Sharp policy changes without thinking things through

Sharp policy changes without thinking things through

Author: Interest.co.nz / Podcasts NZ, David Chaston, Gareth Vaughan, interest.co.nz February 2, 2025 Duration: 7:18
US imposes big tariffs against Canada, Mexico and China. US PCE inflation rises. Japan data good. India cuts income taxes, tariffs. Aussie PPI high but easing.

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
A Trump tariff backdown coming? [not-audio_url] [/not-audio_url]

Duration: 5:38
US data features higher prices and lower activity. Tariff u-turn suggested. Global PMIs hold up. China floods liquidity for consumption shift.
Bessent cheerleading not based on anything [not-audio_url] [/not-audio_url]

Duration: 4:53
IMF sees the US hurt more than others. Bessent guesses move markets. US data weak. Taiwan export orders strong. EU consumer sentiment weaker.
The Trump disaster keeps getting worse [not-audio_url] [/not-audio_url]

Duration: 7:47
Trump's attacks on Powell hurt US markets. China FDI shrinks. US in recession. ECB cuts. Aussie labour market expands.
Powell warns of 'challenging scenario' [not-audio_url] [/not-audio_url]

Duration: 6:51
Tariffs start to affect US data. Fed in a tough spot. Markets recoil. Canada stops cutting. China claims steady growth, but housing still a big issue.
The tariff war skirmishes get messy [not-audio_url] [/not-audio_url]

Duration: 6:00
Dairy price gains undone by sinking USD. US sees more inflation less activity. Canadian inflation eases. Indian inflation falls. China targets Boeing.
Volatility without guardrails [not-audio_url] [/not-audio_url]

Duration: 4:45
US consumers see higher prices, fewer jobs; Washington becomes a crime center; Canada rethinks rate cut track; China reaps huge trade benefit from tariff threat
Even for Trump, this is a weird flip-flop [not-audio_url] [/not-audio_url]

Duration: 9:12
China retaliates for extra US tariffs. Trump in tariff u-turn. US consumer mood darkens. Credit crunch watch. North China battles unusual cold. India slows.
Wall Street cancels tariff optimism, resumes selloff [not-audio_url] [/not-audio_url]

Duration: 7:05
US inflation falls on big oil price drop. US federal deficit back to Trump-I depths. Taiwanese exports surge. China in deflation again. Aussies face higher inflation.
Now it's the bond market's turn for pain [not-audio_url] [/not-audio_url]

Duration: 5:14
Trump makes tariff u-turn for most. Equities rise on emotional reaction. China retaliates and Trump can't help himself. Bond yields zoom higher.
"America is lost" [not-audio_url] [/not-audio_url]

Duration: 5:49
Wall Street titans turn on Trump. US sentiment falls as prices rise. Iron ore price drops. China resists US pressure. Australian sentiment retreats.