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
Supply chain pressures under scrutiny [not-audio_url] [/not-audio_url]

Duration: 4:17
US data generally positive ahead of non-farm payrolls report. EU retail surprises with volume growth. container freight rates rise, bulk cargo rates dive.
Services underpin global expansion [not-audio_url] [/not-audio_url]

Duration: 5:25
US economic data quite positive again. Global services sectors expanding. South Korea stabilises. Aussie GDP weak.
WMP saves the day [not-audio_url] [/not-audio_url]

Duration: 3:54
Dairy prices fall, except WMP. US data strong. South Korea in crisis. China touts return of housing markets. French political crisis comes to a head.
Rising new orders help the global factory sector [not-audio_url] [/not-audio_url]

Duration: 3:57
Global manufacturing stabilised in November with key improvements in the US and China. China bond yields at record lows. Aussie data positive.
Of ruts, twists, stalls & downgrades [not-audio_url] [/not-audio_url]

Duration: 7:53
China stays in its rut. Japan sees progress. India's expansion slows, rupee falls. US retail turns online. Russian ruble drops. Aussie debt swells.
RBA independence in election sacrifice [not-audio_url] [/not-audio_url]

Duration: 4:48
US holiday travel to break records. Canadian payroll earnings rise. Korea cuts. Australia readies record capex. RBA independence threatened.
US consumers still driving the global expansion [not-audio_url] [/not-audio_url]

Duration: 5:57
US releases data early ahead of holiday. US GDP expands at good clip. China profits slide. India gets Adani indigestion. Aussie inflation unchanged.
Old man revives old grievances [not-audio_url] [/not-audio_url]

Duration: 5:07
Dairy prices rise again. Trump makes new/old NAFTA threats. US data positive. Singapore factories disappoint. Eyes on RBNZ and Aussie CPI.
Global benchmark interest rates stop rising [not-audio_url] [/not-audio_url]

Duration: 4:18
US activity eases but still good growth. Singapore's inflation low. Taiwan data mixed. China holds MLF rate. Germany struggling.
The US & India drive global demand [not-audio_url] [/not-audio_url]

Duration: 5:44
US rises on service sector optimism. Canadian retail rises. Japanese PMIs positive. Indian PMIs hot. China, EU and Aussie PMIs not.