD lower, & more

US CPI figures for July bang in line with consensus, no smoking gun for Fed September rate hike. Currencies well contained, although some NZD underperformance evident following failed leadership coup

US CPI figures for July bang in line with consensus, no smoking gun for Fed September rate hike. Currencies well contained, although some NZD underperformance evident following failed leadership coup