Markets bet heavily on the TACO effect
Dairy prices hold high. US data mixed. Canada enjoys a travel boost. China exports jump; Aussie confidence mixed. Straits of Hormuz still closed..
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
Can politicians cover the Iran crisis cracks?
US inflation data outdated, shutdown impacts spread. Taiwan exports less than expected. China inflation rises. German factory orders fall. G7 decisions awaited.
The consequences of a series of bad choices bedevils the US, and the rest of us
US jobs market shrinks unexpectedly; ditto retail sales. US faces inflation surge. Canada PMI strong. China FX reserves up again. Some commodity prices jump.
Trump's distraction war causes chaos
US data soft, facing sharp energy cost rises. China lowers its growth target. Australia household spending growth slows. Global freight rates rise.
Insurers dismiss Trump's promises
Confusion from PMIs in both the US and China. Taiwan export orders surge again. Australia GDP rises more than expected. Fertiliser prices leap.
War inflation fears spread
Stagflation fears loom large. Dairy price rise. US sentiment drops. China focuses on next 5-year plan. EU inflation up. Australia current account deficit widens.
The cost of war will hit inflation soon
US PMI's rise on prices, not orders. Most other PMIs rise on strong new order flows. China FDI shows recovery. Some key commodity prices jump. Air cargo rises. Sea freight rates leap.
Safe haven demand to set the tone this week
Risk aversion to grip markets, causing volatility. US PPI jumps recently. Eyes on US cockroaches. Korean exports star again. China car overstock & TD flows grab attention.
Mark Laurence: 'Flabbergasted that AI hasn't become a political talking point'
Artificial intelligence expert Mark Laurence calls for a non-partisan New Zealand government-led AI strategy
Pressure in the details
China house prices fall further. China bank lending soft. India bank lending strong. Malaysia growth strong. US inflation modest. China & US on holiday.
