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| 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 |