podcast
US PMIs limp; Canada wholesale trade rises; China raises priority for new debt-based stimulus; EU PMIs signal prolonged sag; Aussie banks ease serviceability test; UST 10yr yield at 1.71%; oil and gold up; NZ$1 = 62.9 USc; TWI-5 = 68.4
24th Sep 19, 7:14am
23
US PMIs limp; Canada wholesale trade rises; China raises priority for new debt-based stimulus; EU PMIs signal prolonged sag; Aussie banks ease serviceability test; UST 10yr yield at 1.71%; oil and gold up; NZ$1 = 62.9 USc; TWI-5 = 68.4
Chinese decline rural visit during trade talks; US grows its exemption list; ; China trims bank rates; India cuts corporate tax rate; UST 10yr yield at 1.72%; oil unchanged and gold up; NZ$1 = 62.6 USc; TWI-5 = 67.9
23rd Sep 19, 7:21am
29
Chinese decline rural visit during trade talks; US grows its exemption list; ; China trims bank rates; India cuts corporate tax rate; UST 10yr yield at 1.72%; oil unchanged and gold up; NZ$1 = 62.6 USc; TWI-5 = 67.9
OECD sees global growth slowest since GFC; Fed banking cash injections continue; Hong Kong near recession; RBA primed to cut again; UST 10yr yield at 1.78%; oil and gold unchanged; NZ$1 = 63.1 USc; TWI-5 = 68.4
20th Sep 19, 7:16am
91
OECD sees global growth slowest since GFC; Fed banking cash injections continue; Hong Kong near recession; RBA primed to cut again; UST 10yr yield at 1.78%; oil and gold unchanged; NZ$1 = 63.1 USc; TWI-5 = 68.4
US Fed trims key rate, gives mixed signals; US housing starts jump; FedEx slumps; China struggles to stimulate; Aussie job ads fall; UST 10yr yield at 1.78%; oil and gold lower; NZ$1 = 63.2 USc; TWI-5 = 68.4
19th Sep 19, 7:20am
21
US Fed trims key rate, gives mixed signals; US housing starts jump; FedEx slumps; China struggles to stimulate; Aussie job ads fall; UST 10yr yield at 1.78%; oil and gold lower; NZ$1 = 63.2 USc; TWI-5 = 68.4
Dairy prices up +2%; US Fed quells market pressures; US industrial output flat; China house price rises modest; PBoC holds benchmark rate; UST 10yr yield at 1.81%; oil down and gold higher; NZ$1 = 63.5 USc; TWI-5 = 68.7
18th Sep 19, 7:22am
45
Dairy prices up +2%; US Fed quells market pressures; US industrial output flat; China house price rises modest; PBoC holds benchmark rate; UST 10yr yield at 1.81%; oil down and gold higher; NZ$1 = 63.5 USc; TWI-5 = 68.7
Growth wanes in key China data; US data soft too; Eyes on Fed; Canada house sales ease; global trade in services slowing; UST 10yr yield at 1.84%; oil and gold higher; NZ$1 = 63.4 USc; TWI-5 = 68.8
17th Sep 19, 7:15am
39
Growth wanes in key China data; US data soft too; Eyes on Fed; Canada house sales ease; global trade in services slowing; UST 10yr yield at 1.84%; oil and gold higher; NZ$1 = 63.4 USc; TWI-5 = 68.8
Attack on Saudi oil; US freight activity falling; US retail sales buoyed by cars; movement on China:US trade talks; Aussie call to protect ag provenance; UST 10yr yield at 1.90%; oil and gold uncertain; NZ$1 = 63.8 USc; TWI-5 = 68.9
16th Sep 19, 7:21am
66
Attack on Saudi oil; US freight activity falling; US retail sales buoyed by cars; movement on China:US trade talks; Aussie call to protect ag provenance; UST 10yr yield at 1.90%; oil and gold uncertain; NZ$1 = 63.8 USc; TWI-5 = 68.9
ECB restarts QE, EU factory production drops; US core CPI rises; US Govt deficit tops US$1 tln; trade talks conciliatory; UST 10yr yield at 1.79%; oil lower and gold firmer; NZ$1 = 64.2 USc; TWI-5 = 69.4
13th Sep 19, 7:15am
29
ECB restarts QE, EU factory production drops; US core CPI rises; US Govt deficit tops US$1 tln; trade talks conciliatory; UST 10yr yield at 1.79%; oil lower and gold firmer; NZ$1 = 64.2 USc; TWI-5 = 69.4
US PPI rising, wholesale trade stalls; new gig-economy law; China bank debt rises sharply; China drought worsens; Aussie consumer sentiment falls; UST 10yr yield at 1.74%; oil drops and gold up; NZ$1 = 64.2 USc; TWI-5 = 69.5
12th Sep 19, 7:15am
33
US PPI rising, wholesale trade stalls; new gig-economy law; China bank debt rises sharply; China drought worsens; Aussie consumer sentiment falls; UST 10yr yield at 1.74%; oil drops and gold up; NZ$1 = 64.2 USc; TWI-5 = 69.5
US job openings slip; Ford rated junk; Canada housing starts rise; China opens up to foreigners, clamps down on developers; Aussie business confidence dips; UST 10yr yield at 1.70%; oil unchanged and gold lower; NZ$1 = 64.2 USc; TWI-5 = 69.5
11th Sep 19, 7:21am
19
US job openings slip; Ford rated junk; Canada housing starts rise; China opens up to foreigners, clamps down on developers; Aussie business confidence dips; UST 10yr yield at 1.70%; oil unchanged and gold lower; NZ$1 = 64.2 USc; TWI-5 = 69.5
US consumer debt growth rises; RCEP challenges India; China car sales plunge; Aussie home loan growth jumps; UST 10yr yield at 1.62%; oil up and gold lower; NZ$1 = 64.4 USc; TWI-5 = 69.6
10th Sep 19, 7:21am
31
US consumer debt growth rises; RCEP challenges India; China car sales plunge; Aussie home loan growth jumps; UST 10yr yield at 1.62%; oil up and gold lower; NZ$1 = 64.4 USc; TWI-5 = 69.6
China makes big cut to reserve ratio, China fx reserves rise; China exports fall; US payroll growth weak; global air travel soft; UST 10yr yield at 1.56%; oil unchanged and gold lower; NZ$1 = 64.1 USc; TWI-5 = 69.3
9th Sep 19, 7:25am
15
China makes big cut to reserve ratio, China fx reserves rise; China exports fall; US payroll growth weak; global air travel soft; UST 10yr yield at 1.56%; oil unchanged and gold lower; NZ$1 = 64.1 USc; TWI-5 = 69.3
Equities rise on trade talk restart signal; US data positive; US Fed says trade war costing -1% growth; China ready to lower reserve ratio; UST 10yr yield at 1.56%; oil unchanged and gold dumped; NZ$1 = 63.8 USc; TWI-5 = 69.1
6th Sep 19, 7:20am
16
Equities rise on trade talk restart signal; US data positive; US Fed says trade war costing -1% growth; China ready to lower reserve ratio; UST 10yr yield at 1.56%; oil unchanged and gold dumped; NZ$1 = 63.8 USc; TWI-5 = 69.1
US trade deficit with China widens; Fed's Beige Book uninspiring; Canada positive; China services PMI rises; Australia in a funk; UST 10yr yield at 1.46%; oil and gold up; NZ$1 = 63.4 USc; TWI-5 = 68.9
5th Sep 19, 7:29am
16
US trade deficit with China widens; Fed's Beige Book uninspiring; Canada positive; China services PMI rises; Australia in a funk; UST 10yr yield at 1.46%; oil and gold up; NZ$1 = 63.4 USc; TWI-5 = 68.9
Dairy prices dip; Wall Street slips; US factories contract; US construction falls; China readies new stimulus; Aussie retail sales fall; UST 10yr yield at 1.47%; oil down and gold up; NZ$1 = 63.3 USc; TWI-5 = 68.8
4th Sep 19, 7:29am
68
Dairy prices dip; Wall Street slips; US factories contract; US construction falls; China readies new stimulus; Aussie retail sales fall; UST 10yr yield at 1.47%; oil down and gold up; NZ$1 = 63.3 USc; TWI-5 = 68.8
China ignores tariff pressures, private factories expanding; Japan factories contract; G20 economies in growth decline; Aussie house prices up, job ads down; UST 10yr yield at 1.50%; oil down and gold up; NZ$1 = 63.1 USc; TWI-5 = 68.7
3rd Sep 19, 7:25am
17
China ignores tariff pressures, private factories expanding; Japan factories contract; G20 economies in growth decline; Aussie house prices up, job ads down; UST 10yr yield at 1.50%; oil down and gold up; NZ$1 = 63.1 USc; TWI-5 = 68.7
Tariffs bite harder; China factories contracting, services expanding; US data mostly negative; Canada gets strong growth; India doesn't; Aussie housing markets up; UST 10yr yield at 1.50%; oil and gold down; NZ$1 = 63.1 USc; TWI-5 = 68.6
2nd Sep 19, 7:17am
31
Tariffs bite harder; China factories contracting, services expanding; US data mostly negative; Canada gets strong growth; India doesn't; Aussie housing markets up; UST 10yr yield at 1.50%; oil and gold down; NZ$1 = 63.1 USc; TWI-5 = 68.6
Mixed US data but consumer spending stays strong helping Wall Street make gains; China gives positive trade signals; France growth rises; eyes on NZ data; UST 10yr yield at 1.51%; oil up and gold down; NZ$1 = 63.1 USc; TWI-5 = 68.6
30th Aug 19, 7:30am
10
Mixed US data but consumer spending stays strong helping Wall Street make gains; China gives positive trade signals; France growth rises; eyes on NZ data; UST 10yr yield at 1.51%; oil up and gold down; NZ$1 = 63.1 USc; TWI-5 = 68.6
Wall Street equities higher even as bond markets signal more recession fears; China consumer debt leaps; UK parliament to be prorogued; Aussie construction shrinks; UST 10yr yield at 1.47%; oil up and gold unchanged; NZ$1 = 63.4 USc; TWI-5 = 68.7
29th Aug 19, 7:31am
26
Wall Street equities higher even as bond markets signal more recession fears; China consumer debt leaps; UK parliament to be prorogued; Aussie construction shrinks; UST 10yr yield at 1.47%; oil up and gold unchanged; NZ$1 = 63.4 USc; TWI-5 = 68.7
Restarting trade talks appears to have been an empty boast; US data solid; China adds more stimulus; trade war twist boosts palm oil; UST 10yr yield at 1.49%; oil and gold up; NZ$1 = 63.7 USc; TWI-5 = 68.9
28th Aug 19, 7:23am
44
Restarting trade talks appears to have been an empty boast; US data solid; China adds more stimulus; trade war twist boosts palm oil; UST 10yr yield at 1.49%; oil and gold up; NZ$1 = 63.7 USc; TWI-5 = 68.9
Wall Street up on renewed trade talks claims; US data mixed; France & US agree on digital services tax; OECD growth slips again; UST 10yr yield at 1.53%; oil down and gold up; NZ$1 = 63.9 USc; TWI-5 = 69.2
27th Aug 19, 7:31am
18
Wall Street up on renewed trade talks claims; US data mixed; France & US agree on digital services tax; OECD growth slips again; UST 10yr yield at 1.53%; oil down and gold up; NZ$1 = 63.9 USc; TWI-5 = 69.2
US imposes even more tariffs on China; Fed 'put' may no longer work; yuan falls; Moody's cuts growth forecasts; commodity prices fall; UST 10yr yield at 1.53%; oil down and gold up; NZ$1 = 64 USc; TWI-5 = 69.2
26th Aug 19, 7:16am
52
US imposes even more tariffs on China; Fed 'put' may no longer work; yuan falls; Moody's cuts growth forecasts; commodity prices fall; UST 10yr yield at 1.53%; oil down and gold up; NZ$1 = 64 USc; TWI-5 = 69.2
US jobs data revised down sharply; US PMIs dip; China's yuan depreciates; Indonesia in surprise second cut; ECB readies stimulus; ASIC eyes CFD restrictions; UST 10yr yield at 1.61%; oil unchanged and gold down; NZ$1 = 63.7 USc; TWI-5 = 69
23rd Aug 19, 7:20am
17
US jobs data revised down sharply; US PMIs dip; China's yuan depreciates; Indonesia in surprise second cut; ECB readies stimulus; ASIC eyes CFD restrictions; UST 10yr yield at 1.61%; oil unchanged and gold down; NZ$1 = 63.7 USc; TWI-5 = 69
US Fed recalibration reveals confusion; US budget deficits cause concern; US home sales flat, Canada inflation stays up; China investment pulls back, Aussie fears; UST 10yr yield at 1.58%; oil mixed and gold down; NZ$1 = 64.1 USc; TWI-5 = 69.4
22nd Aug 19, 7:24am
38
US Fed recalibration reveals confusion; US budget deficits cause concern; US home sales flat, Canada inflation stays up; China investment pulls back, Aussie fears; UST 10yr yield at 1.58%; oil mixed and gold down; NZ$1 = 64.1 USc; TWI-5 = 69.4
WMP prices rise; Wall Street slips; Canada manufacturing falls; China fx outflow slows; Italy government collapses; EU says no to Irish border relief; Aussie confidence slips; UST 10yr yield at 1.56%; oil unchanged and gold up; NZ$1 = 64.2 USc; TWI = 69.5
21st Aug 19, 7:29am
60
WMP prices rise; Wall Street slips; Canada manufacturing falls; China fx outflow slows; Italy government collapses; EU says no to Irish border relief; Aussie confidence slips; UST 10yr yield at 1.56%; oil unchanged and gold up; NZ$1 = 64.2 USc; TWI = 69.5