Skip to content
Economy Watch cover art

All Episodes

Economy Watch — 600 episodes · page 2 of 6

#
Title
101

Global export gains impress

102

Iran extracts Persian Gulf tolls

103

Market fears of rising inflation push up interest rates

104

World getting tired of amateur hour

105

Oil up on Persian Gulf fighting

106

Gold resurgent at US Treasuries expense

107

Hot mess & strategic failure

108

Talks & fights, truce awaits approvals

109

Mixed messages on Hormuz progress

110

The US launches new strikes on Iran as talks stall

111

Markets bet on a resolution

112

Vanity trumps progress in Hormuz standoff

113

US-Iran tensions at stalemate

114

Warsh in the hot seat

115

Turbulence moves into bond markets

116

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

117

A major financial market re-think is underway

118

Grand welcome, big threats, small deals

119

Tighter supplies drive price leap in some core commodities

120

Trump faces stalemate in the Middle East, now with China

121

The US boxed in by own goals

122

The Persian Gulf mess festers

123

US credit card debt leaps

124

Without any cards, Trump does u-turn

125

Markets act as though Hormuz is settled

126

Hot conflict reignited in Persian Gulf

127

Intense pressure but financial markets still holding

128

Compounding exposure

129

Airlines become the canary of the global economy

130

Fallout from oil price rises spreads

131

Oil prices are rising

132

The ruptures deepen

133

Yes, the Hormuz mess is worse today

134

Hormuz ceasefire set to expire

135

US-Iran positions yo-yo

136

Pressure re-applied as Hormuz chaos returns

137

Oil supply picture gets more complicated

138

Trump flails aimlessly in Mid East & with Powell

139

US policy just gets weirder

140

Brace for sharp oil pressure

141

Global outlook darkens

142

War threats compounded by cyber security threats

143

Assessing the war scars

144

US leadership insanity deepens

145

US service sector cools, inflation heats up

146

Contrasting national addresses

147

Searching for an off-ramp

148

Q1-2025 ends in a mess

149

War consequences bite harder

150

Risk aversion rises on more policy corrosion

151

Trump adventure leaves a global mess

152

Escalations show off-ramp options fade

153

Trump backs down on strikes against Iran's power system

154

Investors face stagflation, reassess returns

155

Energy shock to be protracted

156

Fed steady in face of local and global provocations

157

Middle East attrition going nowhere

158

Markets discount war risks

159

A week of global central bank updates

160

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

161

Oil up, equities down, quagmire deeper

162

Markets ignore official data and actions

163

Markets bet heavily on the TACO effect

164

Can politicians cover the Iran crisis cracks?

165

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

166

Trump's distraction war causes chaos

167

Insurers dismiss Trump's promises

168

War inflation fears spread

169

The cost of war will hit inflation soon

170

Safe haven demand to set the tone this week

171

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

172

Pressure in the details

173

Tech takes a beating, bond yields fall

174

US budget hole set to deeping by trillions

175

US retail sales stall

176

Taiwan hits it out of the park

177

Clear winners - and losers

178

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

179

Retreating tech leaves US weaknesses exposed

180

Risk reactions extreme again

181

India & the US strike a tariff deal

182

Uncertainty becomes the new certainty

183

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

184

Gold price rise hesitates despite rising risk aversion

185

Inflation pressure raises chances of rate rises

186

Chaotic US policymaking tests investor nerves

187

US mess drives precious metals

188

Eyes on the 'Sell America' trade

189

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

190

Investors rush US alternatives

191

The debasement trade gathers momentum

192

The rise and rise of risk

193

Risks rise, but financial markets turn a blind eye

194

US workers get 80 year low share of their economy

195

Lots of data, few gains

196

Trump's Epstein-distraction projects unnerve markets

197

Powell winning the tussle with Trump, so far

198

Powell shirt-fronts Trump's cheap tactics

199

Europe & South America cement trade deal

200

US chooses trade isolation