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90 seconds at 9 am

Breakfast briefing: US job-loss lifelines run out
American jobs situation turns ugly; factory PMIs turn up globally; China gets holiday boost but clamps Hong Kong down; TransTasman opening rumours rife; UST 10y at 0.67%; oil and gold down; NZ$1 = 66.5 USc; TWI-5 = 69.8
2nd Oct 20, 7:21am
by David Chaston
29
American jobs situation turns ugly; factory PMIs turn up globally; China gets holiday boost but clamps Hong Kong down; TransTasman opening rumours rife; UST 10y at 0.67%; oil and gold down; NZ$1 = 66.5 USc; TWI-5 = 69.8
Breakfast briefing: Data positives and stimulus hopes
US job gains slow, new large layoffs; US real estate market hot; China's factories expanding; Aussie building consents blah, aircargo rise a bright spot; UST 10y at 0.69%; oil up and gold unchanged; NZ$1 = 66.2 USc; TWI-5 = 69.6
1st Oct 20, 7:22am
by David Chaston
80
US job gains slow, new large layoffs; US real estate market hot; China's factories expanding; Aussie building consents blah, aircargo rise a bright spot; UST 10y at 0.69%; oil up and gold unchanged; NZ$1 = 66.2 USc; TWI-5 = 69.6
Breakfast briefing: Improving sentiment, but from a low base
Retail sales up in the US, trade balance worsens; confidence improves in many large countries; Canada faces large deficit; RCEP close to finalising; UST 10y at 0.65%; oil down and gold up; NZ$1 = 65.9 USc; TWI-5 = 69.3
30th Sep 20, 7:27am
by David Chaston
45
Retail sales up in the US, trade balance worsens; confidence improves in many large countries; Canada faces large deficit; RCEP close to finalising; UST 10y at 0.65%; oil down and gold up; NZ$1 = 65.9 USc; TWI-5 = 69.3
Breakfast briefing: The risk-off, risk-on yoyo continues
US employers face COVID legal claims; HSBC weighs desperate deal; coal prices rise in China; China's growth spurs upmarket car sales; UST 10y at 0.66%; oil stable and gold firm; NZ$1 = 65.5 USc; TWI-5 = 69.1
29th Sep 20, 7:19am
by David Chaston
65
US employers face COVID legal claims; HSBC weighs desperate deal; coal prices rise in China; China's growth spurs upmarket car sales; UST 10y at 0.66%; oil stable and gold firm; NZ$1 = 65.5 USc; TWI-5 = 69.1
Breakfast briefing: US factory orders weaker
China's industry in profit recovery; Singapore factory production strong; Swiss vote again on immigration; US durable goods orders weak; Aussie auctions strong; UST 10y at 0.66%; oil and gold stable; NZ$1 = 65.4 USc; TWI-5 = 69.2
28th Sep 20, 7:21am
by David Chaston
35
China's industry in profit recovery; Singapore factory production strong; Swiss vote again on immigration; US durable goods orders weak; Aussie auctions strong; UST 10y at 0.66%; oil and gold stable; NZ$1 = 65.4 USc; TWI-5 = 69.2
Weekend briefing: Hayne emasculated
US durable goods orders weak; Canada's deficit soars; Singapore's factory production jumps; Australia's banks get big win; UST 10y at 0.66%; oil and gold stable; NZ$1 = 65.5 USc; TWI-5 = 69.3
26th Sep 20, 8:35am
by David Chaston
67
US durable goods orders weak; Canada's deficit soars; Singapore's factory production jumps; Australia's banks get big win; UST 10y at 0.66%; oil and gold stable; NZ$1 = 65.5 USc; TWI-5 = 69.3
Breakfast briefing: Economic progress hard to find
US suffers from economic corrosion of pandemic, chooses to invest in houses; Canada house prices to fall; AUSTRAC just getting started; UST 10y at 0.67%; oil stable and gold firm; NZ$1 = 65.6 USc; TWI-5 = 69.2
25th Sep 20, 7:21am
by David Chaston
51
US suffers from economic corrosion of pandemic, chooses to invest in houses; Canada house prices to fall; AUSTRAC just getting started; UST 10y at 0.67%; oil stable and gold firm; NZ$1 = 65.6 USc; TWI-5 = 69.2
Breakfast briefing: Wall Street takes fright again
Labour income dives -11%; US Fed calls for fiscal help; global PMIs hold; Japan, China to relax entry rules; huge Chinese grain imports; new Aussie bankruptcy rules; UST 10y at 0.68%; oil stable and gold dives; NZ$1 = 65.4 USc; TWI-5 = 69.1
24th Sep 20, 7:20am
by David Chaston
113
Labour income dives -11%; US Fed calls for fiscal help; global PMIs hold; Japan, China to relax entry rules; huge Chinese grain imports; new Aussie bankruptcy rules; UST 10y at 0.68%; oil stable and gold dives; NZ$1 = 65.4 USc; TWI-5 = 69.1
Breakfast briefing: All Chinese companies captured by Beijing
US retail sales slip again; US houses sell well; China captures all its private companies; EU consumer sentiment stays weak; RBA eyes bigger warchest; UST 10y at 0.67%; oil stable and gold down; NZ$1 = 66.4 USc; TWI-5 = 69.7
23rd Sep 20, 7:20am
by David Chaston
59
US retail sales slip again; US houses sell well; China captures all its private companies; EU consumer sentiment stays weak; RBA eyes bigger warchest; UST 10y at 0.67%; oil stable and gold down; NZ$1 = 66.4 USc; TWI-5 = 69.7
Breakfast briefing: US in a policy fog
Global equity markets retreat; US CBO paints dire picture; pandemic resurgence undermines easy policies; China recovering well; UST 10y at 0.67%; oil and gold down; NZ$1 = 66.7 USc; TWI-5 = 69.9
22nd Sep 20, 7:21am
by David Chaston
102
Global equity markets retreat; US CBO paints dire picture; pandemic resurgence undermines easy policies; China recovering well; UST 10y at 0.67%; oil and gold down; NZ$1 = 66.7 USc; TWI-5 = 69.9
Breakfast briefing: China stresses build even as economy expands
China sees Golden Week boom coming; but mortgage and grain pressures building; US sentiment less negative; US farm subsidies rise; UST 10y at 0.70%; oil stable and gold down; NZ$1 = 67.7 USc; TWI-5 = 70.5
21st Sep 20, 7:21am
by David Chaston
78
China sees Golden Week boom coming; but mortgage and grain pressures building; US sentiment less negative; US farm subsidies rise; UST 10y at 0.70%; oil stable and gold down; NZ$1 = 67.7 USc; TWI-5 = 70.5
Weekend briefing: Markets at six week low as financial juicing less effective
US sentiment stays low; new higher US ag subsidies; China home foreclosures jump; Japan adds jobs to BoJ mandate; Aussie wharf tussle gets serious; UST 10y at 0.70%; oil stable and gold up; NZ$1 = 67.7 USc; TWI-5 = 70.6
19th Sep 20, 8:31am
by David Chaston
15
US sentiment stays low; new higher US ag subsidies; China home foreclosures jump; Japan adds jobs to BoJ mandate; Aussie wharf tussle gets serious; UST 10y at 0.70%; oil stable and gold up; NZ$1 = 67.7 USc; TWI-5 = 70.6
Breakfast briefing: The downside data catches up with investors
US jobless claims rise; US housing starts fall; US imports from China boom; Canada jobs decline slows; Australia gets more part-time jobs; UST 10y at 0.68%; oil up and gold down NZ$1 = 67.4 USc; TWI-5 = 70.3
18th Sep 20, 7:21am
by David Chaston
122
US jobless claims rise; US housing starts fall; US imports from China boom; Canada jobs decline slows; Australia gets more part-time jobs; UST 10y at 0.68%; oil up and gold down NZ$1 = 67.4 USc; TWI-5 = 70.3
Breakfast briefing: Recovery over the horizon
US Fed lowers it sights; US economic data weak; China investment rises; Japan's trade surplus swells; university jobs start to go; UST 10y at 0.68%; oil and gold up NZ$1 = 67.4 USc; TWI-5 = 70.3
17th Sep 20, 7:23am
by David Chaston
69
US Fed lowers it sights; US economic data weak; China investment rises; Japan's trade surplus swells; university jobs start to go; UST 10y at 0.68%; oil and gold up NZ$1 = 67.4 USc; TWI-5 = 70.3
Breakfast briefing: Chinese expansion stands out
Dairy prices up; US retail and factories down; WTO rebukes the US; China retail and factories up; RBA sees Aussie recovery; UST 10y at 0.68%; oil prices up but gold unchanged; NZ$1 = 67.2 USc; TWI-5 = 70.1
16th Sep 20, 7:21am
by David Chaston
55
Dairy prices up; US retail and factories down; WTO rebukes the US; China retail and factories up; RBA sees Aussie recovery; UST 10y at 0.68%; oil prices up but gold unchanged; NZ$1 = 67.2 USc; TWI-5 = 70.1