Bonds

US CPI report softer than expected, but rates market largely ignores it, with a focus on tariffs lifting future inflation; US Treasury yields push higher, with 10-year rate hitting 4.5%

US CPI report softer than expected, but rates market largely ignores it, with a focus on tariffs lifting future inflation; US Treasury yields push higher, with 10-year rate hitting 4.5%

A review of things you need to know before you sign off on Tuesday; ICBC cuts home loan rates & BNZ trims TD rates, truckometer shows some signs, IRD has success collecting student loans, swaps firmer, NZD softer, & more

A review of things you need to know before you sign off on Tuesday; ICBC cuts home loan rates & BNZ trims TD rates, truckometer shows some signs, IRD has success collecting student loans, swaps firmer, NZD softer, & more

Significant de-escalation of the US-China trade war a better outcome than expected. Equity markets have soared. Global rates are much higher, USD rises strongly

Significant de-escalation of the US-China trade war a better outcome than expected. Equity markets have soared. Global rates are much higher, USD rises strongly

A review of things you need to know before you sign off on Monday; IRD wants its loans repaid, concrete production weak, commercial building 'sad', Summerset on bond merry-go-round, swaps firm, NZD firmish, & more

A review of things you need to know before you sign off on Monday; IRD wants its loans repaid, concrete production weak, commercial building 'sad', Summerset on bond merry-go-round, swaps firm, NZD firmish, & more

US asset markets look ahead to trade talks between the US and China. US claims ‘substantial progress’ in the negotiations. Chinese exports were surprisingly strong in April. Currency markets subdued overall

US asset markets look ahead to trade talks between the US and China. US claims ‘substantial progress’ in the negotiations. Chinese exports were surprisingly strong in April. Currency markets subdued overall

A review of things you need to know before you sign off on Friday; a TD rate rise, retail impulse weak, high milk payouts to extend, we may win some trade war gains, swaps stable, NZD weaker, & more

A review of things you need to know before you sign off on Friday; a TD rate rise, retail impulse weak, high milk payouts to extend, we may win some trade war gains, swaps stable, NZD weaker, & more

Risk sentiment is higher on trade war de-escalation with a US and UK trade “framework”. US equities are up over 1% and Treasury yields are up 10-13bps. Hopes for trade deals have supported the USD across the board

Risk sentiment is higher on trade war de-escalation with a US and UK trade “framework”. US equities are up over 1% and Treasury yields are up 10-13bps. Hopes for trade deals have supported the USD across the board

A review of things you need to know before you sign off on Thursday; longer fixed terms in favour, residential build costs ease, online retail positive, ANZ profit 'jumps', Crown accounts worse, swaps stable, NZD slightly lower, & more

A review of things you need to know before you sign off on Thursday; longer fixed terms in favour, residential build costs ease, online retail positive, ANZ profit 'jumps', Crown accounts worse, swaps stable, NZD slightly lower, & more

US Fed held rates steady and indicated the risk of higher inflation and unemployment had risen. More signs of a de-escalation in the trade war. China announced range of measures of economic support

US Fed held rates steady and indicated the risk of higher inflation and unemployment had risen. More signs of a de-escalation in the trade war. China announced range of measures of economic support

A review of things you need to know before you sign off on Wednesday; some TD cuts, the jobless rates dips, RBNZ worries about the trade war, BNZ profit rises, China plans rate cuts, swaps stable, NZD firms, & more

A review of things you need to know before you sign off on Wednesday; some TD cuts, the jobless rates dips, RBNZ worries about the trade war, BNZ profit rises, China plans rate cuts, swaps stable, NZD firms, & more

US equities are lower, US Treasury yields are lower, and the USD is broadly weaker, with the market remaining fixated on tariffs and the impact for the US economy. Strong GDT dairy auction and oil prices rebound 3%

US equities are lower, US Treasury yields are lower, and the USD is broadly weaker, with the market remaining fixated on tariffs and the impact for the US economy. Strong GDT dairy auction and oil prices rebound 3%

A review of things you need to know before you sign off on Tuesday; Heartland trims TD rates, insurance stress test result out, Auckland house building completes fall, commodity prices hold high, swaps and NZD stable, & more

A review of things you need to know before you sign off on Tuesday; Heartland trims TD rates, insurance stress test result out, Auckland house building completes fall, commodity prices hold high, swaps and NZD stable, & more

Taiwan dollar surges again, driven by speculation on trade deals. US-Japan trade negotiations not looking good for Japan so far. Stronger than expected ISM survey assuages fear of US economic recession

Taiwan dollar surges again, driven by speculation on trade deals. US-Japan trade negotiations not looking good for Japan so far. Stronger than expected ISM survey assuages fear of US economic recession

A review of things you need to know before you sign off on Monday; Mortgage rate and TD rate moves, Smartpay surges, sales up, prices down for Barfoots, retail crime under reported, swaps up, NZD up, & more

A review of things you need to know before you sign off on Monday; Mortgage rate and TD rate moves, Smartpay surges, sales up, prices down for Barfoots, retail crime under reported, swaps up, NZD up, & more

A review of things you need to know before you sign off on Friday; Westpac fined, ASB & POLi team up, KiwiSaver funds dip, Bob Jones dies & more

A review of things you need to know before you sign off on Friday; Westpac fined, ASB & POLi team up, KiwiSaver funds dip, Bob Jones dies & more