Author | Lightnews

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 9h

📢 Thousands of early KiwiSaver withdrawals were made in September with IRD data showing early withdrawals totalling $234 million

👉 Latest bot: NZ Transport Agency - Auckland & Northland

Early KiwiSaver withdrawals reached $234 million in September

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 11h

📢 A review of things you need to know before you sign off on Friday; many retail rate moves, consumer sentiment hesitates, livestock prices rise, log prices stable, housing debt rises faster, TD's shrink, swaps up, NZ down, & more

What happened today

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 12h

📢 Here are the key changes to know about in the New Zealand equity market; NZX50 up +0.6% so far; Investore, Heartland, PFI, Freightways gain as Vista, Kathmandu, EBOS, Gentrack weaken

Daily NZX update, Friday, October 31, 2025

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 14h

📢 What will Trump’s deal with Xi mean for the US economy and relations with China?

Who comes away from the meeting happier – Xi or Trump?

https://www.interest.co.nz/public-policy/135956/what-will-trump’s-deal-xi-mean-us-economy-and-relations-china

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 16h

📢 As flood risk increases, Local Government Minister Simon Watts says he’s focused on designing a rates capping system that enables councils to get ‘sufficient revenue’ for their role in helping to 'build out of our infrastructure deficit’

Flood risk: Minister focused on designing rates capping system that’s ‘flexible where it needs to be’

https://www.interest.co.nz/public-policy/135950/flood-risk-increases-local-government-minister-simon-watts-says-he’s-focused

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 16h

📢 Following the Chinese and Indian holiday seasons when demand usually rises, this year demand for logs has remained flat. Domestic demand flat too, and sawn timber to the US attracting tariffs

October log market report

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 18h

📢 In granular analysis, we show the rate offer moves lower for savers have been faster than for borrowers. But the size of the shift might surprise you, with at least 3 interesting out-takes from this analysis

Yes, banks have been cutting term deposit rates faster than home loan rates

www.interest.co.nz

1

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 19h

📢 US dollar extends post-FOMC gains and reached the highest level since August. Yen weak after Bank of Japan leaves rates on hold and doesn't build the case for a December hike. ECB steady

👉 Bot to check Bluesky account creation dates

NZ swap rates in sharp move higher on global trends

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 20h

📢 US-China meeting inconclusive; Japan holds rates, as does the ECB; EU sentiment up as is GDP; air travel rises; freight rates rise; UST 10yr at 4.10%; gold firms slightly and oil holds; NZ$1 = 57.5 USc; TWI-5 = 62.1

👉 More news/weather bots

Breakfast briefing: US-China trade truce cements China's growing strength

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 A review of things you need to know before you sign off on Thursday; no retail rate changes, farmers vote yes, business sentiment rises, huge demand for NZGBs, water aplenty, swaps on hold, long bond rates rise, NZD stable, & more

👉 More news/weather bots

What happened today

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 ANZ's economists expect interest rates to bottom out late this year/early next year, suggesting borrowers need to start thinking about fixing mortgages to lock in lower rates

ANZ says it time to start thinking about fixing mortgages as interest rates near the bottom of the cycle

www.interest.co.nz

1 2

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 NZ Govt Bond Tender #969; Tender Date 30 Oct 2025

NZ Govt Bond tender number 969 results

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 Here are the key changes to know about in the New Zealand equity market; Market higher as EBOS, Sky TV, Freightways, and Gentrack climb but Kathmandu, Briscoes, Goodman Property, and Oceania are all softer

Daily NZX update, Thursday, October 30, 2025

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 Unlicensed NZ insurer at centre of police probe related to alleged breaches of the Russia Sanctions Act highlights NZ's 'light touch' regulation

NZ authorities first questioned about Maritime Mutual 20 years ago

www.interest.co.nz

1 1

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 Latest ANZ Business Outlook Survey shows the highest level of business confidence since early in the year

'The green shoots are emerging - but will businesses trust them to thrive and not wither?'

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 Fonterra chair says divestment 'will usher in an exciting new phase for the co-op'; CEO says Fonterra will be 'unleashed'

Fonterra shareholders approve $4.22 bln sale of consumer businesses

www.interest.co.nz

1

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 Philippe Aghion and colleagues see great potential for AI to boost productivity without harming employment

👉 Bot to check Bluesky account creation dates

What AI means for growth and jobs

www.interest.co.nz

1

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 Stephen Roach thinks the next Chinese five-year plan should set a goal of raising household spending to 50% of GDP by 2035

China needs a consumption target

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 Mark Tanner says Chinese consumers are saving more of their paychecks, bruised by their losses in residential property. Conspicuous consumption is lower but there are still many bright spots, especially related to 'experiences'

Below the surface of China’s slowing retail growth

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 The US Fed reduced rates by 25 bps for second consecutive meeting in split decision, say balance sheet runoff will end. Bank of Canada cut but pushed back against further easing. Australian Q3 CPI was well above expectations

Repricing in Australian rates spills over to NZ markets

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 1d

📢 US Fed cuts as expected but divisions clear; US data soft; Canada cuts & says its done for now; Australian inflation pressure rises; air cargo demand rises; UST 10yr at 33.99%; gold and oil drop; NZ$1 = 57.8 USc; TWI-5 = 62.4

Breakfast briefing: Both the Fed, and Trump underwhelm

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 2d

📢 The natural increase in New Zealand's population now exceeds the gain from migration

Babies are now pushing up NZ's population faster than immigration

www.interest.co.nz

1

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 2d

📢 Reserve Bank cuts almost 200 positions, folds Te Ao Māori and climate teams into wider groups, but retains most economic policy roles

‘All hands on deck’: RBNZ drops 134 staff, spares economists

https://www.interest.co.nz/public-policy/135918/reserve-bank-cuts-almost-200-positions-folds-te-ao-māori-and-climate-teams

2 2

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 2d

📢 A review of things you need to know before you sign off on Wednesday; TSB launches a notable home loan rate; population dynamics change; dairy prices softer, LWDW panned by S&P, Aussie inflation rising, swaps & NZD stable, & more

What happened today

www.interest.co.nz

Interest.co.nz (Unofficial) @interestnz.nzcow.com · 2d

📢 Here are the key changes to know about in the New Zealand equity market; NZX50 Rises +0.3%; Serko, Sky TV, Vulcan Steel, and a2 Milk lead the gainers with Argosy, Vista Group, Turners, and Gentrack the key decliners

👉 Report issues, make suggestions

Daily NZX update, Wednesday, October 29, 2025

www.interest.co.nz