Economy
US data integrity threats; China goes all-in on debt funded growth; tariff threats waver; Japan positive; Aussie growth modest; UST 10yr at 4.28%, curves steepen; gold firm and oil drops further; NZ$1 = 57.1 USc; TWI = 66.6
6th Mar 25, 7:38am
29
US data integrity threats; China goes all-in on debt funded growth; tariff threats waver; Japan positive; Aussie growth modest; UST 10yr at 4.28%, curves steepen; gold firm and oil drops further; NZ$1 = 57.1 USc; TWI = 66.6
A review of things you need to know before you sign off on Wednesday; ICBC launches hot mortgage rate with cashback incentive, Orr resigns, retail stays weak, commodity prices stay high, car sales weak, swaps little-changed, NZD firms, & more
5th Mar 25, 3:59pm
14
A review of things you need to know before you sign off on Wednesday; ICBC launches hot mortgage rate with cashback incentive, Orr resigns, retail stays weak, commodity prices stay high, car sales weak, swaps little-changed, NZD firms, & more
Dairy prices dip less than expected; tariff war skirmishes turn into battles, everyone is losing; markets and sentiment retreat; eyes on Cyclone Alfred; UST 10yr at 4.19%; gold firms and oil drops further; NZ$1 = 56.2 USc; TWI = 66.1
5th Mar 25, 7:25am
33
Dairy prices dip less than expected; tariff war skirmishes turn into battles, everyone is losing; markets and sentiment retreat; eyes on Cyclone Alfred; UST 10yr at 4.19%; gold firms and oil drops further; NZ$1 = 56.2 USc; TWI = 66.1
A review of things you need to know before you sign off on Tuesday; Auckland house sales sag, fewer houses built, loan arrears rise, other building consents soft too, swaps down, NZD slips, & more
4th Mar 25, 3:59pm
28
A review of things you need to know before you sign off on Tuesday; Auckland house sales sag, fewer houses built, loan arrears rise, other building consents soft too, swaps down, NZD slips, & more
Sudden mood change in the US economy; Canada & Mexico prepare for imminent tariffs; Australia prepares for imminent election; everyone readies looser policy settings; UST 10yr at 4.23%; gold firms and oil dips; NZ$1 = 56.3 USc; TWI = 66.2
4th Mar 25, 7:19am
48
Sudden mood change in the US economy; Canada & Mexico prepare for imminent tariffs; Australia prepares for imminent election; everyone readies looser policy settings; UST 10yr at 4.23%; gold firms and oil dips; NZ$1 = 56.3 USc; TWI = 66.2
Our email newsletters are a fast and convenient way to get the data and analysis you need direct into your Inbox. There is a focused newsletter for most sectors of the New Zealand economy
3rd Mar 25, 6:00pm
1
Our email newsletters are a fast and convenient way to get the data and analysis you need direct into your Inbox. There is a focused newsletter for most sectors of the New Zealand economy
A review of things you need to know before you sign off on Monday; more retail rate cuts, terms of trade surges, house buyers market stronger, non-performing housing loans rise, good KiwiSaver returns, swaps soft, NZX50 soft, & more
3rd Mar 25, 4:00pm
36
A review of things you need to know before you sign off on Monday; more retail rate cuts, terms of trade surges, house buyers market stronger, non-performing housing loans rise, good KiwiSaver returns, swaps soft, NZX50 soft, & more
Statistics NZ says our terms of trade rose 3.1% in the December quarter as export price gains outstripped import price increases
3rd Mar 25, 12:03pm
3
Statistics NZ says our terms of trade rose 3.1% in the December quarter as export price gains outstripped import price increases
China's PMIs no longer contracting; India growth stays strong; US personal incomes weaken; US trade deficit jumps & inventories rise; commodities soft; UST 10yr at 4.23%; gold down and oil holds; NZ$1 = 56 USc; TWI = 66.2
3rd Mar 25, 7:19am
37
China's PMIs no longer contracting; India growth stays strong; US personal incomes weaken; US trade deficit jumps & inventories rise; commodities soft; UST 10yr at 4.23%; gold down and oil holds; NZ$1 = 56 USc; TWI = 66.2
Yu Yongding explains why demand for foreign capital inflows to offset the US's savings shortfall may go unmet
2nd Mar 25, 2:10pm
1
Yu Yongding explains why demand for foreign capital inflows to offset the US's savings shortfall may go unmet
The Reserve Bank is clearing the way for further interest rate falls, which should spark the economy again. But when and how quickly? David Hargreaves has a look at how things are tracking
2nd Mar 25, 6:30am
19
The Reserve Bank is clearing the way for further interest rate falls, which should spark the economy again. But when and how quickly? David Hargreaves has a look at how things are tracking
Jim O'Neill thinks the Trump administration may convince the rest of the world to rely less on US consumer demand
1st Mar 25, 10:03am
7
Jim O'Neill thinks the Trump administration may convince the rest of the world to rely less on US consumer demand
Markets recoil at how US policy is playing out; US reports distorted trends; Canada GDP surprises higher; Indian GDP growth up; air travel rises sharply; UST 10yr at 4.23%; gold down and oil holds; NZ$1 = 56 USc; TWI = 66.2
1st Mar 25, 8:39am
53
Markets recoil at how US policy is playing out; US reports distorted trends; Canada GDP surprises higher; Indian GDP growth up; air travel rises sharply; UST 10yr at 4.23%; gold down and oil holds; NZ$1 = 56 USc; TWI = 66.2
A review of things you need to know before you sign off on Friday; rate cut flurry runs out of steam, jobs & consumer sentiment stable but still negative, insurers get survey results they want (and paid for), swaps stable, NZD soft, & more
28th Feb 25, 3:59pm
99
A review of things you need to know before you sign off on Friday; rate cut flurry runs out of steam, jobs & consumer sentiment stable but still negative, insurers get survey results they want (and paid for), swaps stable, NZD soft, & more
New Zealand adds nearly 8,000 filled jobs in January, but annual job numbers decline
28th Feb 25, 11:55am
3
New Zealand adds nearly 8,000 filled jobs in January, but annual job numbers decline
US economic data sags further as more tariffs announced; Canadians react; EU sentiment firms; Container freight rates fall; UST 10yr at 4.29%; gold down and oil up; NZ$1 = 56.5 USc; TWI = 66.5
28th Feb 25, 7:24am
55
US economic data sags further as more tariffs announced; Canadians react; EU sentiment firms; Container freight rates fall; UST 10yr at 4.29%; gold down and oil up; NZ$1 = 56.5 USc; TWI = 66.5
Job ads jumped 4% in January, marking largest monthly rise since July 2024, as hiring activity picks up across most regions and industries with competition 'fierce'
28th Feb 25, 12:01am
7
Job ads jumped 4% in January, marking largest monthly rise since July 2024, as hiring activity picks up across most regions and industries with competition 'fierce'
A review of things you need to know before you sign off on Thursday; BNZ & Kiwi Bond rates trimmed, business sentiment stays elevated, one in 6 disabled, bank profit problems, electricity market problems, swaps stable, NZD softish, & more
27th Feb 25, 3:59pm
78
A review of things you need to know before you sign off on Thursday; BNZ & Kiwi Bond rates trimmed, business sentiment stays elevated, one in 6 disabled, bank profit problems, electricity market problems, swaps stable, NZD softish, & more
US housing market data weak; China eyes huge new debt moves; Singapore shines as does Taiwan; Aussie inflation under control; UST 10yr at 4.27%; gold up and oil holds low; NZ$1 = 57.1 USc; TWI = 66.9
27th Feb 25, 7:19am
79
US housing market data weak; China eyes huge new debt moves; Singapore shines as does Taiwan; Aussie inflation under control; UST 10yr at 4.27%; gold up and oil holds low; NZ$1 = 57.1 USc; TWI = 66.9
A review of things you need to know before you sign off on Wednesday; focus on test rates, PIEs get global attention, house build costs rise, S&P looking at local authority credit ratings, swaps stable again, NZD softish, & more
26th Feb 25, 3:59pm
80
A review of things you need to know before you sign off on Wednesday; focus on test rates, PIEs get global attention, house build costs rise, S&P looking at local authority credit ratings, swaps stable again, NZD softish, & more
Capital Economics revises down its forecast for the NZ dollar this year and sticks to its view the Reserve Bank will need to cut the OCR further than currently expected
26th Feb 25, 9:51am
24
Capital Economics revises down its forecast for the NZ dollar this year and sticks to its view the Reserve Bank will need to cut the OCR further than currently expected
US data resilient, but consumer confidence takes a hit; financial markets react; Taiwan stays strong; Korea cuts rates; Aussie election prospects still uncertain; UST 10yr at 4.31%; gold and oil drop; NZ$1 = 57.2 USc; TWI = 66.9
26th Feb 25, 7:19am
119
US data resilient, but consumer confidence takes a hit; financial markets react; Taiwan stays strong; Korea cuts rates; Aussie election prospects still uncertain; UST 10yr at 4.31%; gold and oil drop; NZ$1 = 57.2 USc; TWI = 66.9
[updated]
A review of things you need to know before you sign off on Tuesday; more retail rate cuts, fewer Auckland houses built, fears over winter power, NZX hurt by Ryman, swaps stable, NZD stable, & more
25th Feb 25, 3:59pm
78
A review of things you need to know before you sign off on Tuesday; more retail rate cuts, fewer Auckland houses built, fears over winter power, NZX hurt by Ryman, swaps stable, NZD stable, & more
Two key US surveys point to contractions; UST 2yr yield slips; Singapore inflation dives; local power price spike; UST 10yr at 4.41%; gold and oil firm; NZ$1 = 57.5 USc; TWI = 67.2
25th Feb 25, 7:20am
18
Two key US surveys point to contractions; UST 2yr yield slips; Singapore inflation dives; local power price spike; UST 10yr at 4.41%; gold and oil firm; NZ$1 = 57.5 USc; TWI = 67.2
To keep our content free we are making some changes to access to our email newsletters, and to our commenting process
24th Feb 25, 4:07pm
157
To keep our content free we are making some changes to access to our email newsletters, and to our commenting process