Gold
US economic activity shrinks; payrolls grow much slower; Walmart rolls over on tariffs; China starts holiday; Aussie inflation holds, boosting rate cut bets; UST 10yr at 4.17%; gold down and oil drops hard; NZ$1 = 59.4 USc; TWI-5 = 67.6
1st May 25, 7:19am
22
US economic activity shrinks; payrolls grow much slower; Walmart rolls over on tariffs; China starts holiday; Aussie inflation holds, boosting rate cut bets; UST 10yr at 4.17%; gold down and oil drops hard; NZ$1 = 59.4 USc; TWI-5 = 67.6
US data and sentiment points to a US recession; Canada resists Trump but faces a hard future; Europe sentiment drops as inflation expectations edge up; UST 10yr at 4.17%; gold and oil down; NZ$1 = 59.4 USc; TWI-5 = 67.6
30th Apr 25, 7:19am
34
US data and sentiment points to a US recession; Canada resists Trump but faces a hard future; Europe sentiment drops as inflation expectations edge up; UST 10yr at 4.17%; gold and oil down; NZ$1 = 59.4 USc; TWI-5 = 67.6
Trump injects himself into Canadian election campaign; Texas turns glummer; Spain blacked out; India expansion slows; Aussie AAA rating at risk; UST 10yr at 4.21%; gold up; oil down; NZ$1 = 59.6 USc; TWI-5 = 67.7
29th Apr 25, 7:19am
20
Trump injects himself into Canadian election campaign; Texas turns glummer; Spain blacked out; India expansion slows; Aussie AAA rating at risk; UST 10yr at 4.21%; gold up; oil down; NZ$1 = 59.6 USc; TWI-5 = 67.7
China delivers better economic data responding to stimulus; Singapore factories busier; US data wavers & sentiment drops; UST 10yr at 4.25%; gold up; oil holds; NZ$1 = 59.6 USc; TWI-5 = 68
28th Apr 25, 7:20am
28
China delivers better economic data responding to stimulus; Singapore factories busier; US data wavers & sentiment drops; UST 10yr at 4.25%; gold up; oil holds; NZ$1 = 59.6 USc; TWI-5 = 68
US data wavers, sentiment drops sharply; Canada gets ready to vote; China winds up its consumption push, cancels some key ag orders in the US; UST 10yr at 4.24%; gold holds; oil up; NZ$1 = 59.7 USc; TWI-5 = 68
26th Apr 25, 9:00am
18
US data wavers, sentiment drops sharply; Canada gets ready to vote; China winds up its consumption push, cancels some key ag orders in the US; UST 10yr at 4.24%; gold holds; oil up; NZ$1 = 59.7 USc; TWI-5 = 68
US data features higher prices and lower activity; Tariff u-turn suggested; global PMIs hold up; China floods liquidity for consumption shift; UST 10yr at 4.40%; gold dips from high; oil down; NZ$1 = 60 USc; TWI-5 = 68
24th Apr 25, 7:22am
71
US data features higher prices and lower activity; Tariff u-turn suggested; global PMIs hold up; China floods liquidity for consumption shift; UST 10yr at 4.40%; gold dips from high; oil down; NZ$1 = 60 USc; TWI-5 = 68
IMF sees the US hurt more than others; Bessent guesses move markets; US data weak; Taiwan export orders strong; EU consumer sentiment weaker; UST 10yr at 4.40%; gold leaps to new high; oil down; NZ$1 = 60 USc; TWI-5 = 68
23rd Apr 25, 7:19am
10
IMF sees the US hurt more than others; Bessent guesses move markets; US data weak; Taiwan export orders strong; EU consumer sentiment weaker; UST 10yr at 4.40%; gold leaps to new high; oil down; NZ$1 = 60 USc; TWI-5 = 68
Trump's attacks on Powell hurt US markets; China FDI shrinks; US in recession; ECB cuts; Aussie labour market expands; UST 10yr at 4.40%; gold leaps to new high; oil down; NZ$1 = 60 USc; TWI-5 = 68
22nd Apr 25, 7:19am
46
Trump's attacks on Powell hurt US markets; China FDI shrinks; US in recession; ECB cuts; Aussie labour market expands; UST 10yr at 4.40%; gold leaps to new high; oil down; NZ$1 = 60 USc; TWI-5 = 68
Trump obsesses about Powell; US already in recession; Japanese inflation stays high; China FDI weak, fiscal stimulus rises; ECB cuts; Aussie jobs rise; UST 10yr at 4.33%; gold holds high and oil up; NZ$1 = 59.4 USc; TWI-5 = 67.6
19th Apr 25, 8:17am
17
Trump obsesses about Powell; US already in recession; Japanese inflation stays high; China FDI weak, fiscal stimulus rises; ECB cuts; Aussie jobs rise; UST 10yr at 4.33%; gold holds high and oil up; NZ$1 = 59.4 USc; TWI-5 = 67.6
Tariffs start to affect US data; Fed in a tough spot; markets recoil; Canada stops cutting; China claims steady growth, but housing still a big issue; UST 10yr at 4.27%; gold leaps and oil firm; NZ$1 = 59.3 USc; TWI-5 = 67.6
17th Apr 25, 7:19am
65
Tariffs start to affect US data; Fed in a tough spot; markets recoil; Canada stops cutting; China claims steady growth, but housing still a big issue; UST 10yr at 4.27%; gold leaps and oil firm; NZ$1 = 59.3 USc; TWI-5 = 67.6
Dairy price gains undone by sinking USD; US sees more inflation less activity; Canadian inflation eases; Indian inflation falls; China targets Boeing; UST 10yr at 4.33%; gold and oil firm; NZ$1 = 59.1 USc; TWI-5 = 67.6
16th Apr 25, 7:27am
39
Dairy price gains undone by sinking USD; US sees more inflation less activity; Canadian inflation eases; Indian inflation falls; China targets Boeing; UST 10yr at 4.33%; gold and oil firm; NZ$1 = 59.1 USc; TWI-5 = 67.6
US consumers see higher prices, fewer jobs; Washington becomes a crime center; Canada rethinks rate cut track; China reaps huge trade benefit from tariff threats; UST 10yr at 4.37%; gold and oil dip; NZ$1 = 58.8 USc; TWI-5 = 67.3
15th Apr 25, 7:19am
14
US consumers see higher prices, fewer jobs; Washington becomes a crime center; Canada rethinks rate cut track; China reaps huge trade benefit from tariff threats; UST 10yr at 4.37%; gold and oil dip; NZ$1 = 58.8 USc; TWI-5 = 67.3
[updated]
China retaliates for extra US tariffs; Trump in tariff u-turn; US consumer mood darkens; credit crunch watch; north China battles unusual cold; India slows; UST 10yr at 4.50%; gold and oil unchanged; NZ$1 = 58.3 USc; TWI = 66.9
14th Apr 25, 7:19am
12
China retaliates for extra US tariffs; Trump in tariff u-turn; US consumer mood darkens; credit crunch watch; north China battles unusual cold; India slows; UST 10yr at 4.50%; gold and oil unchanged; NZ$1 = 58.3 USc; TWI = 66.9
China hits back as US-China trade now pointless; US consumers turn very glum; credit crunch coming for non-prime US business; China faces its own debt stress; UST 10yr at 4.49%; gold and oil up; NZ$1 = 58.2 USc; TWI = 66.9
12th Apr 25, 8:21am
41
China hits back as US-China trade now pointless; US consumers turn very glum; credit crunch coming for non-prime US business; China faces its own debt stress; UST 10yr at 4.49%; gold and oil up; NZ$1 = 58.2 USc; TWI = 66.9
US inflation falls on big oil price drop; US federal deficit back to Trump-I depths; Taiwanese exports surge; China in deflation again; Aussies face higher inflation; UST 10yr at 4.40%; gold up and oil down; NZ$1 = 57.4 USc; TWI = 66.5
11th Apr 25, 7:22am
54
US inflation falls on big oil price drop; US federal deficit back to Trump-I depths; Taiwanese exports surge; China in deflation again; Aussies face higher inflation; UST 10yr at 4.40%; gold up and oil down; NZ$1 = 57.4 USc; TWI = 66.5