Economy
US tariffs paid by importers to hit US$300 bln; interest paid on debt to top US social security payments in 2025; Canada delivers strong labour market data; UST 10yr at 4.42%; gold and oil up; NZ$1 = 60.1 USc; TWI-5 = 67.6
12th Jul 25, 8:31am
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US tariffs paid by importers to hit US$300 bln; interest paid on debt to top US social security payments in 2025; Canada delivers strong labour market data; UST 10yr at 4.42%; gold and oil up; NZ$1 = 60.1 USc; TWI-5 = 67.6
A review of things you need to know before you sign off on Friday; factory sector still contracting, RBNZ data update values the housing decline, T&G Global in play, tariff threats get even messier, swaps stable, NZD firmish, & more
11th Jul 25, 3:59pm
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A review of things you need to know before you sign off on Friday; factory sector still contracting, RBNZ data update values the housing decline, T&G Global in play, tariff threats get even messier, swaps stable, NZD firmish, & more
The June BNZ-BusinessNZ Performance of Manufacturing Index improved in June but conditions remained contractionary
11th Jul 25, 11:16am
3
The June BNZ-BusinessNZ Performance of Manufacturing Index improved in June but conditions remained contractionary
US jobless claims at 4 year high; Japanese PPI trends lower; China car sales surge, especially NEVs; Korea holds rates; container freight rates fall; UST 10yr at 4.35%; gold up and oil down; NZ$1 = 60.3 USc; TWI-5 = 67.7
11th Jul 25, 7:18am
18
US jobless claims at 4 year high; Japanese PPI trends lower; China car sales surge, especially NEVs; Korea holds rates; container freight rates fall; UST 10yr at 4.35%; gold up and oil down; NZ$1 = 60.3 USc; TWI-5 = 67.7
A review of things you need to know before you sign off on Thursday: SBS Bank trims rates, truckometer stays weak, migration flows slump; Lactalis gets ok to bid for Fonterra's Mainland assets, swaps slip, NZD firms, & more
10th Jul 25, 3:59pm
5
A review of things you need to know before you sign off on Thursday: SBS Bank trims rates, truckometer stays weak, migration flows slump; Lactalis gets ok to bid for Fonterra's Mainland assets, swaps slip, NZD firms, & more
Population gain from migration down by 81.5% in year to May compared to previous 12 months
10th Jul 25, 12:31pm
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Population gain from migration down by 81.5% in year to May compared to previous 12 months
We need to ask hard questions about the claimed economic benefits of fast-track mining projects
10th Jul 25, 12:29pm
3
We need to ask hard questions about the claimed economic benefits of fast-track mining projects
US travellers shunned, turn to trading houses; US Fed minutes reveal split; Japanese machine too orders healthy; Nvidia hits a unique valuation; UST 10yr at 4.34%; gold and oil unchanged; NZ$1 = 60 USc; TWI-5 = 67.5
10th Jul 25, 7:19am
22
US travellers shunned, turn to trading houses; US Fed minutes reveal split; Japanese machine too orders healthy; Nvidia hits a unique valuation; UST 10yr at 4.34%; gold and oil unchanged; NZ$1 = 60 USc; TWI-5 = 67.5
The Reserve Bank plans to keep cutting rates but doesn’t want to risk inflation reigniting
9th Jul 25, 6:01pm
2
The Reserve Bank plans to keep cutting rates but doesn’t want to risk inflation reigniting
A review of things you need to know before you sign off on Wednesday; no retail rate changes as RBNZ releases a dovish review, new borrowers hang out there with floating rates, rents lower, swaps stable, NZD lower, NZX lower, & more
9th Jul 25, 4:00pm
9
A review of things you need to know before you sign off on Wednesday; no retail rate changes as RBNZ releases a dovish review, new borrowers hang out there with floating rates, rents lower, swaps stable, NZD lower, NZX lower, & more
The Reserve Bank of New Zealand plans to cut the Official Cash Rate at its next meeting after leaving it unchanged at 3.25% in July
9th Jul 25, 2:20pm
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The Reserve Bank of New Zealand plans to cut the Official Cash Rate at its next meeting after leaving it unchanged at 3.25% in July
David Mahon counsels against interpreting trends in China in the context of other countries economic history instead of trying to understand China in its unique context
9th Jul 25, 8:06am
2
David Mahon counsels against interpreting trends in China in the context of other countries economic history instead of trying to understand China in its unique context
US data stable but consumer debt demand falls; Canada expands; German exports dip; Australian sentiment improves; copper prices leap in the US; UST 10yr at 4.42%; gold dips and oil rises; NZ$1 = 60 USc; TWI-5 = 67.6
9th Jul 25, 7:21am
14
US data stable but consumer debt demand falls; Canada expands; German exports dip; Australian sentiment improves; copper prices leap in the US; UST 10yr at 4.42%; gold dips and oil rises; NZ$1 = 60 USc; TWI-5 = 67.6
[updated]
A review of things you need to know before you sign off on Tuesday; no retail rate changes, property & retail markets lackluster, new lending trends, wholesale energy costs low, RBA declines to cut, swaps stable, NZD holds, & more
8th Jul 25, 4:00pm
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A review of things you need to know before you sign off on Tuesday; no retail rate changes, property & retail markets lackluster, new lending trends, wholesale energy costs low, RBA declines to cut, swaps stable, NZD holds, & more
Brian Easton looks at the options for a Government that's hit its borrowing limit but would still like to spend
8th Jul 25, 8:20am
2
Brian Easton looks at the options for a Government that's hit its borrowing limit but would still like to spend