Understanding China
Pinelopi Goldberg argues that trade sanctions are a politically convenient but economically misguided response to Russia's war
19th Mar 22, 10:12am
7
Pinelopi Goldberg argues that trade sanctions are a politically convenient but economically misguided response to Russia's war
Biden and Xi talk; US home sales fade, Canada on a roll; Japan gets inflation; Russia faces huge decline; commodity markets wobble; UST 10yr 2.14%; gold down and oil up; NZ$1 = 69.1 USc; TWI-5 = 74.2
19th Mar 22, 8:44am
23
Biden and Xi talk; US home sales fade, Canada on a roll; Japan gets inflation; Russia faces huge decline; commodity markets wobble; UST 10yr 2.14%; gold down and oil up; NZ$1 = 69.1 USc; TWI-5 = 74.2
Shang-Jin Wei assesses the potential wider consequences of extending the Western-led economic blockade of Russia
18th Mar 22, 12:02pm
17
Shang-Jin Wei assesses the potential wider consequences of extending the Western-led economic blockade of Russia
US data all positive; more central banks raise rates; China backs Ukraine (?); freight rates fall; OECD sees downturn; Aussie jobs grow; UST 10yr 2.18%; gold and oil rise; NZ$1 = 68.9 USc; TWI-5 = 73.9
18th Mar 22, 7:25am
76
US data all positive; more central banks raise rates; China backs Ukraine (?); freight rates fall; OECD sees downturn; Aussie jobs grow; UST 10yr 2.18%; gold and oil rise; NZ$1 = 68.9 USc; TWI-5 = 73.9
Fed's rate rise gets market attention; US retail data positive; Canada inflation high; China signals new stimulus coming; Aussies unhappy; UST 10yr 2.24%; gold and oil drop sharply; NZ$1 = 67.8 USc; TWI-5 = 73.4
17th Mar 22, 7:26am
82
Fed's rate rise gets market attention; US retail data positive; Canada inflation high; China signals new stimulus coming; Aussies unhappy; UST 10yr 2.24%; gold and oil drop sharply; NZ$1 = 67.8 USc; TWI-5 = 73.4
Zhang Jun explains why domestic policies, rather than US measures, will determine China's economic trajectory
16th Mar 22, 10:33am
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Zhang Jun explains why domestic policies, rather than US measures, will determine China's economic trajectory
Dairy prices top out; US retail sales up; US PPI dips; Canada housing still frothy; China data positive; eyes on the Fed; UST 10yr 2.13%; gold and oil drop sharply; NZ$1 = 67.6 USc; TWI-5 = 73.2
16th Mar 22, 7:28am
80
Dairy prices top out; US retail sales up; US PPI dips; Canada housing still frothy; China data positive; eyes on the Fed; UST 10yr 2.13%; gold and oil drop sharply; NZ$1 = 67.6 USc; TWI-5 = 73.2
US inflation expectations rise; China's coming lockdowns threaten global supply chains anew; India inflation up; equity market turmoil; UST 10yr 2.11%; gold and oil drop; NZ$1 = 67.9 USc; TWI-5 = 73.4
15th Mar 22, 7:24am
80
US inflation expectations rise; China's coming lockdowns threaten global supply chains anew; India inflation up; equity market turmoil; UST 10yr 2.11%; gold and oil drop; NZ$1 = 67.9 USc; TWI-5 = 73.4
War expands; Japan rising; China jobs stress rises; India underperforms; US confidence drops; Canada jobs surge; food faces crisis; Lowe prepares; UST 10yr 2.00%; gold and oil little-changed; NZ$1 = 68 USc; TWI-5 = 73.5
14th Mar 22, 7:19am
72
War expands; Japan rising; China jobs stress rises; India underperforms; US confidence drops; Canada jobs surge; food faces crisis; Lowe prepares; UST 10yr 2.00%; gold and oil little-changed; NZ$1 = 68 USc; TWI-5 = 73.5
Stephen Roach proposes three ways Chinese policymakers can take the lead in restoring peace and stability
12th Mar 22, 4:16pm
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Stephen Roach proposes three ways Chinese policymakers can take the lead in restoring peace and stability
US consumer sentiment dips; Canada jobs market roars; Japanese households out spending again; China jobs imbalance in focus; Lowe changes his tune; UST 10yr 2.00%; gold and oil lower; NZ$1 = 68.2 USc; TWI-5 = 73.6
12th Mar 22, 8:26am
94
US consumer sentiment dips; Canada jobs market roars; Japanese households out spending again; China jobs imbalance in focus; Lowe changes his tune; UST 10yr 2.00%; gold and oil lower; NZ$1 = 68.2 USc; TWI-5 = 73.6
US inflation surges; US household net worth swells; Japanese PPI jumps; China shovels out bank credit at record rate; ECB winds down asset purchases faster; UST 10yr 2.01%; gold and oil lower; NZ$1 = 68.6 USc; TWI-5 = 73.7
11th Mar 22, 7:27am
131
US inflation surges; US household net worth swells; Japanese PPI jumps; China shovels out bank credit at record rate; ECB winds down asset purchases faster; UST 10yr 2.01%; gold and oil lower; NZ$1 = 68.6 USc; TWI-5 = 73.7
Ross Stitt assesses Australia's strong rhetoric on the Russian invasion of Ukraine, noting that sanctions reinforce Australia's 'lucky' position with commodities at a time like this
10th Mar 22, 11:51am
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Ross Stitt assesses Australia's strong rhetoric on the Russian invasion of Ukraine, noting that sanctions reinforce Australia's 'lucky' position with commodities at a time like this
Is China about to join the few countries that have risen out of the 'middle-income trap?' Shanghai-based Kiwi Mark Tanner traces China's journey to become a 'high income country'
10th Mar 22, 11:13am
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Is China about to join the few countries that have risen out of the 'middle-income trap?' Shanghai-based Kiwi Mark Tanner traces China's journey to become a 'high income country'
Russia in quagmire; US job openings stay high; global wheat pressures ease; China's CPI inflation very low; air cargo volumes recover; Australia faces climate costs; UST 10yr 1.92%; oil and gold retreat; NZ$1 = 68.5 USc; TWI-5 = 73.4
10th Mar 22, 7:21am
85
Russia in quagmire; US job openings stay high; global wheat pressures ease; China's CPI inflation very low; air cargo volumes recover; Australia faces climate costs; UST 10yr 1.92%; oil and gold retreat; NZ$1 = 68.5 USc; TWI-5 = 73.4
US & allies ban Russian oil, gas and coal; US trade deficit inches up; China begrudgingly respects trade sanctions on Russia; Sydney rainstorm severe; UST 10yr 1.87%; oil and gold up further; NZ$1 = 68.3 USc; TWI-5 = 73.4
9th Mar 22, 7:24am
121
US & allies ban Russian oil, gas and coal; US trade deficit inches up; China begrudgingly respects trade sanctions on Russia; Sydney rainstorm severe; UST 10yr 1.87%; oil and gold up further; NZ$1 = 68.3 USc; TWI-5 = 73.4
Stephen Roach thinks China's President Xi Jinping will need to revisit the cooperation agreement he forged with Vladimir Putin
8th Mar 22, 2:21pm
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Stephen Roach thinks China's President Xi Jinping will need to revisit the cooperation agreement he forged with Vladimir Putin
Yasheng Huang explains why the China's lower-key, less moralistic approach to Russia may prove essential
8th Mar 22, 9:38am
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Yasheng Huang explains why the China's lower-key, less moralistic approach to Russia may prove essential
War and commodity price hikes twist global economy into stagflation; China's export results impress; Aussie data also impresses; UST 10yr 1.73%; oil and gold up sharply again; NZ$1 = 68.3 USc; TWI-5 = 73.6
8th Mar 22, 7:35am
115
War and commodity price hikes twist global economy into stagflation; China's export results impress; Aussie data also impresses; UST 10yr 1.73%; oil and gold up sharply again; NZ$1 = 68.3 USc; TWI-5 = 73.6
Carbon down; commodity prices up; food prices hit record; US data good; China property crisis rolls on; Russia wreck; Australia to join nuclear club; UST 10yr 1.72%; oil and gold up sharply; NZ$1 = 68.6 USc; TWI-5 = 73.6
7th Mar 22, 7:19am
151
Carbon down; commodity prices up; food prices hit record; US data good; China property crisis rolls on; Russia wreck; Australia to join nuclear club; UST 10yr 1.72%; oil and gold up sharply; NZ$1 = 68.6 USc; TWI-5 = 73.6
Orville Schell thinks the Russian and Chinese leaders will remain committed to a Leninist narrative of victimisation
6th Mar 22, 10:51am
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Orville Schell thinks the Russian and Chinese leaders will remain committed to a Leninist narrative of victimisation
War messes up everything; food prices hit record high; US jobs gains impressive; Hino admits fake data; China scrambles on economy; carbon price slumps; UST 10yr 1.72%; oil and gold up sharply; NZ$1 = 68.6 USc; TWI-5 = 73.6
5th Mar 22, 8:53am
120
War messes up everything; food prices hit record high; US jobs gains impressive; Hino admits fake data; China scrambles on economy; carbon price slumps; UST 10yr 1.72%; oil and gold up sharply; NZ$1 = 68.6 USc; TWI-5 = 73.6
US jobless claims fall again; US service sector still expanding above trend; China meets to set goals; Taiwan suffers blackout; Aussie trade booming; UST 10yr 1.85%; oil and gold up; NZ$1 = 67.9 USc; TWI-5 = 72.8
4th Mar 22, 7:21am
75
US jobless claims fall again; US service sector still expanding above trend; China meets to set goals; Taiwan suffers blackout; Aussie trade booming; UST 10yr 1.85%; oil and gold up; NZ$1 = 67.9 USc; TWI-5 = 72.8
Powell targets a +25 bps rise; US payrolls expand; Canada raises by +25 bps; China aims for CPTPP standards; commodity prices zoom; UST 10yr 1.84%; oil up and gold down; NZ$1 = 67.7 USc; TWI-5 = 72.6
3rd Mar 22, 7:23am
151
Powell targets a +25 bps rise; US payrolls expand; Canada raises by +25 bps; China aims for CPTPP standards; commodity prices zoom; UST 10yr 1.84%; oil up and gold down; NZ$1 = 67.7 USc; TWI-5 = 72.6
Dairy prices rise to record highs; Ukraine war gets more brutal; US PMI data improves; China warns on 'challenges'; RBA sits pat; UST 10yr 1.71%; oil and gold up sharply; NZ$1 = 67.6 USc; TWI-5 = 72.4
2nd Mar 22, 7:33am
128
Dairy prices rise to record highs; Ukraine war gets more brutal; US PMI data improves; China warns on 'challenges'; RBA sits pat; UST 10yr 1.71%; oil and gold up sharply; NZ$1 = 67.6 USc; TWI-5 = 72.4