Trade
In a new Of Interest podcast, David Mahon suggests PM Christopher Luxon visiting India before China may be viewed in China 'almost as a statement of a diplomatic insult'
20th Feb 25, 10:00am
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In a new Of Interest podcast, David Mahon suggests PM Christopher Luxon visiting India before China may be viewed in China 'almost as a statement of a diplomatic insult'
Major agricultural organisations urge the Government to consider trade access as well as environmental risks when approving gene technology
19th Feb 25, 9:55am
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Major agricultural organisations urge the Government to consider trade access as well as environmental risks when approving gene technology
Roger J Kerr says a series of softer economic data prints, similar to the retail sales numbers last week, will lead to a rapid shift in interest rate market pricing for Fed rate cuts this year
17th Feb 25, 8:57am
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Roger J Kerr says a series of softer economic data prints, similar to the retail sales numbers last week, will lead to a rapid shift in interest rate market pricing for Fed rate cuts this year
Nathan Guy responds to the accusation the red meat industry hasn't done enough, or showed the sticking power necessary, to build its brand internationally
13th Feb 25, 9:59am
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Nathan Guy responds to the accusation the red meat industry hasn't done enough, or showed the sticking power necessary, to build its brand internationally
Increase in meat exports at the end of last year is being welcomed by the industry but it fails to overcome 12 months of comparative gloom
12th Feb 25, 5:25pm
2
Increase in meat exports at the end of last year is being welcomed by the industry but it fails to overcome 12 months of comparative gloom
Roger J Kerr says there are a number of US economic data releases that have the potential to cause more USD selling than buying
10th Feb 25, 8:34am
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Roger J Kerr says there are a number of US economic data releases that have the potential to cause more USD selling than buying
Amidst Trump's tariff trade war, don't forget the online economy
Roger J Kerr says the tariffs failed to achieve the objective last time, and the chances are that this time will be no different
3rd Feb 25, 8:32am
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Roger J Kerr says the tariffs failed to achieve the objective last time, and the chances are that this time will be no different
Claudio Bozzi looks at why the West is so concerned about China investing billions in ports around the world
27th Jan 25, 9:30am
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Claudio Bozzi looks at why the West is so concerned about China investing billions in ports around the world
Roger J Kerr sees an elevated chance the US Dollar's rise may be ending and a new down trend arriving. The NZD will then rise. But he is still looking for policies that improve productivity, so any rise is sustained
27th Jan 25, 8:30am
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Roger J Kerr sees an elevated chance the US Dollar's rise may be ending and a new down trend arriving. The NZD will then rise. But he is still looking for policies that improve productivity, so any rise is sustained
The NZ government is promising to double exports (again) – but as history shows, this is easier said than done, Eldrede Kahiya says
20th Jan 25, 10:24am
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The NZ government is promising to double exports (again) – but as history shows, this is easier said than done, Eldrede Kahiya says
Roger J Kerr says the long USD speculative positioning on the Trump Trades has become extremely crowded and has lasted for longer than anticipated
20th Jan 25, 8:15am
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Roger J Kerr says the long USD speculative positioning on the Trump Trades has become extremely crowded and has lasted for longer than anticipated
Dairy industries in New Zealand, Australia and the United States seek action in new trade dispute with Canada to force it to live up to trade treaty obligations
16th Jan 25, 6:01am
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Dairy industries in New Zealand, Australia and the United States seek action in new trade dispute with Canada to force it to live up to trade treaty obligations
Roger J Kerr says current financial market sentiment, positioning and commentary would not suggest that the US dollar is about to do an “about turn” and fall away over coming months
13th Jan 25, 8:27am
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Roger J Kerr says current financial market sentiment, positioning and commentary would not suggest that the US dollar is about to do an “about turn” and fall away over coming months
Roger J Kerr sees the US Fed continuing to change its dot-plots in 2025. He also thinks most local analysts are missing the importance of our much better terms of trade
6th Jan 25, 8:30am
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Roger J Kerr sees the US Fed continuing to change its dot-plots in 2025. He also thinks most local analysts are missing the importance of our much better terms of trade
Beijing-based David Mahon is watching China adjust to a world with greater chaos, weaker global institutions, more protectionism and a shrinking global economy. He sees a China making its own opportunities
5th Jan 25, 7:30am
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Beijing-based David Mahon is watching China adjust to a world with greater chaos, weaker global institutions, more protectionism and a shrinking global economy. He sees a China making its own opportunities
Beijing-based David Mahon counsels NZ decisionmakers not to decouple from China because opportunities will emerge in ways they would never have done in steadier geopolitical times
20th Dec 24, 9:00am
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Beijing-based David Mahon counsels NZ decisionmakers not to decouple from China because opportunities will emerge in ways they would never have done in steadier geopolitical times
Roger J Kerr looks at the rollercoaster ride the New Zealand dollar has been on since it was unshackled after the 1984 election
16th Dec 24, 8:25am
Roger J Kerr looks at the rollercoaster ride the New Zealand dollar has been on since it was unshackled after the 1984 election
David McMillan looks at why Donald Trump’s election could hasten the end of US dollar dominance
14th Dec 24, 9:01am
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David McMillan looks at why Donald Trump’s election could hasten the end of US dollar dominance
Ministry of Primary Industries forecasting a recovery of exports after last year's drop
12th Dec 24, 7:15am
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Ministry of Primary Industries forecasting a recovery of exports after last year's drop
Chris Ogden argues India is the new China so NZ needs to see the bigger picture in trade negotiations
10th Dec 24, 3:44pm
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Chris Ogden argues India is the new China so NZ needs to see the bigger picture in trade negotiations
Roger J Kerr offers an 'alternative' view of how the New Zealand economy will fare over the coming year
9th Dec 24, 8:59am
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Roger J Kerr offers an 'alternative' view of how the New Zealand economy will fare over the coming year
New modelling from Niven Winchester shows how Trump’s trade tariffs will hurt, and help, New Zealand
4th Dec 24, 1:49pm
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New modelling from Niven Winchester shows how Trump’s trade tariffs will hurt, and help, New Zealand
A gradual and multi-speed fall in tariffs is helping the horticultural sector overcome choppy trading conditions
3rd Dec 24, 5:00pm
A gradual and multi-speed fall in tariffs is helping the horticultural sector overcome choppy trading conditions
Roger J Kerr says the one-way hurtle up the hill for the US dollar on the Trump election euphoria is displaying distinct signs of spluttering and stalling
2nd Dec 24, 8:55am
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Roger J Kerr says the one-way hurtle up the hill for the US dollar on the Trump election euphoria is displaying distinct signs of spluttering and stalling