Understanding Australia
US payrolls rise less than expected; US factories expanding faster; China contracting; EU inflation high; IMF doubts bond inversion signals; UST 10yr 2.38%; gold and oil down; NZ$1 = 69.2 USc; TWI-5 = 74.4
2nd Apr 22, 8:59am
79
US payrolls rise less than expected; US factories expanding faster; China contracting; EU inflation high; IMF doubts bond inversion signals; UST 10yr 2.38%; gold and oil down; NZ$1 = 69.2 USc; TWI-5 = 74.4
US labour market strong; US consumer spending holds up; Chinese PMIs contract; container shipping rates fall; UST 10yr 2.32%; gold up and oil down; NZ$1 = 69.3 USc; TWI-5 = 74.5
1st Apr 22, 7:24am
30
US labour market strong; US consumer spending holds up; Chinese PMIs contract; container shipping rates fall; UST 10yr 2.32%; gold up and oil down; NZ$1 = 69.3 USc; TWI-5 = 74.5
US mortgage rates hit 3yr high; US labour market expands again; Ontario raises foreign buyer tax; EU braces for Russian gas threats; UST 10yr 2.35%; gold and oil up; NZ$1 = 69.8 USc; TWI-5 = 74.8
31st Mar 22, 7:24am
48
US mortgage rates hit 3yr high; US labour market expands again; Ontario raises foreign buyer tax; EU braces for Russian gas threats; UST 10yr 2.35%; gold and oil up; NZ$1 = 69.8 USc; TWI-5 = 74.8
US data positive but outlook cloudy; German sentiment dives; World Bank sees EM debt stress; China starts local stimulus; big election-bribe budget in Australia; UST 10yr 2.39%; gold and oil down; NZ$1 = 69.2 USc; TWI-5 = 74.4
30th Mar 22, 7:22am
67
US data positive but outlook cloudy; German sentiment dives; World Bank sees EM debt stress; China starts local stimulus; big election-bribe budget in Australia; UST 10yr 2.39%; gold and oil down; NZ$1 = 69.2 USc; TWI-5 = 74.4
US trade deficit falls; US supply chain costs rise; US budget released; Shanghai in lockdown; Taiwan confidence slips; Aussie budget awaited; UST 10yr 2.46%; gold and oil down; NZ$1 = 69 USc; TWI-5 = 74.4
29th Mar 22, 7:23am
66
US trade deficit falls; US supply chain costs rise; US budget released; Shanghai in lockdown; Taiwan confidence slips; Aussie budget awaited; UST 10yr 2.46%; gold and oil down; NZ$1 = 69 USc; TWI-5 = 74.4
Bond investors nursing heavy losses; China profits fall; money rushes out of China; US looks at billionaires tax; Hart eyes sell-down; UST 10yr 2.49%; gold up and oil holds; NZ$1 = 69.6 USc; TWI-5 = 74.9
28th Mar 22, 7:22am
56
Bond investors nursing heavy losses; China profits fall; money rushes out of China; US looks at billionaires tax; Hart eyes sell-down; UST 10yr 2.49%; gold up and oil holds; NZ$1 = 69.6 USc; TWI-5 = 74.9
Moscow tests a pullback strategy; bond markets turn to inflation risks; Canada data impresses; German sentiment dives; China bets on coal; UST 10yr 2.49%; gold down and oil holds; NZ$1 = 69.6 USc; TWI-5 = 74.9
26th Mar 22, 8:16am
36
Moscow tests a pullback strategy; bond markets turn to inflation risks; Canada data impresses; German sentiment dives; China bets on coal; UST 10yr 2.49%; gold down and oil holds; NZ$1 = 69.6 USc; TWI-5 = 74.9
US jobless claims fall; US durable goods orders hesitate; US PMIs strong; EU PMIs dive; China nears getting a Solomon Islands base; UST 10yr 2.34%; gold up and oil holds; NZ$1 = 69.5 USc; TWI-5 = 74.8
25th Mar 22, 7:24am
108
US jobless claims fall; US durable goods orders hesitate; US PMIs strong; EU PMIs dive; China nears getting a Solomon Islands base; UST 10yr 2.34%; gold up and oil holds; NZ$1 = 69.5 USc; TWI-5 = 74.8
US housing markets retreat; inflation up in Singapore, UK; China faces food and energy issues; EU sentiment falls; UST 10yr 2.31%; gold and oil up; NZ$1 = 69.6 USc; TWI-5 = 74.9
24th Mar 22, 7:23am
72
US housing markets retreat; inflation up in Singapore, UK; China faces food and energy issues; EU sentiment falls; UST 10yr 2.31%; gold and oil up; NZ$1 = 69.6 USc; TWI-5 = 74.9
'It is not easy to take out insurance when the house is already on fire.' As Finland and Sweden worry, waiting too long to cement security relationships when great powers fight can leave you vulnerable to being picked off
23rd Mar 22, 2:16pm
111
'It is not easy to take out insurance when the house is already on fire.' As Finland and Sweden worry, waiting too long to cement security relationships when great powers fight can leave you vulnerable to being picked off
US retail sales stay strong; Canadian PPI surges; China tax cuts grow; Evergrande munted; Japan in power stress; Aussie confidence sinks; UST 10yr 2.38%; gold and oil up; NZ$1 = 69.4 USc; TWI-5 = 74.7
23rd Mar 22, 7:22am
33
US retail sales stay strong; Canadian PPI surges; China tax cuts grow; Evergrande munted; Japan in power stress; Aussie confidence sinks; UST 10yr 2.38%; gold and oil up; NZ$1 = 69.4 USc; TWI-5 = 74.7
Powell signals Fed will go after inflation hard; Taiwan export orders rise sharply; EU:China relations sour further; China demographics irreversible; UST 10yr 2.30%; gold and oil up; NZ$1 = 68.8 USc; TWI-5 = 74
22nd Mar 22, 7:19am
82
Powell signals Fed will go after inflation hard; Taiwan export orders rise sharply; EU:China relations sour further; China demographics irreversible; UST 10yr 2.30%; gold and oil up; NZ$1 = 68.8 USc; TWI-5 = 74
Energy and commodity markets struggle to adjust to stress; Russia prepares for huge decline; sharp election change in South Australia; UST 10yr 2.15%; gold down and oil unchanged; NZ$1 = 69 USc; TWI-5 = 74.2
21st Mar 22, 7:19am
118
Energy and commodity markets struggle to adjust to stress; Russia prepares for huge decline; sharp election change in South Australia; UST 10yr 2.15%; gold down and oil unchanged; NZ$1 = 69 USc; TWI-5 = 74.2
Biden and Xi talk; US home sales fade, Canada on a roll; Japan gets inflation; Russia faces huge decline; commodity markets wobble; UST 10yr 2.14%; gold down and oil up; NZ$1 = 69.1 USc; TWI-5 = 74.2
19th Mar 22, 8:44am
23
Biden and Xi talk; US home sales fade, Canada on a roll; Japan gets inflation; Russia faces huge decline; commodity markets wobble; UST 10yr 2.14%; gold down and oil up; NZ$1 = 69.1 USc; TWI-5 = 74.2
US data all positive; more central banks raise rates; China backs Ukraine (?); freight rates fall; OECD sees downturn; Aussie jobs grow; UST 10yr 2.18%; gold and oil rise; NZ$1 = 68.9 USc; TWI-5 = 73.9
18th Mar 22, 7:25am
76
US data all positive; more central banks raise rates; China backs Ukraine (?); freight rates fall; OECD sees downturn; Aussie jobs grow; UST 10yr 2.18%; gold and oil rise; NZ$1 = 68.9 USc; TWI-5 = 73.9
Fed's rate rise gets market attention; US retail data positive; Canada inflation high; China signals new stimulus coming; Aussies unhappy; UST 10yr 2.24%; gold and oil drop sharply; NZ$1 = 67.8 USc; TWI-5 = 73.4
17th Mar 22, 7:26am
82
Fed's rate rise gets market attention; US retail data positive; Canada inflation high; China signals new stimulus coming; Aussies unhappy; UST 10yr 2.24%; gold and oil drop sharply; NZ$1 = 67.8 USc; TWI-5 = 73.4
Dairy prices top out; US retail sales up; US PPI dips; Canada housing still frothy; China data positive; eyes on the Fed; UST 10yr 2.13%; gold and oil drop sharply; NZ$1 = 67.6 USc; TWI-5 = 73.2
16th Mar 22, 7:28am
80
Dairy prices top out; US retail sales up; US PPI dips; Canada housing still frothy; China data positive; eyes on the Fed; UST 10yr 2.13%; gold and oil drop sharply; NZ$1 = 67.6 USc; TWI-5 = 73.2
US inflation expectations rise; China's coming lockdowns threaten global supply chains anew; India inflation up; equity market turmoil; UST 10yr 2.11%; gold and oil drop; NZ$1 = 67.9 USc; TWI-5 = 73.4
15th Mar 22, 7:24am
80
US inflation expectations rise; China's coming lockdowns threaten global supply chains anew; India inflation up; equity market turmoil; UST 10yr 2.11%; gold and oil drop; NZ$1 = 67.9 USc; TWI-5 = 73.4
War expands; Japan rising; China jobs stress rises; India underperforms; US confidence drops; Canada jobs surge; food faces crisis; Lowe prepares; UST 10yr 2.00%; gold and oil little-changed; NZ$1 = 68 USc; TWI-5 = 73.5
14th Mar 22, 7:19am
72
War expands; Japan rising; China jobs stress rises; India underperforms; US confidence drops; Canada jobs surge; food faces crisis; Lowe prepares; UST 10yr 2.00%; gold and oil little-changed; NZ$1 = 68 USc; TWI-5 = 73.5
US consumer sentiment dips; Canada jobs market roars; Japanese households out spending again; China jobs imbalance in focus; Lowe changes his tune; UST 10yr 2.00%; gold and oil lower; NZ$1 = 68.2 USc; TWI-5 = 73.6
12th Mar 22, 8:26am
94
US consumer sentiment dips; Canada jobs market roars; Japanese households out spending again; China jobs imbalance in focus; Lowe changes his tune; UST 10yr 2.00%; gold and oil lower; NZ$1 = 68.2 USc; TWI-5 = 73.6
US inflation surges; US household net worth swells; Japanese PPI jumps; China shovels out bank credit at record rate; ECB winds down asset purchases faster; UST 10yr 2.01%; gold and oil lower; NZ$1 = 68.6 USc; TWI-5 = 73.7
11th Mar 22, 7:27am
131
US inflation surges; US household net worth swells; Japanese PPI jumps; China shovels out bank credit at record rate; ECB winds down asset purchases faster; UST 10yr 2.01%; gold and oil lower; NZ$1 = 68.6 USc; TWI-5 = 73.7
Ross Stitt assesses Australia's strong rhetoric on the Russian invasion of Ukraine, noting that sanctions reinforce Australia's 'lucky' position with commodities at a time like this
10th Mar 22, 11:51am
18
Ross Stitt assesses Australia's strong rhetoric on the Russian invasion of Ukraine, noting that sanctions reinforce Australia's 'lucky' position with commodities at a time like this
Russia in quagmire; US job openings stay high; global wheat pressures ease; China's CPI inflation very low; air cargo volumes recover; Australia faces climate costs; UST 10yr 1.92%; oil and gold retreat; NZ$1 = 68.5 USc; TWI-5 = 73.4
10th Mar 22, 7:21am
85
Russia in quagmire; US job openings stay high; global wheat pressures ease; China's CPI inflation very low; air cargo volumes recover; Australia faces climate costs; UST 10yr 1.92%; oil and gold retreat; NZ$1 = 68.5 USc; TWI-5 = 73.4
US & allies ban Russian oil, gas and coal; US trade deficit inches up; China begrudgingly respects trade sanctions on Russia; Sydney rainstorm severe; UST 10yr 1.87%; oil and gold up further; NZ$1 = 68.3 USc; TWI-5 = 73.4
9th Mar 22, 7:24am
121
US & allies ban Russian oil, gas and coal; US trade deficit inches up; China begrudgingly respects trade sanctions on Russia; Sydney rainstorm severe; UST 10yr 1.87%; oil and gold up further; NZ$1 = 68.3 USc; TWI-5 = 73.4
War and commodity price hikes twist global economy into stagflation; China's export results impress; Aussie data also impresses; UST 10yr 1.73%; oil and gold up sharply again; NZ$1 = 68.3 USc; TWI-5 = 73.6
8th Mar 22, 7:35am
115
War and commodity price hikes twist global economy into stagflation; China's export results impress; Aussie data also impresses; UST 10yr 1.73%; oil and gold up sharply again; NZ$1 = 68.3 USc; TWI-5 = 73.6