The cost of money has just jumped
Oil prices & bond yields jump. US PPI rises further. US inventories rise. Trump splashes the cash. ECB hikes. Aussie inflation expectations...
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Economy Watch
We follow the economic events and trends that affect New Zealand.
Episodes
20 of 696 episodesThe risks of an unravelling rise
US data weakens on major policy missteps. Japan data strong. Taiwan exports impress again. China inflation rises especially PPI. NZD falls t...
Central banks realise they have to get more serious in the inflation fight
US inflation expectations stay high, fear of job loss higher. China posts huge trade surplus. Germany posts surplus too. Australian inflatio...
Commodities higher, global interest rates higher, yen higher
China reserves rise. Japan leading index rises. Singapore retail soft. Yen surges. EU growth picks up. German bund yields rise. Copper hits...
Eyes on global inflation
Japanese household spending weak. US non-farm payrolls headline strong. Canada payrolls dip. German factory orders jump. Norway moves its go...
Pretending inflation is under control
US domestic data positive but trade data weak. Canada trade data weaker. Yen rises. EU PPI high. Australia trade data soft. Dutch move their...
Resilience despite risks & threats
US data flatlines despite rising factory orders. US labour market weak. Bank of Canada turns hawkish. Australian GDP expansion better than e...
Investors on edge as global bonds sell off
Bond markets shout warnings. Dairy prices hold. US data stable on stockpiling. Japanese sentiment firms. China's debt nears US levels. Austr...
A higher rate future has financial market attention
Markets dig in for higher interest rates. Japanese retail strong. China PMIs weak. Indian growth beats forecasts. Aussie house prices fall,...
Key decisions await in a big week ahead
Eyes on the NZ OCR and the Aussie GDP. Malaysia and India post strong data. Warsh trapped by high US inflation, weakening economy.
What will Warsh say? or do?
Eyes on Warsh; US trade deficit rises; US inventories rise; Canada books a surplus; China profits rise again; Australian household spending...
The US leaks momentum on inflation threats
US data mixed although durable goods orders positive. Meta concedes child harm, to pay large penalty. China rolls out support financing. Aus...
Markets see US as just a paper tiger on Iran
US data weakens. Canada retaliates on tariffs. copper & other base metals hit record highs. Taiwan delivers more strong data. Private credit...
US bully tactics widened after prior failures
US makes big economic threats at Iran. Iran blacklists tankers. US economic activity weakens. Canada gets new tariff threat. Singapore infla...
Despite tough news, global PMIs mostly positive
Canada rejects US tariff positions. China FDI weak but forklift sales strong. Japan inflation rising, PMIs positive. EU PMIs up. Australia P...
US debt worries mount
Bessent moves off to a rocky start. US data positive. Japan, Taiwan and Malaysia exports strong. Australian inflation expectations rise, job...
Bessent tries to screw the scrum
US moves to hold back UST yield rises. Fed reveals inflation pressure reactions. USMCA deal close. Japanese machinery orders jump.
US economy losing momentum
Dairy prices rise. US data very underwhelming. USMCA trade deal on the ropes. China households risk averse. Australia sentiment less negativ...
Long-term yield warning signals grow stronger
Conflicting Hormuz stands harden; global long term yields rise; Canadian inflation rises; Singapore and Japan deliver upbeat data; China dat...
The two top dogs show signs of limping
China reveals some worrying slowdown data and inability to transition. US reveals spreading economic weaknesses. Others expand at pace.