David Chaston

US data mixed; Japan's exports strong; EU sentiment rises; Australian labour market good; container freight rates fall; eyes on NZ CPI; UST 10yr at 4.25%; gold still rising; oil falls; NZ$1 = 59 USc; TWI-5 = 62.9

US data mixed; Japan's exports strong; EU sentiment rises; Australian labour market good; container freight rates fall; eyes on NZ CPI; UST 10yr at 4.25%; gold still rising; oil falls; NZ$1 = 59 USc; TWI-5 = 62.9

A review of things you need to know before you sign off on Thursday; faulty rush to floating rates, REINZ December data, retail sector soft, net migration levels low, Crown accounts weak, Govt bonds popular, swaps & NZD stable, and much more

A review of things you need to know before you sign off on Thursday; faulty rush to floating rates, REINZ December data, retail sector soft, net migration levels low, Crown accounts weak, Govt bonds popular, swaps & NZD stable, and much more

Trump in full insult mode at Europe; US housing data mixed; Canada PPI soft; EU suspends approval of US trade deal; equities can't hold rebound; UST 10yr at 4.28%; gold still rising; oil flat; NZ$1 = 58.5 USc; TWI-5 = 62.5, bitcoin falls

Trump in full insult mode at Europe; US housing data mixed; Canada PPI soft; EU suspends approval of US trade deal; equities can't hold rebound; UST 10yr at 4.28%; gold still rising; oil flat; NZ$1 = 58.5 USc; TWI-5 = 62.5, bitcoin falls

A review of things you need to know before you sign off on Wednesday; asking prices fall, dairy prices rise, consumers spending picks up, election date set, gold leaps again, swaps rates firm, NZD firm, & more

A review of things you need to know before you sign off on Wednesday; asking prices fall, dairy prices rise, consumers spending picks up, election date set, gold leaps again, swaps rates firm, NZD firm, & more

Dairy prices hold firm; US labour market signals weakish; Chinese households defensive; Taiwan and Malaysia star; German investors upbeat; worries about AI; UST 10yr at 4.28%; gold at new ATH; oil firm; NZ$1 = 58.5 USc; TWI-5 = 62.5

Dairy prices hold firm; US labour market signals weakish; Chinese households defensive; Taiwan and Malaysia star; German investors upbeat; worries about AI; UST 10yr at 4.28%; gold at new ATH; oil firm; NZ$1 = 58.5 USc; TWI-5 = 62.5

A review of things you need to know before you sign off on Tuesday; some smaller mortgage rate changes, more renters lower rents, service sector rises, NZX lower, gold stays high, swaps firmish, NZD rises, & more

A review of things you need to know before you sign off on Tuesday; some smaller mortgage rate changes, more renters lower rents, service sector rises, NZX lower, gold stays high, swaps firmish, NZD rises, & more

Trump goes full-crass; Canada struggles with the pressures; Japan to get early poll; China data mixed but demographics turn worse; IMF upgrades; UST 10yr at 4.27%; gold at new ATH; oil dips slightly; NZ$1 = 57.9 USc; TWI-5 = 62.0

Trump goes full-crass; Canada struggles with the pressures; Japan to get early poll; China data mixed but demographics turn worse; IMF upgrades; UST 10yr at 4.27%; gold at new ATH; oil dips slightly; NZ$1 = 57.9 USc; TWI-5 = 62.0

A review of things you need to know before you sign off on Monday; some retail rate changes, NZGB hot demand retained, Aussie inflation stays high, China data inconsistent, swaps stable, equities weak, NZD firmish, & more

A review of things you need to know before you sign off on Monday; some retail rate changes, NZGB hot demand retained, Aussie inflation stays high, China data inconsistent, swaps stable, equities weak, NZD firmish, & more

Give our weekly quiz a go, joining a growing group who love the challenge. Make it a habit

Give our weekly quiz a go, joining a growing group who love the challenge. Make it a habit

Canada and Beijing make up; Eyes on Japan central bank; China dumps more US Treasuries; Malaysia and Singapore rise; US data mixed; UST 10yr at 4.23%; gold firms; oil dips slightly; NZ$1 = 57.5 USc; TWI-5 = 61.7

Canada and Beijing make up; Eyes on Japan central bank; China dumps more US Treasuries; Malaysia and Singapore rise; US data mixed; UST 10yr at 4.23%; gold firms; oil dips slightly; NZ$1 = 57.5 USc; TWI-5 = 61.7

US data mixed; Canadian housing starts rise; Carney wins in Beijing; China dumps more US Treasuries; Malaysia and Singapore rise; tourists flood Australia; UST 10yr at 4.23%; gold eases; oil recovers some; NZ$1 = 57.5 USc; TWI-5 = 61.6

US data mixed; Canadian housing starts rise; Carney wins in Beijing; China dumps more US Treasuries; Malaysia and Singapore rise; tourists flood Australia; UST 10yr at 4.23%; gold eases; oil recovers some; NZ$1 = 57.5 USc; TWI-5 = 61.6

A review of things you need to know before you sign off on Friday; no retail rate changes, factories happier, why inflation seems high (it is), investor borrowers more active, NZGBs very popular, swaps rise, NZD stable & more

A review of things you need to know before you sign off on Friday; no retail rate changes, factories happier, why inflation seems high (it is), investor borrowers more active, NZGBs very popular, swaps rise, NZD stable & more

US jobless claims rise, factory surveys improve; US rural sector suffering; China bank lending improves; Aussie inflation expectations stay elevated; UST 10yr at 4.16%; gold stays high; oil drops hard; NZ$1 = 57.4 USc; TWI-5 = 61.5

US jobless claims rise, factory surveys improve; US rural sector suffering; China bank lending improves; Aussie inflation expectations stay elevated; UST 10yr at 4.16%; gold stays high; oil drops hard; NZ$1 = 57.4 USc; TWI-5 = 61.5

A review of things you need to know before you sign off on Thursday; Westpac makes rate changes, busy rental market in Auckland, granny flat rules in effect, household savings fall, S&P warns in way NZ should notice, swaps fall, NZD stable, & more

A review of things you need to know before you sign off on Thursday; Westpac makes rate changes, busy rental market in Auckland, granny flat rules in effect, household savings fall, S&P warns in way NZ should notice, swaps fall, NZD stable, & more

US data mixed with dodgy aspects; China trade surplus huge; Japanese machine tool orders jump; South Korean surprise; global growth stable; UST 10yr at 4.14%; gold up , silver zooms again; oil on hold; NZ$1 = 57.5 USc; TWI-5 = 61.6

US data mixed with dodgy aspects; China trade surplus huge; Japanese machine tool orders jump; South Korean surprise; global growth stable; UST 10yr at 4.14%; gold up , silver zooms again; oil on hold; NZ$1 = 57.5 USc; TWI-5 = 61.6

A review of things you need to know before you sign off on Wednesday; ANZ ups its floating rate, property signals turn mostly positive, better labour market signals, better milk powder prices, swaps up, gold up, NZ$1 = 57.3 USc, & more

A review of things you need to know before you sign off on Wednesday; ANZ ups its floating rate, property signals turn mostly positive, better labour market signals, better milk powder prices, swaps up, gold up, NZ$1 = 57.3 USc, & more

US inflation unchanged; US jobs weak; sentiment surveys waver; Japan data good, snap election likely; Australia sentiment eases; UST 10yr at 4.17%; gold stable, silver higher; oil up; NZ$1 = 57.4 USc; TWI-5 = 61.6

US inflation unchanged; US jobs weak; sentiment surveys waver; Japan data good, snap election likely; Australia sentiment eases; UST 10yr at 4.17%; gold stable, silver higher; oil up; NZ$1 = 57.4 USc; TWI-5 = 61.6

Although the rate of increase has tailed off over the past two years, residential construction costs remain very high with the pandemic rises now baked in. But builders sense better demand in 2026

Although the rate of increase has tailed off over the past two years, residential construction costs remain very high with the pandemic rises now baked in. But builders sense better demand in 2026

2026 kicks off with our largest home loan lender raising its floating rate (as a profit improver) but others are not likely to follow

2026 kicks off with our largest home loan lender raising its floating rate (as a profit improver) but others are not likely to follow

Bogus claims against Fed boss being watched closely; Indian CPI stay low; Australian household spending rises; Google's AI chops power its valuation; UST 10yr at 4.18%; gold hits new record, oil stable; NZ$1 = 57.7 USc; TWI-5 = 61.7

Bogus claims against Fed boss being watched closely; Indian CPI stay low; Australian household spending rises; Google's AI chops power its valuation; UST 10yr at 4.18%; gold hits new record, oil stable; NZ$1 = 57.7 USc; TWI-5 = 61.7

We look at the forces that will influence our borrowing interest rates in 2026. Some of the significant ones are out of our local control, but others are not

We look at the forces that will influence our borrowing interest rates in 2026. Some of the significant ones are out of our local control, but others are not

Make it a habit. Give our weekly quiz a go, joining a growing group who love the challenge

Make it a habit. Give our weekly quiz a go, joining a growing group who love the challenge

Eyes on some big key US decisions including for tariffs; better balance for Canada jobs; strong Indian loan growth, Taiwan exports; EU cements huge new FTA; UST 10yr at 4.18%; gold zooms, oil firms; NZ$1 = 57.3 USc; TWI-5 = 61.4

Eyes on some big key US decisions including for tariffs; better balance for Canada jobs; strong Indian loan growth, Taiwan exports; EU cements huge new FTA; UST 10yr at 4.18%; gold zooms, oil firms; NZ$1 = 57.3 USc; TWI-5 = 61.4

Interest rates will fall in 2026 only if the economy fails to pick up steam AND inflation falls from here. The combination seems unlikely as we start the new year. More likely, savers will be in demand

Interest rates will fall in 2026 only if the economy fails to pick up steam AND inflation falls from here. The combination seems unlikely as we start the new year. More likely, savers will be in demand

US data weakish across the board; Japan household spending rises; China inflation stays low; Indian loan growth rises; EU retail rises; huge new trade bloc formed; UST 10yr at 4.18%; gold zooms, oil firms; NZ$1 = 57.3 USc; TWI-5 = 61.4

US data weakish across the board; Japan household spending rises; China inflation stays low; Indian loan growth rises; EU retail rises; huge new trade bloc formed; UST 10yr at 4.18%; gold zooms, oil firms; NZ$1 = 57.3 USc; TWI-5 = 61.4