Breakfast Briefing
Eyes on the RBA as inflation rises; China's PMI's stay stalled; Japanese industrial production rises; Buffett retires on a high; Aussie housing markets frothy; UST 10yr at 4.10%; gold eases slightly and oil holds; NZ$1 = 57.2 USc; TWI-5 = 61.8
3rd Nov 25, 7:19am
20
Eyes on the RBA as inflation rises; China's PMI's stay stalled; Japanese industrial production rises; Buffett retires on a high; Aussie housing markets frothy; UST 10yr at 4.10%; gold eases slightly and oil holds; NZ$1 = 57.2 USc; TWI-5 = 61.8
From US to China, global factory activity is weak; but there are Asian exceptions; EU inflation modest; Aussie lending surges drawing warnings; UST 10yr at 4.10%; gold firms slightly and oil holds; NZ$1 = 57.2 USc; TWI-5 = 61.8
1st Nov 25, 8:45am
22
From US to China, global factory activity is weak; but there are Asian exceptions; EU inflation modest; Aussie lending surges drawing warnings; UST 10yr at 4.10%; gold firms slightly and oil holds; NZ$1 = 57.2 USc; TWI-5 = 61.8
US-China meeting inconclusive; Japan holds rates, as does the ECB; EU sentiment up as is GDP; air travel rises; freight rates rise; UST 10yr at 4.10%; gold firms slightly and oil holds; NZ$1 = 57.5 USc; TWI-5 = 62.1
31st Oct 25, 7:21am
12
US-China meeting inconclusive; Japan holds rates, as does the ECB; EU sentiment up as is GDP; air travel rises; freight rates rise; UST 10yr at 4.10%; gold firms slightly and oil holds; NZ$1 = 57.5 USc; TWI-5 = 62.1
US Fed cuts as expected but divisions clear; US data soft; Canada cuts & says its done for now; Australian inflation pressure rises; air cargo demand rises; UST 10yr at 4.03%; gold and oil drop; NZ$1 = 57.8 USc; TWI-5 = 62.4
30th Oct 25, 7:18am
7
US Fed cuts as expected but divisions clear; US data soft; Canada cuts & says its done for now; Australian inflation pressure rises; air cargo demand rises; UST 10yr at 4.03%; gold and oil drop; NZ$1 = 57.8 USc; TWI-5 = 62.4
US labour market signals weaken quickly; Fed meets without key data; South Korea growth rises; India factories stay very busy; eyes on Australian inflation and RBA; UST 10yr at 33.99%; gold and oil drop; NZ$1 = 57.8 USc; TWI-5 = 62.3
29th Oct 25, 7:25am
9
US labour market signals weaken quickly; Fed meets without key data; South Korea growth rises; India factories stay very busy; eyes on Australian inflation and RBA; UST 10yr at 33.99%; gold and oil drop; NZ$1 = 57.8 USc; TWI-5 = 62.3
Eyes on China-US meeting; also on US Fed decision; markets decide both will be positive; China data positive; US data average; some key commodity prices zoom; UST 10yr at 4.00%; gold drops but oil holds; NZ$1 = 57.7 USc; TWI-5 = 62.2
28th Oct 25, 7:19am
6
Eyes on China-US meeting; also on US Fed decision; markets decide both will be positive; China data positive; US data average; some key commodity prices zoom; UST 10yr at 4.00%; gold drops but oil holds; NZ$1 = 57.7 USc; TWI-5 = 62.2
Eyes on China-US summit; other countries make deals but move away from US trade; PMIs positive; China FDI recovers; some sharp commodity price jumps; UST 10yr at 4.01%; gold and oil hold NZ$1 = 57.5 USc; TWI-5 = 62.1
27th Oct 25, 8:12am
4
Eyes on China-US summit; other countries make deals but move away from US trade; PMIs positive; China FDI recovers; some sharp commodity price jumps; UST 10yr at 4.01%; gold and oil hold NZ$1 = 57.5 USc; TWI-5 = 62.1
US inflation edges up but less than expected, sentiment edges down; Canada gets under Trump's skin; India & Japan expansions roll on; Russia cuts; UST 10yr at 4.00%; gold rises and oil dips NZ$1 = 57.5 USc; TWI-5 = 62.1
25th Oct 25, 9:04am
12
US inflation edges up but less than expected, sentiment edges down; Canada gets under Trump's skin; India & Japan expansions roll on; Russia cuts; UST 10yr at 4.00%; gold rises and oil dips NZ$1 = 57.5 USc; TWI-5 = 62.1
Mixed US data; mixed Canada data; China builds next 5-yr Plan; China & US to meet soon; freight rates rise; crypto fraudster pardoned by Trump; UST 10yr at 3.99%; gold rises and oil surges on Russia sanctions; NZ$1 = 57.5 USc; TWI-5 = 62.1
24th Oct 25, 7:19am
3
Mixed US data; mixed Canada data; China builds next 5-yr Plan; China & US to meet soon; freight rates rise; crypto fraudster pardoned by Trump; UST 10yr at 3.99%; gold rises and oil surges on Russia sanctions; NZ$1 = 57.5 USc; TWI-5 = 62.1
US data sparse and weak as US shutdown extends; risks from non-bank lending highlighted; Shanghai property sales jump; aluminium prices surge; UST 10yr at 3.95%; gold drops again, oil up; NZ$1 = 57.5 USc; TWI-5 = 62.1
23rd Oct 25, 7:26am
1
US data sparse and weak as US shutdown extends; risks from non-bank lending highlighted; Shanghai property sales jump; aluminium prices surge; UST 10yr at 3.95%; gold drops again, oil up; NZ$1 = 57.5 USc; TWI-5 = 62.1
Dairy prices soft; US shutdown extends, eyes on US retail pullback; Canada CPI jumps ahead of expected BofC cut; Taiwan astounds again; Australia glows; UST 10yr at 3.96%; gold drops hard, oil holds; NZ$1 = 57.5 USc; TWI-5 = 62
22nd Oct 25, 7:19am
22
Dairy prices soft; US shutdown extends, eyes on US retail pullback; Canada CPI jumps ahead of expected BofC cut; Taiwan astounds again; Australia glows; UST 10yr at 3.96%; gold drops hard, oil holds; NZ$1 = 57.5 USc; TWI-5 = 62
Australia comes away from Trump meeting with wins; Canada data soft; China reports good data but questions linger; France downgraded; German PPI falls; UST 10yr at 3.99%; gold higher, oil lower; NZ$1 = 57.5 USc; TWI-5 = 62
21st Oct 25, 7:21am
27
Australia comes away from Trump meeting with wins; Canada data soft; China reports good data but questions linger; France downgraded; German PPI falls; UST 10yr at 3.99%; gold higher, oil lower; NZ$1 = 57.5 USc; TWI-5 = 62
A big week of data and earnings reports ahead; India rises; Singapore exports jump; Malaysia grows faster; AU-US links at risk; more TACO twists; UST 10yr at 4.01%; gold up, oil holds low; NZ$1 = 57.4 USc; TWI-5 = 61.9
20th Oct 25, 7:19am
11
A big week of data and earnings reports ahead; India rises; Singapore exports jump; Malaysia grows faster; AU-US links at risk; more TACO twists; UST 10yr at 4.01%; gold up, oil holds low; NZ$1 = 57.4 USc; TWI-5 = 61.9
US financial markets feature the flaky & flimsy; India bank loan growth soars; Singapore exports rise; Malaysia growth rises; Australian stresses build; UST 10yr at 4.01%; gold down, oil holds low; NZ$1 = 57.3 USc; TWI-5 = 61.8
18th Oct 25, 8:43am
42
US financial markets feature the flaky & flimsy; India bank loan growth soars; Singapore exports rise; Malaysia growth rises; Australian stresses build; UST 10yr at 4.01%; gold down, oil holds low; NZ$1 = 57.3 USc; TWI-5 = 61.8
US data weak; Canada housing starts strong; Japanese machinery orders dip; Aussie jobs growth weaker; freight rates stop falling; UST 10yr at 3.97%; gold up yet again, oil lower again; NZ$1 = 57.3 USc; TWI-5 = 61.8
17th Oct 25, 7:19am
11
US data weak; Canada housing starts strong; Japanese machinery orders dip; Aussie jobs growth weaker; freight rates stop falling; UST 10yr at 3.97%; gold up yet again, oil lower again; NZ$1 = 57.3 USc; TWI-5 = 61.8