Tariffs
Benjamin Cohen suggests that escalating US leadership failures will further erode the greenback's global standing
19th May 20, 11:44am
19
Benjamin Cohen suggests that escalating US leadership failures will further erode the greenback's global standing
Patrick Watson of Mauldin Economics details seven reasons to hold the applause for the 'Phase 1' US-China trade deal
23rd Jan 20, 1:47pm
10
Patrick Watson of Mauldin Economics details seven reasons to hold the applause for the 'Phase 1' US-China trade deal
Guy Trafford wonders if the EU farmers approach to wilfully deaf urban virture politicians may gain traction here. And he takes aim at LandCorp’s announcement they will sell sheep dairy milk locally
29th Nov 19, 12:21pm
10
Guy Trafford wonders if the EU farmers approach to wilfully deaf urban virture politicians may gain traction here. And he takes aim at LandCorp’s announcement they will sell sheep dairy milk locally
Better access to the huge Indian market important focus for New Zealand in Regional Comprehensive Economic Partnership negotiations with dairy exports an important part of the equation
16th Oct 19, 3:48pm
10
Better access to the huge Indian market important focus for New Zealand in Regional Comprehensive Economic Partnership negotiations with dairy exports an important part of the equation
BlackRock Australia’s David Griffith says with central banks running out of ammunition, it might be time to think outside the square
18th Sep 19, 5:00am
14
BlackRock Australia’s David Griffith says with central banks running out of ammunition, it might be time to think outside the square
Patrick Watson says in the last few months globalization has gone from 'unhealthy' to 'critically ill', with the US-China trade relationship is its heart - and the pulse is slowing fast
29th Aug 19, 10:34am
51
Patrick Watson says in the last few months globalization has gone from 'unhealthy' to 'critically ill', with the US-China trade relationship is its heart - and the pulse is slowing fast
The US is pursuing a bipartisan containment strategy of China. Whether justified or not, the real problem is less the merits of the allegations leveled by US politicians than the incoherence of the Trump administration’s policies to address them
28th Aug 19, 10:33am
33
The US is pursuing a bipartisan containment strategy of China. Whether justified or not, the real problem is less the merits of the allegations leveled by US politicians than the incoherence of the Trump administration’s policies to address them
John Mauldin says the Trump administration is right to get tough with China but bemoans how they are doing it. If you’re going to fight a trade war then don’t point the gun at yourself, he argues
26th Aug 19, 12:01pm
15
John Mauldin says the Trump administration is right to get tough with China but bemoans how they are doing it. If you’re going to fight a trade war then don’t point the gun at yourself, he argues
Despite seeming unlikely right now, ultimately both America and China might see some advantage in taking currency conflict off the table, in the hope of preventing wider damage to themselves and others
10th Aug 19, 12:35pm
1
Despite seeming unlikely right now, ultimately both America and China might see some advantage in taking currency conflict off the table, in the hope of preventing wider damage to themselves and others
The trade war between the US and China holds special risks for New Zealand and the year-long dive in bond yields can be traced back to investor fears of where this is all headed
4th Aug 19, 11:59am
46
The trade war between the US and China holds special risks for New Zealand and the year-long dive in bond yields can be traced back to investor fears of where this is all headed
Time and again, the long view in China has stood in sharp contrast to America’s short-term approach. Sun Tzu put it best: “If you know the enemy and know yourself, you need not fear the results of a hundred battles”
27th Jul 19, 9:57am
5
Time and again, the long view in China has stood in sharp contrast to America’s short-term approach. Sun Tzu put it best: “If you know the enemy and know yourself, you need not fear the results of a hundred battles”
Patrick Watson says using tariffs and other trade barriers isn't how we got the strong economy some current leaders idealise, noting they often deliver the opposite
25th Jul 19, 10:22am
8
Patrick Watson says using tariffs and other trade barriers isn't how we got the strong economy some current leaders idealise, noting they often deliver the opposite
Despite the latest truce between the US and China, the world is in a dangerous phase of great-power competition. Smaller powers such as European and Pacific-Rim countries stand no chance of fair and open trade unless they form a united front
6th Jul 19, 10:41am
Despite the latest truce between the US and China, the world is in a dangerous phase of great-power competition. Smaller powers such as European and Pacific-Rim countries stand no chance of fair and open trade unless they form a united front
Following through on its commitment for 'reform and opening up' requires China to find ways to manage escalating tensions with the US and avoid a costly – and potentially devastating – reconfiguration of the global economy
5th Jul 19, 10:16am
21
Following through on its commitment for 'reform and opening up' requires China to find ways to manage escalating tensions with the US and avoid a costly – and potentially devastating – reconfiguration of the global economy
Under Prime Minister Hun Sen, Cambodia has become a haven for companies eager to circumvent the trade war. This does not bode well for America’s ability to enforce its tariffs against China – or for Cambodia’s future
4th Jul 19, 1:06pm
5
Under Prime Minister Hun Sen, Cambodia has become a haven for companies eager to circumvent the trade war. This does not bode well for America’s ability to enforce its tariffs against China – or for Cambodia’s future
Policy blunders have become the rule, not the exception, for the US administration. The combination of ill-timed fiscal stimulus, aggressive tariffs, and attacks on the Federal Reserve demands a far more critical assessment of Trumponomics
25th Jun 19, 1:13pm
6
Policy blunders have become the rule, not the exception, for the US administration. The combination of ill-timed fiscal stimulus, aggressive tariffs, and attacks on the Federal Reserve demands a far more critical assessment of Trumponomics
Patrick Watson argues the US is overdue a recession and President Trump's trade war could make a recession happen sooner, last longer, and cause more pain than it otherwise would
5th Jun 19, 11:56am
8
Patrick Watson argues the US is overdue a recession and President Trump's trade war could make a recession happen sooner, last longer, and cause more pain than it otherwise would
In the 1980s the US portrayed Japan as a grave economic threat. Now China is their new villain when they should be looking squarely in the mirror, Stephen Roach argues
28th May 19, 11:49am
23
In the 1980s the US portrayed Japan as a grave economic threat. Now China is their new villain when they should be looking squarely in the mirror, Stephen Roach argues
All human interaction, including international trade and monetary policy, is characterised by a mixture of competition and cooperation. Which is best depends on the context, including what the other players are doing
23rd Apr 19, 3:22pm
All human interaction, including international trade and monetary policy, is characterised by a mixture of competition and cooperation. Which is best depends on the context, including what the other players are doing
More back-to-basics WMP limits dairy auction results. And with no CGT, water or fertiliser taxes ahead, eyes are out for stealthier options that may resurface
18th Apr 19, 8:53am
3
More back-to-basics WMP limits dairy auction results. And with no CGT, water or fertiliser taxes ahead, eyes are out for stealthier options that may resurface
The Trump tariff wars may ensnare agriculture in a way to impact dairy products, just as some analysts see upside to farmgate payouts. DairyNZ tries to stay ahead
11th Apr 19, 9:53am
1
The Trump tariff wars may ensnare agriculture in a way to impact dairy products, just as some analysts see upside to farmgate payouts. DairyNZ tries to stay ahead
Patrick Watson argues the US-China trade war is evolving, not ending and suggests anyone who bets otherwise will probably regret it
4th Apr 19, 9:43am
Patrick Watson argues the US-China trade war is evolving, not ending and suggests anyone who bets otherwise will probably regret it
Stephen Roach points out that China and the US have economies where longer-term fundamentals compel a very different verdict on relative strength, whatever the trade talks deliver
25th Feb 19, 10:41am
4
Stephen Roach points out that China and the US have economies where longer-term fundamentals compel a very different verdict on relative strength, whatever the trade talks deliver
Allan Barber surveys the practical Brexit risk for our meat trade and finds it is too soon to panic; we must keep talking to trading partners, hold our breath and wait
14th Feb 19, 9:49am
Allan Barber surveys the practical Brexit risk for our meat trade and finds it is too soon to panic; we must keep talking to trading partners, hold our breath and wait
Patrick Watson of Mauldin Economics details an off-ramp from the trade war, hoping President Trump takes it for the benefit of the US economy
9th Feb 19, 9:46am
2
Patrick Watson of Mauldin Economics details an off-ramp from the trade war, hoping President Trump takes it for the benefit of the US economy