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
Stresses in China grow [not-audio_url] [/not-audio_url]

Duration: 5:21
US inflation expectations fall. Global crop output healthy. Canada building consents dive. Strikes rise in China. India inflation eases.
Chinese consumers put away their wallets [not-audio_url] [/not-audio_url]

Duration: 5:44
China CPI & PPI struggle with deflationary pressures. China vehicle sales dive. Canada employment marks time. Russia inflation rises.
Investor fears ease [not-audio_url] [/not-audio_url]

Duration: 3:43
US labour market stays healthy. US petrol prices low. India holds policy rate again. Taiwan exports rise. Container shipping freight rates ease marginally.
US recession fears overstated, apparently [not-audio_url] [/not-audio_url]

Duration: 5:00
Dairy prices firm. US data belies recession mood. China steel prices fall hard again. EU retail volumes soft. RBA firm on inflation-beating targets
Global equity markets embark on wild ride lower [not-audio_url] [/not-audio_url]

Duration: 4:49
Equity markets in a summer swoon as fear washes over investors. Despite that global services sectors optimistic. Eyes on RBA. Markets reprice for steep RBNZ cutting cycle.
Re-thinking financial asset valuations [not-audio_url] [/not-audio_url]

Duration: 6:48
China coopts its banks to deliver a kick-start, boosts urbanisation target. US labour market eases back. Financial markets reassess optimism.
Two big central banks speak [not-audio_url] [/not-audio_url]

Duration: 4:58
US Fed delivers a clear 'cut' signal. US data supports that. Japan raises its policy rate. Taiwan expands fast. EU inflation edges up. ditto Australia.