NZ$
A review of things you need to know before you sign off on Thursday: the flood of retail rate changes continues, CPI at 2.5%, job ad activity limp, Tourism Holdings hammered, swaps stable, gold rises further, NZD firmish, & more
17th Apr 25, 3:59pm
17
A review of things you need to know before you sign off on Thursday: the flood of retail rate changes continues, CPI at 2.5%, job ad activity limp, Tourism Holdings hammered, swaps stable, gold rises further, NZD firmish, & more
US equities under pressure again. US pressuring trading partners to limit their dealings with China; China open to trade talks under certain conditions. Bank of Canada on hold and ditches forecasts and guidance
17th Apr 25, 7:49am
US equities under pressure again. US pressuring trading partners to limit their dealings with China; China open to trade talks under certain conditions. Bank of Canada on hold and ditches forecasts and guidance
A review of things you need to know before you sign off on Wednesday; flood of retail rate cuts, tractor drought, earnings downgrades, dairy prices suffer from USD pricing, ANZ changes its tune, swaps stable, NZD holds, & more
16th Apr 25, 3:59pm
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A review of things you need to know before you sign off on Wednesday; flood of retail rate cuts, tractor drought, earnings downgrades, dairy prices suffer from USD pricing, ANZ changes its tune, swaps stable, NZD holds, & more
China stops ordering new Boeing aircraft and halt purchases of aircraft and parts from US companies. No progress on EU-US trade negotiations. But financial markets calmer
16th Apr 25, 7:56am
China stops ordering new Boeing aircraft and halt purchases of aircraft and parts from US companies. No progress on EU-US trade negotiations. But financial markets calmer
[updated]
A review of things you need to know before you sign off on Tuesday; not seeing housing market upturn yet, food prices rise, real-time GDP tool launched, holidays more expensive, swaps stable, NZD rises, & more
15th Apr 25, 3:59pm
22
A review of things you need to know before you sign off on Tuesday; not seeing housing market upturn yet, food prices rise, real-time GDP tool launched, holidays more expensive, swaps stable, NZD rises, & more
Trump considers windback of tariffs to help the auto sector, following the carve-out for some electronic goods from China. Calmer markets. US Treasuries reverse some of last week's movement. Global equities recover
15th Apr 25, 7:47am
1
Trump considers windback of tariffs to help the auto sector, following the carve-out for some electronic goods from China. Calmer markets. US Treasuries reverse some of last week's movement. Global equities recover
[updated]
A review of things you need to know before you sign off on Monday; more retail rate tweaks, migration turns up, retail & services softer than expected; no grocery cost pressure, eyes on fertiliser costs, swaps stable, NZD firm, & more
14th Apr 25, 3:59pm
36
A review of things you need to know before you sign off on Monday; more retail rate tweaks, migration turns up, retail & services softer than expected; no grocery cost pressure, eyes on fertiliser costs, swaps stable, NZD firm, & more
Roger J Kerr says when international confidence in an economy and currency is lost, its value can only go one way
14th Apr 25, 8:31am
Roger J Kerr says when international confidence in an economy and currency is lost, its value can only go one way
US dollar under pressure with higher UST yields not providing support. The USD index fell to a three year low. The Michigan consumer sentiment survey expectations index slumped to the lowest level since 1980 while inflation expectations continued to rise
14th Apr 25, 7:28am
US dollar under pressure with higher UST yields not providing support. The USD index fell to a three year low. The Michigan consumer sentiment survey expectations index slumped to the lowest level since 1980 while inflation expectations continued to rise
David Hargreaves has a look at what the March quarter inflation figures might bring. That's the easy bit. The hard bit is trying to work out what might come next
13th Apr 25, 6:30am
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David Hargreaves has a look at what the March quarter inflation figures might bring. That's the easy bit. The hard bit is trying to work out what might come next
A review of things you need to know before you sign off on Friday; Some savings rates move down, rents stable, factories expanding, FMA files charges against ex-broker, oil falls, gold jumps, swaps stable, NZD rises, & more
11th Apr 25, 4:00pm
20
A review of things you need to know before you sign off on Friday; Some savings rates move down, rents stable, factories expanding, FMA files charges against ex-broker, oil falls, gold jumps, swaps stable, NZD rises, & more
Further large swings in asset markets. US equities fall sharply. US CPI softer than expected though the data predates the impact of tariffs. Gold prices reach another record high
11th Apr 25, 7:59am
Further large swings in asset markets. US equities fall sharply. US CPI softer than expected though the data predates the impact of tariffs. Gold prices reach another record high
[updated]
A review of things you need to know before you sign off on Thursday; no fixed rate mortgage changes, slightly smaller households, trucks busy, pyramid scam alert, China in deflation, swaps waver, NZD jumps, & more
10th Apr 25, 3:59pm
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A review of things you need to know before you sign off on Thursday; no fixed rate mortgage changes, slightly smaller households, trucks busy, pyramid scam alert, China in deflation, swaps waver, NZD jumps, & more
Equity indices surge higher after Trump announced a 90 day pause on the implementation of tariffs on non-retaliating countries. The S&P gained more than 7%. Huge bond market volatility
10th Apr 25, 7:45am
Equity indices surge higher after Trump announced a 90 day pause on the implementation of tariffs on non-retaliating countries. The S&P gained more than 7%. Huge bond market volatility
[updated]
A review of things you need to know before you sign off on Wednesday; banks react to OCR cut, housing overstock grows, construction inflation vanishes, Govt to force more diesel resilience, swaps lower, NZD very low, & more
9th Apr 25, 3:59pm
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A review of things you need to know before you sign off on Wednesday; banks react to OCR cut, housing overstock grows, construction inflation vanishes, Govt to force more diesel resilience, swaps lower, NZD very low, & more
Market focus on tariff negotiations with countries lined up; China is a notable exception and China said it will "fight to end". Markets remain choppy; Big early gain in US equities eroded
9th Apr 25, 7:51am
Market focus on tariff negotiations with countries lined up; China is a notable exception and China said it will "fight to end". Markets remain choppy; Big early gain in US equities eroded
[updated]
A review of things you need to know before you sign off on Tuesday; rates market awaits the RBNZ, economic recovery subdued, QV sees housing values becalmed, Hawkesby gets a 6 month term, swaps hold, NZD little-changed, & more
8th Apr 25, 4:00pm
26
A review of things you need to know before you sign off on Tuesday; rates market awaits the RBNZ, economic recovery subdued, QV sees housing values becalmed, Hawkesby gets a 6 month term, swaps hold, NZD little-changed, & more
Some wild market movements overnight; S&P500 trades a high/low range of 8.5%; EU working out how to retaliate. Bond markets sell off; UST 10-year rate trades above 4.2% overnight, curve steepens
8th Apr 25, 7:46am
Some wild market movements overnight; S&P500 trades a high/low range of 8.5%; EU working out how to retaliate. Bond markets sell off; UST 10-year rate trades above 4.2% overnight, curve steepens
A review of things you need to know before you sign off on Monday; Kiwibank joins the others at 4.99%, IRD intensifies it audit activity, more dwellings for renters; markets fall further, swaps drop, NZD weak, & more
7th Apr 25, 3:59pm
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A review of things you need to know before you sign off on Monday; Kiwibank joins the others at 4.99%, IRD intensifies it audit activity, more dwellings for renters; markets fall further, swaps drop, NZD weak, & more
Roger J Kerr says the Trump regime appear disturbingly unaware of the damage they have created in attempting to reverse globalisation and build a protective wall around the US economy
7th Apr 25, 8:54am
1
Roger J Kerr says the Trump regime appear disturbingly unaware of the damage they have created in attempting to reverse globalisation and build a protective wall around the US economy
Extreme volatility across global markets after China escalated the trade war by hitting an extra 34% tariff on US goods. S&P closed 6% lower as growth assets slumped. Powell focused on inflation suggesting limited scope for a near-term policy pivot
7th Apr 25, 7:20am
Extreme volatility across global markets after China escalated the trade war by hitting an extra 34% tariff on US goods. S&P closed 6% lower as growth assets slumped. Powell focused on inflation suggesting limited scope for a near-term policy pivot
A review of things you need to know before you sign off on Friday; buckle in as financial markets react to an Orange Swan (or goose?), swaps fall hard, NZD rises, housing completions rise in Auckland, IAG in court, & more
4th Apr 25, 3:59pm
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A review of things you need to know before you sign off on Friday; buckle in as financial markets react to an Orange Swan (or goose?), swaps fall hard, NZD rises, housing completions rise in Auckland, IAG in court, & more
Trump's reciprocal tariff policy was much worse than expected, rocking financial markets. Flight to quality as global equities plunge. Bonds well supported. Oil prices plunge on global growth concerns and OPEC+ production upscale
4th Apr 25, 7:57am
Trump's reciprocal tariff policy was much worse than expected, rocking financial markets. Flight to quality as global equities plunge. Bonds well supported. Oil prices plunge on global growth concerns and OPEC+ production upscale
A review of things you need to know before you sign off on Thursday; markets hold their breath, early movers show fear, tax take eases, retail weak, 2degrees fined, commodity prices hold, swaps fall, NZD firms, & more
3rd Apr 25, 3:59pm
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A review of things you need to know before you sign off on Thursday; markets hold their breath, early movers show fear, tax take eases, retail weak, 2degrees fined, commodity prices hold, swaps fall, NZD firms, & more
[updated]
US President Donald Trump announces a baseline import tariff of 10% which will apply to New Zealand
3rd Apr 25, 9:55am
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US President Donald Trump announces a baseline import tariff of 10% which will apply to New Zealand