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Economy Watch — 691 episodes

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Title
1

What will Warsh say? or do?

2

The US leaks momentum on inflation threats

3

Markets see US as just a paper tiger on Iran

4

US bully tactics widened after prior failures

5

Despite tough news, global PMIs mostly positive

6

US debt worries mount

7

Bessent tries to screw the scrum

8

US economy losing momentum

9

Long-term yield warning signals grow stronger

10

The two top dogs show signs of limping

11

Markets & data delivers mixed messages

12

US inflation little-changed, taking pressure off the Fed

13

Ignoring Hormuz & hoping for the best

14

Hormuz shut tight

15

Is inflation about to resume its rise?

16

Rates rise with oil prices

17

US still doesn't have a Hormuz deal

18

Oil prices fall on expectation a Hormuz deal is close

19

Despite challenges, global economy still expanding solidly

20

The rise and rise of long-term interest rates

21

The air is going out of the global economy

22

Hot war spread to reignite inflation risks

23

Learning to live with less oil

24

US backs away in Hormuz after achieving nothing

25

Transactional Trump trapped by his own missteps

26

Oil price surge sees financial markets stagger

27

The oil crisis isn't over yet

28

New US tariffs awaited - with yawns

29

Hamilton Confidential, the Worldclear podcast, Episode 4

30

Hamilton Confidential, the Worldclear podcast, Episode 3

31

Hamilton Confidential, the Worldclear podcast, Episode 2

32

Hamilton Confidential, the Worldclear podcast, Episode 1

33

War and debt stresses grow

34

Fires, fights & fragility undermine economic progress

35

US equities fall away on rising risks

36

Running on empty?

37

Trump backs down on Hormuz tolls

38

The oil price jumps on latest tension

39

'Strategy' beating 'firepower'

40

Renewed hot conflict queers the global economic pitch

41

Investors hesitate and reassess

42

Global economic pressures ease

43

OPEC wants higher production

44

US data weakens sharply

45

Markets sceptical of Warsh's rosy outlook

46

Hormuz will never be the same

47

Despite the US-Iran clash, the global economy is resilient

48

Oil prices hold despite rising Gulf tensions

49

Hormuz still fragile, but inflation returns as the next big issue

50

Hormuz reopening to flood world with crude oil

51

Commodity currencies take it on the chin

52

Lake Lucerne talks make edgy progress

53

Trump 'schooled' by Iran in diplomatic negotiation

54

Oil prices settle to be +12% above conflict-start levels, +25% above early 2026 levels

55

US Fed eyes rate hikes

56

Will money solve the US-Iran conflict?

57

Markets jump to conclusions

58

Israel strikes Beirut; Iran says no point in talks with the US

59

David Mahon: China will watch Election 2026 closely

60

More 'peace' claims for Hormuz, but growth sags, El Niño arrives

61

Financial markets pricing in quagmire risk

62

Global export gains impress

63

Iran extracts Persian Gulf tolls

64

Market fears of rising inflation push up interest rates

65

World getting tired of amateur hour

66

Oil up on Persian Gulf fighting

67

Gold resurgent at US Treasuries expense

68

Hot mess & strategic failure

69

Talks & fights, truce awaits approvals

70

Mixed messages on Hormuz progress

71

The US launches new strikes on Iran as talks stall

72

Markets bet on a resolution

73

Vanity trumps progress in Hormuz standoff

74

US-Iran tensions at stalemate

75

Warsh in the hot seat

76

Turbulence moves into bond markets

77

Oil & bond markets jittery on stalled US-Iran 'talks'

78

A major financial market re-think is underway

79

Grand welcome, big threats, small deals

80

Tighter supplies drive price leap in some core commodities

81

Trump faces stalemate in the Middle East, now with China

82

The US boxed in by own goals

83

The Persian Gulf mess festers

84

US credit card debt leaps

85

Without any cards, Trump does u-turn

86

Markets act as though Hormuz is settled

87

Hot conflict reignited in Persian Gulf

88

Intense pressure but financial markets still holding

89

Compounding exposure

90

Airlines become the canary of the global economy

91

Fallout from oil price rises spreads

92

Yes, the Hormuz mess is worse today

93

Hormuz ceasefire set to expire

94

US-Iran positions yo-yo

95

Pressure re-applied as Hormuz chaos returns

96

Oil supply picture gets more complicated

97

Trump flails aimlessly in Mid East & with Powell

98

US policy just gets weirder

99

Brace for sharp oil pressure

100

Global outlook darkens

101

War threats compounded by cyber security threats

102

Assessing the war scars

103

US leadership insanity deepens

104

US service sector cools, inflation heats up

105

Contrasting national addresses

106

Searching for an off-ramp

107

Q1-2025 ends in a mess

108

War consequences bite harder

109

Risk aversion rises on more policy corrosion

110

Trump adventure leaves a global mess

111

Escalations show off-ramp options fade

112

Trump backs down on strikes against Iran's power system

113

Investors face stagflation, reassess returns

114

Energy shock to be protracted

115

Fed steady in face of local and global provocations

116

Middle East attrition going nowhere

117

Markets discount war risks

118

A week of global central bank updates

119

David Cay Johnston: NZ's objective with Trump should be 'to not become the focus of his wrath'

120

Oil up, equities down, quagmire deeper

121

Markets ignore official data and actions

122

Markets bet heavily on the TACO effect

123

Can politicians cover the Iran crisis cracks?

124

The consequences of a series of bad choices bedevils the US, and the rest of us

125

Trump's distraction war causes chaos

126

Insurers dismiss Trump's promises

127

War inflation fears spread

128

The cost of war will hit inflation soon

129

Safe haven demand to set the tone this week

130

Mark Laurence: 'Flabbergasted that AI hasn't become a political talking point'

131

Pressure in the details

132

Tech takes a beating, bond yields fall

133

US budget hole set to deeping by trillions

134

US retail sales stall

135

Taiwan hits it out of the park

136

Clear winners - and losers

137

Imre Speizer: Differing levels of 'assertiveness' between RBNZ & RBA the reason for big cash rate difference

138

Retreating tech leaves US weaknesses exposed

139

Risk reactions extreme again

140

India & the US strike a tariff deal

141

Uncertainty becomes the new certainty

142

Steve Symon: Following the money while playing whack-a-mole against the large commercial enterprises of organised crime

143

Gold price rise hesitates despite rising risk aversion

144

Inflation pressure raises chances of rate rises

145

Chaotic US policymaking tests investor nerves

146

US mess drives precious metals

147

Eyes on the 'Sell America' trade

148

Anna Breman: The new RBNZ Governor on inflation, being told off by Winston Peters & more

149

Investors rush US alternatives

150

The debasement trade gathers momentum

151

The rise and rise of risk

152

Risks rise, but financial markets turn a blind eye

153

US workers get 80 year low share of their economy

154

Lots of data, few gains

155

Trump's Epstein-distraction projects unnerve markets

156

Powell winning the tussle with Trump, so far

157

Powell shirt-fronts Trump's cheap tactics

158

Europe & South America cement trade deal

159

US chooses trade isolation

160

The weak USD is driving important realignments

161

Precious metals lead commodity gains

162

Risk premiums rise sharply

163

China to reprise stimulus, but with shifted focus

164

Gold turns from a risk haven to a speculative play

165

Eyes on holiday sales impetus

166

Lower US CPI gets sceptical reviews

167

The end (of 2025) is near, investors nervous

168

American weaknesses show up in latest data

169

Wall Street optimism fades

170

Breakfast briefing: Hate spreads

171

US glummer post-Fed, rest of world upbeat

172

Markets take Fed cut in its stride

173

Better news but bad decisions

174

Long bond yields keep on rising

175

What will the US Fed do this week?

176

Freight rates on the move up

177

Breakfast briefing: American SMEs hit hard

178

The OECD sees large economies slowing

179

December starts on a negative note

180

The run into Christmas underway

181

The final 2025 retail push underway

182

Local rates and currencies get a reset

183

American consumer confidence fades and retail sales growth cools

184

Markets ignore holiday shopping questions

185

Q3 turning out globally positive

186

Some good data draws investor scepticism

187

As risk fear rises, bond markets draw attention

188

Investor risk aversion rises

189

Sharp twists & turns in global trade

190

Affordability pressure has everyone's attention now

191

Latest updates feature global weaknesses

192

Moving on, ignoring vital risks

193

Despite the US funk, the rest of the world gets on with it

194

US starts to step back from the brink

195

China data projects economic stability

196

US belt-tightening takes hold, jitters haunt financial markets

197

Better on the surface, but wobbly underneath

198

Risk-off as investors realise they may have overdone it

199

The US factory sector shrinks at a faster pace

200

Some countries have an resurgent inflation problem

201

US-China trade truce cements China's growing strength

202

Both the Fed, and Trump underwhelm

203

Concerns about US labour market grow

204

Betting on short-term positivity

205

US sanctions Russian oil

206

Wall Street shifts lower on Washington mess

207

Wait-and-see as policy messes unresolved

208

Cautious consumers in China, Albanese wins in Washington

209

Tough choices ahead

210

Financial markets gird for bubble risk fallout

211

US gets faster inflation, but ignored by officials

212

Powell, Dimon and the IMF sound caution

213

Wall Street bounces back; gold hits new ATH

214

Trump's latest double standards rattle financial markets

215

China regains poise, US stumbles through shutdown

216

The froth gets frothier

217

Data downslide, led by the US

218

Tech & commodities rise without data guardrails

219

Japan to get its 'Iron Lady"

220

US descends into chaotic whirlpool

221

Markets ignoring obvious risks

222

Markets yet to acknowledge toxic risks

223

Washington hot mess stunts US

224

US economic stresses rising

225

Markets recoil with scepticism

226

America turns economically brittle on Trump corrosion

227

US business activity slows

228

Eye of the storm

229

Who is foretelling our economic future? the equity or bond market?

230

The NZD is hammered

231

A Fed rate cut, but also rising imposed uncertainty

232

Signaled rate cuts locked in

233

Markets expect rate cut salve

234

Inflation up, jobs down. The US Fed has to choose a policy direction

235

US economic prospects turn darker

236

Eyes on US CPI for Fed-friendly result

237

US settles in to accept economic stagnation & isolation

238

More US data weakness rattles bond markets

239

Stagflation lurks in the US, deflation lurks in China

240

Markets gird for weakish US labour market report

241

US hit with pessimistic data

242

US returns from holidays in a grumpy mood

243

Rest of world rises while the US on holiday

244

US courts doubt Trump had tariff-tax authority

245

Risk aversion fades, risk taking swells

246

Good public policy staggers in the face of Trump corruption

247

US shows symptoms of decline

248

Chinese investors in bullish mood, US jaded

249

Guessing that renewed inflation is again 'transitory'

250

All eyes on Powell's Jackson Hole speech

251

US inflation risks outweigh labour market concerns

252

Commodity prices turn soft

253

Powell coy on US rate shifts

254

Consumers in both China and the US display fragility

255

Tariff costs bite US producer prices

256

Rare drop in bank lending from weak demand

257

Inflation signals viewed more in hope than reality

258

Eyes on the RBA

259

Ignoring the clown-show, watching the numbers

260

Markets tired and wary of incoherent policy

261

Rarotonga cooks up huge undersea mining deals

262

A tale of two markets

263

Weaker factory orders, lingering high inflation

264

"Progress" toward economic authoritarianism

265

Freight volume data shows spreading US weakness

266

Some big market reactions today

267

US fiscal situation gets worse

268

Clumsy dealmaking risks an unravelling phase

269

Countries work around Trump's flooded zone

270

More trade deals, just not with the US

271

US & Japan reach tariff deal, one Japanese investors love

272

Currency markets reset as tariff taxes bite

273

US hides behind tariff wall, China rethinks uber-competition

274

Inflation & tariffs take center stage

275

Equities rise globally as earnings stay resilient

276

Bond market steepens yield curves on messy policy

277

Tariff-tax costs show up in US inflation

278

China shines again in difficult global reordering

279

Turning points passed?

280

Silly season sentiment elevated

281

The Trump pandemic twists American summer priorities

282

More tariff own-goals signaled

283

Risk off as tariff shambles extends

284

Eyes on the RBA and RBNZ

285

'Big, beautiful' deficits locked in

286

Financial markets stay positive while waiting for key signals

287

US adopting budgetary self-harm

288

Bond markets await US budget vote

289

Halfway through a year of little progress

290

Markets shun the US dollar

291

Inflation drivers puzzle Americans

292

US economic performance now lagging most key rivals

293

Financial markets ignore geopolitical risks

294

Hot wars, hot weather, cold data

295

Fed cuts outlook for the US economy

296

US economy stumbles on weak retail and factory data

297

Israel Iran conflict seems contained for now

298

Financial markets add war & protest to their calculus

299

The greenback weakens on policy chaos

300

US-China trade deal resolves little

301

"The harm to living standards could be deep"

302

Tit-for-tat gives way to negotiation

303

Economic outlook dims as Trump goes 'purposefully inflammatory'

304

US equity markets recoil at more instability

305

The cost of hubris

306

Global expansion leaks on weakening US

307

More stagnation everywhere, more inflation in the US

308

Checking unbridled power

309

Inflation risks move back to center-stage

310

Data and sentiment diverge

311

Wall Street holiday allows reassessments

312

The turbulent ride continues

313

Risk premiums keep on rising

314

Bond market discontent grows louder

315

Superpower budgets drive irresponsible risks

316

The messy business of dealing with US mistakes

317

Recent history less relevant for analysts. It's now all about what is to come

318

Lots of US data releases, few supporting the Trump agenda

319

Positives hard to find

320

As the tempest fades, the net situation is worse

321

Wall Street soars on US-China tariff reprieve

322

Progress in Geneva? or just face-saving rhetoric?

323

Smoke & mirrors

324

The US Fed warns of rising economic risks

325

Buckle in for a day of big announcements

326

Focus turns to the US Fed

327

Gold drops sharply from its recent highs

328

The US becomes a drag on the world economy

329

Dumb policy brings dud results

330

'Unusual' is putting it mildly

331

China pushes itself ahead

332

A Trump tariff backdown coming?

333

Bessent cheerleading not based on anything

334

The Trump disaster keeps getting worse

335

Powell warns of 'challenging scenario'

336

The tariff war skirmishes get messy

337

Volatility without guardrails

338

Even for Trump, this is a weird flip-flop

339

Wall Street cancels tariff optimism, resumes selloff

340

Now it's the bond market's turn for pain

341

"America is lost"

342

Stagflation chances jump to almost a certainty

343

Sophomoric stupidity threatens global tailspin

344

Markets recoil on tariff stupidity

345

Sweeping tariffs impending, along with retaliation

346

Bracing for Trump tariffs

347

Tariffs bring destabilising pressures

348

As the US enters stagflation, the USD is being sidelined

349

Tariff impacts start to show up

350

US policy mistakes pushes everyone onto the defensive

351

The US keeps on scoring own goals

352

Tariffs sap the US expansion

353

Tables turn with China rising as the US fades

354

Not so happy

355

Central banks stand back on looming trade chaos

356

Bigger bumps in the road

357

Eyes on China & American economic policymakers

358

US & China weaknesses self-inflicted

359

Equities drop on strong risk-aversion market moves

360

Inflation holds but tariff costs yet to hit

361

The Americans & Russians disrupt trade

362

Wall Street votes, and it isn't for Trump

363

The policy landscape is in ferment

364

The US goes into reverse

365

Making a messy situation messier

366

Chaos has consequences

367

Gears crunched in downshift global direction

368

US tariffs bring higher prices, slower growth

369

More debt to solve China's challenges

370

Risk appetite in sharp reversal

371

US fades both at home and abroad

372

Risk aversion jumps on Trump missteps

373

Hints of a stagflation future noticed by financial markets

374

American instability takes another turn

375

David Mahon: China, a country 'full of DeepSeeks,' now sees NZ as 'a country of diplomatic infidelity'

376

Back on inflation alert

377

What will the RBA do?

378

China borrows like there's no tomorrow

379

Waiting for US tariffs

380

The US gets its expected inflation twist

381

Powell in no hurry to cut rates, defying Trump

382

It is clearer that tariffs will drive a new global inflation surge

383

US chaos, global data softness, not helping

384

Economic shine dulls

385

Retaliatory counterpunches come in many forms

386

No-one likes Trump's awful tariff deal, even in the US, so backtracking starts

387

Sharp policy changes without thinking things through

388

Consumer resilience powers the 2024 US growth

389

Fed set to end rate cutting cycle

390

Markets start to reassess risk in the face of policy without ethics

391

China loses steam ahead of holidays; Wall Street loses steam today

392

China holiday & US Fed decision dominate global economy this week

393

Forced distortions a new economic threat

394

The bond market doesn't like what it sees

395

The US gifts China global opportunities

396

Trump 2 starts with bluster and reneging

397

All hail the Chief Grifter

398

Rate cut revival in the US, dashed in Australia

399

Markets celebrate US inflation no-change

400

No end to the rise in long term benchmark rates

401

China's exports get a Trump bump

402

No-one knows which way inflation is heading in 2025

403

China & Japan see fortunes diverge

404

The cost of long term debt is rising

405

US economy outshining all others

406

Service sector rise might herald inflation's return

407

Hard to see 2025 much different to 2024

408

Fear & uncertainty to the fore as 2024 ends

409

Markets start pricing in higher risk premiums

410

China to turn economists into propagandists

411

Eyeing 2025 nervously

412

Nicola Willis: Growing the economy without spending

413

Trump creates a hot mess

414

The US Fed cuts policy rate for third time

415

Commodities ease as China de-risking builds

416

Bad policy comes with big costs

417

A huge week of new data awaits us

418

Cutting costs and raising prices

419

Inflation fears ease globally

420

China's rescue plan gets few ticks

421

China readies more aggressive stimulus

422

Trade uncertainty rises

423

Supply chain pressures under scrutiny

424

Services underpin global expansion

425

WMP saves the day

426

Rising new orders help the global factory sector

427

Of ruts, twists, stalls & downgrades

428

RBA independence in election sacrifice

429

US consumers still driving the global expansion

430

Old man revives old grievances

431

Global benchmark interest rates stop rising

432

The US & India drive global demand

433

Power & corruption highlighted

434

Banking stress rises in China and the EU

435

Dairy prices rise as China's milk production falls

436

Gold, oil, benchmark bond interest rates and bitcoin all rise

437

Rate cut prospects fading?

438

Oil demand falls, supply rising

439

US inflation progress stalls in October

440

Markets hesitate with US inflation return feared

441

China stimulus fizzes

442

China's turnaround not in evidence yet

443

Trump's win may have killed off more rate cuts

444

The Red Center delivers a morally bankrupt America

445

Investors turn 'risk-on' as good data flows everywhere

446

Factories globally subdued for a fourth straight month

447

The news other than the US election

448

The US expansion pushes on, carrying the world's trade flows

449

US economy powers ahead led by consumer confidence

450

China lines up massive fiscal bazooka

451

Soft economic data everywhere but company results stay strong

452

Game lost, prepare to adapt

453

Central bank rates fall, but financial market rates rise

454

US election risks rise & with them, trade risks

455

Financial markets signal risk-off until the US election

456

Key under-achieving data from the world's two biggest economies

457

AI generated podcast test

458

Beijing struggles to convince markets it is in control

459

Current data lackluster, future view positive

460

China targets tax on offshore investments by their wealthy

461

No progress yet for China's reinvigoration

462

Mounting deflation pressure in China

463

Andrew Coleman: Swapping NZ's gas guzzling Holden government retirement income system for an EV

464

Eyes on Beijing as more economic policy to be released

465

China's stimulus rally stumbles

466

China market fever breaks as Beijing stimulus disappoints

467

Powerful forces roil China and the US

468

Away from the fighting hotspots, the global economy is expanding

469

Markets trade cautiously ahead of US NFPs

470

Hong Kong stocks go ballistic

471

Sudden rise in non-economy risks twists economic signals

472

John Lyon: Why New Zealanders should be grateful insurers remain committed to their country

473

Q4 starts in a cautious mood

474

Q4 starts with the US & Japan up, China lagging

475

US momentum continues, China strives to regain theirs

476

China's big moves draw small enthusiasm

477

China to get a sugar hit

478

Murray Harris: The case for higher KiwiSaver contributions

479

The major economies separate into two growth blocks

480

Fed rate cut triggers financial markets

481

Equities surge after the US Fed rate cut

482

Market enthusiasm for a big Fed rate cut lacks conviction

483

Markets await Fed rate cut decision

484

Will the US Fed "go big"? And the RBNZ follow?

485

Does Xi really have control of China's economy?

486

Global markets quite mixed, gold rises

487

US inflation at 3yr low

488

Oil prices drop sharply

489

The EU is warned. Will they listen & act?

490

Jonathan Shapiro: Why the integrity of bond markets on both sides of the Tasman is at stake

491

Global activity settles into a more modest expansion

492

Pierre van Heerden: How it costs twice as much to set up a supermarket in NZ than Australia

493

Data positive even if that is not the market sentiment

494

Markets eye US labour market softening

495

Back from holiday in a negative mood

496

China's slowdowns accentuate imbalance risks everywhere

497

World's major economies set for a positive run to the end of 2024

498

A US$1 tln here, 40 degrees there bookmark global extremes

499

Where have the children of China gone?

500

Imre Speizer: What to expect from interest rates and the NZ dollar over coming months

501

Fickle markets accept a global soft landing has been achieved

502

August PMIs mostly positive

503

NZ might benefit from an EU-China dispute

504

John Small: The 'faster, safer, cheaper' banking experience of the future

505

The global economy delivers summer gains

506

Markets bet the Fed has won its battle against inflation

507

China struggles to manage its downturn

508

Christian Hawkesby: Accurate GDP forecast would’ve altered May RBNZ policy

509

The US economy holding up well

510

Global rate cuts now more certain

511

China faces strong downward pressures

512

Stresses in China grow

513

Chinese consumers put away their wallets

514

Investor fears ease

515

Investors pause and modest economic gains filter through

516

US recession fears overstated, apparently

517

Global equity markets embark on wild ride lower

518

Shannon Barlow: Where the power sits in the labour market

519

Re-thinking financial asset valuations

520

Equities & bond yields fall in risk-off shift

521

John Bolton: Who might be attracted to shoebox apartments and why

522

Two big central banks speak

523

China foreign direct investment vanishes

524

Will they or won't they?

525

US Fed rate cuts closer now

526

Steven Hail: Transforming the discussion about government fiscal & economic policy

527

US economy picks up speed in Q2

528

Wall Street goes into reverse

529

Commodity prices ease further

530

Commodity prices sag and takes the NZD with it

531

Moderate global prosperity unaffected by war, politics, or tech snafus

532

Last-mile gains in inflation war hard to achieve

533

Will Carnachan of Aotea Asset Management unpacks the NZ private credit scene

534

The US 'stars' align for the Fed

535

The global economy in a "sticky spot"

536

China stumbles again

537

Looking at the data

538

Nick Tuffley: Why did ASB and RBNZ change their mind about rate cuts?

539

Stephen Jacobi: The US is a riskier trade partner than China

540

Inflation's pressure eases globally

541

New trade distortions spread

542

US economy no longer overheated says Fed

543

A broad easing of some key commodity prices

544

Three elections, three rejections of the hard-line, hard right

545

The hits to global trade keep coming

546

World's major economies holding up well

547

Dairy prices drop most in almost a year

548

More tax cuts flow to Australian workers

549

Economic prospects hesitate, suggest a shift lower

550

James Foster - the New Zealand EV, or 'batteries on wheels', scene

551

Global food stress low

552

Doubts remain in the US & Canada that inflation is beaten yet

553

Eyes on some big risks

554

China's investment momentum slows fast

555

The northern world swelters

556

Cameron Bagrie: Why and how the pricing of risk versus the taking of risk by banks needs to change

557

Some very large global tensions start to boil hotter

558

Aussie rate cut hopes fade

559

China loses steam on property drag

560

Fiona Hall & Martin Dilly: Frustrations with & war stories from the world of anti-money laundering compliance

561

Data slippage in most major economies

562

Container freight rates hit 3x last year's level

563

Fed shifts to one 2024 cut, four in 2025

564

China-related sentiment downturn deepens

565

The French gamble

566

Growth needs productivity gains, IMF says

567

Rising freight rates makes global trade a tougher challenge

568

Kylie Walker: What the mission-driven Future Made in Australia approach is & what it could mean

569

A first major central bank cuts its policy rate

570

A series of unexpected outcomes

571

Voters speak, investors nervous

572

US expansion milder than expected, bond selloff arrested

573

Financial markets drive interest rates up

574

Rising yields colour global markets

575

High rates hurting commercial property funds

576

China falls in love with 'wealth management products' again

577

China two-faced? What is says sharply different to what it does

578

Geof Mortlock: Problems with NZ's depositor compensation scheme & bank failure tools

579

The US Fed worried about lack of inflation progress

580

Markets now expecting rate cut signals

581

Huge Chinese property sector support may not be enough

582

Shamubeel Eaqub: Why institutional landlords should be better for renters than 'accidental' landlords

583

Geopolitical issues remain but investors look past them

584

Investors embrace risk, regulators fret about risk

585

Markets toy with US rate cuts sooner than Fed has indicated

586

Surpluses and tax cuts now, deficits later

587

China readies new stimulus and the copper price zooms higher

588

China settles in to a blah trend

589

New jump in global freight rates

590

Bad policy can do massive long-term damage

591

Even dour opinions can't knock blossoming data

592

The global service sector powers on

593

US labour market growth slows but productivity rises

594

Economic growth rises despite the challenges

595

The US Fed comes out less hawkish than feared

596

Modest global economic growth despite sticky inflation

597

Of prices, politics and sentiment

598

Eyes on US jobs, NZ's too

599

Stagflation sniffs a comeback

600

Jennifer Wilkins: making the case for degrowth

601

Factories abuzz in many key countries

602

Positive anticipation

603

Extended economic expansion drives up key metal prices

604

Andrew Dentice: Competition, innovation & societal benefits of open banking

605

The risks of shorting USTs becomes a global concern

606

US powers on driving global economy

607

Powell dials back rate cut expectations

608

Unexpectedly strong US retail sales shake financial markets

609

Risks facing the global economy pile up

610

Barbara Edmonds: Rehabilitating Labour's economic credibility after the cost of living crisis

611

Markets calm after US CPI bump

612

US inflation runs higher than expected

613

Above-average activity, below-average sentiment

614

The pain of variable rate mortgages

615

Bond yields rise as rate cut bets fade

616

All good now but huge unavoidable changes coming

617

Tim Grafton: 12 years at the coalface of the insurance industry

618

US inflation goals hampered by labour market expansion

619

Bond losses weigh on equity markets

620

Global manufacturing indicators turn positive

621

The battle against inflation continues, widens

622

The good global economic news keeps on coming

623

US economic dominance rolls on

624

Japan reprises 1990s inflation; Australia reprises 2022 house prices

625

John Small on the Commerce Commission's recipe to tackle the banking oligopoly

626

A number of surprises, mostly positive

627

US Fed still sees three rate cuts in 2024

628

Patrick Watson: US voters 'living in their own realities' including on the economy

629

A big week of central bank rate reviews

630

Unexpected rises push back Fed cut bets

631

Both China and the EU struggle with their economies

632

Cameron Murray: The Great Housing Hijack

633

US inflation proving tough to stamp out

634

The last bit is the hard bit

635

China tackles deflation

636

Central banks get ready to change direction

637

Benchmark rates fall in anticipation of inflation control gains

638

Commodity prices generally in retreat

639

Gold and bitcoin surge. Surprising real-world energy progress

640

Global factory optimism returns

641

David Mahon: China's post-Covid hangover, NZ flirting with joining AUKUS & more

642

Indian economy grows spectacularly

643

NZ currency and rates get adjusted lower

644

Pullbacks everywhere

645

Some markets hover near records, others retreat

646

Neither foreign investors nor Chinese house buyers like what they see

647

Nvidia stars in expanding global economy

648

China imposes new stock market trading rules to prevent falls

649

Back from holiday to lackluster prospects

650

Chinese Premier call for measures to 'boost confidence'

651

Is the Beijing put still active ?

652

Andrew Bayly: The select committee banking inquiry, Statistics NZ's challenges & more

653

Global stumbles don't affect the US

654

Oil price retreats on excess stocks

655

Reality checks

656

A warning on bank asset quality

657

Records, stresses, highs, and weaknesses

658

Rest of the world doing ok as China stumbles

659

Global trade no longer at the forefront

660

Even a China stumble doesn't derail the global expansion

661

Xi battles economic pessimism at home

662

Geoff Cooper: Changing the perceptions of infrastructure planning to dynamic from bureaucratic

663

Fears rise over a commercial property meltdown

664

Global benchmark interest rates fall

665

IMF turns optimistic

666

Dismantling a China giant

667

China weighed down by debt

668

The US economy grew by +US$1.4 tln in 2023

669

Jarrod Kerr: Why the RBNZ should move away from its 'overly hawkish commentary'

670

China starts rolling out big recovery moves

671

China readies home team buying support, again

672

Beijing can't stop a financial exodus

673

Long good news run extends, but fears linger

674

Oil up on strong demand projections

675

China's population and property data stirs deep concerns

676

Global yields rise

677

Global economic impulse stutters

678

Although not beaten, inflation pressures ease broadly

679

US inflation not beaten yet

680

Debt, debt, and more debt

681

World economic growth slows

682

Inflation retreats, oil prices tumble

683

China shows strengths & weaknesses; the US its strengths

684

The Red Sea crisis roils freight rates

685

Another down day on equity markets

686

2024 starts with worrying hesitations

687

China and US still diverging economically

688

Dairy prices end the year with a rise

689

Red Sea risks not abating

690

Rod Oram: The key test ahead now COP28 has agreed to a transition away from fossil fuels

691

Eyes on retail holiday trade