Understanding China
US jobless claims at historic lows; US consumer credit jumps; Canada bans foreigners buying houses; China's reserves shrink, hardship rises; UST 10yr 2.66%; gold higher and oil lower; NZ$1 = 69 USc; TWI-5 = 74.7
8th Apr 22, 7:21am
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US jobless claims at historic lows; US consumer credit jumps; Canada bans foreigners buying houses; China's reserves shrink, hardship rises; UST 10yr 2.66%; gold higher and oil lower; NZ$1 = 69 USc; TWI-5 = 74.7
Bond and equity investors nurse losses as the US Fed gets muscular; shipping rates fall but aircargo volumes rise; China's troubles spread; UST 10yr 2.61%; gold and oil lower; NZ$1 = 69.2 USc; TWI-5 = 74.8
7th Apr 22, 7:19am
51
Bond and equity investors nurse losses as the US Fed gets muscular; shipping rates fall but aircargo volumes rise; China's troubles spread; UST 10yr 2.61%; gold and oil lower; NZ$1 = 69.2 USc; TWI-5 = 74.8
Guy Trafford assesses how the many threads of global turmoil are affecting the local agri-food sector, and wondering if it will be local policymaking that brings the largest sting
6th Apr 22, 10:26am
Guy Trafford assesses how the many threads of global turmoil are affecting the local agri-food sector, and wondering if it will be local policymaking that brings the largest sting
Dairy prices dip again; US data all very positive; Brainard lights fire under bond market; RBA no longer 'patient'; China's credit easing underway; UST 10yr 2.56%; gold and oil lower; NZ$1 = 69.7 USc; TWI-5 = 75.1
6th Apr 22, 7:22am
98
Dairy prices dip again; US data all very positive; Brainard lights fire under bond market; RBA no longer 'patient'; China's credit easing underway; UST 10yr 2.56%; gold and oil lower; NZ$1 = 69.7 USc; TWI-5 = 75.1
Europe hardens attitudes toward Russia; US factory orders slip; Canadian outlook improves; China struggles with pandemic; IPCC struggles to agree a less dire outlook; UST 10yr 2.42%; gold and oil up; NZ$1 = 69.6 USc; TWI-5 = 74.9
5th Apr 22, 7:23am
79
Europe hardens attitudes toward Russia; US factory orders slip; Canadian outlook improves; China struggles with pandemic; IPCC struggles to agree a less dire outlook; UST 10yr 2.42%; gold and oil up; NZ$1 = 69.6 USc; TWI-5 = 74.9
WTO sees trade growth halving; Most Asian PMI's positive - except China; US payrolls grow slower than expected; US PMIs strong; EU inflation high; UST 10yr 2.39%; gold up and oil down; NZ$1 = 69.2 USc; TWI-5 = 74.5
4th Apr 22, 7:19am
37
WTO sees trade growth halving; Most Asian PMI's positive - except China; US payrolls grow slower than expected; US PMIs strong; EU inflation high; UST 10yr 2.39%; gold up and oil down; NZ$1 = 69.2 USc; TWI-5 = 74.5
Countries are being forced to make hard choices as the global system fragments, observes David Skilling. Small states are at the sharp end of this
3rd Apr 22, 7:00am
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Countries are being forced to make hard choices as the global system fragments, observes David Skilling. Small states are at the sharp end of this
US payrolls rise less than expected; US factories expanding faster; China contracting; EU inflation high; IMF doubts bond inversion signals; UST 10yr 2.38%; gold and oil down; NZ$1 = 69.2 USc; TWI-5 = 74.4
2nd Apr 22, 8:59am
79
US payrolls rise less than expected; US factories expanding faster; China contracting; EU inflation high; IMF doubts bond inversion signals; UST 10yr 2.38%; gold and oil down; NZ$1 = 69.2 USc; TWI-5 = 74.4
US labour market strong; US consumer spending holds up; Chinese PMIs contract; container shipping rates fall; UST 10yr 2.32%; gold up and oil down; NZ$1 = 69.3 USc; TWI-5 = 74.5
1st Apr 22, 7:24am
30
US labour market strong; US consumer spending holds up; Chinese PMIs contract; container shipping rates fall; UST 10yr 2.32%; gold up and oil down; NZ$1 = 69.3 USc; TWI-5 = 74.5
US mortgage rates hit 3yr high; US labour market expands again; Ontario raises foreign buyer tax; EU braces for Russian gas threats; UST 10yr 2.35%; gold and oil up; NZ$1 = 69.8 USc; TWI-5 = 74.8
31st Mar 22, 7:24am
48
US mortgage rates hit 3yr high; US labour market expands again; Ontario raises foreign buyer tax; EU braces for Russian gas threats; UST 10yr 2.35%; gold and oil up; NZ$1 = 69.8 USc; TWI-5 = 74.8
US data positive but outlook cloudy; German sentiment dives; World Bank sees EM debt stress; China starts local stimulus; big election-bribe budget in Australia; UST 10yr 2.39%; gold and oil down; NZ$1 = 69.2 USc; TWI-5 = 74.4
30th Mar 22, 7:22am
67
US data positive but outlook cloudy; German sentiment dives; World Bank sees EM debt stress; China starts local stimulus; big election-bribe budget in Australia; UST 10yr 2.39%; gold and oil down; NZ$1 = 69.2 USc; TWI-5 = 74.4
US trade deficit falls; US supply chain costs rise; US budget released; Shanghai in lockdown; Taiwan confidence slips; Aussie budget awaited; UST 10yr 2.46%; gold and oil down; NZ$1 = 69 USc; TWI-5 = 74.4
29th Mar 22, 7:23am
66
US trade deficit falls; US supply chain costs rise; US budget released; Shanghai in lockdown; Taiwan confidence slips; Aussie budget awaited; UST 10yr 2.46%; gold and oil down; NZ$1 = 69 USc; TWI-5 = 74.4
Bond investors nursing heavy losses; China profits fall; money rushes out of China; US looks at billionaires tax; Hart eyes sell-down; UST 10yr 2.49%; gold up and oil holds; NZ$1 = 69.6 USc; TWI-5 = 74.9
28th Mar 22, 7:22am
56
Bond investors nursing heavy losses; China profits fall; money rushes out of China; US looks at billionaires tax; Hart eyes sell-down; UST 10yr 2.49%; gold up and oil holds; NZ$1 = 69.6 USc; TWI-5 = 74.9
Russia's invasion of Ukraine has implications for China’s relationship with the global economy, with likely disruptive economic consequences
27th Mar 22, 6:00am
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Russia's invasion of Ukraine has implications for China’s relationship with the global economy, with likely disruptive economic consequences
Moscow tests a pullback strategy; bond markets turn to inflation risks; Canada data impresses; German sentiment dives; China bets on coal; UST 10yr 2.49%; gold down and oil holds; NZ$1 = 69.6 USc; TWI-5 = 74.9
26th Mar 22, 8:16am
36
Moscow tests a pullback strategy; bond markets turn to inflation risks; Canada data impresses; German sentiment dives; China bets on coal; UST 10yr 2.49%; gold down and oil holds; NZ$1 = 69.6 USc; TWI-5 = 74.9
US jobless claims fall; US durable goods orders hesitate; US PMIs strong; EU PMIs dive; China nears getting a Solomon Islands base; UST 10yr 2.34%; gold up and oil holds; NZ$1 = 69.5 USc; TWI-5 = 74.8
25th Mar 22, 7:24am
108
US jobless claims fall; US durable goods orders hesitate; US PMIs strong; EU PMIs dive; China nears getting a Solomon Islands base; UST 10yr 2.34%; gold up and oil holds; NZ$1 = 69.5 USc; TWI-5 = 74.8
Border closures and lockdowns have changed everywhere, including China, where Shanghai-based Kiwi Mark Tanner reports how those changes have affected both wine tourism and the tourists themselves
24th Mar 22, 10:02am
6
Border closures and lockdowns have changed everywhere, including China, where Shanghai-based Kiwi Mark Tanner reports how those changes have affected both wine tourism and the tourists themselves
US housing markets retreat; inflation up in Singapore, UK; China faces food and energy issues; EU sentiment falls; UST 10yr 2.31%; gold and oil up; NZ$1 = 69.6 USc; TWI-5 = 74.9
24th Mar 22, 7:23am
72
US housing markets retreat; inflation up in Singapore, UK; China faces food and energy issues; EU sentiment falls; UST 10yr 2.31%; gold and oil up; NZ$1 = 69.6 USc; TWI-5 = 74.9
'It is not easy to take out insurance when the house is already on fire.' As Finland and Sweden worry, waiting too long to cement security relationships when great powers fight can leave you vulnerable to being picked off
23rd Mar 22, 2:16pm
111
'It is not easy to take out insurance when the house is already on fire.' As Finland and Sweden worry, waiting too long to cement security relationships when great powers fight can leave you vulnerable to being picked off
US retail sales stay strong; Canadian PPI surges; China tax cuts grow; Evergrande munted; Japan in power stress; Aussie confidence sinks; UST 10yr 2.38%; gold and oil up; NZ$1 = 69.4 USc; TWI-5 = 74.7
23rd Mar 22, 7:22am
33
US retail sales stay strong; Canadian PPI surges; China tax cuts grow; Evergrande munted; Japan in power stress; Aussie confidence sinks; UST 10yr 2.38%; gold and oil up; NZ$1 = 69.4 USc; TWI-5 = 74.7
George Magnus considers how mounting geopolitical risk will affect China's Xi Jinping's efforts to bring the private sector to heel
22nd Mar 22, 9:41am
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George Magnus considers how mounting geopolitical risk will affect China's Xi Jinping's efforts to bring the private sector to heel
Powell signals Fed will go after inflation hard; Taiwan export orders rise sharply; EU:China relations sour further; China demographics irreversible; UST 10yr 2.30%; gold and oil up; NZ$1 = 68.8 USc; TWI-5 = 74
22nd Mar 22, 7:19am
82
Powell signals Fed will go after inflation hard; Taiwan export orders rise sharply; EU:China relations sour further; China demographics irreversible; UST 10yr 2.30%; gold and oil up; NZ$1 = 68.8 USc; TWI-5 = 74
Energy and commodity markets struggle to adjust to stress; Russia prepares for huge decline; sharp election change in South Australia; UST 10yr 2.15%; gold down and oil unchanged; NZ$1 = 69 USc; TWI-5 = 74.2
21st Mar 22, 7:19am
118
Energy and commodity markets struggle to adjust to stress; Russia prepares for huge decline; sharp election change in South Australia; UST 10yr 2.15%; gold down and oil unchanged; NZ$1 = 69 USc; TWI-5 = 74.2
Stephen Roach et al. call on China's leaders to leverage their partnership with Russia to stand up for peace in Ukraine
20th Mar 22, 9:23am
12
Stephen Roach et al. call on China's leaders to leverage their partnership with Russia to stand up for peace in Ukraine
David Mahon details the challenges and dilemmas China faces as Russia wages war in Ukraine
19th Mar 22, 1:26pm
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David Mahon details the challenges and dilemmas China faces as Russia wages war in Ukraine