sign up log in
Want to go ad-free? Find out how, here.

A review of things you need to know before you go home on Wednesday; dairy angst, low birth rate, taxpayers finally shake guarantee; mortgage approvals stir, swap rates fall

A review of things you need to know before you go home on Wednesday; dairy angst, low birth rate, taxpayers finally shake guarantee; mortgage approvals stir, swap rates fall
For Wednesday, November 19, 2014. <a href="http://www.shutterstock.com/">Image sourced from Shutterstock.com</a>

Here are the key things you need to know before you leave work today.

TODAY'S MORTGAGE RATE CHANGES
There were no rate changes again today.

TODAY'S DEPOSIT RATE CHANGES
Ditto.

DAIRY BOOM OVER
The fall in dairy prices in today's auction was absorbed by markets today. We are now at 5 year lows and most observers are picking Fonterra will need to cut its payout to well under $5/kgMS. Among those dairy farmers with significant debt - about 10% of them, according to the RBNZ - there is going to be trouble. Most will just have a lean year and look forward to 2015-16. The flow-on effects will hit dairy support towns and possibly eventually the big urban centres. But other rural sectors are actually doing quite well.

LOW BIRTH RATE
The latest data on our birth rate has it at just 12.8 per 1000 and our death rate at 6.7 per 1000. Without migration our population is growing very slowly.

TAXPAYERS FINALLY OFF THE HOOK
The curtain finally falls today on the Crown wholesale funding guarantee scheme. The final bank debt carrying the guarantee, which was put in place on November 1, 2008, is a US$71 million ANZ five-year medium term note issue that matures today. The wholesale scheme has been used by ANZ, BNZ, Westpac and Kiwibank, but not ASB. Taxpayer liability peaked at $10.7 billion in November 2009. Unlike the much higher profile Crown retail deposit guarantee scheme that cost taxpayers nearly $1 billion due to the collapse of several finance companies headlined by South Canterbury Finance, the wholesale scheme hasn't lost taxpayers any money. Treasury says fees totaling $289 million were received by banks participating in the wholesale guarantee scheme.

MARKET IMPROVEMENT
There is a definite trend in rising numbers of home loans being approved at rising values. However it is not an especially strong trend. In fact 'growth' from this time last year is still negative. That said, last week's approvals were the highest in more than three months.

WHOLESALE RATES
Domestic swap rates fell in a steepening bias. They are down -3 bps for 2 yrs, -2 bps for 5 yrs but unchanged for 10 yrs. The 90 day bank bill rate is unchanged at 3.67%.

OUR CURRENCY HOLDS
Check our real-time charts here. The NZ dollar has fallen today on the back of the GDT auction results. Against the US dollar it is now at 78.8 USc, at 90.8 AUc, and the TWI is at 78.5.

You can now see an animation of this chart. Click on it, or click here.

Daily exchange rates

Select chart tabs

Source: RBNZ
Source: RBNZ
Source: RBNZ
Source: RBNZ
Source: RBNZ
Source: RBNZ
Source: RBNZ
Source: CoinDesk

We welcome your comments below. If you are not already registered, please register to comment.

Remember we welcome robust, respectful and insightful debate. We don't welcome abusive or defamatory comments and will de-register those repeatedly making such comments. Our current comment policy is here.

8 Comments

Aussie Met Bureau raise risk of El Nino to 70%:

http://www.bloomberg.com/news/2014-11-18/el-nino-warning-raised-by-aust…

 

2014 was already set to break global temperature records - with an El Nino behind it 2015 may break records again.

Mr Abbott might get a tad hot under his collar in due course.

 

Up
0

Wont change a thing.....2016 will be cooler so no problems, climate change is over...

 

regards

Up
0

If we get an el nino NZ will be dryer and California wetter?

ho hum.

regards

Up
0

Seems it never rains in California

Up
0

Yesterday we had reports of low immigration today a low birth rate. How exactly has the population increased last 10 years ?

Up
0

Yesterday we had reports of low immigration today a low birth rate. How exactly has the population increased last 10 years ?

Up
0

Yesterday we had reports of low immigration today a low birth rate. How exactly has the population increased last 10 years ?

Up
0

A low birth rate at the moment is not a problem, the problem is that people in high places seem to think it IS a problem. It is exaclty what the planet needs, what we need to do is figure out how to prosper with it, not crank it up so we can pretend all is good. That our population is growing slowly should be a positive not a negative, a new way of thinking is required

Up
0