Economy
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
PMIs everywhere mostly positive; Japan and Singapore moved policy rates; India expansion loses some steam; UST 10yr at 4.62%; gold down and oil on hold; NZ$1 = 57.1 USc; TWI = 67.4
27th Jan 25, 7:19am
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PMIs everywhere mostly positive; Japan and Singapore moved policy rates; India expansion loses some steam; UST 10yr at 4.62%; gold down and oil on hold; NZ$1 = 57.1 USc; TWI = 67.4
The Coalition Government promises an economic growth plan within weeks, but can it deliver results?
26th Jan 25, 6:01am
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The Coalition Government promises an economic growth plan within weeks, but can it deliver results?
US PMIs positive but inflation lurks; Japan raises rates; Singapore loosens; India tests growth wobbles; Australia PMI contracts less; UST 10yr at 4.62%; gold up and oil down; NZ$1 = 57.2 USc; TWI = 67.4
25th Jan 25, 8:55am
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US PMIs positive but inflation lurks; Japan raises rates; Singapore loosens; India tests growth wobbles; Australia PMI contracts less; UST 10yr at 4.62%; gold up and oil down; NZ$1 = 57.2 USc; TWI = 67.4
[updated]
A review of things you need to know before you sign off on Friday; more home loan & TD rate cuts, rents softer, credit card use lower, but no credit card stress obvious, Turnbull to Milford, swaps stable, NZD marginally firmer, & more
24th Jan 25, 4:00pm
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A review of things you need to know before you sign off on Friday; more home loan & TD rate cuts, rents softer, credit card use lower, but no credit card stress obvious, Turnbull to Milford, swaps stable, NZD marginally firmer, & more
Trump bluster sets new low tone, raises risks; eyes on expected Japanese rate hike; China bolsters equity demand; freight rates fall sharply; Turkey cuts rates hard again; UST 10yr at 4.65%; gold and oil down; NZ$1 = 56.8 USc; TWI = 67.2
24th Jan 25, 7:30am
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Trump bluster sets new low tone, raises risks; eyes on expected Japanese rate hike; China bolsters equity demand; freight rates fall sharply; Turkey cuts rates hard again; UST 10yr at 4.65%; gold and oil down; NZ$1 = 56.8 USc; TWI = 67.2
[updated]
A review of things you need to know before you sign off on Thursday; Kiwi Bond rates cut, migration & tourism updates, successful NZGB tender, Crown a/cs show taxpayer stress, record high benefit levels, swaps stable NZD firmish, & more
23rd Jan 25, 3:58pm
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A review of things you need to know before you sign off on Thursday; Kiwi Bond rates cut, migration & tourism updates, successful NZGB tender, Crown a/cs show taxpayer stress, record high benefit levels, swaps stable NZD firmish, & more
Record departures still being offset by migration gains with NZ population up 30k in November year
23rd Jan 25, 11:43am
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Record departures still being offset by migration gains with NZ population up 30k in November year
Economists say an uptick in headline inflation due to the weak dollar and rising oil prices shouldn’t discourage the RBNZ from cutting interest rates as core inflation is cooling
23rd Jan 25, 9:21am
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Economists say an uptick in headline inflation due to the weak dollar and rising oil prices shouldn’t discourage the RBNZ from cutting interest rates as core inflation is cooling
US retail indicators flash caution; ditto the CB LEI; Canada PPI rise soft; Korean sentiment improves; Aussie LEI improves; Aussie housing market does not; UST 10yr at 4.61%; gold up and oil down; NZ$1 = 56.6 USc; TWI = 67.2
23rd Jan 25, 7:19am
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US retail indicators flash caution; ditto the CB LEI; Canada PPI rise soft; Korean sentiment improves; Aussie LEI improves; Aussie housing market does not; UST 10yr at 4.61%; gold up and oil down; NZ$1 = 56.6 USc; TWI = 67.2
A review of things you need to know before you sign off on Wednesday; significant mortgage rate changes, dairy prices firm, real estate market quiet, inflation as expected, NZX50 little-changed, swaps stable, NZD on hold, & more
22nd Jan 25, 4:00pm
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A review of things you need to know before you sign off on Wednesday; significant mortgage rate changes, dairy prices firm, real estate market quiet, inflation as expected, NZX50 little-changed, swaps stable, NZD on hold, & more
Consumer prices rose 2.2% in 2024 as high interest rates slowed economic activity and falling import costs eased inflation pressures in New Zealand
22nd Jan 25, 10:52am
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Consumer prices rose 2.2% in 2024 as high interest rates slowed economic activity and falling import costs eased inflation pressures in New Zealand
Dairy prices rise as China demand returns; Canada inflation contained; German sentiment positive but less so; China sets lower growth targets; UST 10yr at 4.58%; gold up and oil mixed; NZ$1 = 56.6 USc; TWI = 67.1
22nd Jan 25, 7:19am
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Dairy prices rise as China demand returns; Canada inflation contained; German sentiment positive but less so; China sets lower growth targets; UST 10yr at 4.58%; gold up and oil mixed; NZ$1 = 56.6 USc; TWI = 67.1
Bank for International Settlements paper sees significant contribution from businesses' price setting to inflation
21st Jan 25, 5:14pm
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Bank for International Settlements paper sees significant contribution from businesses' price setting to inflation
[updated]
A review of things you need to know before you sign off on Tuesday; service sector shrinks too, end of year puff for retail, job ads weak, milk flows up, REINZ says 'tomorrow', swaps stable, NZD rises, & more
21st Jan 25, 4:00pm
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A review of things you need to know before you sign off on Tuesday; service sector shrinks too, end of year puff for retail, job ads weak, milk flows up, REINZ says 'tomorrow', swaps stable, NZD rises, & more
[updated]
Activity in NZ's services sector contracted further in December, matching a more contractionary performance in the month from the manufacturing sector as well
21st Jan 25, 10:47am
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Activity in NZ's services sector contracted further in December, matching a more contractionary performance in the month from the manufacturing sector as well
Jim O'Neill wonders if recent market signals will keep the new Trump Administration's radicalism in check
21st Jan 25, 9:05am
Jim O'Neill wonders if recent market signals will keep the new Trump Administration's radicalism in check
Trump puts tariffs on the backburner, promises war with Panama; Japan machine orders rise; China holds LPRs; HSBC signals quitting personal banking in Australia; UST 10yr at 4.48%; gold up and oil down; NZ$1 = 56.6 USc; TWI = 67.1
21st Jan 25, 7:19am
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Trump puts tariffs on the backburner, promises war with Panama; Japan machine orders rise; China holds LPRs; HSBC signals quitting personal banking in Australia; UST 10yr at 4.48%; gold up and oil down; NZ$1 = 56.6 USc; TWI = 67.1
A review of things you need to know before you sign off on Monday; Wellington on holiday, meat exporters shift focus, REINZ data late, NZX50 slips, swaps on hold, NZD up slightly, & more
20th Jan 25, 3:59pm
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A review of things you need to know before you sign off on Monday; Wellington on holiday, meat exporters shift focus, REINZ data late, NZX50 slips, swaps on hold, NZD up slightly, & more
Eyes on NZ CPI, Trump2 effect; China says it hit GDP target; IMF raises growth estimates; US debt limit in focus again; Fed quits NGFS; UST 10yr at 4.62%; gold and oil soft; NZ$1 = 55.9 USc; TWI = 66.8
20th Jan 25, 7:19am
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Eyes on NZ CPI, Trump2 effect; China says it hit GDP target; IMF raises growth estimates; US debt limit in focus again; Fed quits NGFS; UST 10yr at 4.62%; gold and oil soft; NZ$1 = 55.9 USc; TWI = 66.8
Luci Ellis points out that as an economy shifts to more services and faster technical obsolescence, it means these assets will depreciate faster, profits will rise to pay for it, and worker's share of economic gains will retreat
19th Jan 25, 8:00am
Luci Ellis points out that as an economy shifts to more services and faster technical obsolescence, it means these assets will depreciate faster, profits will rise to pay for it, and worker's share of economic gains will retreat
David Hargreaves says the December quarter inflation figures to be released in the coming week should paint a 'so-far-so-good' picture, but further out the view looks rather more murky
19th Jan 25, 6:30am
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David Hargreaves says the December quarter inflation figures to be released in the coming week should paint a 'so-far-so-good' picture, but further out the view looks rather more murky
Dairy is the export leader that underpins the economy but as Keith Woodford notes, it can only do what is possible
18th Jan 25, 9:45am
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Dairy is the export leader that underpins the economy but as Keith Woodford notes, it can only do what is possible
The IMF warns growth divergences persist and could widen, while policy shifts may reignite inflation pressures in some countries
18th Jan 25, 9:10am
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The IMF warns growth divergences persist and could widen, while policy shifts may reignite inflation pressures in some countries
IMF upgrades global growth estimate on US strength; China claims +5% expansion; Singapore exports surge; aluminium price rises; UST 10yr at 4.60%; gold and oil softish; NZ$1 = 56 USc; TWI = 66.8
18th Jan 25, 7:23am
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IMF upgrades global growth estimate on US strength; China claims +5% expansion; Singapore exports surge; aluminium price rises; UST 10yr at 4.60%; gold and oil softish; NZ$1 = 56 USc; TWI = 66.8