Global factories in good shape, except in China
The 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...
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Economy Watch
We follow the economic events and trends that affect New Zealand.
Episodes
20 of 732 episodesVoters to judge economic performance
Elections, labour markets and growth in focus. Korean exports star. China growth stumbles. ditto Canada. EU growth rises. Aussie housing mar...
AI risks dominate global data
Google 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
US 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
US data reinforces diverging economic drivers. Chinese sentiment low. Beijing rushes out large-scale monetary support. Airlines taxed much h...
Market thunderstorms spread
Some election results surprise. US data mixed. Taiwan retail and German sentiment improve. Aussie house buyers strike. Anthropic issues CYA...
Elections, war prep, & rate decisions ahead this week
A big week ahead of central bank decisions. Inflation elevated, while PMIs positive. Canada retail positive. EU inflation expectations hold....
Tech wobbles drives sudden, sharp flight to 'safety'
Big Tech takes hits as investors seek safety. US jobless claims fall. Canada PPI jumps. China FDI in doldrums. EU sentiment retreats. Freigh...
Bond investors question AI risks
US mortgage activity drops sharply as home loan rates stay high. AI bond funding to get more expensive. Japanese exports strong. RBA sees wo...
US data weaker
US jobs & housing falter. Canada eyes rate hike. China LPRs unchanged. Taiwan export orders leap. Eyes on Indonesian risks. Google Cloud fai...
China claims growth at target
Canadian inflation holds. China housing not improving, but GDP beats estimates. China retail weak but exports strong. Global food prices & r...
Global unrest & incompetence
Singapore exports jump. US factories busy. US Govt finances a mess. Major street protests in India & France. Australia new home sales retrea...
Investors brace for AI debt reckoning
Global government bond yields fall and flatten. US PPI jumps more than expected as tariff missteps bite. China to cull excess airlines. Auss...
Markets reverse in risk-off shift
US CPI up more than expected. Beige Book limp. US Social Security bribe. China CPI modest. China exports strong. China new bank lending reco...
Northern winter to challenge oil prices
Oil prices stay high. IMF upgrades world growth. US data wobbly. Japanese PPI eases. Aussie business sentiment dips.
NZD falls to 2009 lows
Russia ignores Trump's 'energy ceasefire'. Nobel Prize in economics. More Fed hiking signals. China car sales disappoint. India inflation ju...
Oil prices stay elevated
Eyes on US inflation and Wall Street earnings. Japanese machine tool orders strong. Malaysia get growth without many jobs. American sentimen...
Investors reassess AI prospects
US data positive but support for the UST 30yr soft. US farm debt problems jump. Taiwan stars yet again. Aussie inflation expectations rise....
Risk weighs heavier in financial markets
US mortgage rates jump. US inflation expectations jump. US Fed members aligned in inflation fight. China's gold holding jump. India hikes. G...
Bonds back from the brink
Second tier US data quite mixed. Canada reports larger trade surplus. China expansion slows. Dairy prices firm. Australian consumer sentimen...