Market Focus - Economic & markets research

Market Focus

A bumpy ride (PDF 360kB)8 February 2010
Meaty Chunks (PDF 324kB)1 February 2010
Key macro themes for 2010 (PDF 404kB)22 January 2010
The Starting Position versus the Medium-Term (PDF 308kB)18 January 2010
Soft and hard stocking fillers (PDF 444kB)18 December 2009
Data-watch mode (PDF 468kB)14 December 2009
Slowly but surely (PDF 476kB)7 December 2009
Blunt messages (PDF 456kB)30 November 2009
ANZ Market Focus (PDF 428kB)23 November 2009
Core view = De-leveraging (PDF 404kB)16 November 2009
Dairy whip (PDF 448kB)9 November 2009
Under starter's orders (PDF 340kB)2 November 2009
All in the wording (PDF 408kB)27 October 2009
The policy mix (PDF 336kB)19 October 2009
No pulse? (PDF 456kB)5 October 2009
Taking stock (PDF 296kB)28 September 2009
A fair (value) question (PDF 320kB)21 September 2009
The durability question (PDF 328kB)14 September 2009
Guest comment (PDF 380kB)7 September 2009
The mix (PDF 288kB)31 August 2009
The endgame? (PDF 276kB)24 August 2009
Final demand (PDF 280kB)17 August 2009
The W (PDF 360kB)10 August 2009
Forget about 25 (PDF 348kB)3 August 2009
The hard yards (PDF 268kB)20 July 2009
Looking for substance (PDF 328kB)13 July 2009
In short supply? (PDF 368kB)6 July 2009
Addressing vulnerabilities (PDF 324kB)29 June 2009
Waiting for direction (PDF 312kB)22 June 2009
The market and the RBNZ (PDF 343kB)15 June 2009
Cause for a pause (PDF 363kB)8 June 2009
Counterbalancing? (PDF 380kB)2 June 2009
A big week (PDF 417kB)25 May 2009
Groundhog day (PDF 320kB)18 May 2009
Trends and tensions (PDF 420kB)11 May 2009
Turning point? (PDF 476kB)4 May 2009
Should I stay or should I go? (PDF 344kB)27 April 2009
The French connection (PDF 312kB)20 April 2009
The base effect (PDF 364kB)14 April 2009
Turning point? (PDF 476kB)6 April 2009
Need versus will (PDF 332kB)30 March 2009
Extended period (PDF 348kB)23 March 2009
The glide path (PDF 376kB)16 March 2009
RBNZ in focus (PDF 448kB)9 March 2009
The structural aspect (PDF 376kB)2 March 2009
Downgrades (PDF 340kB)23 February 2009
Different week same story (PDF 372kB)16 February 2009
Labour pains (PDF 384kB)9 February 2009
Currency versus rates (PDF 320kB)2 February 2009
Tactical versus strategic (PDF 388kB)26 January 2009
Key macro themes for 2009 (PDF 392kB)16 January 2009
Sticking to the new year's resolutions (PDF 348kB)12 January 2009
The court of public opinion (PDF 368kB)15 December 2008
A selection of cold cuts (PDF 392kB)8 December 2008
Moving heaven and earth (PDF 412kB)1 December 2008
The cow trips over the moon (PDF 360kB)24 November 2008
Back to basics (PDF 356kB)17 November 2008
Winds of change (PDF 404kB)10 November 2008
The next leg (PDF 408kB)3 November 2008
Contestable vs noncontestable (PDF 364kB)24 October 2008
Not time to be dilly dallying (PDF 316kB)20 October 2008
Financial vs real (PDF 344kB)13 October 2008
Alphabet soup (PDF 504kB)6 October 2008
Lending a hand (PDF 340kB)29 September 2008
The kitchen sink (PDF 364kB)22 September 2008
Looking for stability (PDF 348kB)15 September 2008
Septemberitis (PDF 412kB)8 September 2008
A spring in our step (PDF 368kB)1 September 2008
Same story, different week (PDF 324kB)25 August 2008
Turning point? (PDF 348kB)18 August 2008
Commodity watch (PDF 376kB)11 August 2008
Under the weather (PDF 408kB)4 August 2008
The first cut is the deepest (PDF 360kB)28 July 2008
Cutting to stop tightening? (PDF 416kB)21 July 2008
Make or break (PDF 420kB)14 July 2008
It isn't broke so don't change it (PDF 412kB)7 July 2008
50-50 (PDF 344kB)30 June 2008
Midwinter dip (PDF 380kB)23 June 2008
A helping hand (PDF 356kB)16 June 2008
The chicken and the egg (PDF 372kB)9 June 2008
A cold shower versus an Alaskan dip (PDF 352kB)19 May 2008
Labour quirks and fundamentals (PDF 372kB)12 May 2008
Labouring on (PDF 336kB)5 May 2008
The significance of 'significant' (PDF 312kB)28 April 2008
Mother nature (PDF 324kB)21 April 2008
Trying it on? (PDF 336kB)14 April 2008
End of the golden weather (PDF 388kB)7 April 2008
A classic NZ business cycle (PDF 348kB)2 April 2008
A turning point? (PDF 316kB)25 March 2008
Deferred achievement (PDF 328kB)17 March 2008
Steady as she goes for now (PDF 388kB)10 March 2008
Cloudy policy outlook (PDF 332kB)3 March 2008
Credit conundrums (PDF 336kB)25 February 2008
Cross-section (PDF 356kB)18 February 2008
Well placed? (PDF 384kB)11 February 2008
OZ watch (PDF 344kB)4 February 2008
Along for the ride (PDF 360kB)28 January 2008
Free-falling (PDF 400kB)21 January 2008
Key macro themes for 2008 (PDF 684kB)14 January 2008
Building consents issued - November 2007 (PDF 68kB)14 January 2008
Fiscal watch (PDF 272kB)17 December 2007
Out of step? (PDF 296kB)10 December 2007
Flexible and pragmatic (PDF 256kB)3 December 2007
Global watch (PDF 580kB)26 November 2007
Credit (PDF 284kB)19 November 2007
A solid base (PDF 592kB)12 November 2007
Recycling (PDF 296kB)5 November 2007
More than a spending phenomenon (PDF 280kB)29 October 2007
Housing diffusion (PDF 592kB)19 October 2007
Mixed messages (PDF 584kB)15 October 2007
Confidence, houses, spending (PDF 424kB)8 October 2007
Capacity pressure intensifies (PDF 592kB)1 October 2007
Fed to the rescue (PDF 432kB)24 September 2007
Wait and see (PDF 364kB)17 September 2007
Judgement day (PDF 452kB)10 September 2007
The credit cycle (PDF 216kB)3 September 2007
Normality or the eye of the storm? (PDF 228kB)27 August 2007
Brace for more volatility (PDF 280kB)20 August 2007
The credit decelerator (PDF 220kB)13 August 2007
Nervousness abounds (PDF 232kB)6 August 2007
Risk aversion vs risk reduction (PDF 236kB)30 July 2007
Here we go again (PDF 244kB)23 July 2007
Non-tradable ex-housing focus (PDF 376kB)16 July 2007
Dairy and the consumers' say (PDF 300kB)9 July 2007
Excellence or mediocrity? (PDF 360kB)2 July 2007
At an inflection point? (PDF 512kB)25 June 2007
Dairy tales (PDF 376kB)18 June 2007
Breaking the back of IT (PDF 380kB)11 June 2007
More bitter medicine (PDF 356kB)5 June 2007
Should I stay or should I go? (PDF 284kB)28 May 2007
Seeking a balance (PDF 412kB)21 May 2007
The scapegoat? (PDF 396kB)14 May 2007
Q1 versus Q2? (PDF 384kB)9 May 2007
Final whistle (PDF 592kB)30 April 2007
When doves cry (PDF 564kB)23 April 2007
The clobbering (PDF 572kB)16 April 2007
Double jeopardy (PDF 364kB)10 April 2007
Nowhere to run (PDF 352kB)2 April 2007
A smorgasbord (PDF 412kB)26 March 2007
A firm base (PDF 344kB)19 March 2007
Door open (PDF 420kB)12 March 2007
Volatility's back (PDF 424kB)5 March 2007
Cloudy policy outlook (PDF 332kB)3 March 2007
The pipeline (PDF 396kB)26 February 2007
Currency complications (PDF 368kB)19 February 2007
A spoonful of medicine (PDF 400kB)12 February 2007
More likely than not (PDF 404kB)29 January 2007
The moment of truth (PDF 364kB)19 January 2007
Another year older (PDF 360kB)15 January 2007

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