Commodities
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
Technology leadership is not enough to control the commanding heights of the global economy; physical flows (energy, commodities, goods) are also central
24th Apr 22, 8:30am
27
Technology leadership is not enough to control the commanding heights of the global economy; physical flows (energy, commodities, goods) are also central
Gareth Vaughan on a return to commodity-backed money, crypto & the GFC, Canada's solutions to NZ-style housing problems, a Covid tax for banks, plus Elon Musk and securities laws
9th Apr 22, 9:30am
22
Gareth Vaughan on a return to commodity-backed money, crypto & the GFC, Canada's solutions to NZ-style housing problems, a Covid tax for banks, plus Elon Musk and securities laws
John Mauldin says with energy spikes preceding almost every recession in the past 80 years, another one is coming now and it will be global
14th Mar 22, 12:05pm
26
John Mauldin says with energy spikes preceding almost every recession in the past 80 years, another one is coming now and it will be global
Macquarie analysts see ANZ as the biggest revenue beneficiary from higher trading and markets income among the major Australasian banks
22nd Apr 21, 10:19am
Macquarie analysts see ANZ as the biggest revenue beneficiary from higher trading and markets income among the major Australasian banks
The New Zealand ag sector is "travelling astoundingly well" amid global turbulence, and is poised for a profitable 2021 according to a new Rabobank report
28th Jan 21, 11:19am
1
The New Zealand ag sector is "travelling astoundingly well" amid global turbulence, and is poised for a profitable 2021 according to a new Rabobank report
Alan Bollard argues New Zealand needs to consider whether our economic policies are fit for purpose in a new world, and whether our government should be working in the interest of New Zealand or New Zealanders
11th Sep 19, 11:23am
42
Alan Bollard argues New Zealand needs to consider whether our economic policies are fit for purpose in a new world, and whether our government should be working in the interest of New Zealand or New Zealanders
Forestry Minister Shane Jones talks up developing Gisborne as a hub for processing wood for both international and domestic markets as pre-Budget forestry announcement is unveiled
16th May 19, 8:29pm
13
Forestry Minister Shane Jones talks up developing Gisborne as a hub for processing wood for both international and domestic markets as pre-Budget forestry announcement is unveiled
Sino demand for NZ forestry products highlights dilemma faced by timber processors
15th May 19, 5:20pm
7
Sino demand for NZ forestry products highlights dilemma faced by timber processors
Guy Trafford reviews the big issues in the dairy industry, where the pressures are both here and internationally, and how prices are moving
21st Feb 19, 11:17am
Guy Trafford reviews the big issues in the dairy industry, where the pressures are both here and internationally, and how prices are moving
Guy Trafford finds that innovation in markets we don't have a cultural affinity for is possible, despite Fonterra's China mis-steps - and it will essential to capture better returns for producers
18th Feb 19, 7:44am
1
Guy Trafford finds that innovation in markets we don't have a cultural affinity for is possible, despite Fonterra's China mis-steps - and it will essential to capture better returns for producers
Siah Hwee Ang with the latest happenings across the Asia-Pacific, including the new NAFTA, the CPTPP, getting back the basics, ASEAN on the rise, India's widening trade deficit, China wants more imports and more
23rd Nov 18, 10:00am
10
Siah Hwee Ang with the latest happenings across the Asia-Pacific, including the new NAFTA, the CPTPP, getting back the basics, ASEAN on the rise, India's widening trade deficit, China wants more imports and more
Keith Woodford analyses the meaning of the numbers that lie deep within Fonterra’s accounts
19th Sep 18, 11:21am
59
Keith Woodford analyses the meaning of the numbers that lie deep within Fonterra’s accounts
Kiwibank's Jeremy Couchman with a guide to emerging market meltdowns from tequila slammers to Moscow mules via a Venezuelan economic crisis
14th Sep 18, 10:02am
4
Kiwibank's Jeremy Couchman with a guide to emerging market meltdowns from tequila slammers to Moscow mules via a Venezuelan economic crisis
Keith Woodford discusses how Fonterra’s governors become information prisoners of management and lack independent market insights
20th Aug 18, 11:49am
26
Keith Woodford discusses how Fonterra’s governors become information prisoners of management and lack independent market insights
Kiwi analyst Michael Parker on why real estate in China is now the world's most important asset class
6th Nov 17, 11:58am
14
Kiwi analyst Michael Parker on why real estate in China is now the world's most important asset class
Selena Eaqub on the dipping dollar, trade wars, booming stockmarkets, child poverty, Britain's Brexit deals, policy lessons, the not-so-sharing economy and more
10th Mar 17, 9:59am
10
Selena Eaqub on the dipping dollar, trade wars, booming stockmarkets, child poverty, Britain's Brexit deals, policy lessons, the not-so-sharing economy and more
Bernard Hickey wonders why NZ Inc decided to borrow NZ$30 bln to bet on a volatile commodity price
13th Mar 16, 5:02am
138
Bernard Hickey wonders why NZ Inc decided to borrow NZ$30 bln to bet on a volatile commodity price
George Friedman on the witching hour in China as a region from the Atlantic to the Pacific, and from the Arctic to the Indian Ocean, destabilises
12th Jan 16, 11:34am
6
George Friedman on the witching hour in China as a region from the Atlantic to the Pacific, and from the Arctic to the Indian Ocean, destabilises
A review of things you need to know before you go home on Friday; Businesses 'joyful', builders go back to school, dairy farm prices fall, Aussie govt beats Philip Morris, Super Fund returns 1.05%, molybdenum & more
18th Dec 15, 4:03pm
12
A review of things you need to know before you go home on Friday; Businesses 'joyful', builders go back to school, dairy farm prices fall, Aussie govt beats Philip Morris, Super Fund returns 1.05%, molybdenum & more
Bernard Hickey profiles an example of some New Zealand farmers who were able to break out of the commodity trap, thanks to some very special (and expensive) shoes
8th Nov 15, 5:02am
30
Bernard Hickey profiles an example of some New Zealand farmers who were able to break out of the commodity trap, thanks to some very special (and expensive) shoes
HiFX's Dan Bell says no Fed rate hike now expected in September with the NZ dollar potentially heading below US60c
1st Sep 15, 11:58am
5
HiFX's Dan Bell says no Fed rate hike now expected in September with the NZ dollar potentially heading below US60c
Oliver Hartwich on doom and gloom in the global economy and the Donald Trump effect
28th Aug 15, 10:34am
39
Oliver Hartwich on doom and gloom in the global economy and the Donald Trump effect
China may have fired the first shots in a currency war that unbalances the automatic stabilisers that were just starting to power New Zealand's export rebound
16th Aug 15, 7:25am
21
China may have fired the first shots in a currency war that unbalances the automatic stabilisers that were just starting to power New Zealand's export rebound