Currencies
US data largely positive driving risk rally; Swiss cut rates again; OECD sees expanding global economy; China boosts its stimulus again; UST 10yr 3.79%; gold up again and oil down again, NZ$1 = 63.3 USc; TWI = 70.6
27th Sep 24, 7:22am
47
US data largely positive driving risk rally; Swiss cut rates again; OECD sees expanding global economy; China boosts its stimulus again; UST 10yr 3.79%; gold up again and oil down again, NZ$1 = 63.3 USc; TWI = 70.6
[updated]
A review of things you need to know before you sign off on Thursday; FHBs have smaller deposits, less pollution, NZGB demand strong, the 'best' of expensive options, swap curve steepens, NZD falls back, & more
26th Sep 24, 4:00pm
94
A review of things you need to know before you sign off on Thursday; FHBs have smaller deposits, less pollution, NZGB demand strong, the 'best' of expensive options, swap curve steepens, NZD falls back, & more
US data second-tier but positive; Taiwan mixed; China's stimulus gets variable responses; Sweden cuts again; Aussie inflation falls; UST 10yr 3.79%; gold up again and oil down, NZ$1 = 62.7 USc; TWI = 70.3
26th Sep 24, 7:19am
103
US data second-tier but positive; Taiwan mixed; China's stimulus gets variable responses; Sweden cuts again; Aussie inflation falls; UST 10yr 3.79%; gold up again and oil down, NZ$1 = 62.7 USc; TWI = 70.3
A review of things you need to know before you sign off on Wednesday; new fintech launches, lots about dairy, FHB demand sags, bank switching more popular, cameras reduce retail crime, swaps soft, NZD firm, & more
25th Sep 24, 3:59pm
26
A review of things you need to know before you sign off on Wednesday; new fintech launches, lots about dairy, FHB demand sags, bank switching more popular, cameras reduce retail crime, swaps soft, NZD firm, & more
Mixed US data; Moody's warns US again; Japan's service sector up; Taiwan exports orders rise; China adopts big monetary stimulus; RBA holds; UST 10yr 3.73%; gold up again and oil firm, NZ$1 = 63.3; TWI = 70.6
25th Sep 24, 7:19am
67
Mixed US data; Moody's warns US again; Japan's service sector up; Taiwan exports orders rise; China adopts big monetary stimulus; RBA holds; UST 10yr 3.73%; gold up again and oil firm, NZ$1 = 63.3; TWI = 70.6
A review of things you need to know before you sign off on Tuesday; some more TD trimmings, job confidence slips, injury claims lower, eyes on Fonterra and the RBA, swaps stay soft, NZD firm, & more
24th Sep 24, 3:59pm
23
A review of things you need to know before you sign off on Tuesday; some more TD trimmings, job confidence slips, injury claims lower, eyes on Fonterra and the RBA, swaps stay soft, NZD firm, & more
US powering ahead; India's expansion remains strong; China's wobbles worry policymakers; EU contracts; ACCC tackles supermarket ad tactics; UST 10yr 3.75%; gold form and oil soft, NZ$1 = 62.8; TWI = 70.2
24th Sep 24, 7:20am
49
US powering ahead; India's expansion remains strong; China's wobbles worry policymakers; EU contracts; ACCC tackles supermarket ad tactics; UST 10yr 3.75%; gold form and oil soft, NZ$1 = 62.8; TWI = 70.2
A review of things you need to know before you sign off on Monday; underwater estimate, kiwifruit to the rescue, rush for debt & equity funding, ACCC moves against supermarkets, swaps & NZD hold, & more
23rd Sep 24, 3:59pm
23
A review of things you need to know before you sign off on Monday; underwater estimate, kiwifruit to the rescue, rush for debt & equity funding, ACCC moves against supermarkets, swaps & NZD hold, & more
China holds rates, says youth jobless rate rises; Japan holds rates as CPI rises; India bank debt rises fast; eyes on RBA; UST 10yr 3.73%; gold up and oil down, NZ$1 = 62.4; TWI = 69.9
23rd Sep 24, 7:19am
89
China holds rates, says youth jobless rate rises; Japan holds rates as CPI rises; India bank debt rises fast; eyes on RBA; UST 10yr 3.73%; gold up and oil down, NZ$1 = 62.4; TWI = 69.9
Global markets turn optimistic, helping commodities; Japan cautious even as inflation rises; India debt surges; China jobless youth rises; EU sentiment up; UST 10yr 3.73%; gold up and oil down, NZ$1 = 62.4; TWI = 69.9
21st Sep 24, 8:07am
78
Global markets turn optimistic, helping commodities; Japan cautious even as inflation rises; India debt surges; China jobless youth rises; EU sentiment up; UST 10yr 3.73%; gold up and oil down, NZ$1 = 62.4; TWI = 69.9
[updated]
A review of things you need to know before you sign off on Friday; some big banks make some small rate moves, some want faster rate cuts, credit card activity weak, swaps soft, NZD stays firm, & more
20th Sep 24, 3:59pm
35
A review of things you need to know before you sign off on Friday; some big banks make some small rate moves, some want faster rate cuts, credit card activity weak, swaps soft, NZD stays firm, & more
US data quite positive again, except for their housing markets; eyes on commodity market reactions; Aussie job strength to keep their rates unchanged; freight rates fall; UST 10yr 3.73%; gold and oil up, NZ$1 = 62.5; TWI = 69.9
20th Sep 24, 7:20am
77
US data quite positive again, except for their housing markets; eyes on commodity market reactions; Aussie job strength to keep their rates unchanged; freight rates fall; UST 10yr 3.73%; gold and oil up, NZ$1 = 62.5; TWI = 69.9
Michael Walden discusses what the US Federal Reserve's interest rate cut means for the US economy and the presidential election
19th Sep 24, 4:49pm
2
Michael Walden discusses what the US Federal Reserve's interest rate cut means for the US economy and the presidential election
A review of things you need to know before you sign off on Thursday; economy shrinks, spending sinks, job openings slide, 'fairness' surveyed, financial markets settle after the Fed, swaps rise, NZD firm, & more
19th Sep 24, 3:59pm
55
A review of things you need to know before you sign off on Thursday; economy shrinks, spending sinks, job openings slide, 'fairness' surveyed, financial markets settle after the Fed, swaps rise, NZD firm, & more
US Fed cuts rates by -50 bps, signals more coming; US data positive; Japanese exports rise; China signals dull; UK inflation stays low; UST 10yr 3.71%; gold up and oil slips, NZ$1 = 62.4; TWI = 69.8
19th Sep 24, 7:20am
204
US Fed cuts rates by -50 bps, signals more coming; US data positive; Japanese exports rise; China signals dull; UK inflation stays low; UST 10yr 3.71%; gold up and oil slips, NZ$1 = 62.4; TWI = 69.8
A review of things you need to know before you sign off on Wednesday; more retail rate cuts, sentiment less pessimistic, no improvement in current account deficit, swaps await the Fed, NZD does too, & more
18th Sep 24, 3:59pm
45
A review of things you need to know before you sign off on Wednesday; more retail rate cuts, sentiment less pessimistic, no improvement in current account deficit, swaps await the Fed, NZD does too, & more
Dairy prices rise modestly; US retail data good; Canada achieves 2% inflation; China on holiday; UST 10yr 3.64%; gold down and oil up again, NZ$1 = 61.8; TWI = 69.4
18th Sep 24, 7:19am
60
Dairy prices rise modestly; US retail data good; Canada achieves 2% inflation; China on holiday; UST 10yr 3.64%; gold down and oil up again, NZ$1 = 61.8; TWI = 69.4
A review of things you need to know before you sign off on Tuesday; Kiwibank grabs a mortgage rate mantle, residential market not a happy place for sellers, farmers mood gets spring lift, swaps soft, NZD firm, & more
17th Sep 24, 3:59pm
83
A review of things you need to know before you sign off on Tuesday; Kiwibank grabs a mortgage rate mantle, residential market not a happy place for sellers, farmers mood gets spring lift, swaps soft, NZD firm, & more
US factory activity up; Canadian factory activity up; Canada moves to help FHBs; typhoon douses Shanghai; bets on 50bps Fed cut grow; UST 10yr 3.63%; gold and oil up again, NZ$1 = 61.9; TWI = 69.5
17th Sep 24, 7:21am
63
US factory activity up; Canadian factory activity up; Canada moves to help FHBs; typhoon douses Shanghai; bets on 50bps Fed cut grow; UST 10yr 3.63%; gold and oil up again, NZ$1 = 61.9; TWI = 69.5
[updated]
A review of things you need to know before you sign off on Monday; service sector crawls 'faster', Auckland Airport charges ahead, new weedkiller restricted, 'critical' minerals listed, swaps & NZD stable, & more
16th Sep 24, 4:00pm
25
A review of things you need to know before you sign off on Monday; service sector crawls 'faster', Auckland Airport charges ahead, new weedkiller restricted, 'critical' minerals listed, swaps & NZD stable, & more
China data underwhelms, especially for their already weak property sector; India & US officials contest Byjus bankruptcy; US sentiment up; Canada eyes bigger rate cuts; UST 10yr 3.66%; gold at new ATH, oil holds; NZ$1 = 61.6; TWI = 69.3
16th Sep 24, 7:19am
68
China data underwhelms, especially for their already weak property sector; India & US officials contest Byjus bankruptcy; US sentiment up; Canada eyes bigger rate cuts; UST 10yr 3.66%; gold at new ATH, oil holds; NZ$1 = 61.6; TWI = 69.3
US optimism grows, China struggles; Chinese travellers embrace foreign destinations; EU factories slow; Russia confronts its economic distortions; UST 10yr 3.66%; gold at new ATH, oil holds; NZ$1 = 61.6; TWI = 69.3
14th Sep 24, 8:46am
26
US optimism grows, China struggles; Chinese travellers embrace foreign destinations; EU factories slow; Russia confronts its economic distortions; UST 10yr 3.66%; gold at new ATH, oil holds; NZ$1 = 61.6; TWI = 69.3
A review of things you need to know before you sign off on Friday; TD rates slip as DCS gets closer, August REINZ data soft, PMI up but still contracting, bank settlement balances dive, swaps hold, NZD firms, & more
13th Sep 24, 3:59pm
11
A review of things you need to know before you sign off on Friday; TD rates slip as DCS gets closer, August REINZ data soft, PMI up but still contracting, bank settlement balances dive, swaps hold, NZD firms, & more
US PPI inflation lower; India's inflation lower; China struggles with financial markets; ECB cuts rates on weak growth; Aussie inflation expectations stay up; UST 10yr 3.68%; gold and oil up; NZ$1 = 61.6; TWI = 69.5
13th Sep 24, 7:19am
17
US PPI inflation lower; India's inflation lower; China struggles with financial markets; ECB cuts rates on weak growth; Aussie inflation expectations stay up; UST 10yr 3.68%; gold and oil up; NZ$1 = 61.6; TWI = 69.5
A review of things you need to know before you sign off on Thursday; retail spending shows tiny rise, price indexes confirm lower inflation, CoreLogic sees soft house prices, NZGB yields jump, swaps and NZD slip, and more
12th Sep 24, 3:59pm
45
A review of things you need to know before you sign off on Thursday; retail spending shows tiny rise, price indexes confirm lower inflation, CoreLogic sees soft house prices, NZGB yields jump, swaps and NZD slip, and more