Understanding China
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
Russia paying heavy economic price for Ukraine adventure; IPCC says climate battles being lost; US imports rise fast; India loses momentum; UST 10yr 1.87%; oil and gold up; NZ$1 = 67.7 USc; TWI-5 = 72.4
1st Mar 22, 7:25am
133
Russia paying heavy economic price for Ukraine adventure; IPCC says climate battles being lost; US imports rise fast; India loses momentum; UST 10yr 1.87%; oil and gold up; NZ$1 = 67.7 USc; TWI-5 = 72.4
The fight for Ukraine widens; penalties against Russia grow; China distances itself; US data impressive; Australian inflation jumps; UST 10yr 1.97%; oil lower and gold up; NZ$1 = 67.4 USc; TWI-5 = 72.1
28th Feb 22, 7:19am
119
The fight for Ukraine widens; penalties against Russia grow; China distances itself; US data impressive; Australian inflation jumps; UST 10yr 1.97%; oil lower and gold up; NZ$1 = 67.4 USc; TWI-5 = 72.1
Keyu Jin thinks the US should be careful what it wishes for in its techno-competition with China as it adds to the US Entity List
26th Feb 22, 8:57am
14
Keyu Jin thinks the US should be careful what it wishes for in its techno-competition with China as it adds to the US Entity List
US data very positive; Russia needs this war to remain relevant in Putin's eyes, but it accelerates its demise; Singapore shudder; Aussie inflation warning; UST 10yr 1.99%; oil and gold down; NZ$1 = 67.4 USc; TWI-5 = 72.1
26th Feb 22, 8:24am
81
US data very positive; Russia needs this war to remain relevant in Putin's eyes, but it accelerates its demise; Singapore shudder; Aussie inflation warning; UST 10yr 1.99%; oil and gold down; NZ$1 = 67.4 USc; TWI-5 = 72.1
Russia's unprovoked attack transforms world economy; China and India on sidelines; US data all positive; shipping and commodity prices jump; UST 10yr 1.92%; oil and gold up; NZ$1 = 66.7 USc; TWI-5 = 71.5
25th Feb 22, 7:34am
161
Russia's unprovoked attack transforms world economy; China and India on sidelines; US data all positive; shipping and commodity prices jump; UST 10yr 1.92%; oil and gold up; NZ$1 = 66.7 USc; TWI-5 = 71.5
Markets have muted reaction to Russian invasion; US retail remains strong; global food prices rise; Aussie wages up modestly keeping RBA at bay; UST 10yr 1.98%; oil slips but gold up; NZ$1 = 67.8 USc; TWI-5 = 72.2
24th Feb 22, 7:21am
94
Markets have muted reaction to Russian invasion; US retail remains strong; global food prices rise; Aussie wages up modestly keeping RBA at bay; UST 10yr 1.98%; oil slips but gold up; NZ$1 = 67.8 USc; TWI-5 = 72.2
Russian invades Ukraine in limited manner; US PMIs healthy; UST yields rise; China to mine more coal, cut taxes; commodities rise; UST 10yr 1.93%; oil and gold up; NZ$1 = 67.5 USc; TWI-5 = 71.9
23rd Feb 22, 7:36am
199
Russian invades Ukraine in limited manner; US PMIs healthy; UST yields rise; China to mine more coal, cut taxes; commodities rise; UST 10yr 1.93%; oil and gold up; NZ$1 = 67.5 USc; TWI-5 = 71.9
Many things bind Putin and Xi, Russia and China, but Ukraine might not be one of them. Dong Xing explains
22nd Feb 22, 3:36pm
16
Many things bind Putin and Xi, Russia and China, but Ukraine might not be one of them. Dong Xing explains
Yu Yongding considers how China can mitigate property-sector risks without sacrificing robust GDP growth
22nd Feb 22, 11:29am
Yu Yongding considers how China can mitigate property-sector risks without sacrificing robust GDP growth
Keun Lee identifies the barriers China must overcome during the next phase of its development
22nd Feb 22, 11:11am
2
Keun Lee identifies the barriers China must overcome during the next phase of its development
Ukraine dominates headlines; China's house prices slip; Taiwan export orders high; EU PMIs positive; ditto Australian PMIs; UST 10yr 1.93%; oil firm but gold soft; NZ$1 = 67.2 USc; TWI-5 = 71.6
22nd Feb 22, 7:22am
69
Ukraine dominates headlines; China's house prices slip; Taiwan export orders high; EU PMIs positive; ditto Australian PMIs; UST 10yr 1.93%; oil firm but gold soft; NZ$1 = 67.2 USc; TWI-5 = 71.6
China's property woes worsen; Hong Kong exodus intensifies; no Japanese inflation rise; Ukraine juices some commodity prices; AGL gets surprise bid; UST 10yr 1.93%; oil and gold up; NZ$1 = 66.9 USc; TWI-5 = 71.5
21st Feb 22, 7:19am
149
China's property woes worsen; Hong Kong exodus intensifies; no Japanese inflation rise; Ukraine juices some commodity prices; AGL gets surprise bid; UST 10yr 1.93%; oil and gold up; NZ$1 = 66.9 USc; TWI-5 = 71.5
Markets eye Ukraine risks; US housing market hot; Canada retail sales up; Japanese CPI low; Hong Kong exodus; EU sentiment slips; UST 10yr 1.93%; oil down and gold up; NZ$1 = 67 USc; TWI-5 = 71.5
19th Feb 22, 8:21am
94
Markets eye Ukraine risks; US housing market hot; Canada retail sales up; Japanese CPI low; Hong Kong exodus; EU sentiment slips; UST 10yr 1.93%; oil down and gold up; NZ$1 = 67 USc; TWI-5 = 71.5
US jobless claims near all-time low; Fed's balance sheet tops out; Japan's machinery orders strong; China yuan appreciating; Aussie jobs stutter; UST 10yr 1.98%; oil down and gold up; NZ$1 = 67 USc; TWI-5 = 71.3
18th Feb 22, 7:25am
150
US jobless claims near all-time low; Fed's balance sheet tops out; Japan's machinery orders strong; China yuan appreciating; Aussie jobs stutter; UST 10yr 1.98%; oil down and gold up; NZ$1 = 67 USc; TWI-5 = 71.3
Retail sales lead a broad range of positive American data; Canada CPI high; China inflation low; EU industrial production up; RBA to raise rates soon; UST 10yr 2.04%; oil and gold rise; NZ$1 = 66.7 USc; TWI-5 = 71.1
17th Feb 22, 7:19am
121
Retail sales lead a broad range of positive American data; Canada CPI high; China inflation low; EU industrial production up; RBA to raise rates soon; UST 10yr 2.04%; oil and gold rise; NZ$1 = 66.7 USc; TWI-5 = 71.1
Dairy prices up; US retail rises; Canadian house prices zoom again; China gets tough jobs market; China FDI rise slows; mineral prices jump; UST 10yr 2.04%; oil and gold slip; NZ$1 = 66.3 USc; TWI-5 = 70.8
16th Feb 22, 7:33am
53
Dairy prices up; US retail rises; Canadian house prices zoom again; China gets tough jobs market; China FDI rise slows; mineral prices jump; UST 10yr 2.04%; oil and gold slip; NZ$1 = 66.3 USc; TWI-5 = 70.8
US inflation expectations unexpectedly ease; Canadian bridge re-opens; India inflation rises; UK forces BNPL to change some terms; UST 10yr 2.00%; oil stable and gold up; NZ$1 = 66.1 USc; TWI-5 = 70.8
15th Feb 22, 7:21am
67
US inflation expectations unexpectedly ease; Canadian bridge re-opens; India inflation rises; UK forces BNPL to change some terms; UST 10yr 2.00%; oil stable and gold up; NZ$1 = 66.1 USc; TWI-5 = 70.8
China concerned about food security; Chinese households save rather than spend or invest; US budget in huge positive turnaround; eyes on Ukraine; UST 10yr 1.92%; oil and gold up; NZ$1 = 66.4 USc; TWI-5 = 71.1
14th Feb 22, 7:19am
80
China concerned about food security; Chinese households save rather than spend or invest; US budget in huge positive turnaround; eyes on Ukraine; UST 10yr 1.92%; oil and gold up; NZ$1 = 66.4 USc; TWI-5 = 71.1
Stephen Roach worries that the US is not prepared for President Xi Jinping's new marriage of convenience with Russia
12th Feb 22, 9:29am
23
Stephen Roach worries that the US is not prepared for President Xi Jinping's new marriage of convenience with Russia
US consumer sentiment retreats; Taiwan still stars; German inflation eases; fast-rising Russian inflation draws big rate hike; ACCC case collapses; UST 10yr 2.04%; oil stable and gold up; NZ$1 = 66.6 USc; TWI-5 = 71.1
12th Feb 22, 8:28am
119
US consumer sentiment retreats; Taiwan still stars; German inflation eases; fast-rising Russian inflation draws big rate hike; ACCC case collapses; UST 10yr 2.04%; oil stable and gold up; NZ$1 = 66.6 USc; TWI-5 = 71.1
US inflation rise rocks the Fed; US jobless claims fall; US budget possibly in surplus; China goes on debt funding spree; Aussie inflation expectations up; UST 10yr 2.03%; oil and gold up; NZ$1 = 67.2 USc; TWI-5 = 71.4
11th Feb 22, 7:19am
107
US inflation rise rocks the Fed; US jobless claims fall; US budget possibly in surplus; China goes on debt funding spree; Aussie inflation expectations up; UST 10yr 2.03%; oil and gold up; NZ$1 = 67.2 USc; TWI-5 = 71.4
US eyes on upcoming CPI data; commodities for the green economy race higher; fusion gets big tick; Aussie mood stays dark; Aussie courts back gig contracts; UST 10yr 1.91%; oil stable but gold up; NZ$1 = 66.9 USc; TWI-5 = 71.2
10th Feb 22, 7:25am
146
US eyes on upcoming CPI data; commodities for the green economy race higher; fusion gets big tick; Aussie mood stays dark; Aussie courts back gig contracts; UST 10yr 1.91%; oil stable but gold up; NZ$1 = 66.9 USc; TWI-5 = 71.2
Thitinan Pongsudhirak explains why the Southeast Asian region will once again be a major theatre of superpower confrontation
9th Feb 22, 12:12pm
10
Thitinan Pongsudhirak explains why the Southeast Asian region will once again be a major theatre of superpower confrontation
US retail expansion continues along with consumer debt; US and Canada report trade deficits; Japanese household spending slips; carbon price races higher; UST 10yr 1.96%; oil drops but gold rises; NZ$1 = 66.4 USc; TWI-5 = 70.8
9th Feb 22, 7:28am
55
US retail expansion continues along with consumer debt; US and Canada report trade deficits; Japanese household spending slips; carbon price races higher; UST 10yr 1.96%; oil drops but gold rises; NZ$1 = 66.4 USc; TWI-5 = 70.8