NZ$
A review of things you need to know before you sign off on Friday; Consumer confidence rises, sector credit & building consents mixed, Fletcher's provision, TVNZ's loss, NZ$ mixed
30th Aug 24, 3:50pm
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A review of things you need to know before you sign off on Friday; Consumer confidence rises, sector credit & building consents mixed, Fletcher's provision, TVNZ's loss, NZ$ mixed
A review of things you need to know before you sign off on Thursday; Westpac rate cuts, surging business confidence, Heartland provisions rise, Air NZ earnings turbulence, NZ dollar strengthens a bit
29th Aug 24, 4:04pm
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A review of things you need to know before you sign off on Thursday; Westpac rate cuts, surging business confidence, Heartland provisions rise, Air NZ earnings turbulence, NZ dollar strengthens a bit
US Treasury yields remain in a consolidation mode with a curve steepening bias. A risk-off vibe and technical factors have seen the USD broadly stronger with European currencies underperforming
29th Aug 24, 7:48am
US Treasury yields remain in a consolidation mode with a curve steepening bias. A risk-off vibe and technical factors have seen the USD broadly stronger with European currencies underperforming
A review of things you need to know before you sign off on Wednesday; labour market weakens, Woolworth profit drops, RBNZs FX intervention capacity at record high, swaps stable, NZD firm, & more
28th Aug 24, 4:00pm
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A review of things you need to know before you sign off on Wednesday; labour market weakens, Woolworth profit drops, RBNZs FX intervention capacity at record high, swaps stable, NZD firm, & more
HSBC economist Paul Bloxham is suggesting ways New Zealand could reclaim the former superstar status he bestowed upon us
28th Aug 24, 2:48pm
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HSBC economist Paul Bloxham is suggesting ways New Zealand could reclaim the former superstar status he bestowed upon us
US consumer confidence higher on lower interest rate outlook while labour market conditions soften further. US equities edge higher, US Treasury yields in clear curve steepening bias and the US is broadly weaker
28th Aug 24, 7:39am
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US consumer confidence higher on lower interest rate outlook while labour market conditions soften further. US equities edge higher, US Treasury yields in clear curve steepening bias and the US is broadly weaker
In a new episode of our Of Interest podcast, Westpac's Imre Speizer explains the importance of swap rates & why interest rates are heading lower
27th Aug 24, 5:00pm
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In a new episode of our Of Interest podcast, Westpac's Imre Speizer explains the importance of swap rates & why interest rates are heading lower
A review of things you need to know before you sign off on Tuesday; no significant rate changes, easier for FHBs, tougher for commercial property, analysts more bullish on milk price, TSB cops big fine, swaps & NZD stable, & much more
27th Aug 24, 3:59pm
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A review of things you need to know before you sign off on Tuesday; no significant rate changes, easier for FHBs, tougher for commercial property, analysts more bullish on milk price, TSB cops big fine, swaps & NZD stable, & much more
Markets are consolidating following the initial excitement following Powell’s Jackson Hole speech. US equities are down modestly, US Treasuries show small changes, and the USD is slightly stronger
27th Aug 24, 7:28am
Markets are consolidating following the initial excitement following Powell’s Jackson Hole speech. US equities are down modestly, US Treasuries show small changes, and the USD is slightly stronger
A review of things you need to know before you sign off on Monday; More rate cuts, KiwiSaver assets rise, FHBs at capacity, big fine for big lie, swaps and NZD stable, and more
26th Aug 24, 3:59pm
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A review of things you need to know before you sign off on Monday; More rate cuts, KiwiSaver assets rise, FHBs at capacity, big fine for big lie, swaps and NZD stable, and more
Roger J Kerr says the US dollar has further to fall as the Fed commence the interest rate cutting cycle
26th Aug 24, 8:42am
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Roger J Kerr says the US dollar has further to fall as the Fed commence the interest rate cutting cycle
Powell’s Jackson Hole speech was music to the ears of investors. Risk appetite increased, US equities up over 1%, Treasury yields fell, the USD was broadly weaker, and commodity prices rose
26th Aug 24, 7:29am
Powell’s Jackson Hole speech was music to the ears of investors. Risk appetite increased, US equities up over 1%, Treasury yields fell, the USD was broadly weaker, and commodity prices rose
[updated]
A review of things you need to know before you sign off on Friday; Fonterra raises milk payout forecast, retail volumes sink, RBNZ Dashboard data updated, swaps firmish, NZD firmer too, & more
23rd Aug 24, 3:59pm
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A review of things you need to know before you sign off on Friday; Fonterra raises milk payout forecast, retail volumes sink, RBNZ Dashboard data updated, swaps firmish, NZD firmer too, & more
There has been a reversal of recent price action, with US equities weaker, higher rates and a stronger USD. Data suggested no need for the Fed to panic, Fed speakers arguing for gradualism
23rd Aug 24, 7:46am
There has been a reversal of recent price action, with US equities weaker, higher rates and a stronger USD. Data suggested no need for the Fed to panic, Fed speakers arguing for gradualism
A review of things you need to know before you sign off on Thursday; more rate cuts from majors again, Kiwibank reports record profit, regions suffering, emissions falling, NIMs stable, swaps stable, NZD holds, & more
22nd Aug 24, 4:00pm
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A review of things you need to know before you sign off on Thursday; more rate cuts from majors again, Kiwibank reports record profit, regions suffering, emissions falling, NIMs stable, swaps stable, NZD holds, & more
Treasury yields fell led by the front end. The US dollar index extended its recent decline reaching new lows for the year. US payroll growth in the year to March was revised down. FOMC minutes pointed to a September rate cut
22nd Aug 24, 7:47am
Treasury yields fell led by the front end. The US dollar index extended its recent decline reaching new lows for the year. US payroll growth in the year to March was revised down. FOMC minutes pointed to a September rate cut
A review of things you need to know before you sign off on Wednesday; more me-too rate cuts but SBS Bank goes lower, dairy prices rise, credit card data tame, listeds make news, swaps stable, NZD firm, & more
21st Aug 24, 3:59pm
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A review of things you need to know before you sign off on Wednesday; more me-too rate cuts but SBS Bank goes lower, dairy prices rise, credit card data tame, listeds make news, swaps stable, NZD firm, & more
US Treasury yields are down 5-6bps, supported by benign Canadian CPI data. The USD is again broadly weaker, taking the DXY index down to fresh lows for the year; the yen is the strongest of the majors
21st Aug 24, 7:46am
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US Treasury yields are down 5-6bps, supported by benign Canadian CPI data. The USD is again broadly weaker, taking the DXY index down to fresh lows for the year; the yen is the strongest of the majors
A review of things you need to know before you sign off on Tuesday; BNZ cuts home loan rates, REINZ data shows sellers meeting market lower, ComCom releases banking investigation, job ads rise, swaps hold, NZD firms, & more
20th Aug 24, 3:59pm
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A review of things you need to know before you sign off on Tuesday; BNZ cuts home loan rates, REINZ data shows sellers meeting market lower, ComCom releases banking investigation, job ads rise, swaps hold, NZD firms, & more
Fed speakers give the green light to a rate cut next month. Global equity markets rise. Eyes turn to Jackson Hole speakers
20th Aug 24, 7:35am
Fed speakers give the green light to a rate cut next month. Global equity markets rise. Eyes turn to Jackson Hole speakers
A review of things you need to know before you sign off on Monday; ANZ cuts hard, auction activity weak, PSI 'awful', population growth slows, swaps firmish, NZD stable, & more
19th Aug 24, 3:59pm
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A review of things you need to know before you sign off on Monday; ANZ cuts hard, auction activity weak, PSI 'awful', population growth slows, swaps firmish, NZD stable, & more
BNZ head of research Stephen Toplis says it will take till 2029 for per capita GDP to return to previous levels
19th Aug 24, 2:36pm
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BNZ head of research Stephen Toplis says it will take till 2029 for per capita GDP to return to previous levels
Roger J Kerr says the RBNZ claim of victory over inflation may be premature
Global asset markets subdued, but S&P500 rose for a seventh straight day, up +4% for the week. Gold rises to frest all-time high
19th Aug 24, 7:18am
Global asset markets subdued, but S&P500 rose for a seventh straight day, up +4% for the week. Gold rises to frest all-time high
David Hargreaves says it might be in everyone's best interests if the Reserve Bank finds a less blunt way of communicating its thoughts on the future levels of the Official Cash Rate
18th Aug 24, 6:30am
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David Hargreaves says it might be in everyone's best interests if the Reserve Bank finds a less blunt way of communicating its thoughts on the future levels of the Official Cash Rate