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90 seconds at 9 am: Markets shrug in latest US-China trade escalation

19 Sep 18, 7:47am

Dairy prices fall yet again; US and China fight on tariffs; markets yawn; China swine fever crisis grows; world car maket stable; CBA dumps SMSF property lending; UST 10yr at 3.05%; oil up and gold down; NZ$1 = 65.8 USc; TWI-5 = 69.6
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90 seconds at 9 am: US losing the trade war?

18 Sep 18, 7:41am

David Chaston

45 comments

Key US factory survey stumbles; EU inflation dips; Canada house sales fall; G20 growth stable; China turns away from trade talks; UST 10yr at 3.00%; oil down and gold up; NZ$1 = 65.8 USc; TWI-5 = 69.5
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90 seconds at 9 am: Back to work, back to rising problems

17 Sep 18, 7:05am

David Chaston

10 comments

US retail sales growth slows, ditto factory production and imports; EU trade balance lower; Russia and Indonesia feel the pinch; China slows, turns to houses; UST 10yr at 3.00%; oil and gold prices fall; NZ$1 = 65.5 USc; TWI-5 = 69.4
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Weekend Briefing: Trade war rhetoric toll mounts

15 Sep 18, 8:47am

David Chaston

2 comments

Core US data soft, but confidence up; EU trade balance shrinks; Russia hikes rates; Trump wants more tariffs; China data soft; Indonesia delays projects; UST 10yr 3.00%; oil and gold down; NZ$1 = 65.5 USc; TWI-5 = 69.4
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90 seconds at 9 am: US budget deficit jumps

14 Sep 18, 7:42am

David Chaston

12 comments

US inflation eases; US federal deficit jumps to -4.5% of GDP; ECB lowers growth forecast; Turkey hikes rates sharply; UST 10yr at 2.97%; oil and gold prices fall; NZ$1 = 65.7 USc; TWI-5 = 69.3
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90 seconds at 9 am: Oil prices shift higher

13 Sep 18, 7:34am

David Chaston

28 comments

US Fed sees trade cutbacks, more rate hikes; US PPI falls; EU factory production falls; euro as reserve currency; China pumps in liquidity; UST 10yr at 2.98%; oil and gold up sharply; NZ$1 = 65.6 USc; TWI-5 = 69.4
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90 seconds at 9 am: Drought in Australia widens

12 Sep 18, 7:48am

David Chaston

10 comments

US data supportive; Canada housing starts fall; German investors less negative; China car sales drop; Aussie drought bites crop estimates; UST 10yr at 2.98%; oil up sharply, gold unchanged; NZ$1 = 65.1 USc; TWI-5 = 69.1
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90 seconds at 9 am: Policy makers see rising risks

11 Sep 18, 7:36am

David Chaston

20 comments

US consumer credit grows strongly; Fed officials turn hawkish; China CPI rises; EU sentiment dips; Japan sentiment up; RBA warns local system risks are high; UST 10yr at 2.94%; oil and gold unchanged; NZ$1 = 65.2 USc; TWI-5 = 69.2
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90 seconds at 9 am: US jobs grow as China wins trade battle

10 Sep 18, 7:14am

David Chaston

8 comments

US jobs up in one survey, down in another; ditto Canada; China trade surplus shrinks, except with the US; Trump threatens total tariffs; another Aussie rort; UST 10yr at 2.94%; oil unchanged, gold softer; NZ$1 = 65.4 USc; TWI-5 = 69.4
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Weekend Briefing: Jobs data detail differs from headline results

8 Sep 18, 8:12am

David Chaston

13 comments

US job gains undermined by detail; Canada job losses mask F/T gains; Mexico inflation up; EU growth down; China reserves steady; US makes new trade threats; UST 10yr 2.85; oil up, gold down; NZ$1 = 65.4 USc; TWI-5 = 69.4
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90 seconds at 9 am: Markets wary as signals turn volatile

7 Sep 18, 7:43am

David Chaston

18 comments

US payroll growth slips; service sector gives mixed signals; Canada data mixed; German orders fall; Switzerland shines; China banks wary; UST 10yr at 2.88%; oil down and gold up; NZ$1 = 65.9 USc; TWI-5 = 69.7
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90 seconds at 9 am: China says more debt is the answer

6 Sep 18, 7:35am

David Chaston

29 comments

US trade deficit swells; Brexit talks move forward; EU retail weak; China PMIs slip; China opens up debt expansion; Indonesia raises taxes on imports; UST 10yr at 2.90%; oil down and gold up; NZ$1 = 65.9 USc; TWI-5 = 69.8
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90 seconds at 9 am: NZD hits three year low

5 Sep 18, 7:41am

David Chaston

19 comments

Dairy prices down again; US factories expand; US car sales flat; OECD inflation up; Chinese shares jump; Indonesia spends big defending currency; UST 10yr at 2.90%; oil and gold down; NZ$1 = 65.5 USc; TWI-5 = 69.5
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90 seconds at 9 am: September anxieties grow

4 Sep 18, 8:02am

David Chaston

51 comments

OECD warns on derivatives, China's BRI; Argentina enters emergency mode; Indonesia currency drops, Turkey inflation jumps; PMIs slip; UST 10yr at 2.86%; oil higher, gold unchanged; NZ$1 = 66 USc; TWI-5 = 69.8
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90 seconds at 9 am: NAFTA on the ropes

3 Sep 18, 7:15am

David Chaston

21 comments

US strongarms Canada after doing deal with Mexico; US threatens WTO; Argentina gets IMF's "full support"; India growth rises; China PMIs rise; EU challenges Aust; UST 10yr at 2.86%; oil softer, gold firmer; NZ$1 = 66.2 USc; TWI-5 = 70
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Weekend Briefing: Can the IMF rescue emerging markets?

1 Sep 18, 8:25am

David Chaston

10 comments

NAFTA talks stumble; US threatens the WTO; emerging market woes spread; the IMF gives Argentina "full support"; India booms; China expands; Australia faces tough choice; UST 10yr 2.85; oil down, gold up; NZ$1 = 66.1 USc; TWI-5 = 70
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90 seconds at 9 am: Emerging markets hit hard again

31 Aug 18, 7:23am

David Chaston

19 comments

US inflation at target; Canada growth up; EU confidence slips; air travel grows; Argentina and other EMs hit hard; China faces big rent hikes; UST 10yr at 2.86%; oil up, gold down; NZ$1 = 66.4 USc; TWI-5 = 70
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90 seconds at 9 am: Global airfreight volume growth tails off

30 Aug 18, 7:52am

David Chaston

41 comments

US home sales slip; US Q2 growth confirmed at +2.9%; US company profits jump; Canada sees good NAFTA result; airfreight growth slips; Westpac under margin pressure; UST 10yr at 2.88%; oil up, gold unchanged; NZ$1 = 67.1 USc; TWI-5 = 70.7
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90 seconds at 9 am: Tax accountants tax dodging in focus

29 Aug 18, 7:34am

David Chaston

12 comments

US trade deficit leaps; US confidence up; Mexico's good NAFTA deal; China ends family planning; SEC tackles Moody's; ALP wants tax transparency; UST 10yr at 2.88%; oil and gold slip; NZ$1 = 67.3 USc; TWI-5 = 70.7
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90 seconds at 9 am: Mexico wins good NAFTA deal

28 Aug 18, 7:29am

David Chaston

15 comments

Mexico and US agree NAFTA deal; German business sentiment rises; Turkey woes deepen; ditto Brazil; Malaysia blocks China; China profits rise; UST 10yr at 2.85%; oil and gold up; NZ$1 = 67 USc; TWI-5 = 70.5
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