All episodes
Central banks stand back on looming trade chaos
Bigger bumps in the road
Eyes on China & American economic policymakers
US & China weaknesses self-inflicted
Equities drop on strong risk-aversion market moves
Inflation holds but tariff costs yet to hit
The Americans & Russians disrupt trade
Wall Street votes, and it isn't for Trump
The policy landscape is in ferment
The US goes into reverse
Making a messy situation messier
Chaos has consequences
Gears crunched in downshift global direction
US tariffs bring higher prices, slower growth
More debt to solve China's challenges
Risk appetite in sharp reversal
US fades both at home and abroad
Risk aversion jumps on Trump missteps
Hints of a stagflation future noticed by financial markets
American instability takes another turn
David Mahon: China, a country 'full of DeepSeeks,' now sees NZ as 'a country of diplomatic infidelity'
Back on inflation alert
What will the RBA do?
China borrows like there's no tomorrow
Waiting for US tariffs
The US gets its expected inflation twist
Powell in no hurry to cut rates, defying Trump
It is clearer that tariffs will drive a new global inflation surge
US chaos, global data softness, not helping
Economic shine dulls
Retaliatory counterpunches come in many forms
No-one likes Trump's awful tariff deal, even in the US, so backtracking starts
Sharp policy changes without thinking things through
Consumer resilience powers the 2024 US growth
Fed set to end rate cutting cycle
Markets start to reassess risk in the face of policy without ethics
China loses steam ahead of holidays; Wall Street loses steam today
China holiday & US Fed decision dominate global economy this week
Forced distortions a new economic threat
The bond market doesn't like what it sees
The US gifts China global opportunities
Trump 2 starts with bluster and reneging
All hail the Chief Grifter
Rate cut revival in the US, dashed in Australia
Markets celebrate US inflation no-change
No end to the rise in long term benchmark rates
China's exports get a Trump bump
No-one knows which way inflation is heading in 2025
China & Japan see fortunes diverge
The cost of long term debt is rising
US economy outshining all others
Service sector rise might herald inflation's return
Hard to see 2025 much different to 2024
Fear & uncertainty to the fore as 2024 ends
Markets start pricing in higher risk premiums
China to turn economists into propagandists
Eyeing 2025 nervously
Nicola Willis: Growing the economy without spending
Trump creates a hot mess
The US Fed cuts policy rate for third time
Commodities ease as China de-risking builds
Bad policy comes with big costs
A huge week of new data awaits us
Cutting costs and raising prices
Inflation fears ease globally
China's rescue plan gets few ticks
China readies more aggressive stimulus
Trade uncertainty rises
Supply chain pressures under scrutiny
Services underpin global expansion
WMP saves the day
Rising new orders help the global factory sector
Of ruts, twists, stalls & downgrades
RBA independence in election sacrifice
US consumers still driving the global expansion
Old man revives old grievances
Global benchmark interest rates stop rising
The US & India drive global demand
Power & corruption highlighted
Banking stress rises in China and the EU
Dairy prices rise as China's milk production falls
Gold, oil, benchmark bond interest rates and bitcoin all rise
Rate cut prospects fading?
Oil demand falls, supply rising
US inflation progress stalls in October
Markets hesitate with US inflation return feared
China stimulus fizzes
China's turnaround not in evidence yet
Trump's win may have killed off more rate cuts
The Red Center delivers a morally bankrupt America
Investors turn 'risk-on' as good data flows everywhere
Factories globally subdued for a fourth straight month
The news other than the US election
The US expansion pushes on, carrying the world's trade flows
US economy powers ahead led by consumer confidence
China lines up massive fiscal bazooka
Soft economic data everywhere but company results stay strong
Game lost, prepare to adapt
Central bank rates fall, but financial market rates rise
US election risks rise & with them, trade risks