About this podcast
We follow the economic events and trends that affect New Zealand.
Episodes
The newest 50 of 600 episodes
- Bad news brings rate hikes · 5 min · Episode 1937US housing market tanks. US Fed speakers worried. Japanese PPI surge remains. High India inflation returns. Aussie inflation expectations stay very high. Nvidia boss quits.
- Oil rises on turmoil but that is ignored by financial markets · 5 min · Episode 1936US mortgage applications firm. Japanese machine tool orders stay very high. Chinese car sales weak along with Singles Day retail. Aussie housing lending weak.
- Bad policy delivers poor outcomes · 8 min · Episode 1935US inflation tops 4% again drawing heightened concern by the Fed. US beef production in decline. China exports reveal distortions. Aussie sentiment slides. Anthropic IPO to go…
- New guardrails free up risk appetites · 5 min · Episode 1934US eyes on CPI while expectations stabilise; US inventories surge. Taiwanese exports star yet again. China PPI jumps. Record smog in New Delhi. Russia rations fuel, suspends…
- Data from the world's two big dogs give contracting reasons to worry · 8 min · Episode 1933China demographics weaken again, their gold reserves rise. US payrolls rise on dubious data. US credit card debt jumps. Canada jobs retreat. EU retail resilient.
- Tech stocks dive on election fallout · 6 min · Episode 1932US tech stocks tumble post-election. Eyes on non-farm payrolls. Fed speakers see rising rates. US retail turns optimistic. Many central banks meet. Aussie exports strong.
- US gets a very positive relief rally · 6 min · Episode 1931US election reactions positive. US data mixed with trade data showing tariffs are failing other than raising costs. Canada trade surplus rises. EU inflation up. Turmoil in…
- Elections suck up all the attention · 5 min · Episode 1930US data positive although sentiment stays low; markets pause awaiting vote results; dairy prices rise; RBA hikes again but without conviction; China equities can't stop falling.
- Global factories in good shape, except in China · 6 min · Episode 1929The US appears to back-track on Iran and oil falls. US PMIs expanding but not so in Canada. China contracts. ASEAN PMIs very upbeat. Eyes on the RBA and multi-unit construction.
- Voters to judge economic performance · 6 min · Episode 1928Elections, labour markets and growth in focus. Korean exports star. China growth stumbles. ditto Canada. EU growth rises. Aussie housing market stumbles too. Global air travel…
- AI risks dominate global data · 5 min · Episode 1927Google miss highlights AI risks. US GDP rise features AI buildout. ECB holds rates, Largarde quits early. Airfreight surged in September.
- Markets brace for end-of-year rate hikes everywhere · 5 min · Episode 1926US Fed holds as expected. US trade deficit much worse. Canada hikes. UK doubles bank tax. Australia inflation rises more than expected.
- Economic issues coming to a head · 6 min · Episode 1925US data reinforces diverging economic drivers. Chinese sentiment low. Beijing rushes out large-scale monetary support. Airlines taxed much harder by card processors.
- Market thunderstorms spread · 5 min · Episode 1924Some election results surprise. US data mixed. Taiwan retail and German sentiment improve. Aussie house buyers strike. Anthropic issues CYA IPO filing.
- Elections, war prep, & rate decisions ahead this week · 8 min · Episode 1923A big week ahead of central bank decisions. Inflation elevated, while PMIs positive. Canada retail positive. EU inflation expectations hold. war drums beat louder.
- Tech wobbles drives sudden, sharp flight to 'safety' · 7 min · Episode 1922Big Tech takes hits as investors seek safety. US jobless claims fall. Canada PPI jumps. China FDI in doldrums. EU sentiment retreats. Freight rates rise.
- Bond investors question AI risks · 5 min · Episode 1921US mortgage activity drops sharply as home loan rates stay high. AI bond funding to get more expensive. Japanese exports strong. RBA sees worse inflation outlook.
- US data weaker · 5 min · Episode 1920US jobs & housing falter. Canada eyes rate hike. China LPRs unchanged. Taiwan export orders leap. Eyes on Indonesian risks. Google Cloud fails in the UK.
- China claims growth at target · 5 min · Episode 1919Canadian inflation holds. China housing not improving, but GDP beats estimates. China retail weak but exports strong. Global food prices & risks rise.
- Global unrest & incompetence · 7 min · Episode 1918Singapore exports jump. US factories busy. US Govt finances a mess. Major street protests in India & France. Australia new home sales retreat.
- Investors brace for AI debt reckoning · 7 min · Episode 1917Global government bond yields fall and flatten. US PPI jumps more than expected as tariff missteps bite. China to cull excess airlines. Aussie jobs shrink.
- Markets reverse in risk-off shift · 6 min · Episode 1916US CPI up more than expected. Beige Book limp. US Social Security bribe. China CPI modest. China exports strong. China new bank lending recovers.
- Northern winter to challenge oil prices · 5 min · Episode 1915Oil prices stay high. IMF upgrades world growth. US data wobbly. Japanese PPI eases. Aussie business sentiment dips.
- NZD falls to 2009 lows · 4 min · Episode 1914Russia ignores Trump's 'energy ceasefire'. Nobel Prize in economics. More Fed hiking signals. China car sales disappoint. India inflation jumps. NZD a 17 year low.
- Oil prices stay elevated · 6 min · Episode 1913Eyes on US inflation and Wall Street earnings. Japanese machine tool orders strong. Malaysia get growth without many jobs. American sentiment falls again. EU & China tackle car…
- Investors reassess AI prospects · 7 min · Episode 1912US data positive but support for the UST 30yr soft. US farm debt problems jump. Taiwan stars yet again. Aussie inflation expectations rise. WTO raises trade forecasts.
- Risk weighs heavier in financial markets · 5 min · Episode 1911US mortgage rates jump. US inflation expectations jump. US Fed members aligned in inflation fight. China's gold holding jump. India hikes. German factories busy.
- Bonds back from the brink · 6 min · Episode 1910Second tier US data quite mixed. Canada reports larger trade surplus. China expansion slows. Dairy prices firm. Australian consumer sentiment weak.
- Bond investors demand & get more for rising risks · 5 min · Episode 1909Benchmark rates rise. Brazil votes. US service sector expands. Canada's doesn't. China holiday spending good. France stressed.
- US undermines push for oil relief · 7 min · Episode 1908US payrolls don't grow, other US data soft. China holiday migration hits record. EU inflation rises. Brazil votes. Oil holds high on renewed attacks.
- New orders power global factories · 6 min · Episode 1907Global factory PMIs very positive. US tariff policy in court again. China on holiday. Binance skirts EU regulation. Aussie house prices keep falling.
- Bonds press fiscal cliff warnings, but few are listening · 7 min · Episode 1906US data mixed but bond markets remain sceptical. China PMIs expand. French bond risk leaps. Australian inflation rises but building consents fall. Blobal air travel dips.
- US bond rates rise; China launches new stimulus · 6 min · Episode 1905US data and confidence weaker. Canada GDP resilient. China rolls out new stimulus. Australia focuses on inflation control. Air cargo demand rises.
- No appetite for a resolution · 5 min · Episode 1904Despite good industrial production data globally, markets retreat on US equivocation for a peace deal. Eyes on the RBA. City ranking updates.
- Trump's deal-making fiascos widen · 6 min · Episode 1903Eyes on the RBA, US jobs and China's holiday activity. US durable goods order data mixed. The US Fed in a tough spot. No deal to re-open Hormuz.
- Global bond selloff deepens · 6 min · Episode 1902US data mixed as bond market flares as risks mount. Xi and Trump meet inconclusively. Canada data positive. China raises petrol prices. Aussie labour force grows.
- US bond yields hit 20 year highs · 5 min · Episode 1901US PMIs surprise markets. US Treasury yields leap. Taiwan's data stays impressive. India data improves. Indonesia holds. Australian PMIs retreat.
- Inflation embeds · 5 min · Episode 1900Mixed US data but bond costs jump; Taiwan export orders star again; EU sentiment dips; RBA softens up markets for another rise
- Painful tradeoffs coming · 4 min · Episode 1899Eyes on Xi-Trump talks. US data suggests stagflation. California declares El Niño emergency. Canada sees growth halving. Copper in new push higher.
- Weaker data signals but markets stay upbeat · 7 min · Episode 1898Japan and China to take a break. Xi to visit Trump. China FDI still weak. Japan hikes & moves to protect the yen. US factories slow down. RBA signals more rate hikes.
- Financial market relief · 6 min · Episode 1897Benchmark yields ease on Fed's inflation fighting commitment. US data soft. Canada PPI high. Singapore exports shine. Eyes on Bank of Japa.; freight rates hold high.
- US Fed hikes, sees more tightening ahead · 5 min · Episode 1896Fed delivers the expected rise and sets course for another. Markets turn negative. US data weighed by rates & sentiment. EU industrial production soft. Saudi scrambles.
- Markets demand rate rises to fight inflation · 4 min · Episode 1894Hormuz situation worse. eyes on how key central banks stand up to inflation's rise; Canada and India report CPI; China reveals low bank loan growth again.
- Higher yields are here to stay · 7 min · Episode 1893US Fed rate decision headlines the week. Japan too. Japanese PPI very high. US CPI lacks cred. US consumer sentiment drops again.
- The cost of money has just jumped · 6 min · Episode 1892Oil prices & bond yields jump. US PPI rises further. US inventories rise. Trump splashes the cash. ECB hikes. Aussie inflation expectations rise;.
- The risks of an unravelling rise · 5 min · Episode 1891US data weakens on major policy missteps. Japan data strong. Taiwan exports impress again. China inflation rises especially PPI. NZD falls to 13 year low against the AUD.
- Central banks realise they have to get more serious in the inflation fight · 6 min · Episode 1890US inflation expectations stay high, fear of job loss higher. China posts huge trade surplus. Germany posts surplus too. Australian inflation in focus.
- Commodities higher, global interest rates higher, yen higher · 5 min · Episode 1889China reserves rise. Japan leading index rises. Singapore retail soft. Yen surges. EU growth picks up. German bund yields rise. Copper hits record high.
- Eyes on global inflation · 8 min · Episode 1888Japanese household spending weak. US non-farm payrolls headline strong. Canada payrolls dip. German factory orders jump. Norway moves its gold to safety. global food prices rise.
- Pretending inflation is under control · 7 min · Episode 1887US domestic data positive but trade data weak. Canada trade data weaker. Yen rises. EU PPI high. Australia trade data soft. Dutch move their gold out of the US.
