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What's Priced In
Monetary Policy Watch
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Westpac Strategy Antipodean Daily Wrap
Take it or Leavitt.
- NZD FX Weekly
A weekly update on the market for NZD crosses, including outlooks.
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AUD Rates Morning Chartpacks - 21 April 2026
Morning ACGB, Semi, SSA relative value chartpacks.
April 21 2026
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First impressions: NZ Consumer Price Inflation, March quarter 2026
NZ consumer prices were up 0.9% in Q1, with annual inflation unchanged at 3.1% The result was stronger than expected with firm underlying inflation.
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First Impressions: NZIER Quarterly Survey of Business Opinion, March quarter 2026
Business confidence fell sharply after the Iran conflict, with the gloom deepening over the course of March.
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Around the Grounds
Today’s note includes comments on NAB, NextDC, Viva Energy, Worley, Qube, Allied Credit and the Credit Fans.
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FinanceAM
Markets were largely in holding patterns ahead of Wednesday’s expiry of the US-Iran ceasefire. The S&P500 is down 0.3%, oil prices tracked sideways, and the US dollar and bond yields are modestly lower.
20
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