Related by context. Frequent words. (Click for all words.) 60 underlying fundamentals 57 macroeconomic fundamentals 56 fundamentals 52 heightened risk aversion 51 macroeconomic 49 Battellino 49 Downside risks 48 Ms Saly 48 commodity prices 48 macro economic 48 buoyant 48 downside risks 47 supercycle 47 Kuijs 47 Mr Battellino 46 sharp deceleration 46 sovereign creditworthiness 46 relative outperformance 46 Mr Capurso 46 prudent macroeconomic 45 cyclical upturn 45 expansionary 45 inflationary pressures 45 Mr Foulsham 45 geopolitical uncertainty 45 macroeconomy 45 bouyant 45 sharemarkets 45 outlook 45 Inflationary pressures 44 cash generative 44 Ms Ridout 44 economic 44 valuations 44 deleveraging 44 troughed 44 growth 44 disinflationary 44 strong 43 economy 43 cyclical 43 Dr Bollard 43 Ms Trinh 43 deflationary 43 ample liquidity 43 attractive valuations 43 interest rates 43 NZIER 43 headwinds 42 recessionary 42 Financial Stability Review 42 Lutts 42 Julian Jessop 42 governor Alan Bollard 42 contractionary 42 inflationary 42 spillover effects 42 highly leveraged 42 expansionary policies 42 newsflow 42 attractively valued 42 Geopolitical tensions 42 resilient 42 macroeconomic indicators 42 slowdown 42 dovish stance 42 macroeconomic stability 41 cashflows 41 yield differentials 41 overvalued 41 sub prime 41 reacceleration 41 geographically diversified 41 LPTs 41 monetary tightening 41 IG Markets analyst 41 dwelling approvals 41 accommodative monetary policy 41 cyclical downturn 41 looser monetary 41 Inflationary pressure 41 subprime mortgage defaults 41 tightening bias 41 robust 41 Subprime lending 41 investor sentiment 41 Investor Sentiment 41 sovereign debt 40 risk premia 40 fragilities 40 downward pressure 40 highly levered 40 stagflationary 40 turmoil 40 disinflation 40 downturn 40 outperformance 40 fundaments 40 credit crunch 40 positive newsflow 40 Sonders