Tariffs
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
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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
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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
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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
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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
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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
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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
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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
Patrick Watson of Mauldin Economics says the US has legitimate trade grievances with China and others but questions the way it's dealing with them
31st Jan 19, 9:31am
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Patrick Watson of Mauldin Economics says the US has legitimate trade grievances with China and others but questions the way it's dealing with them
Allan Barber says the answer to the faster pace of market change signals is to keep things simple, while keeping an open mind. Consumers may be 'king' but they are fickle and what they do is often different to what they say
30th Jan 19, 9:20am
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Allan Barber says the answer to the faster pace of market change signals is to keep things simple, while keeping an open mind. Consumers may be 'king' but they are fickle and what they do is often different to what they say
Allan Barber says if 2018 was full of unexpected developments and uncertainties, 2019 is likely to be even more challenging
15th Jan 19, 5:39pm
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Allan Barber says if 2018 was full of unexpected developments and uncertainties, 2019 is likely to be even more challenging
Koichi Hamada says that by ignoring trade history, and the fundamentals of game theory, the US President is driving 'trade diversion', all to the detriment of the United States
2nd Jan 19, 7:31am
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Koichi Hamada says that by ignoring trade history, and the fundamentals of game theory, the US President is driving 'trade diversion', all to the detriment of the United States
Allan Barber looks back of a year where New Zealand agriculture had to face a range of unexpected developments and a number of growing uncertainties, almost all of which will be festering in 2019
19th Dec 18, 8:26am
Allan Barber looks back of a year where New Zealand agriculture had to face a range of unexpected developments and a number of growing uncertainties, almost all of which will be festering in 2019
Mauldin Economics' Patrick Watson argues globalization is slowly reversing meaning politicians should try to minimize the pain instead of adding to it
5th Dec 18, 12:20pm
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Mauldin Economics' Patrick Watson argues globalization is slowly reversing meaning politicians should try to minimize the pain instead of adding to it
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
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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
Patrick Watson suggests future historians will say the 2008–2009 crisis marked 'peak globalization' and we're now heading down the other side of the mountain
14th Nov 18, 11:06am
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Patrick Watson suggests future historians will say the 2008–2009 crisis marked 'peak globalization' and we're now heading down the other side of the mountain
Threshold met for first round of CPTPP tariff cuts to come into effect on December 30; Kiwifruit, beef and wine producers to benefit the most
31st Oct 18, 11:55am
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Threshold met for first round of CPTPP tariff cuts to come into effect on December 30; Kiwifruit, beef and wine producers to benefit the most
Patrick Watson says businesses that depend on imports or exports can't plan ahead against the backdrop of a trade war which is why Trump's trade war won't work
4th Oct 18, 4:00pm
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Patrick Watson says businesses that depend on imports or exports can't plan ahead against the backdrop of a trade war which is why Trump's trade war won't work
Siah Hwee Ang looks at gains and losses from the China-US trade war, US wine hanging by a thread in China, India steps up to the plate, the end of 'made in China' & more
21st Sep 18, 10:00am
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Siah Hwee Ang looks at gains and losses from the China-US trade war, US wine hanging by a thread in China, India steps up to the plate, the end of 'made in China' & more
James McCormack thinks the US dispute with China will have to get worse before it can get any better
11th Aug 18, 9:34am
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James McCormack thinks the US dispute with China will have to get worse before it can get any better
While there may be bumps in the road at present, MFAT's key negotiator sees bright prospects for our primary products and the story they can tell. Non-tariff barriers are the greater threat, he says
2nd Aug 18, 12:31pm
While there may be bumps in the road at present, MFAT's key negotiator sees bright prospects for our primary products and the story they can tell. Non-tariff barriers are the greater threat, he says
Asad Jamal presents an alternative history that captures the long-term effects of American mercantilism
2nd Aug 18, 11:38am
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Asad Jamal presents an alternative history that captures the long-term effects of American mercantilism
Guy Trafford sees MFAT's goals for a NZ-EU FTA coming with some tough consequences for local artisan producers and little chance of the EU giving up its subsidy advantages
17th Jul 18, 9:13am
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Guy Trafford sees MFAT's goals for a NZ-EU FTA coming with some tough consequences for local artisan producers and little chance of the EU giving up its subsidy advantages