Understanding China
Yu Yongding considers the long-run implications of the US decision to freeze Russia's official foreign-exchange reserves
30th Apr 22, 9:03am
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Yu Yongding considers the long-run implications of the US decision to freeze Russia's official foreign-exchange reserves
US data good, but equity markets fall on poor earnings reports; China faces severe headwinds; Australian election messes up many key issues; UST 10yr 2.93%; gold up and oil stable; NZ$1 = 64.8 USc; TWI-5 = 71.9
30th Apr 22, 8:29am
55
US data good, but equity markets fall on poor earnings reports; China faces severe headwinds; Australian election messes up many key issues; UST 10yr 2.93%; gold up and oil stable; NZ$1 = 64.8 USc; TWI-5 = 71.9
US data positive except Q1-2022 GDP result; China's jobs market get tougher; German inflation boosted by food prices; Sweden u-turns and raises rates; UST 10yr 2.86%; gold stable and oil up; NZ$1 = 65 USc; TWI-5 = 72.5
29th Apr 22, 7:27am
113
US data positive except Q1-2022 GDP result; China's jobs market get tougher; German inflation boosted by food prices; Sweden u-turns and raises rates; UST 10yr 2.86%; gold stable and oil up; NZ$1 = 65 USc; TWI-5 = 72.5
NZ-China Council's John McKinnon says trade diversification remains as important as ever, but it’s not a zero-sum question for exporters. New Zealand’s future will be about taking a ‘China and’ rather than a ‘China or’ approach to exports
28th Apr 22, 8:27am
16
NZ-China Council's John McKinnon says trade diversification remains as important as ever, but it’s not a zero-sum question for exporters. New Zealand’s future will be about taking a ‘China and’ rather than a ‘China or’ approach to exports
US real estate industry struggles, but wider economy still shows good expansion; China pivots to serious stimulus; Aussie inflation leaps; UST 10yr 2.82%; gold lower and oil stable; NZ$1 = 65.6 USc; TWI-5 = 72.7
28th Apr 22, 7:24am
67
US real estate industry struggles, but wider economy still shows good expansion; China pivots to serious stimulus; Aussie inflation leaps; UST 10yr 2.82%; gold lower and oil stable; NZ$1 = 65.6 USc; TWI-5 = 72.7
American data a bit wobbly; Singapore stumbles; Malaysia tries minimum wage experiment; oil politics in the EU gets sharp; UST 10yr 2.76%; gold stable and oil up; NZ$1 = 65.8 USc; TWI-5 = 72.8
27th Apr 22, 7:32am
84
American data a bit wobbly; Singapore stumbles; Malaysia tries minimum wage experiment; oil politics in the EU gets sharp; UST 10yr 2.76%; gold stable and oil up; NZ$1 = 65.8 USc; TWI-5 = 72.8
US trucking demand falls despite good PMIs; Japan gets better data; China stumbles on pandemic spread; EU data and sentiment better; RBA seen raising rates soon; UST 10yr 2.80%; gold and oil down; NZ$1 = 66.1 USc; TWI-5 = 72.9
26th Apr 22, 7:23am
89
US trucking demand falls despite good PMIs; Japan gets better data; China stumbles on pandemic spread; EU data and sentiment better; RBA seen raising rates soon; UST 10yr 2.80%; gold and oil down; NZ$1 = 66.1 USc; TWI-5 = 72.9
David Mahon says Shanghai’s Omicron crisis won't destabilise the Chinese Communist Party, and nor will it drive China into recession
25th Apr 22, 6:00am
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David Mahon says Shanghai’s Omicron crisis won't destabilise the Chinese Communist Party, and nor will it drive China into recession
Equity prices fall worldwide as inflation fight gets serious; PMIs expanding; Japan gets some inflation; Australia ready for OCR rises; corn prices jump; UST 10yr 2.90%; gold and oil down; NZ$1 = 66.3 USc; TWI-5 = 72.8
23rd Apr 22, 8:33am
28
Equity prices fall worldwide as inflation fight gets serious; PMIs expanding; Japan gets some inflation; Australia ready for OCR rises; corn prices jump; UST 10yr 2.90%; gold and oil down; NZ$1 = 66.3 USc; TWI-5 = 72.8
US jobless claims fall again; Fed locks in +50 bps; China malaise deepens; EU data brings hawkish ECB comment; Moody's keeps NZ at Aaa; UST 10yr 2.92%; gold down and oil up; NZ$1 = 67.4 USc; TWI-5 = 73.5
22nd Apr 22, 7:26am
42
US jobless claims fall again; Fed locks in +50 bps; China malaise deepens; EU data brings hawkish ECB comment; Moody's keeps NZ at Aaa; UST 10yr 2.92%; gold down and oil up; NZ$1 = 67.4 USc; TWI-5 = 73.5
Mark Tanner discusses the pitfalls and risks of marketing in China where consumers are super-sensitive to geopolitics, and mass consumer boycotts can have huge impacts. But there are ways to avoid the worst
21st Apr 22, 10:08am
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Mark Tanner discusses the pitfalls and risks of marketing in China where consumers are super-sensitive to geopolitics, and mass consumer boycotts can have huge impacts. But there are ways to avoid the worst
US housing market stutters; US economy expands 'moderately'; Canada's inflation leaps; Taiwan's export orders rise; German PPI rise extreme; UST 10yr 2.84%; gold and oil down; NZ$1 = 68 USc; TWI-5 = 74.1
21st Apr 22, 7:21am
48
US housing market stutters; US economy expands 'moderately'; Canada's inflation leaps; Taiwan's export orders rise; German PPI rise extreme; UST 10yr 2.84%; gold and oil down; NZ$1 = 68 USc; TWI-5 = 74.1
Dairy prices sag; US data strong; Canada housing market tops out; Japan industrial production rises; IMF gloomy about growth; UST 10yr 2.91%; gold and oil down; NZ$1 = 67.3 USc; TWI-5 = 73.6
20th Apr 22, 7:31am
43
Dairy prices sag; US data strong; Canada housing market tops out; Japan industrial production rises; IMF gloomy about growth; UST 10yr 2.91%; gold and oil down; NZ$1 = 67.3 USc; TWI-5 = 73.6
China claims growth expansion but data suggests otherwise; Japan's population shrinks; food prices rise and rise; World Bank cuts growth forecast; UST 10yr 2.86%; gold and oil up; NZ$1 = 67.3 USc; TWI-5 = 73.5
19th Apr 22, 7:20am
89
China claims growth expansion but data suggests otherwise; Japan's population shrinks; food prices rise and rise; World Bank cuts growth forecast; UST 10yr 2.86%; gold and oil up; NZ$1 = 67.3 USc; TWI-5 = 73.5
Weak China activity brings out range of fixes; Japan's population shrinks; US activity strong; UN alarm at food situation; IMF to signal stagflation; UST 10yr 2.83%; gold and oil stable; NZ$1 = 67.6 USc; TWI-5 = 73.7
18th Apr 22, 7:46am
91
Weak China activity brings out range of fixes; Japan's population shrinks; US activity strong; UN alarm at food situation; IMF to signal stagflation; UST 10yr 2.83%; gold and oil stable; NZ$1 = 67.6 USc; TWI-5 = 73.7
Abe Shinzō thinks America's policies toward China and Taiwan have become a source of instability, not deterrence
17th Apr 22, 11:30am
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Abe Shinzō thinks America's policies toward China and Taiwan have become a source of instability, not deterrence
Yi Fuxian explains why tighter Chinese restrictions alone will not be enough to curb their widespread practice of abortion
16th Apr 22, 3:08pm
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Yi Fuxian explains why tighter Chinese restrictions alone will not be enough to curb their widespread practice of abortion
Global food crisis extreme; US data substantially positive; China cuts reserve ratio, approves infrastructure projects fast; Aussie labour hours stall; UST 10yr 2.83%; gold down and oil up; NZ$1 = 67.2 USc; TWI-5 = 73.8
16th Apr 22, 8:54am
99
Global food crisis extreme; US data substantially positive; China cuts reserve ratio, approves infrastructure projects fast; Aussie labour hours stall; UST 10yr 2.83%; gold down and oil up; NZ$1 = 67.2 USc; TWI-5 = 73.8
US inflation rises but as expected; US retail stays strong; The US budget repair makes impressive progress; Toyota cuts output by -10%; Aussie confidence up; UST 10yr 2.72%; gold and oil up; NZ$1 = 68.7 USc; TWI-5 = 74.6
13th Apr 22, 7:22am
95
US inflation rises but as expected; US retail stays strong; The US budget repair makes impressive progress; Toyota cuts output by -10%; Aussie confidence up; UST 10yr 2.72%; gold and oil up; NZ$1 = 68.7 USc; TWI-5 = 74.6
US inflation expectations up; bond yields up; China gets more inflation; China lending up but activity down; zinc prices near all-time record; UST 10yr 2.78%; gold stable and oil down; NZ$1 = 68.3 USc; TWI-5 = 74.2
12th Apr 22, 7:19am
96
US inflation expectations up; bond yields up; China gets more inflation; China lending up but activity down; zinc prices near all-time record; UST 10yr 2.78%; gold stable and oil down; NZ$1 = 68.3 USc; TWI-5 = 74.2
China weakens; Japanese confidence wanes; Russia in default; food inflation leaps; Canadian job market strong; France votes; Australia election called; UST 10yr 2.70%; gold up and oil stable; NZ$1 = 68.5 USc; TWI-5 = 74.2
11th Apr 22, 7:19am
82
China weakens; Japanese confidence wanes; Russia in default; food inflation leaps; Canadian job market strong; France votes; Australia election called; UST 10yr 2.70%; gold up and oil stable; NZ$1 = 68.5 USc; TWI-5 = 74.2
Yao Yang views the conflict in Ukraine as a potential turning point for the bilateral US-Chinese relationship, at least in the economic arena
10th Apr 22, 7:11pm
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Yao Yang views the conflict in Ukraine as a potential turning point for the bilateral US-Chinese relationship, at least in the economic arena
The sanctions imposed on Russia, and stakeholder pressure on firms, suggest that values will increasingly shape global economic relations
10th Apr 22, 9:25am
10
The sanctions imposed on Russia, and stakeholder pressure on firms, suggest that values will increasingly shape global economic relations
Chang-Tai Hsieh thinks Taiwan's eagerness for diplomatic recognition is undermining its security
10th Apr 22, 9:03am
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Chang-Tai Hsieh thinks Taiwan's eagerness for diplomatic recognition is undermining its security
Food prices jump to record levels; US inventories rise; Japanese confidence falls; China fades; India worried about tectonic shifts; UST 10yr 2.73%; gold and oil higher; NZ$1 = 68.5 USc; TWI-5 = 74.2
9th Apr 22, 8:15am
44
Food prices jump to record levels; US inventories rise; Japanese confidence falls; China fades; India worried about tectonic shifts; UST 10yr 2.73%; gold and oil higher; NZ$1 = 68.5 USc; TWI-5 = 74.2