Mixed messages on Hormuz progress

Mixed messages on Hormuz progress

Author: Interest.co.nz / Podcasts NZ, David Chaston, Gareth Vaughan, interest.co.nz May 27, 2026 Duration: 4:57
Commodity markets believe Iran TV. US mortgage applications drop on higher US rates. Other US data mixed. Australian CPI restrained.

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
US equity markets recoil at more instability [not-audio_url] [/not-audio_url]

Duration: 7:24
US data volatile and becomes unreliable. Xi and Trump talk. Canadian exports drop hard. China service sector expands. ECB cuts. freight rates jump sharply.
The cost of hubris [not-audio_url] [/not-audio_url]

Duration: 6:01
US data weak with the Beige Book confirming malaise. CBO costs Trump's big budget deficits. Canada holds. Japan births at record low; Aussie GDP growth slows.
Global expansion leaks on weakening US [not-audio_url] [/not-audio_url]

Duration: 5:52
Dairy prices slip. US data underwhelms. Korea elects opposition candidate. China factories slow. EU inflation low. OECD sees lower growth. modest AU minimum wage rise.
More stagnation everywhere, more inflation in the US [not-audio_url] [/not-audio_url]

Duration: 6:20
US PMIs contract as inflation rises. Elsewhere PMIs contract as inflation falls. China deficit surges. US consumer mood reacts to tariff changes. Aussie job ads decline.
Checking unbridled power [not-audio_url] [/not-audio_url]

Duration: 4:48
Trump loses tariff case. US data weakish. Japanese sentiment recovers. Freight rates and demand rise. Passenger travel fully recovers with April surge.
Inflation risks move back to center-stage [not-audio_url] [/not-audio_url]

Duration: 4:32
US inflation signals grab attention. Fed waiting for clarity. India factories grow modestly. EU and AU inflation signals draw attention too.
Data and sentiment diverge [not-audio_url] [/not-audio_url]

Duration: 6:21
Wall Street roars on TACO indications on EU tariffs. US data not great' China data ok but worries about carmakers. Korean sentiment recovers.
Wall Street holiday allows reassessments [not-audio_url] [/not-audio_url]

Duration: 4:28
US holiday exposes weaknesses growing from tariff missteps. OECD says Canada will absorb tariff threats without recession. Singapore factory production swells.
The turbulent ride continues [not-audio_url] [/not-audio_url]

Duration: 7:37
Foreign direct investment leaks away from China. Japanese inflation holds high. Taiwanese factories very busy. US on holiday amid new tariff threats.