Moving on, ignoring vital risks
US gets ready to move past shutdown, but damaged. Japanese machine tool orders zoom. Malaysia retail rising. India inflation at record low.
Economy Watch
Economy Watch is a regular analysis of the financial forces shaping life in New Zealand. Hosted by David Chaston and Gareth Vaughan from interest.co.nz, this podcast digs into the weekly data, policy shifts, and market movements that quietly dictate everything from mortgage rates and grocery bills to job prospects and investment returns. The conversation moves beyond headline numbers, offering context and clarity on what the Reserve Bank's latest decision means for your wallet, how global commodity prices ripple through to local farms, or why a change in migration statistics matters for the housing market. It’s a grounded, informed discussion for anyone who wants to understand the mechanics behind the news, whether you're managing a business, a portfolio, or simply a household budget. Tune in to Economy Watch for a clear-eyed perspective on the economic currents that define our everyday reality, delivered by journalists who have been tracking these stories for years. You'll find this podcast an essential tool for connecting the dots in a complex financial landscape.
Episodes
Despite the US funk, the rest of the world gets on with it
US still has the shutdown blues. Japan turns more optimistic. China car sales rise again. German sentiment stays up. Aussie sentiment surges impressively.
US starts to step back from the brink
Compromise emerges over US govt shutdown; Canada survey shows sticky optimism; Indonesian sentiment bounces back.
China data projects economic stability
China avoids more deflation, fx reserves rise, exports dip but only to the US. Taiwan stars again. US sentiment falls again to very low levels. Canadian jobs rise.
US belt-tightening takes hold, jitters haunt financial markets
American mess takes dangerous turns. Taiwanese inflation low. Three central banks hold. Aussie exports jump. Shipping freight rates rise.
Better on the surface, but wobbly underneath
US labour market makes gains, but only in one region. US service sector expands. Tariff-tax legality examined. China service expansion fragile.
Risk-off as investors realise they may have overdone it
Dairy prices drop again. US optimism leaks broadly. China not buying US soybean. Australia pushes rate cut prospects firmly away on inflation pressures.
The US factory sector shrinks at a faster pace
US factories contract faster, struggling with tariff-tax costs. Other global factory PMIs mixed. Australia faces new inflation threat. CPTPP to expand again.
Some countries have an resurgent inflation problem
Eyes on the RBA as inflation rises. China's PMI's stay stalled. Japanese industrial production rises. Buffett retires on a high. Aussie housing markets frothy.
US-China trade truce cements China's growing strength
US-China meeting inconclusive. Japan holds rates, as does the ECB. EU sentiment up as is GDP. air travel rises. Freight rates rise.
