China
Stephen Roach revisits his 2020 prediction of a dollar crash and explains why he got it perfectly wrong
28th Jun 22, 10:03am
10
Stephen Roach revisits his 2020 prediction of a dollar crash and explains why he got it perfectly wrong
Gareth Vaughan on oil & hubris, how the US could lose the new cold war, can central banks fix the causes of inflation, Vladimir Putin's rich friends, a new take on local politics & NZ's property risk
24th Jun 22, 9:15am
58
Gareth Vaughan on oil & hubris, how the US could lose the new cold war, can central banks fix the causes of inflation, Vladimir Putin's rich friends, a new take on local politics & NZ's property risk
Fonterra's now signalling a farmgate milk price of $9.50 for the recently started season - which could be a new record
23rd Jun 22, 9:01am
6
Fonterra's now signalling a farmgate milk price of $9.50 for the recently started season - which could be a new record
Following what's set to be a record milk price for the season just finished, ASB economists think the new season could see the price hit double figures for the first time
22nd Jun 22, 2:47pm
19
Following what's set to be a record milk price for the season just finished, ASB economists think the new season could see the price hit double figures for the first time
Ex-RBNZ Deputy Governor and Acting Governor Grant Spencer says the RBNZ should've started increasing the OCR sooner to combat inflation, gives his outlook for inflation
17th Jun 22, 12:57pm
54
Ex-RBNZ Deputy Governor and Acting Governor Grant Spencer says the RBNZ should've started increasing the OCR sooner to combat inflation, gives his outlook for inflation
Fonterra to provide up to $50 mln for buying back its own shares to combat a market 'undervaluing' its shares
8th Jun 22, 9:45am
10
Fonterra to provide up to $50 mln for buying back its own shares to combat a market 'undervaluing' its shares
Chinese demand for logs depends on lockdown easing there, but hopes are high from August. Indian demand very uncertain. Domestic mills worry about supply due to postponed harvesting
1st Jun 22, 10:20am
Chinese demand for logs depends on lockdown easing there, but hopes are high from August. Indian demand very uncertain. Domestic mills worry about supply due to postponed harvesting
History teaches us that it’s the waning superpowers, edged-off the geopolitical stage by more dynamic rivals, that the world’s small and vulnerable states have most reason to fear, writes Chris Trotter
30th May 22, 8:14am
107
History teaches us that it’s the waning superpowers, edged-off the geopolitical stage by more dynamic rivals, that the world’s small and vulnerable states have most reason to fear, writes Chris Trotter
Stephen Roach contrasts the current US Federal Reserve chair's anti-inflation stance with that of his hawkish 1980s predecessor
27th May 22, 10:52am
10
Stephen Roach contrasts the current US Federal Reserve chair's anti-inflation stance with that of his hawkish 1980s predecessor
Fonterra is reporting lower earnings for the first nine months of the financial year in the face of margin pressures due to the high current milk price
26th May 22, 8:50am
11
Fonterra is reporting lower earnings for the first nine months of the financial year in the face of margin pressures due to the high current milk price
China’s COVID crisis and the dilemma facing its leaders, by experts who have monitored it since the Wuhan outbreak
14th May 22, 9:20am
10
China’s COVID crisis and the dilemma facing its leaders, by experts who have monitored it since the Wuhan outbreak
The key log markets have turned very uncertain. China's pandemic response is reducing construction demand. India is prioritising other cargoes. High freight costs are driving down at-wharf-gate prices locally
13th May 22, 12:07pm
3
The key log markets have turned very uncertain. China's pandemic response is reducing construction demand. India is prioritising other cargoes. High freight costs are driving down at-wharf-gate prices locally
Fitch highlights global supply chain impact stemming from Shanghai lockdown as China pursues zero-Covid policy
12th May 22, 2:03pm
27
Fitch highlights global supply chain impact stemming from Shanghai lockdown as China pursues zero-Covid policy
Fonterra is now forecasting a farmgate milk price of between $9.10 and $9.50 - which will still be a record
9th May 22, 9:01am
16
Fonterra is now forecasting a farmgate milk price of between $9.10 and $9.50 - which will still be a record
Domestic political risks with global economic & geopolitical consequences loom large around the world from China to the US. David Skilling says brace for shocks
8th May 22, 6:00am
24
Domestic political risks with global economic & geopolitical consequences loom large around the world from China to the US. David Skilling says brace for shocks
Milford Asset Management's Felix Fok is cautious about China from an investment perspective given the lack of a political off-ramp to change tack on fighting Omicron
7th May 22, 6:00am
20
Milford Asset Management's Felix Fok is cautious about China from an investment perspective given the lack of a political off-ramp to change tack on fighting Omicron
Friday breakfast briefing: Stagflation fears dominate financial markets, Bank of England hikes, modest oil supply increase from OPEC
6th May 22, 7:35am
138
Friday breakfast briefing: Stagflation fears dominate financial markets, Bank of England hikes, modest oil supply increase from OPEC
Thursday breakfast briefing: US Fed hikes, eyes quantitative tightening from June, EU to ban Russian crude oil
5th May 22, 7:30am
117
Thursday breakfast briefing: US Fed hikes, eyes quantitative tightening from June, EU to ban Russian crude oil
Wednesday breakfast briefing: Reserve Bank of Australia rate hike sees NZ dollar drop, dairy prices tumble, equity markets remain choppy
4th May 22, 7:25am
90
Wednesday breakfast briefing: Reserve Bank of Australia rate hike sees NZ dollar drop, dairy prices tumble, equity markets remain choppy
Tuesday breakfast briefing: US dollar strength, NZ dollar soft v greenback, US 10-year Treasury tops 3%, RBA rate rise expected
3rd May 22, 7:25am
41
Tuesday breakfast briefing: US dollar strength, NZ dollar soft v greenback, US 10-year Treasury tops 3%, RBA rate rise expected
US Fed, Reserve Bank of Australia & Bank of England expected to raise rates this week, with NZ unemployment set for a new low
2nd May 22, 7:24am
69
US Fed, Reserve Bank of Australia & Bank of England expected to raise rates this week, with NZ unemployment set for a new low
Stephen Roach says predictions of 'the perfect soft landing' for the global economy could be wishful thinking
26th Apr 22, 3:59pm
6
Stephen Roach says predictions of 'the perfect soft landing' for the global economy could be wishful thinking
We do not go to war for free; we need to factor its economic costs and its consequences into public discussions says Brian Easton
26th Apr 22, 10:31am
4
We do not go to war for free; we need to factor its economic costs and its consequences into public discussions says Brian Easton
Falling levels of milk production here and overseas should see milk prices start next season 'on the front foot', Westpac economists say
7th Apr 22, 9:52am
12
Falling levels of milk production here and overseas should see milk prices start next season 'on the front foot', Westpac economists say
The log market is turning in sellers favour as supply into China and India reduces, but questions remain about the medium term health of the Chinese construction market
4th Apr 22, 11:29am
1
The log market is turning in sellers favour as supply into China and India reduces, but questions remain about the medium term health of the Chinese construction market