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1 March 2021 -
RBNZ Sees NZD Jump to 74 Cents | Sydney Airport
The market is now expecting a full 25bps hike by August 2022. The prospect of higher NZ interest rates saw the currency surge, and it is now trading at 74.5 cents versus the US dollar.
1 March 2021 -
Value Rotation | Summerset Delivers
SUM has rallied but is still our top pick in the retirement village sector, providing better value than Ryman
1 March 2021 -
Rates Hit Tech Stocks | Costa Result Blooms
Shares of Apple, Microsoft, Alphabet, Tesla, and Amazon resumed their slide from the previous week, with Tesla suffering the biggest hit, down -8.5%.
Global markets were mixed on Friday (S&P 500 index -0.2%) helped by a rise in economy-sensitive cyclical sectors, with the S&P 500 and the Nasdaq on track to end the week on a dull note as investors rotated out of technology-related companies.
20 February 2021 -
Delivers the Goods, Again
20 February 2021 -
Printing Cash
20 February 2021 -
Bullish Banks
20 February 2021 -
Big Moves on Earnings | ANZ to a BUY
It’s been a busy time with local earnings season. While we touch on company announcements below, as always, we will release full updates in our weekly report.
19 February 2021 -
Feb Rally Pauses | EBOS Delivers
Global markets were mixed overnight with US markets (S&P 500 -0.03%) little changed as investors rotated out of technology shares and concerns about inflation added some pressure on stocks.