Markets ignoring obvious risks

Markets ignoring obvious risks

Author: Interest.co.nz / Podcasts NZ, David Chaston, Gareth Vaughan, interest.co.nz October 1, 2025 Duration: 4:57
US hits debt limit, Federal government shuts down. Trump rebuffed on Cook firing. US industry retreats with labour market. Global PMIs mixed. China on holiday.

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
Powell, Dimon and the IMF sound caution [not-audio_url] [/not-audio_url]

Duration: 6:10
Powell gets ready to support a dipping US economy. US SME optimism fades. China car market roars. Singapore doing better. IMF cautious.
Wall Street bounces back; gold hits new ATH [not-audio_url] [/not-audio_url]

Duration: 4:24
China's exports soar while US exports shrink. India inflation falls below target. Nobel Prize in economics 'proves' creative destruction's long term benefits
China regains poise, US stumbles through shutdown [not-audio_url] [/not-audio_url]

Duration: 5:34
America kneecapping itself. Japan machine tool orders impress. ditto Taiwan exports. China reports solid holiday activity. Aussie inflation expectations stay high.
The froth gets frothier [not-audio_url] [/not-audio_url]

Duration: 3:56
American data weakens quite quickly but it is not holding back financial markets. Japan business sentiment up. Taiwan inflation down. China back from holiday.
Data downslide, led by the US [not-audio_url] [/not-audio_url]

Duration: 5:16
US data weakens. Canada PMI leaps. Japanese spending firm. Australian sentiment dips as do job ad levels. Airbus A320 trumps Boeing 737
Tech & commodities rise without data guardrails [not-audio_url] [/not-audio_url]

Duration: 4:43
China holiday activity looks strong. Japanese markets love Takaichi. France in another political jam. Aussie inflation stays high. Many metals prices jump.
Japan to get its 'Iron Lady" [not-audio_url] [/not-audio_url]

Duration: 6:36
Japan to get a new PM. China holiday flows massive. US data weaker. Eyes on the RBNZ. EU carbon prices surge.
US descends into chaotic whirlpool [not-audio_url] [/not-audio_url]

Duration: 4:20
US public policy descends into farce. US job cuts at five year high. Japanese sentiment rises. Aussie spending up, exports down. Australian FHB scheme launches to strong demand.
Markets yet to acknowledge toxic risks [not-audio_url] [/not-audio_url]

Duration: 5:43
US industry and sentiment in retreat. Eyes on shutdown talks. China PMIs mixed. China in dispute with BHP. Air cargo volumes rise, passenger traffic too.