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Economy Watch

Interest.co.nz / Podcasts NZ, David Chaston, Gareth Vaughan, interest.co.nz

We follow the economic events and trends that affect New Zealand.

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20 episodes
daily
Avg 5 min
English

Episodes 20

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#1934
Yesterday · 5 min
New guardrails free up risk appetites
US eyes on CPI while expectations stabilise; US inventories surge. Taiwanese exports star yet again. China PPI jumps. Record smog in New Delhi. Russia rations fuel, suspends exports.
#1933
Sunday · 7 min
Data from the world's two big dogs give contracting reasons to worry
China demographics weaken again, their gold reserves rise. US payrolls rise on dubious data. US credit card debt jumps. Canada jobs retreat. EU retail resilient.
#1932
Thursday · 6 min
Tech stocks dive on election fallout
US tech stocks tumble post-election. Eyes on non-farm payrolls. Fed speakers see rising rates. US retail turns optimistic. Many central banks meet. Aussie exports strong.
#1931
Wednesday · 5 min
US gets a very positive relief rally
US election reactions positive. US data mixed with trade data showing tariffs are failing other than raising costs. Canada trade surplus rises. EU inflation up. Turmoil in Indonesia.
#1930
November 3 · 4 min
Elections suck up all the attention
US data positive although sentiment stays low; markets pause awaiting vote results; dairy prices rise; RBA hikes again but without conviction; China equities can't stop falling.
#1929
November 2 · 5 min
Global factories in good shape, except in China
The US appears to back-track on Iran and oil falls. US PMIs expanding but not so in Canada. China contracts. ASEAN PMIs very upbeat. Eyes on the RBA and multi-unit construction.
#1928
November 1 · 6 min
Voters to judge economic performance
Elections, labour markets and growth in focus. Korean exports star. China growth stumbles. ditto Canada. EU growth rises. Aussie housing market stumbles too. Global air travel weak.
#1927
October 29 · 5 min
AI risks dominate global data
Google miss highlights AI risks. US GDP rise features AI buildout. ECB holds rates, Largarde quits early. Airfreight surged in September.
#1926
October 28 · 4 min
Markets brace for end-of-year rate hikes everywhere
US Fed holds as expected. US trade deficit much worse. Canada hikes. UK doubles bank tax. Australia inflation rises more than expected.
#1925
October 27 · 6 min
Economic issues coming to a head
US data reinforces diverging economic drivers. Chinese sentiment low. Beijing rushes out large-scale monetary support. Airlines taxed much harder by card processors.
#1924
October 26 · 4 min
Market thunderstorms spread
Some election results surprise. US data mixed. Taiwan retail and German sentiment improve. Aussie house buyers strike. Anthropic issues CYA IPO filing.
#1923
October 25 · 7 min
Elections, war prep, & rate decisions ahead this week
A big week ahead of central bank decisions. Inflation elevated, while PMIs positive. Canada retail positive. EU inflation expectations hold. war drums beat louder.
#1922
October 22 · 6 min
Tech wobbles drives sudden, sharp flight to 'safety'
Big Tech takes hits as investors seek safety. US jobless claims fall. Canada PPI jumps. China FDI in doldrums. EU sentiment retreats. Freight rates rise.
#1921
October 21 · 4 min
Bond investors question AI risks
US mortgage activity drops sharply as home loan rates stay high. AI bond funding to get more expensive. Japanese exports strong. RBA sees worse inflation outlook.
#1920
October 20 · 5 min
US data weaker
US jobs & housing falter. Canada eyes rate hike. China LPRs unchanged. Taiwan export orders leap. Eyes on Indonesian risks. Google Cloud fails in the UK.
#1919
October 19 · 5 min
China claims growth at target
Canadian inflation holds. China housing not improving, but GDP beats estimates. China retail weak but exports strong. Global food prices & risks rise.
#1918
October 18 · 6 min
Global unrest & incompetence
Singapore exports jump. US factories busy. US Govt finances a mess. Major street protests in India & France. Australia new home sales retreat.
#1917
October 15 · 6 min
Investors brace for AI debt reckoning
Global government bond yields fall and flatten. US PPI jumps more than expected as tariff missteps bite. China to cull excess airlines. Aussie jobs shrink.
#1916
October 14 · 6 min
Markets reverse in risk-off shift
US CPI up more than expected. Beige Book limp. US Social Security bribe. China CPI modest. China exports strong. China new bank lending recovers.
#1915
October 13 · 5 min
Northern winter to challenge oil prices
Oil prices stay high. IMF upgrades world growth. US data wobbly. Japanese PPI eases. Aussie business sentiment dips.

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