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Bevan Graham
1/10/16
[Economic Insights] US jobs helps soothes concerns over global growth, but the Renminbi is key to stability
Strong US jobs growth in December went some towards settling share markets towards the end of last
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[Economic Insights] US jobs helps soothes concerns over global growth, but the Renminbi is key to stability
Strong US jobs growth in December went some towards settling share markets towards the end of last
1/10/16
Bevan Graham
1/4/16
[Economic Insights] Don't blame the PMI
It has been a weak start to the trading year especially for emerging market equities and currencies.
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[Economic Insights] Don't blame the PMI
It has been a weak start to the trading year especially for emerging market equities and currencies.
1/4/16
Bevan Graham
12/16/15
[Economic Insights] NZ GDP - September 2015 quarter
NZ GDP came in at a better-than-expected 0.9% in the September quarter (market consensus +0.8%, RBNZ
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[Economic Insights] NZ GDP - September 2015 quarter
NZ GDP came in at a better-than-expected 0.9% in the September quarter (market consensus +0.8%, RBNZ
12/16/15
Bevan Graham
12/16/15
[Economic Insights] Fed lift-off - finally
Following much anticipation the US Federal Reserve raised interest rates this morning, taking the Fed
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[Economic Insights] Fed lift-off - finally
Following much anticipation the US Federal Reserve raised interest rates this morning, taking the Fed
12/16/15
Bevan Graham
12/9/15
[Economic Insights] RBNZ cuts again
The RBNZ cut the Official Cash Rate a further 0.25% this morning, taking it back to the historical
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[Economic Insights] RBNZ cuts again
The RBNZ cut the Official Cash Rate a further 0.25% this morning, taking it back to the historical
12/9/15
Bevan Graham
12/6/15
[Economic Insights] RBNZ: To cut or not to cut
The RBNZ releases its December Monetary Policy Statement (MPS) this Thursday with the big question
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[Economic Insights] RBNZ: To cut or not to cut
The RBNZ releases its December Monetary Policy Statement (MPS) this Thursday with the big question
12/6/15
Bevan Graham
11/30/15
[Economic Insights] Fed and ECB on divergent paths
Interest rate markets are now pricing in a 74% probability the US Federal Reserve starts the interest
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[Economic Insights] Fed and ECB on divergent paths
Interest rate markets are now pricing in a 74% probability the US Federal Reserve starts the interest
11/30/15
Bevan Graham
11/16/15
[Economic Insights] Growth and monetary policy in Japan and the Eurozone
Third quarter growth was weaker than expected in both Japan and the Eurozone. Further monetary easing
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[Economic Insights] Growth and monetary policy in Japan and the Eurozone
Third quarter growth was weaker than expected in both Japan and the Eurozone. Further monetary easing
11/16/15
Bevan Graham
11/8/15
[Economic Insights] October jobs growth supports December "lift-off"
After a couple of soft months US jobs growth bounced back with a vengeance in October. Non-farm
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[Economic Insights] October jobs growth supports December "lift-off"
After a couple of soft months US jobs growth bounced back with a vengeance in October. Non-farm
11/8/15
Bevan Graham
11/3/15
[Economic Insights] NZ Labour market data supports December rate cut
Ask me what New Zealand data is prone to the most surprise and I will always answer “the labour
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[Economic Insights] NZ Labour market data supports December rate cut
Ask me what New Zealand data is prone to the most surprise and I will always answer “the labour
11/3/15
Bevan Graham
10/28/15
[Economic Insights] RBNZ leaves options open and FOMC keeps December "live"
After three successive cuts in the Official Cash Rate since June, the Reserve Bank of New Zealand (
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[Economic Insights] RBNZ leaves options open and FOMC keeps December "live"
After three successive cuts in the Official Cash Rate since June, the Reserve Bank of New Zealand (
10/28/15
Bevan Graham
10/20/15
[Economic Insights] Quarterly Strategic Outlook - October 2015
This week we released the October 2015 edition of Quarterly Strategic Outlook. The executive summary
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[Economic Insights] Quarterly Strategic Outlook - October 2015
This week we released the October 2015 edition of Quarterly Strategic Outlook. The executive summary
10/20/15
Bevan Graham
9/17/15
[Economic Insights] The Fed - No change
Concerns about recent global economic and financial conditions trumped further improvement in the
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[Economic Insights] The Fed - No change
Concerns about recent global economic and financial conditions trumped further improvement in the
9/17/15
Bevan Graham
9/16/15
[Economic Insights] NZ GDP - weaker than expected, but where?
New Zealand June quarter GDP came in weaker than expected at 0.4% qoq. Forecasts were for an increase
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[Economic Insights] NZ GDP - weaker than expected, but where?
New Zealand June quarter GDP came in weaker than expected at 0.4% qoq. Forecasts were for an increase
9/16/15
Bevan Graham
9/13/15
[Economic Insights] China and the Fed
China activity and financial data for August was a mixed bag with some promising signs that policy
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[Economic Insights] China and the Fed
China activity and financial data for August was a mixed bag with some promising signs that policy
9/13/15
Bevan Graham
9/9/15
[Economic Insights] RBNZ reduces the OCR to 2.75%
As was universally expected The Reserve Bank of New Zealand reduced the Official Cash Rate 25bps to
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[Economic Insights] RBNZ reduces the OCR to 2.75%
As was universally expected The Reserve Bank of New Zealand reduced the Official Cash Rate 25bps to
9/9/15
Bevan Graham
9/6/15
[Economic Insights] 9/07/2015 02:24:00 PM
US August employment data was consistent with “some further improvement” in the labour market. By
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[Economic Insights] 9/07/2015 02:24:00 PM
US August employment data was consistent with “some further improvement” in the labour market. By
9/6/15
Bevan Graham
8/31/15
[Economic Insights] So what does the Fed do now?
Last time I wrote about the Fed and upcoming decisions on monetary policy, domestic economic and
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[Economic Insights] So what does the Fed do now?
Last time I wrote about the Fed and upcoming decisions on monetary policy, domestic economic and
8/31/15
Bevan Graham
8/25/15
[Economic Insights] Is it really that bad in the emerging economies?
A significant correction is underway in global equity markets with concerns about emerging market
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[Economic Insights] Is it really that bad in the emerging economies?
A significant correction is underway in global equity markets with concerns about emerging market
8/25/15
Bevan Graham
8/17/15
[Economic Insights] GDP growth underwhelms in Japan and the Euro zone
I've warned all year about not getting too carried away with heightened expectation of growth in
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[Economic Insights] GDP growth underwhelms in Japan and the Euro zone
I've warned all year about not getting too carried away with heightened expectation of growth in
8/17/15
Bevan Graham
8/11/15
[Economic Insights] 8/12/2015 12:40:00 PM
-- Posted By Bevan Graham to Economic Insights at 8/12/2015 12:40:00 PM
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[Economic Insights] 8/12/2015 12:40:00 PM
-- Posted By Bevan Graham to Economic Insights at 8/12/2015 12:40:00 PM
8/11/15
Bevan Graham
8/11/15
[Economic Insights] China devalues
The decision by the People's Bank of China to devalue the Chinese Yuan (CNY) 1.9% against the USD
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[Economic Insights] China devalues
The decision by the People's Bank of China to devalue the Chinese Yuan (CNY) 1.9% against the USD
8/11/15
Bevan Graham
8/10/15
[Economic Insights] Labour markets and monetary policy
The past week has seen important labour market releases out of New Zealand, Australia and the United
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[Economic Insights] Labour markets and monetary policy
The past week has seen important labour market releases out of New Zealand, Australia and the United
8/10/15
Bevan Graham
7/30/15
[Economic Insights] US GDP - revisions imply lower productivity growth
US real GDP bounced back to a solid +2.3% annual pace in the second quarter of the year, proving that
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[Economic Insights] US GDP - revisions imply lower productivity growth
US real GDP bounced back to a solid +2.3% annual pace in the second quarter of the year, proving that
7/30/15
Bevan Graham
7/29/15
[Economic Insights] The Fed: How much is "some"?
There were only minor tweaks to the FOMC statement this morning when compared to the June statement.
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[Economic Insights] The Fed: How much is "some"?
There were only minor tweaks to the FOMC statement this morning when compared to the June statement.
7/29/15
Bevan Graham
7/22/15
[Economic Insights] RBNZ reduces the OCR to 3.0%, further cuts likely
As was widely expected the RBNZ cut the Official Cash Rate 25 basis points to 3.0% this morning, its
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[Economic Insights] RBNZ reduces the OCR to 3.0%, further cuts likely
As was widely expected the RBNZ cut the Official Cash Rate 25 basis points to 3.0% this morning, its
7/22/15
Bevan Graham
7/16/15
[Economic Insights] Quarterly Strategic Outlook - July 2015
Today we released the July issue of Quarterly Strategic Outlook. The commentary below is the
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[Economic Insights] Quarterly Strategic Outlook - July 2015
Today we released the July issue of Quarterly Strategic Outlook. The commentary below is the
7/16/15
Bevan Graham
7/6/15
[Economic Insights] Revising the outlook for NZ growth and monetary policy
Recent weak data on dairy prices, business investment and business confidence has seen us shave a bit
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[Economic Insights] Revising the outlook for NZ growth and monetary policy
Recent weak data on dairy prices, business investment and business confidence has seen us shave a bit
7/6/15
Bevan Graham
7/5/15
[Economic Insights] Another Greece update....
The “No” vote in the Greek referendum this morning has moved Greece a step closer to exiting the Euro
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[Economic Insights] Another Greece update....
The “No” vote in the Greek referendum this morning has moved Greece a step closer to exiting the Euro
7/5/15
Bevan Graham
6/28/15
[Economic Insights] Greece update
The Greek Prime Minister Alexis Tsipras surprised everyone at the weekend by calling for a referendum
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[Economic Insights] Greece update
The Greek Prime Minister Alexis Tsipras surprised everyone at the weekend by calling for a referendum
6/28/15