Recurring series

New Zealand Morning Focus

Finvaulta tracks 46 editions of New Zealand Morning Focus from ANZ, published between May 11, 2026 and July 15, 2026. Each edition is summarized on its own page.

Latest edition · July 15, 2026

NZ Morning Focus 1225

US headline and core inflation surprised to the downside in June, leading markets to lower expectations for a July Fed rate hike. Consequently, global equities rose and bond yields trended lower.

The June US CPI report showed headline and core inflation falling below consensus, easing inflationary pressures and tempering the outlook for Federal Reserve rate hikes. Markets now estimate a 10% probability of a July hike, down from 40% prior to the data. In reaction, US Treasury yields fell, and global equity markets gained. Locally, the focus shifts to New Zealand housing market data and upcoming Chinese GDP and industrial production releases.

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Key takeaways from the latest edition

1.US inflation data came in softer than expected, causing markets to sharply reduce expectations for a July Federal Reserve rate hike.
2.Global equity markets rose and bond yields declined following the US CPI print.

What this series covers

Highlights
Data and events today
Financial markets
Global markets overview
Key data and events
Key themes and views
Market snapshot (07:15 NZ Time)
Key data releases
What's ahead today

Edition archive

Series at a glance

Editions tracked: 46
First edition: May 11, 2026
Latest edition: July 15, 2026

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