Markets discount war risks

Markets discount war risks

Author: Interest.co.nz / Podcasts NZ, David Chaston, Gareth Vaughan, interest.co.nz March 16, 2026 Duration: 5:24
US economy delivers mixed results. Canada sees lower inflation. China reports positive data. India exports hold. Eyes on the RBA.

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: 100

Economy Watch
Podcast Episodes
China to reprise stimulus, but with shifted focus [not-audio_url] [/not-audio_url]

Duration: 6:24
China pushes internal growth plans, restricts silver exports. Korean exports rise fast. US factories stutter. Aussie house price growth shows signs of exhaustion.
Gold turns from a risk haven to a speculative play [not-audio_url] [/not-audio_url]

Duration: 4:37
Precious metals star. US retail turns uncertain. Canada PPI rises. Japanese rates rise. China hits EU dairy with duty penalties. India & NZ agree FTA.
Eyes on holiday sales impetus [not-audio_url] [/not-audio_url]

Duration: 5:07
Foreign investors hesitant in China. Japan hawkish rate hike boosts bond yields. Malaysia's imports surge. US consumers unhappy but investors upbeat.
Lower US CPI gets sceptical reviews [not-audio_url] [/not-audio_url]

Duration: 4:37
US CPI surprises with sharp easing. US factory surveys generally downbeat. Canada SMEs upbeat. Many central bank reviews. US-China freight rates rise.
The end (of 2025) is near, investors nervous [not-audio_url] [/not-audio_url]

Duration: 4:41
Divergence of Fed views on display again. Canada attracts investment, restricts people. More strong Japanese data. Eyes on more central banks.
American weaknesses show up in latest data [not-audio_url] [/not-audio_url]

Duration: 5:17
Dairy prices fall hard again. US jobs data messy, retail data soft. Japan, India, the EU and Australia all get rising PMIs. Australian consumer mood slips.
Wall Street optimism fades [not-audio_url] [/not-audio_url]

Duration: 5:21
US data hesitant; Canadian data mixed; Japan sentiment rises; China data weak; Hong Kong trashes its democracy; India exports rise; UST 10yr at 4.18%; gold hovers near record; oil lower; NZ$1 = 57.9 USc; TWI-5 = 62
Breakfast briefing: Hate spreads [not-audio_url] [/not-audio_url]

Duration: 6:26
China shows some weaknesses. India shows some strengths. Malaysia booms. Japan ready for a rate hike. Canadian house building zooms.
US glummer post-Fed, rest of world upbeat [not-audio_url] [/not-audio_url]

Duration: 5:52
US data lackluster. Canada posts surprise trade surplus. Japan business sentiment rises. Australian labour market weaker.
Markets take Fed cut in its stride [not-audio_url] [/not-audio_url]

Duration: 5:33
US Fed cuts as expected; US payroll costs inflate; Canada holds its rate; China CPI stays low; IMF upgrades China growth