Economy Watch

By Interest.co.nz / Podcasts NZ, David Chaston, Gareth Vaughan, interest.co.nz

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Category: Investing

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Episodes: 600

Description

We follow the economic events and trends that affect New Zealand.

Episode Date
Hormuz reopening to flood world with crude oil
Jun 24, 2026
Commodity currencies take it on the chin
Jun 23, 2026
Lake Lucerne talks make edgy progress
Jun 22, 2026
Trump 'schooled' by Iran in diplomatic negotiation
Jun 21, 2026
Oil prices settle to be +12% above conflict-start levels, +25% above early 2026 levels
Jun 18, 2026
US Fed eyes rate hikes
Jun 17, 2026
Will money solve the US-Iran conflict?
Jun 16, 2026
Markets jump to conclusions
Jun 15, 2026
Israel strikes Beirut; Iran says no point in talks with the US
Jun 14, 2026
David Mahon: China will watch Election 2026 closely
Jun 12, 2026
More 'peace' claims for Hormuz, but growth sags, El Niño arrives
Jun 11, 2026
Financial markets pricing in quagmire risk
Jun 10, 2026
Global export gains impress
Jun 09, 2026
Iran extracts Persian Gulf tolls
Jun 08, 2026
Market fears of rising inflation push up interest rates
Jun 07, 2026
World getting tired of amateur hour
Jun 04, 2026
Oil up on Persian Gulf fighting
Jun 03, 2026
Gold resurgent at US Treasuries expense
Jun 02, 2026
Hot mess & strategic failure
Jun 01, 2026
Talks & fights, truce awaits approvals
May 28, 2026
Mixed messages on Hormuz progress
May 27, 2026
The US launches new strikes on Iran as talks stall
May 26, 2026
Markets bet on a resolution
May 25, 2026
Vanity trumps progress in Hormuz standoff
May 24, 2026
US-Iran tensions at stalemate
May 21, 2026
Warsh in the hot seat
May 20, 2026
Turbulence moves into bond markets
May 19, 2026
Oil & bond markets jittery on stalled US-Iran 'talks'
May 18, 2026
A major financial market re-think is underway
May 17, 2026
Grand welcome, big threats, small deals
May 14, 2026
Tighter supplies drive price leap in some core commodities
May 13, 2026
Trump faces stalemate in the Middle East, now with China
May 12, 2026
The US boxed in by own goals
May 11, 2026
The Persian Gulf mess festers
May 10, 2026
US credit card debt leaps
May 07, 2026
Without any cards, Trump does u-turn
May 06, 2026
Markets act as though Hormuz is settled
May 05, 2026
Hot conflict reignited in Persian Gulf
May 04, 2026
Intense pressure but financial markets still holding
May 03, 2026
Compounding exposure
Apr 30, 2026
Airlines become the canary of the global economy
Apr 29, 2026
Fallout from oil price rises spreads
Apr 28, 2026
Oil prices are rising
Apr 27, 2026
The ruptures deepen
Apr 23, 2026
Yes, the Hormuz mess is worse today
Apr 22, 2026
Hormuz ceasefire set to expire
Apr 21, 2026
US-Iran positions yo-yo
Apr 20, 2026
Pressure re-applied as Hormuz chaos returns
Apr 19, 2026
Oil supply picture gets more complicated
Apr 16, 2026
Trump flails aimlessly in Mid East & with Powell
Apr 15, 2026
US policy just gets weirder
Apr 14, 2026
Brace for sharp oil pressure
Apr 13, 2026
Global outlook darkens
Apr 12, 2026
War threats compounded by cyber security threats
Apr 09, 2026
Assessing the war scars
Apr 08, 2026
US leadership insanity deepens
Apr 07, 2026
US service sector cools, inflation heats up
Apr 06, 2026
Contrasting national addresses
Apr 01, 2026
Searching for an off-ramp
Mar 31, 2026
Q1-2025 ends in a mess
Mar 30, 2026
War consequences bite harder
Mar 29, 2026
Risk aversion rises on more policy corrosion
Mar 26, 2026
Trump adventure leaves a global mess
Mar 25, 2026
Escalations show off-ramp options fade
Mar 24, 2026
Trump backs down on strikes against Iran's power system
Mar 23, 2026
Investors face stagflation, reassess returns
Mar 22, 2026
Energy shock to be protracted
Mar 19, 2026
Fed steady in face of local and global provocations
Mar 18, 2026
Middle East attrition going nowhere
Mar 17, 2026
Markets discount war risks
Mar 16, 2026
A week of global central bank updates
Mar 15, 2026
David Cay Johnston: NZ's objective with Trump should be 'to not become the focus of his wrath'
Mar 12, 2026
Oil up, equities down, quagmire deeper
Mar 12, 2026
Markets ignore official data and actions
Mar 11, 2026
Markets bet heavily on the TACO effect
Mar 10, 2026
Can politicians cover the Iran crisis cracks?
Mar 09, 2026
The consequences of a series of bad choices bedevils the US, and the rest of us
Mar 08, 2026
Trump's distraction war causes chaos
Mar 05, 2026
Insurers dismiss Trump's promises
Mar 04, 2026
War inflation fears spread
Mar 03, 2026
The cost of war will hit inflation soon
Mar 02, 2026
Safe haven demand to set the tone this week
Mar 01, 2026
Mark Laurence: 'Flabbergasted that AI hasn't become a political talking point'
Feb 23, 2026
Pressure in the details
Feb 15, 2026
Tech takes a beating, bond yields fall
Feb 12, 2026
US budget hole set to deeping by trillions
Feb 11, 2026
US retail sales stall
Feb 10, 2026
Taiwan hits it out of the park
Feb 09, 2026
Clear winners - and losers
Feb 08, 2026
Imre Speizer: Differing levels of 'assertiveness' between RBNZ & RBA the reason for big cash rate difference
Feb 06, 2026
Retreating tech leaves US weaknesses exposed
Feb 04, 2026
Risk reactions extreme again
Feb 03, 2026
India & the US strike a tariff deal
Feb 02, 2026
Uncertainty becomes the new certainty
Feb 01, 2026
Steve Symon: Following the money while playing whack-a-mole against the large commercial enterprises of organised crime
Jan 30, 2026
Gold price rise hesitates despite rising risk aversion
Jan 29, 2026
Inflation pressure raises chances of rate rises
Jan 28, 2026
Chaotic US policymaking tests investor nerves
Jan 27, 2026
US mess drives precious metals
Jan 26, 2026
Eyes on the 'Sell America' trade
Jan 25, 2026
Anna Breman: The new RBNZ Governor on inflation, being told off by Winston Peters & more
Jan 23, 2026
Investors rush US alternatives
Jan 22, 2026
The debasement trade gathers momentum
Jan 21, 2026
The rise and rise of risk
Jan 20, 2026
Risks rise, but financial markets turn a blind eye
Jan 19, 2026
US workers get 80 year low share of their economy
Jan 18, 2026
Lots of data, few gains
Jan 15, 2026
Trump's Epstein-distraction projects unnerve markets
Jan 14, 2026
Powell winning the tussle with Trump, so far
Jan 13, 2026
Powell shirt-fronts Trump's cheap tactics
Jan 12, 2026
Europe & South America cement trade deal
Jan 11, 2026
US chooses trade isolation
Jan 08, 2026
The weak USD is driving important realignments
Jan 07, 2026
Precious metals lead commodity gains
Jan 06, 2026
Risk premiums rise sharply
Jan 05, 2026
China to reprise stimulus, but with shifted focus
Jan 04, 2026
Gold turns from a risk haven to a speculative play
Dec 22, 2025
Eyes on holiday sales impetus
Dec 21, 2025
Lower US CPI gets sceptical reviews
Dec 18, 2025
The end (of 2025) is near, investors nervous
Dec 17, 2025
American weaknesses show up in latest data
Dec 16, 2025
Wall Street optimism fades
Dec 15, 2025
Breakfast briefing: Hate spreads
Dec 14, 2025
US glummer post-Fed, rest of world upbeat
Dec 11, 2025
Markets take Fed cut in its stride
Dec 10, 2025
Better news but bad decisions
Dec 09, 2025
Long bond yields keep on rising
Dec 08, 2025
What will the US Fed do this week?
Dec 07, 2025
Freight rates on the move up
Dec 04, 2025
Breakfast briefing: American SMEs hit hard
Dec 03, 2025
The OECD sees large economies slowing
Dec 02, 2025
December starts on a negative note
Dec 01, 2025
The run into Christmas underway
Nov 30, 2025
The final 2025 retail push underway
Nov 27, 2025
Local rates and currencies get a reset
Nov 26, 2025
American consumer confidence fades and retail sales growth cools
Nov 25, 2025
Markets ignore holiday shopping questions
Nov 24, 2025
Q3 turning out globally positive
Nov 23, 2025
Some good data draws investor scepticism
Nov 20, 2025
As risk fear rises, bond markets draw attention
Nov 19, 2025
Investor risk aversion rises
Nov 18, 2025
Sharp twists & turns in global trade
Nov 17, 2025
Affordability pressure has everyone's attention now
Nov 16, 2025
Latest updates feature global weaknesses
Nov 13, 2025
Moving on, ignoring vital risks
Nov 12, 2025
Despite the US funk, the rest of the world gets on with it
Nov 11, 2025
US starts to step back from the brink
Nov 10, 2025
China data projects economic stability
Nov 09, 2025
US belt-tightening takes hold, jitters haunt financial markets
Nov 06, 2025
Better on the surface, but wobbly underneath
Nov 05, 2025
Risk-off as investors realise they may have overdone it
Nov 04, 2025
The US factory sector shrinks at a faster pace
Nov 03, 2025
Some countries have an resurgent inflation problem
Nov 02, 2025
US-China trade truce cements China's growing strength
Oct 30, 2025
Both the Fed, and Trump underwhelm
Oct 29, 2025
Concerns about US labour market grow
Oct 28, 2025
Betting on short-term positivity
Oct 27, 2025
US sanctions Russian oil
Oct 23, 2025
Wall Street shifts lower on Washington mess
Oct 22, 2025
Wait-and-see as policy messes unresolved
Oct 21, 2025
Cautious consumers in China, Albanese wins in Washington
Oct 20, 2025
Tough choices ahead
Oct 19, 2025
Financial markets gird for bubble risk fallout
Oct 16, 2025
US gets faster inflation, but ignored by officials
Oct 15, 2025
Powell, Dimon and the IMF sound caution
Oct 14, 2025
Wall Street bounces back; gold hits new ATH
Oct 13, 2025
Trump's latest double standards rattle financial markets
Oct 12, 2025
China regains poise, US stumbles through shutdown
Oct 09, 2025
The froth gets frothier
Oct 08, 2025
Data downslide, led by the US
Oct 07, 2025
Tech & commodities rise without data guardrails
Oct 06, 2025
Japan to get its 'Iron Lady"
Oct 05, 2025
US descends into chaotic whirlpool
Oct 02, 2025
Markets ignoring obvious risks
Oct 01, 2025
Markets yet to acknowledge toxic risks
Sep 30, 2025
Washington hot mess stunts US
Sep 29, 2025
US economic stresses rising
Sep 28, 2025
Markets recoil with scepticism
Sep 25, 2025
America turns economically brittle on Trump corrosion
Sep 24, 2025
US business activity slows
Sep 23, 2025
Eye of the storm
Sep 22, 2025
Who is foretelling our economic future? the equity or bond market?
Sep 21, 2025
The NZD is hammered
Sep 18, 2025
A Fed rate cut, but also rising imposed uncertainty
Sep 17, 2025
Signaled rate cuts locked in
Sep 16, 2025
Markets expect rate cut salve
Sep 15, 2025
Inflation up, jobs down. The US Fed has to choose a policy direction
Sep 14, 2025
US economic prospects turn darker
Sep 11, 2025
Eyes on US CPI for Fed-friendly result
Sep 10, 2025
US settles in to accept economic stagnation & isolation
Sep 09, 2025
More US data weakness rattles bond markets
Sep 08, 2025
Stagflation lurks in the US, deflation lurks in China
Sep 07, 2025
Markets gird for weakish US labour market report
Sep 04, 2025
US hit with pessimistic data
Sep 03, 2025
US returns from holidays in a grumpy mood
Sep 02, 2025
Rest of world rises while the US on holiday
Sep 01, 2025
US courts doubt Trump had tariff-tax authority
Aug 31, 2025
Risk aversion fades, risk taking swells
Aug 28, 2025
Good public policy staggers in the face of Trump corruption
Aug 27, 2025
US shows symptoms of decline
Aug 26, 2025
Chinese investors in bullish mood, US jaded
Aug 25, 2025
Guessing that renewed inflation is again 'transitory'
Aug 24, 2025
All eyes on Powell's Jackson Hole speech
Aug 21, 2025
US inflation risks outweigh labour market concerns
Aug 20, 2025
Commodity prices turn soft
Aug 19, 2025
Powell coy on US rate shifts
Aug 18, 2025
Consumers in both China and the US display fragility
Aug 17, 2025
Tariff costs bite US producer prices
Aug 14, 2025
Rare drop in bank lending from weak demand
Aug 13, 2025
Inflation signals viewed more in hope than reality
Aug 12, 2025
Eyes on the RBA
Aug 11, 2025
Ignoring the clown-show, watching the numbers
Aug 10, 2025
Markets tired and wary of incoherent policy
Aug 07, 2025
Rarotonga cooks up huge undersea mining deals
Aug 06, 2025
A tale of two markets
Aug 05, 2025
Weaker factory orders, lingering high inflation
Aug 04, 2025
"Progress" toward economic authoritarianism
Aug 03, 2025
Freight volume data shows spreading US weakness
Jul 31, 2025
Some big market reactions today
Jul 30, 2025
US fiscal situation gets worse
Jul 29, 2025
Clumsy dealmaking risks an unravelling phase
Jul 28, 2025
Countries work around Trump's flooded zone
Jul 27, 2025
More trade deals, just not with the US
Jul 24, 2025
US & Japan reach tariff deal, one Japanese investors love
Jul 23, 2025
Currency markets reset as tariff taxes bite
Jul 22, 2025
US hides behind tariff wall, China rethinks uber-competition
Jul 21, 2025
Inflation & tariffs take center stage
Jul 20, 2025
Equities rise globally as earnings stay resilient
Jul 17, 2025
Bond market steepens yield curves on messy policy
Jul 16, 2025
Tariff-tax costs show up in US inflation
Jul 15, 2025
China shines again in difficult global reordering
Jul 14, 2025
Turning points passed?
Jul 13, 2025
Silly season sentiment elevated
Jul 10, 2025
The Trump pandemic twists American summer priorities
Jul 09, 2025
More tariff own-goals signaled
Jul 08, 2025
Risk off as tariff shambles extends
Jul 07, 2025
Eyes on the RBA and RBNZ
Jul 06, 2025
'Big, beautiful' deficits locked in
Jul 03, 2025
Financial markets stay positive while waiting for key signals
Jul 02, 2025
US adopting budgetary self-harm
Jul 01, 2025
Bond markets await US budget vote
Jun 30, 2025
Halfway through a year of little progress
Jun 29, 2025
Markets shun the US dollar
Jun 26, 2025
Inflation drivers puzzle Americans
Jun 25, 2025
US economic performance now lagging most key rivals
Jun 24, 2025
Financial markets ignore geopolitical risks
Jun 23, 2025
Hot wars, hot weather, cold data
Jun 22, 2025
Fed cuts outlook for the US economy
Jun 18, 2025
US economy stumbles on weak retail and factory data
Jun 17, 2025
Israel Iran conflict seems contained for now
Jun 16, 2025
Financial markets add war & protest to their calculus
Jun 15, 2025
The greenback weakens on policy chaos
Jun 12, 2025
US-China trade deal resolves little
Jun 11, 2025
"The harm to living standards could be deep"
Jun 10, 2025
Tit-for-tat gives way to negotiation
Jun 09, 2025
Economic outlook dims as Trump goes 'purposefully inflammatory'
Jun 08, 2025
US equity markets recoil at more instability
Jun 05, 2025
The cost of hubris
Jun 04, 2025
Global expansion leaks on weakening US
Jun 03, 2025
More stagnation everywhere, more inflation in the US
Jun 02, 2025
Checking unbridled power
May 29, 2025
Inflation risks move back to center-stage
May 28, 2025
Data and sentiment diverge
May 27, 2025
Wall Street holiday allows reassessments
May 26, 2025
The turbulent ride continues
May 25, 2025
Risk premiums keep on rising
May 22, 2025
Bond market discontent grows louder
May 21, 2025
Superpower budgets drive irresponsible risks
May 20, 2025
The messy business of dealing with US mistakes
May 19, 2025
Recent history less relevant for analysts. It's now all about what is to come
May 18, 2025
Lots of US data releases, few supporting the Trump agenda
May 15, 2025
Positives hard to find
May 14, 2025
As the tempest fades, the net situation is worse
May 13, 2025
Wall Street soars on US-China tariff reprieve
May 12, 2025
Progress in Geneva? or just face-saving rhetoric?
May 11, 2025
Smoke & mirrors
May 08, 2025
The US Fed warns of rising economic risks
May 07, 2025
Buckle in for a day of big announcements
May 06, 2025
Focus turns to the US Fed
May 05, 2025
Gold drops sharply from its recent highs
May 02, 2025
The US becomes a drag on the world economy
Apr 30, 2025
Dumb policy brings dud results
Apr 29, 2025
'Unusual' is putting it mildly
Apr 28, 2025
China pushes itself ahead
Apr 27, 2025
A Trump tariff backdown coming?
Apr 23, 2025
Bessent cheerleading not based on anything
Apr 22, 2025
The Trump disaster keeps getting worse
Apr 21, 2025
Powell warns of 'challenging scenario'
Apr 16, 2025
The tariff war skirmishes get messy
Apr 15, 2025
Volatility without guardrails
Apr 14, 2025
Even for Trump, this is a weird flip-flop
Apr 13, 2025
Wall Street cancels tariff optimism, resumes selloff
Apr 10, 2025
Now it's the bond market's turn for pain
Apr 09, 2025
"America is lost"
Apr 08, 2025
Stagflation chances jump to almost a certainty
Apr 07, 2025
Sophomoric stupidity threatens global tailspin
Apr 06, 2025
Markets recoil on tariff stupidity
Apr 03, 2025
Sweeping tariffs impending, along with retaliation
Apr 02, 2025
Bracing for Trump tariffs
Apr 01, 2025
Tariffs bring destabilising pressures
Mar 31, 2025
As the US enters stagflation, the USD is being sidelined
Mar 30, 2025
Tariff impacts start to show up
Mar 27, 2025
US policy mistakes pushes everyone onto the defensive
Mar 26, 2025
The US keeps on scoring own goals
Mar 25, 2025
Tariffs sap the US expansion
Mar 24, 2025
Tables turn with China rising as the US fades
Mar 23, 2025
Not so happy
Mar 20, 2025
Central banks stand back on looming trade chaos
Mar 19, 2025
Bigger bumps in the road
Mar 18, 2025
Eyes on China & American economic policymakers
Mar 17, 2025
US & China weaknesses self-inflicted
Mar 16, 2025
Equities drop on strong risk-aversion market moves
Mar 13, 2025
Inflation holds but tariff costs yet to hit
Mar 12, 2025
The Americans & Russians disrupt trade
Mar 11, 2025
Wall Street votes, and it isn't for Trump
Mar 10, 2025
The policy landscape is in ferment
Mar 09, 2025
The US goes into reverse
Mar 06, 2025
Making a messy situation messier
Mar 04, 2025
Chaos has consequences
Mar 03, 2025
Gears crunched in downshift global direction
Mar 02, 2025
US tariffs bring higher prices, slower growth
Feb 27, 2025
More debt to solve China's challenges
Feb 26, 2025
Risk appetite in sharp reversal
Feb 25, 2025
US fades both at home and abroad
Feb 24, 2025
Risk aversion jumps on Trump missteps
Feb 23, 2025
Hints of a stagflation future noticed by financial markets
Feb 20, 2025
American instability takes another turn
Feb 19, 2025
David Mahon: China, a country 'full of DeepSeeks,' now sees NZ as 'a country of diplomatic infidelity'
Feb 19, 2025
Back on inflation alert
Feb 18, 2025
What will the RBA do?
Feb 17, 2025
China borrows like there's no tomorrow
Feb 16, 2025
Waiting for US tariffs
Feb 13, 2025
The US gets its expected inflation twist
Feb 12, 2025
Powell in no hurry to cut rates, defying Trump
Feb 11, 2025
It is clearer that tariffs will drive a new global inflation surge
Feb 10, 2025
US chaos, global data softness, not helping
Feb 09, 2025
Economic shine dulls
Feb 06, 2025
Retaliatory counterpunches come in many forms
Feb 04, 2025
No-one likes Trump's awful tariff deal, even in the US, so backtracking starts
Feb 03, 2025
Sharp policy changes without thinking things through
Feb 02, 2025
Consumer resilience powers the 2024 US growth
Jan 30, 2025
Fed set to end rate cutting cycle
Jan 29, 2025
Markets start to reassess risk in the face of policy without ethics
Jan 28, 2025
China loses steam ahead of holidays; Wall Street loses steam today
Jan 27, 2025
China holiday & US Fed decision dominate global economy this week
Jan 26, 2025
Forced distortions a new economic threat
Jan 23, 2025
The bond market doesn't like what it sees
Jan 22, 2025
The US gifts China global opportunities
Jan 21, 2025
Trump 2 starts with bluster and reneging
Jan 21, 2025
All hail the Chief Grifter
Jan 19, 2025
Rate cut revival in the US, dashed in Australia
Jan 16, 2025
Markets celebrate US inflation no-change
Jan 15, 2025
No end to the rise in long term benchmark rates
Jan 14, 2025
China's exports get a Trump bump
Jan 13, 2025
No-one knows which way inflation is heading in 2025
Jan 12, 2025
China & Japan see fortunes diverge
Jan 09, 2025
The cost of long term debt is rising
Jan 08, 2025
US economy outshining all others
Jan 07, 2025
Service sector rise might herald inflation's return
Jan 06, 2025
Hard to see 2025 much different to 2024
Jan 05, 2025
Fear & uncertainty to the fore as 2024 ends
Dec 30, 2024
Markets start pricing in higher risk premiums
Dec 29, 2024
China to turn economists into propagandists
Dec 23, 2024
Eyeing 2025 nervously
Dec 22, 2024
Nicola Willis: Growing the economy without spending
Dec 20, 2024
Trump creates a hot mess
Dec 19, 2024
The US Fed cuts policy rate for third time
Dec 18, 2024
Commodities ease as China de-risking builds
Dec 17, 2024
Bad policy comes with big costs
Dec 16, 2024
A huge week of new data awaits us
Dec 15, 2024
Cutting costs and raising prices
Dec 12, 2024
Inflation fears ease globally
Dec 11, 2024
China's rescue plan gets few ticks
Dec 10, 2024
China readies more aggressive stimulus
Dec 09, 2024
Trade uncertainty rises
Dec 08, 2024
Supply chain pressures under scrutiny
Dec 05, 2024
Services underpin global expansion
Dec 04, 2024
WMP saves the day
Dec 03, 2024
Rising new orders help the global factory sector
Dec 02, 2024
Of ruts, twists, stalls & downgrades
Dec 01, 2024
RBA independence in election sacrifice
Nov 28, 2024
US consumers still driving the global expansion
Nov 27, 2024
Old man revives old grievances
Nov 26, 2024
Global benchmark interest rates stop rising
Nov 25, 2024
The US & India drive global demand
Nov 24, 2024
Power & corruption highlighted
Nov 21, 2024
Banking stress rises in China and the EU
Nov 20, 2024
Dairy prices rise as China's milk production falls
Nov 19, 2024
Gold, oil, benchmark bond interest rates and bitcoin all rise
Nov 18, 2024
Rate cut prospects fading?
Nov 17, 2024
Oil demand falls, supply rising
Nov 14, 2024
US inflation progress stalls in October
Nov 13, 2024
Markets hesitate with US inflation return feared
Nov 12, 2024
China stimulus fizzes
Nov 11, 2024
China's turnaround not in evidence yet
Nov 10, 2024
Trump's win may have killed off more rate cuts
Nov 07, 2024
The Red Center delivers a morally bankrupt America
Nov 06, 2024
Investors turn 'risk-on' as good data flows everywhere
Nov 05, 2024
Factories globally subdued for a fourth straight month
Nov 04, 2024
The news other than the US election
Nov 03, 2024
The US expansion pushes on, carrying the world's trade flows
Oct 31, 2024
US economy powers ahead led by consumer confidence
Oct 30, 2024
China lines up massive fiscal bazooka
Oct 29, 2024
Soft economic data everywhere but company results stay strong
Oct 28, 2024
Game lost, prepare to adapt
Oct 24, 2024
Central bank rates fall, but financial market rates rise
Oct 23, 2024
US election risks rise & with them, trade risks
Oct 22, 2024
Financial markets signal risk-off until the US election
Oct 21, 2024
Key under-achieving data from the world's two biggest economies
Oct 20, 2024
AI generated podcast test
Oct 18, 2024
Beijing struggles to convince markets it is in control
Oct 17, 2024
Current data lackluster, future view positive
Oct 16, 2024
China targets tax on offshore investments by their wealthy
Oct 15, 2024
No progress yet for China's reinvigoration
Oct 14, 2024
Mounting deflation pressure in China
Oct 13, 2024
Andrew Coleman: Swapping NZ's gas guzzling Holden government retirement income system for an EV
Oct 10, 2024
Eyes on Beijing as more economic policy to be released
Oct 10, 2024
China's stimulus rally stumbles
Oct 09, 2024
China market fever breaks as Beijing stimulus disappoints
Oct 08, 2024
Powerful forces roil China and the US
Oct 07, 2024
Away from the fighting hotspots, the global economy is expanding
Oct 06, 2024
Markets trade cautiously ahead of US NFPs
Oct 03, 2024
Hong Kong stocks go ballistic
Oct 02, 2024
Sudden rise in non-economy risks twists economic signals
Oct 01, 2024
John Lyon: Why New Zealanders should be grateful insurers remain committed to their country
Oct 01, 2024
Q4 starts in a cautious mood
Sep 30, 2024
Q4 starts with the US & Japan up, China lagging
Sep 29, 2024
US momentum continues, China strives to regain theirs
Sep 26, 2024
China's big moves draw small enthusiasm
Sep 25, 2024
China to get a sugar hit
Sep 24, 2024
Murray Harris: The case for higher KiwiSaver contributions
Sep 24, 2024
The major economies separate into two growth blocks
Sep 23, 2024
Fed rate cut triggers financial markets
Sep 22, 2024
Equities surge after the US Fed rate cut
Sep 19, 2024
Market enthusiasm for a big Fed rate cut lacks conviction
Sep 18, 2024
Markets await Fed rate cut decision
Sep 17, 2024
Will the US Fed "go big"? And the RBNZ follow?
Sep 16, 2024
Does Xi really have control of China's economy?
Sep 15, 2024
Global markets quite mixed, gold rises
Sep 12, 2024
US inflation at 3yr low
Sep 11, 2024
Oil prices drop sharply
Sep 10, 2024
The EU is warned. Will they listen & act?
Sep 09, 2024
Jonathan Shapiro: Why the integrity of bond markets on both sides of the Tasman is at stake
Sep 09, 2024
Global activity settles into a more modest expansion
Sep 08, 2024
Pierre van Heerden: How it costs twice as much to set up a supermarket in NZ than Australia
Sep 06, 2024
Data positive even if that is not the market sentiment
Sep 05, 2024
Markets eye US labour market softening
Sep 04, 2024
Back from holiday in a negative mood
Sep 03, 2024
China's slowdowns accentuate imbalance risks everywhere
Sep 02, 2024
World's major economies set for a positive run to the end of 2024
Sep 01, 2024
A US$1 tln here, 40 degrees there bookmark global extremes
Aug 28, 2024
Where have the children of China gone?
Aug 27, 2024
Imre Speizer: What to expect from interest rates and the NZ dollar over coming months
Aug 27, 2024
Fickle markets accept a global soft landing has been achieved
Aug 25, 2024
August PMIs mostly positive
Aug 22, 2024
NZ might benefit from an EU-China dispute
Aug 21, 2024
John Small: The 'faster, safer, cheaper' banking experience of the future
Aug 20, 2024
The global economy delivers summer gains
Aug 20, 2024
Markets bet the Fed has won its battle against inflation
Aug 19, 2024
China struggles to manage its downturn
Aug 18, 2024
Christian Hawkesby: Accurate GDP forecast would’ve altered May RBNZ policy
Aug 17, 2024
The US economy holding up well
Aug 15, 2024
Global rate cuts now more certain
Aug 14, 2024
China faces strong downward pressures
Aug 13, 2024
Stresses in China grow
Aug 12, 2024
Chinese consumers put away their wallets
Aug 11, 2024
Investor fears ease
Aug 08, 2024
Investors pause and modest economic gains filter through
Aug 07, 2024
US recession fears overstated, apparently
Aug 06, 2024
Global equity markets embark on wild ride lower
Aug 05, 2024
Shannon Barlow: Where the power sits in the labour market
Aug 04, 2024
Re-thinking financial asset valuations
Aug 04, 2024
Equities & bond yields fall in risk-off shift
Aug 01, 2024
John Bolton: Who might be attracted to shoebox apartments and why
Aug 01, 2024
Two big central banks speak
Jul 31, 2024
China foreign direct investment vanishes
Jul 30, 2024
Will they or won't they?
Jul 29, 2024
US Fed rate cuts closer now
Jul 28, 2024
Steven Hail: Transforming the discussion about government fiscal & economic policy
Jul 26, 2024
US economy picks up speed in Q2
Jul 25, 2024
Wall Street goes into reverse
Jul 24, 2024
Commodity prices ease further
Jul 23, 2024
Commodity prices sag and takes the NZD with it
Jul 22, 2024
Moderate global prosperity unaffected by war, politics, or tech snafus
Jul 21, 2024
Last-mile gains in inflation war hard to achieve
Jul 18, 2024
Will Carnachan of Aotea Asset Management unpacks the NZ private credit scene
Jul 18, 2024
The US 'stars' align for the Fed
Jul 17, 2024
The global economy in a "sticky spot"
Jul 16, 2024
China stumbles again
Jul 15, 2024
Looking at the data
Jul 14, 2024
Nick Tuffley: Why did ASB and RBNZ change their mind about rate cuts?
Jul 13, 2024
Stephen Jacobi: The US is a riskier trade partner than China
Jul 12, 2024
Inflation's pressure eases globally
Jul 11, 2024
New trade distortions spread
Jul 10, 2024
US economy no longer overheated says Fed
Jul 09, 2024
A broad easing of some key commodity prices
Jul 08, 2024
Three elections, three rejections of the hard-line, hard right
Jul 07, 2024
The hits to global trade keep coming
Jul 04, 2024
World's major economies holding up well
Jul 03, 2024
Dairy prices drop most in almost a year
Jul 02, 2024
More tax cuts flow to Australian workers
Jul 01, 2024
Economic prospects hesitate, suggest a shift lower
Jun 30, 2024
James Foster - the New Zealand EV, or 'batteries on wheels', scene
Jun 28, 2024
Global food stress low
Jun 26, 2024
Doubts remain in the US & Canada that inflation is beaten yet
Jun 25, 2024
Eyes on some big risks
Jun 24, 2024
China's investment momentum slows fast
Jun 23, 2024
The northern world swelters
Jun 20, 2024
Cameron Bagrie: Why and how the pricing of risk versus the taking of risk by banks needs to change
Jun 20, 2024
Some very large global tensions start to boil hotter
Jun 19, 2024
Aussie rate cut hopes fade
Jun 18, 2024
China loses steam on property drag
Jun 17, 2024
Fiona Hall & Martin Dilly: Frustrations with & war stories from the world of anti-money laundering compliance
Jun 17, 2024
Data slippage in most major economies
Jun 16, 2024
Container freight rates hit 3x last year's level
Jun 13, 2024
Fed shifts to one 2024 cut, four in 2025
Jun 12, 2024
China-related sentiment downturn deepens
Jun 11, 2024
The French gamble
Jun 10, 2024
Growth needs productivity gains, IMF says
Jun 09, 2024
Rising freight rates makes global trade a tougher challenge
Jun 06, 2024
Kylie Walker: What the mission-driven Future Made in Australia approach is & what it could mean
Jun 05, 2024
A first major central bank cuts its policy rate
Jun 05, 2024
A series of unexpected outcomes
Jun 04, 2024
Voters speak, investors nervous
Jun 03, 2024
US expansion milder than expected, bond selloff arrested
May 30, 2024
Financial markets drive interest rates up
May 29, 2024
Rising yields colour global markets
May 28, 2024
High rates hurting commercial property funds
May 27, 2024
China falls in love with 'wealth management products' again
May 26, 2024
China two-faced? What is says sharply different to what it does
May 23, 2024
Geof Mortlock: Problems with NZ's depositor compensation scheme & bank failure tools
May 23, 2024
The US Fed worried about lack of inflation progress
May 22, 2024
Markets now expecting rate cut signals
May 21, 2024
Huge Chinese property sector support may not be enough
May 20, 2024
Shamubeel Eaqub: Why institutional landlords should be better for renters than 'accidental' landlords
May 20, 2024
Geopolitical issues remain but investors look past them
May 19, 2024
Investors embrace risk, regulators fret about risk
May 16, 2024
Markets toy with US rate cuts sooner than Fed has indicated
May 15, 2024
Surpluses and tax cuts now, deficits later
May 14, 2024
China readies new stimulus and the copper price zooms higher
May 13, 2024
China settles in to a blah trend
May 12, 2024
New jump in global freight rates
May 09, 2024
Bad policy can do massive long-term damage
May 08, 2024
Even dour opinions can't knock blossoming data
May 07, 2024
The global service sector powers on
May 06, 2024
US labour market growth slows but productivity rises
May 05, 2024
Economic growth rises despite the challenges
May 02, 2024
The US Fed comes out less hawkish than feared
May 01, 2024
Modest global economic growth despite sticky inflation
Apr 30, 2024
Of prices, politics and sentiment
Apr 29, 2024
Eyes on US jobs, NZ's too
Apr 28, 2024
Stagflation sniffs a comeback
Apr 25, 2024
Jennifer Wilkins: making the case for degrowth
Apr 24, 2024
Factories abuzz in many key countries
Apr 23, 2024
Positive anticipation
Apr 22, 2024
Extended economic expansion drives up key metal prices
Apr 21, 2024
Andrew Dentice: Competition, innovation & societal benefits of open banking
Apr 19, 2024
The risks of shorting USTs becomes a global concern
Apr 18, 2024
US powers on driving global economy
Apr 17, 2024
Powell dials back rate cut expectations
Apr 16, 2024
Unexpectedly strong US retail sales shake financial markets
Apr 15, 2024
Risks facing the global economy pile up
Apr 14, 2024
Barbara Edmonds: Rehabilitating Labour's economic credibility after the cost of living crisis
Apr 12, 2024
Markets calm after US CPI bump
Apr 11, 2024
US inflation runs higher than expected
Apr 10, 2024
Above-average activity, below-average sentiment
Apr 09, 2024
The pain of variable rate mortgages
Apr 08, 2024
Bond yields rise as rate cut bets fade
Apr 07, 2024
All good now but huge unavoidable changes coming
Apr 04, 2024
Tim Grafton: 12 years at the coalface of the insurance industry
Apr 04, 2024
US inflation goals hampered by labour market expansion
Apr 03, 2024
Bond losses weigh on equity markets
Apr 02, 2024
Global manufacturing indicators turn positive
Apr 01, 2024
The battle against inflation continues, widens
Mar 27, 2024
The good global economic news keeps on coming
Mar 26, 2024
US economic dominance rolls on
Mar 25, 2024
Japan reprises 1990s inflation; Australia reprises 2022 house prices
Mar 24, 2024
John Small on the Commerce Commission's recipe to tackle the banking oligopoly
Mar 23, 2024
A number of surprises, mostly positive
Mar 21, 2024
US Fed still sees three rate cuts in 2024
Mar 20, 2024
Patrick Watson: US voters 'living in their own realities' including on the economy
Mar 19, 2024
A big week of central bank rate reviews
Mar 17, 2024
Unexpected rises push back Fed cut bets
Mar 14, 2024
Both China and the EU struggle with their economies
Mar 13, 2024
Cameron Murray: The Great Housing Hijack
Mar 13, 2024
US inflation proving tough to stamp out
Mar 12, 2024
The last bit is the hard bit
Mar 11, 2024
China tackles deflation
Mar 10, 2024
Central banks get ready to change direction
Mar 07, 2024
Benchmark rates fall in anticipation of inflation control gains
Mar 06, 2024
Commodity prices generally in retreat
Mar 05, 2024
Gold and bitcoin surge. Surprising real-world energy progress
Mar 04, 2024
Global factory optimism returns
Mar 03, 2024
David Mahon: China's post-Covid hangover, NZ flirting with joining AUKUS & more
Mar 02, 2024
Indian economy grows spectacularly
Feb 29, 2024
NZ currency and rates get adjusted lower
Feb 28, 2024
Pullbacks everywhere
Feb 27, 2024
Some markets hover near records, others retreat
Feb 26, 2024
Neither foreign investors nor Chinese house buyers like what they see
Feb 25, 2024
Nvidia stars in expanding global economy
Feb 22, 2024