Understanding China
Eyes on US Fed; US retail weakens; Canadian housing starts jump; China retail sales weaken, electricity production growth stalls; EU-Russia tensions higher; UST 10yr 1.44%; oil up and gold lower; NZ$1 = 67.3 USc; TWI-5 = 72
16th Dec 21, 7:26am
58
Eyes on US Fed; US retail weakens; Canadian housing starts jump; China retail sales weaken, electricity production growth stalls; EU-Russia tensions higher; UST 10yr 1.44%; oil up and gold lower; NZ$1 = 67.3 USc; TWI-5 = 72
Producer prices jump more than expected in the US; debt ceiling deal close; China shutdowns spread; EU gas prices hit new record; Aussie business sentiment slips; UST 10yr 1.44%; oil and gold lower; NZ$1 = 67.5 USc; TWI-5 = 72.2
15th Dec 21, 7:23am
97
Producer prices jump more than expected in the US; debt ceiling deal close; China shutdowns spread; EU gas prices hit new record; Aussie business sentiment slips; UST 10yr 1.44%; oil and gold lower; NZ$1 = 67.5 USc; TWI-5 = 72.2
US inflation expectations high; China property woes extend; South Korea wants in to CPTPP; German wholesale prices jump; lithium jumps; UST 10yr 1.41%; oil soft and gold firm; NZ$1 = 67.6 USc; TWI-5 = 72.2
14th Dec 21, 7:24am
81
US inflation expectations high; China property woes extend; South Korea wants in to CPTPP; German wholesale prices jump; lithium jumps; UST 10yr 1.41%; oil soft and gold firm; NZ$1 = 67.6 USc; TWI-5 = 72.2
Two aviation logistics professionals, a trade specialist and an NZIER economist on how the Southern Link could put New Zealand in the middle of a Global Value Chain
13th Dec 21, 10:03am
7
Two aviation logistics professionals, a trade specialist and an NZIER economist on how the Southern Link could put New Zealand in the middle of a Global Value Chain
Inflationary pressures grip the world, both from demand and supply origins; central banks huddle; China cooling fast; UST 10yr 1.48%; oil firm and gold soft; NZ$1 = 67.9 USc; TWI-5 = 72.6
13th Dec 21, 7:19am
73
Inflationary pressures grip the world, both from demand and supply origins; central banks huddle; China cooling fast; UST 10yr 1.48%; oil firm and gold soft; NZ$1 = 67.9 USc; TWI-5 = 72.6
Twenty years on from China’s WTO accession, we have likely reached the high water mark of China’s global engagement – with deep consequences for the world economy
11th Dec 21, 9:58am
12
Twenty years on from China’s WTO accession, we have likely reached the high water mark of China’s global engagement – with deep consequences for the world economy
Yu Yongding is guardedly optimistic about the current state - and likely trajectory - of US-China economic relations
11th Dec 21, 9:29am
18
Yu Yongding is guardedly optimistic about the current state - and likely trajectory - of US-China economic relations
Global inflation rising; US budget deficits lower; China hunkers down for 'stability'; Indian factories struggle; Australia in election mode; UST 10yr 1.49%; oil stable and gold firm; NZ$1 = 68 USc; TWI-5 = 72.3
11th Dec 21, 8:48am
44
Global inflation rising; US budget deficits lower; China hunkers down for 'stability'; Indian factories struggle; Australia in election mode; UST 10yr 1.49%; oil stable and gold firm; NZ$1 = 68 USc; TWI-5 = 72.3
US jobless claims at historic low; online prices rise; freight costs stop easing, Chinese PPI still extreme; Chinese lending bounce-back weak; UST 10yr 1.50%; oil and gold lower; NZ$1 = 67.8 USc; TWI-5 = 72.3
10th Dec 21, 7:32am
88
US jobless claims at historic low; online prices rise; freight costs stop easing, Chinese PPI still extreme; Chinese lending bounce-back weak; UST 10yr 1.50%; oil and gold lower; NZ$1 = 67.8 USc; TWI-5 = 72.3
US job openings jump, quits stay high; Canada and India signal rate hikes in 2022; Japan tries new policy to raise wages; Australia to attack BNPL fees; UST 10yr 1.52%; oil flat and gold lower; NZ$1 = 68.1 USc; TWI-5 = 72.7
9th Dec 21, 7:22am
64
US job openings jump, quits stay high; Canada and India signal rate hikes in 2022; Japan tries new policy to raise wages; Australia to attack BNPL fees; UST 10yr 1.52%; oil flat and gold lower; NZ$1 = 68.1 USc; TWI-5 = 72.7
Dairy prices rise; US logistics pressures don't ease, US trade deficit falls; China's trade surplus falls; equity markets rise sharply; UST 10yr 1.46%; oil and gold up; NZ$1 = 67.8 USc; TWI-5 = 72.6
8th Dec 21, 7:33am
50
Dairy prices rise; US logistics pressures don't ease, US trade deficit falls; China's trade surplus falls; equity markets rise sharply; UST 10yr 1.46%; oil and gold up; NZ$1 = 67.8 USc; TWI-5 = 72.6
From Beijing, David Mahon offers his unique perspective on China's path through COVID, its current economic and social situation, and its paths forward as it earns and learns its role as a Great Power
7th Dec 21, 11:22am
60
From Beijing, David Mahon offers his unique perspective on China's path through COVID, its current economic and social situation, and its paths forward as it earns and learns its role as a Great Power
US eyes real estate as a money laundering channel; China's power slips; China cuts reserve ratio; Aussie personal tax OECD's highest; UST10yr 1.43%; oil up and gold down; NZ$1 = 67.5 USc; TWI-5 = 72.4
7th Dec 21, 7:34am
45
US eyes real estate as a money laundering channel; China's power slips; China cuts reserve ratio; Aussie personal tax OECD's highest; UST10yr 1.43%; oil up and gold down; NZ$1 = 67.5 USc; TWI-5 = 72.4
Asset prices fall and inflation rises as world adjusts to globalisation pullback; economic activity data positive; Evergrande-type issues spread; Java volcano erupts; UST10yr 1.36%; oil and gold languish; NZ$1 = 67.4 USc; TWI-5 = 72.3
6th Dec 21, 7:19am
116
Asset prices fall and inflation rises as world adjusts to globalisation pullback; economic activity data positive; Evergrande-type issues spread; Java volcano erupts; UST10yr 1.36%; oil and gold languish; NZ$1 = 67.4 USc; TWI-5 = 72.3
US payrolls swell, but reported monthly gains disappoint; factory orders and services PMIs strong; Canada payrolls jump; Evergrande gets murkier; China services weak; UST10yr 1.36%; oil and gold languish; NZ$1 = 67.5 USc; TWI-5 = 72.4
4th Dec 21, 8:15am
111
US payrolls swell, but reported monthly gains disappoint; factory orders and services PMIs strong; Canada payrolls jump; Evergrande gets murkier; China services weak; UST10yr 1.36%; oil and gold languish; NZ$1 = 67.5 USc; TWI-5 = 72.4
US jobless claims low, eyes on Nov jobs report; global food prices soar; air cargo volumes surge; Aussie home loans retreat; UST10yr 1.46%; oil and gold languish; NZ$1 = 68.2 USc; TWI-5 = 72.9
3rd Dec 21, 7:23am
124
US jobless claims low, eyes on Nov jobs report; global food prices soar; air cargo volumes surge; Aussie home loans retreat; UST10yr 1.46%; oil and gold languish; NZ$1 = 68.2 USc; TWI-5 = 72.9
OECD warns on Omicron, separately on NZ; global factories expanding, except in China; Turkey sells reserves to prop up lira; Aussie Q3 GDP slips; UST10yr 1.44%; oil and gold recover; NZ$1 = 68.4 USc; TWI-5 = 73.1
2nd Dec 21, 7:26am
94
OECD warns on Omicron, separately on NZ; global factories expanding, except in China; Turkey sells reserves to prop up lira; Aussie Q3 GDP slips; UST10yr 1.44%; oil and gold recover; NZ$1 = 68.4 USc; TWI-5 = 73.1
Markets sink as Powell signals faster taper; US retail confidence data soft; Chinese PMIs still trending lower; EU inflation at 30 year high; UST10yr 1.45%; oil sinks, gold lower; NZ$1 = 67.9 USc; TWI-5 = 72.7
1st Dec 21, 7:28am
121
Markets sink as Powell signals faster taper; US retail confidence data soft; Chinese PMIs still trending lower; EU inflation at 30 year high; UST10yr 1.45%; oil sinks, gold lower; NZ$1 = 67.9 USc; TWI-5 = 72.7
Second tier US data positive; Vancouver port in 'distress'; China rents fall; German CPI leaps; EU sentiment dips; UST10yr 1.51%; oil bounces, gold unchanged; NZ$1 = 67.9 USc; TWI-5 = 72.8
30th Nov 21, 7:26am
24
Second tier US data positive; Vancouver port in 'distress'; China rents fall; German CPI leaps; EU sentiment dips; UST10yr 1.51%; oil bounces, gold unchanged; NZ$1 = 67.9 USc; TWI-5 = 72.8
Markets confused about what Omicron will bring; China reports strong industrial profits; Black Friday may have been a retail fizzer; new sudden travel restrictions; UST 10yr 1.48%, oil dives and gold soft; NZ$1 = 68.1 USc; TWI-5 = 72.8
29th Nov 21, 7:19am
50
Markets confused about what Omicron will bring; China reports strong industrial profits; Black Friday may have been a retail fizzer; new sudden travel restrictions; UST 10yr 1.48%, oil dives and gold soft; NZ$1 = 68.1 USc; TWI-5 = 72.8
Mark Tanner notes that few of Beijing’s catchphrases have impacted the way businesses and brands behave as swiftly as 'Common Prosperity'. We’re likely to see toned-downed displays of wealth in China
27th Nov 21, 5:06pm
29
Mark Tanner notes that few of Beijing’s catchphrases have impacted the way businesses and brands behave as swiftly as 'Common Prosperity'. We’re likely to see toned-downed displays of wealth in China
Sudden dive in markets as virus risks rise; commodity prices, equity prices, and interest rates all sink; other data releases become irrelevant; UST 10yr 1.48%, oil dives and gold soft; NZ$1 = 68.2 USc; TWI-5 = 72.9
27th Nov 21, 8:38am
121
Sudden dive in markets as virus risks rise; commodity prices, equity prices, and interest rates all sink; other data releases become irrelevant; UST 10yr 1.48%, oil dives and gold soft; NZ$1 = 68.2 USc; TWI-5 = 72.9
US on holiday; China moves to support SME exporters; lithium price ever higher; ECB still sees inflation transitory; Turks shun their own currency; UST 10yr 1.65%, oil and gold unchanged; NZ$1 = 68.6 USc; TWI-5 = 73.5
26th Nov 21, 7:24am
61
US on holiday; China moves to support SME exporters; lithium price ever higher; ECB still sees inflation transitory; Turks shun their own currency; UST 10yr 1.65%, oil and gold unchanged; NZ$1 = 68.6 USc; TWI-5 = 73.5
US economic data quite positive; re-shoring gains momentum; German business sentiment weakens; Hong Kong no longer a power-city; UST 10yr 1.65%, oil stable and gold up; NZ$1 = 68.8 USc; TWI-5 = 73.7
25th Nov 21, 7:22am
28
US economic data quite positive; re-shoring gains momentum; German business sentiment weakens; Hong Kong no longer a power-city; UST 10yr 1.65%, oil stable and gold up; NZ$1 = 68.8 USc; TWI-5 = 73.7
US PMIs stay strong; Beijing on high alert for economy risks; WHO warns Europe on coming disaster; coordinated oil release to battle inflation; UST 10yr 1.65%, oil up and gold down; NZ$1 = 69.4 USc; TWI-5 = 74.2
24th Nov 21, 7:19am
44
US PMIs stay strong; Beijing on high alert for economy risks; WHO warns Europe on coming disaster; coordinated oil release to battle inflation; UST 10yr 1.65%, oil up and gold down; NZ$1 = 69.4 USc; TWI-5 = 74.2