Episodes
US Fed stands pat on policy moves despite inflation higher than they want. Markets liked that. US labour market resilient. Aussie LCI up sharply for employed.
Published 05/01/24
US labour costs and retail sales rise. US sentiment sags. China PMI's marginally positive. EU growth better. Aussie retail soft.
Published 04/30/24
Published 04/30/24
US inflation pressure points change. G7 foresakes coal. German inflation retreats. Yen reverses on suspicions of BofJ intervention.
Published 04/29/24
China's overcapacity brings profit problems at home; eyes on yuan. Japan stands pat but yen risks rise. US inflation stays sticky.
Published 04/28/24
US growth slows but not inflation. US durable goods orders jump. Eyes on Bank of Japan. China office vacancy rate surge. Copper prices jump.
Published 04/25/24
In a new episode of our Of Interest podcast, Jennifer Wilkins explains what the degrowth movement is about, and how degrowthers see the world
Published 04/24/24
American retail sales strong but factories ease. Strong demand for US Treasuries. Japan, Taiwan and India get rising factory activity.
Published 04/23/24
Markets await positive earnings reports. China's LPRs on hold. Taiwan exports strong. EU sentiment still weak. Cocoa prices leap.
Published 04/22/24
US watches financial stability risks. China FDI very weak. Flooding in southern China. German PPI deflation eases. Many key metal prices surge.
Published 04/21/24
Technology lawyer Andrew Dentice urges more discussion on the services open banking enables, and less on the technology behind it
Published 04/19/24
IMF warns on hedge fund short bet risks. US data positive except for housing. Eyes on Japanese inflation. Aussie jobless rate creeps up. Freight rates ease.
Published 04/18/24
US interest rates rise. Beige Book confirms modest US expansion, which might be better than it seems. Japan exports jump. China meat prices fall.
Published 04/17/24
Dairy prices stable. US retail stays strong. Powell quashes rate cut expectations. China delivers mixed results. Moody's affirms NZ's top rating.
Published 04/16/24
Strong American retail sales reset market expectations. Tesla cuts back. Canada, Japan and the EU all report rising factory output. Aluminium price jumps.
Published 04/15/24
China new yuan lending underwhelms. China exports drop. India industrial production up. US sentiment dips. Bitcoin falls.
Published 04/14/24
Speaking on the Of Interest Podcast, Labour finance spokesperson Barbara Edmonds says she would have supported further spending cuts to protect lunches in schools and public transport subsidies
Published 04/12/24
US data settles. China flirts with deflation. Japan awaits support for the yen. the ECB holds & talks of cuts. global freight rates ease.
Published 04/11/24
American inflation rises as rate cut hopes fade. Canada holds but sees lower inflation coming. Taiwan exports surge. Fitch downgrades China's credit rating.
Published 04/10/24
American activity rises, sentiment slips. Japan eyes higher inflation. Taiwan has inflation under control. Aussie sentiment slips.
Published 04/09/24
US inflation expectations contained. Copper has a moment but not steel. Aussie new home build signals weak. Aussie mortgage pain strongest.
Published 04/08/24
Eyes on US CPI after resilient jobs expansion & wage rises. Canadian job growth stalls. Aussie data eases. China's investment appetite in Australia fades.
Published 04/07/24
Markets see little risk of weak US labour market data. US & Canada exports rise. Freight rates ease lower. World faces historic demographic change.
Published 04/04/24
Could insurers afford a Canterbury-sized earthquake in Wellington? ICNZ’s departing CEO Tim Grafton says it raises ‘some questions’ around reinsurance affordability
Published 04/04/24
Powell says rate cuts will come but slowly as US economy prosperous. China service sector expands. EU inflation falls.
Published 04/03/24