Equities & bond yields fall in risk-off shift

Equities & bond yields fall in risk-off shift

Author: Interest.co.nz / Podcasts NZ, David Chaston, Gareth Vaughan, interest.co.nz August 1, 2024 Duration: 5:48
US PMIs fall ahead of non-farm payrolls report taking bond & equity markets lower. Global PMIs mixed. China housing still in crisis. Aussie trade surplus rises.

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.
Author: Language: English Episodes: 500

Economy Watch
Podcast Episodes
China's turnaround not in evidence yet [not-audio_url] [/not-audio_url]

Duration: 6:24
China still battling deflationary forces. China food price rises stay high. Japanese households pull back. Taiwanese trade healthy. American sentiment positive.
The Red Center delivers a morally bankrupt America [not-audio_url] [/not-audio_url]

Duration: 4:36
US election result clear & uncontested. Markets react to impending weaknesses. EU PPI deflates. AiG index dives. UST 10yr jumps to 4.42%. Gold drops hard. Oil soft
The news other than the US election [not-audio_url] [/not-audio_url]

Duration: 6:16
The US non-farm payrolls miss dominates the chat, but markets ignore it. Canada wages rise. China PMIs turn positive. Aussie PMI still contracting.
China lines up massive fiscal bazooka [not-audio_url] [/not-audio_url]

Duration: 4:59
US data quite positive. China readies ¥10 tln stimulus. Singapore PPI drops hard. German sentiment rises. EU pushes ahead with EV tariffs.