Understanding China
US households happy with their financial status; not all countries suffer from high inflation; China adds more stimulus; US builds new big trade grouping; UST 10yr 2.85%; gold firms and oil stable; NZ$1 = 64.6 USc; TWI-5 = 71.5
24th May 22, 7:26am
79
US households happy with their financial status; not all countries suffer from high inflation; China adds more stimulus; US builds new big trade grouping; UST 10yr 2.85%; gold firms and oil stable; NZ$1 = 64.6 USc; TWI-5 = 71.5
Australia changes more than election results suggest; China cuts rates; Taiwan loses momentum; Japan gets inflation; UST 10yr 2.79%; gold firms and oil stable; NZ$1 = 64.1 USc; TWI-5 = 71.3
23rd May 22, 7:19am
52
Australia changes more than election results suggest; China cuts rates; Taiwan loses momentum; Japan gets inflation; UST 10yr 2.79%; gold firms and oil stable; NZ$1 = 64.1 USc; TWI-5 = 71.3
Australia votes; Wall Street sinks; Japan inflates; China struggles; Taiwan export orders dive; German PPI skyrockets; UST 10yr 2.79%; gold and oil firm; NZ$1 = 63.7 USc; TWI-5 = 71
21st May 22, 8:41am
69
Australia votes; Wall Street sinks; Japan inflates; China struggles; Taiwan export orders dive; German PPI skyrockets; UST 10yr 2.79%; gold and oil firm; NZ$1 = 63.7 USc; TWI-5 = 71
American data uninspiring; Japanese exports rise sharply but imports more; questions about leadership in China; Aussie jobs data stable ahead of election; UST 10yr 2.84%; gold and oil up; NZ$1 = 64 USc; TWI-5 = 71
20th May 22, 7:25am
125
American data uninspiring; Japanese exports rise sharply but imports more; questions about leadership in China; Aussie jobs data stable ahead of election; UST 10yr 2.84%; gold and oil up; NZ$1 = 64 USc; TWI-5 = 71
Michael Jacobs & Xhulia Likaj explains why, on its 50th anniversary, the Club of Rome's landmark report is more relevant than ever
19th May 22, 12:37pm
50
Michael Jacobs & Xhulia Likaj explains why, on its 50th anniversary, the Club of Rome's landmark report is more relevant than ever
Zhang Jun defends the goals and principles underpinning a strategy that has led to a six-week lockdown in Shanghai
19th May 22, 11:15am
11
Zhang Jun defends the goals and principles underpinning a strategy that has led to a six-week lockdown in Shanghai
Wall Street dives; US housing stuck in supply-chain rut; Japan contracts less than expected; Chinese trouble everywhere; Aussie wage growth muted; UST 10yr 2.89%; gold and oil down; NZ$1 = 63.2 USc; TWI-5 = 70.6
19th May 22, 7:25am
103
Wall Street dives; US housing stuck in supply-chain rut; Japan contracts less than expected; Chinese trouble everywhere; Aussie wage growth muted; UST 10yr 2.89%; gold and oil down; NZ$1 = 63.2 USc; TWI-5 = 70.6
Dairy prices fall again; US retail strong; Fed signals more rate hikes and return to normal monetary policies; Sri Lanka crisis gets worse; Indian inflation worse; UST 10yr 2.97%; gold up and oil down; NZ$1 = 63.6 USc; TWI-5 = 70.9
18th May 22, 7:21am
77
Dairy prices fall again; US retail strong; Fed signals more rate hikes and return to normal monetary policies; Sri Lanka crisis gets worse; Indian inflation worse; UST 10yr 2.97%; gold up and oil down; NZ$1 = 63.6 USc; TWI-5 = 70.9
US NY data dives; Canadian housing markets retreats; Japanese machine tool orders strong; Japan ponders inflation risk; China activity tanks; UST 10yr 2.88%; gold and oil up; NZ$1 = 62.9 USc; TWI-5 = 70.6
17th May 22, 7:21am
80
US NY data dives; Canadian housing markets retreats; Japanese machine tool orders strong; Japan ponders inflation risk; China activity tanks; UST 10yr 2.88%; gold and oil up; NZ$1 = 62.9 USc; TWI-5 = 70.6
China struggles to head off an economic unravelling; US Fed to go hard against inflation; war sets up global food & energy crisis; UST 10yr 2.93%; gold and oil flat; NZ$1 = 62.9 USc; TWI-5 = 70.6
16th May 22, 7:19am
60
China struggles to head off an economic unravelling; US Fed to go hard against inflation; war sets up global food & energy crisis; UST 10yr 2.93%; gold and oil flat; NZ$1 = 62.9 USc; TWI-5 = 70.6
Pinelopi Goldberg touts an effective way for a high-tariff country like the US to do more to reduce costs for consumers. "Openness" and "globalisation" may have fallen out of political favour, but free trade remains sound economic policy
14th May 22, 9:36am
6
Pinelopi Goldberg touts an effective way for a high-tariff country like the US to do more to reduce costs for consumers. "Openness" and "globalisation" may have fallen out of political favour, but free trade remains sound economic policy
US Fed prepared for inflation-fighting pain; China's economy struggles; inflation bites Russia and Turkey hard; UST 10yr 2.94%; gold down and oil up; NZ$1 = 62.6 USc; TWI-5 = 70.3
14th May 22, 8:14am
26
US Fed prepared for inflation-fighting pain; China's economy struggles; inflation bites Russia and Turkey hard; UST 10yr 2.94%; gold down and oil up; NZ$1 = 62.6 USc; TWI-5 = 70.3
US data positive; Mexico raises rates; China scrambles on many fronts; Indian funk extends; container freight rates fall again; UST 10yr 2.84%; gold down while oil holds; NZ$1 = 62.3 USc; TWI-5 = 70.1
13th May 22, 7:39am
107
US data positive; Mexico raises rates; China scrambles on many fronts; Indian funk extends; container freight rates fall again; UST 10yr 2.84%; gold down while oil holds; NZ$1 = 62.3 USc; TWI-5 = 70.1
Struggling to manage the pandemic, China is caught in a tough spot, reports Mark Tanner. Although there is substantial infrastructure stimulus, there will also be further consumer-specific policies to keep spending ticking along
12th May 22, 9:45am
2
Struggling to manage the pandemic, China is caught in a tough spot, reports Mark Tanner. Although there is substantial infrastructure stimulus, there will also be further consumer-specific policies to keep spending ticking along
US CPI inflation stays high; US budget repair gathers momentum; China inflation modest; Malaysia hikes rates; Aussie sentiment falls; UST 10yr 2.92%; gold and oil firm; NZ$1 = 63.1 USc; TWI-5 = 70.6
12th May 22, 7:30am
51
US CPI inflation stays high; US budget repair gathers momentum; China inflation modest; Malaysia hikes rates; Aussie sentiment falls; UST 10yr 2.92%; gold and oil firm; NZ$1 = 63.1 USc; TWI-5 = 70.6
American household debt only grows modestly; China's lockdowns causing widespread stress; Japan's households glum; Australian activity improves; UST 10yr 2.99%; gold and oil lower; NZ$1 = 62.9 USc; TWI-5 = 70.4
11th May 22, 7:24am
52
American household debt only grows modestly; China's lockdowns causing widespread stress; Japan's households glum; Australian activity improves; UST 10yr 2.99%; gold and oil lower; NZ$1 = 62.9 USc; TWI-5 = 70.4
Financial markets gulp on realities; US inflation expectations fall from record highs; China trade lackluster; Philippines goes back to a shady future; UST 10yr 3.06%; gold and oil lower; NZ$1 = 63.3 USc; TWI-5 = 70.8
10th May 22, 7:26am
67
Financial markets gulp on realities; US inflation expectations fall from record highs; China trade lackluster; Philippines goes back to a shady future; UST 10yr 3.06%; gold and oil lower; NZ$1 = 63.3 USc; TWI-5 = 70.8
US adds more jobs than expected; US consumer credit grows; Canada's jobs market stumbles; China frets over its job situation; food prices stay high; UST 10yr 3.14%; gold and oil higher; NZ$1 = 64.1 USc; TWI-5 = 71.5
9th May 22, 7:24am
79
US adds more jobs than expected; US consumer credit grows; Canada's jobs market stumbles; China frets over its job situation; food prices stay high; UST 10yr 3.14%; gold and oil higher; NZ$1 = 64.1 USc; TWI-5 = 71.5
Yu Yongding considers the long-run implications of the US decision to freeze Russia's official foreign-exchange reserves
30th Apr 22, 9:03am
34
Yu Yongding considers the long-run implications of the US decision to freeze Russia's official foreign-exchange reserves
US data good, but equity markets fall on poor earnings reports; China faces severe headwinds; Australian election messes up many key issues; UST 10yr 2.93%; gold up and oil stable; NZ$1 = 64.8 USc; TWI-5 = 71.9
30th Apr 22, 8:29am
55
US data good, but equity markets fall on poor earnings reports; China faces severe headwinds; Australian election messes up many key issues; UST 10yr 2.93%; gold up and oil stable; NZ$1 = 64.8 USc; TWI-5 = 71.9
US data positive except Q1-2022 GDP result; China's jobs market get tougher; German inflation boosted by food prices; Sweden u-turns and raises rates; UST 10yr 2.86%; gold stable and oil up; NZ$1 = 65 USc; TWI-5 = 72.5
29th Apr 22, 7:27am
113
US data positive except Q1-2022 GDP result; China's jobs market get tougher; German inflation boosted by food prices; Sweden u-turns and raises rates; UST 10yr 2.86%; gold stable and oil up; NZ$1 = 65 USc; TWI-5 = 72.5
NZ-China Council's John McKinnon says trade diversification remains as important as ever, but it’s not a zero-sum question for exporters. New Zealand’s future will be about taking a ‘China and’ rather than a ‘China or’ approach to exports
28th Apr 22, 8:27am
16
NZ-China Council's John McKinnon says trade diversification remains as important as ever, but it’s not a zero-sum question for exporters. New Zealand’s future will be about taking a ‘China and’ rather than a ‘China or’ approach to exports
US real estate industry struggles, but wider economy still shows good expansion; China pivots to serious stimulus; Aussie inflation leaps; UST 10yr 2.82%; gold lower and oil stable; NZ$1 = 65.6 USc; TWI-5 = 72.7
28th Apr 22, 7:24am
67
US real estate industry struggles, but wider economy still shows good expansion; China pivots to serious stimulus; Aussie inflation leaps; UST 10yr 2.82%; gold lower and oil stable; NZ$1 = 65.6 USc; TWI-5 = 72.7
American data a bit wobbly; Singapore stumbles; Malaysia tries minimum wage experiment; oil politics in the EU gets sharp; UST 10yr 2.76%; gold stable and oil up; NZ$1 = 65.8 USc; TWI-5 = 72.8
27th Apr 22, 7:32am
84
American data a bit wobbly; Singapore stumbles; Malaysia tries minimum wage experiment; oil politics in the EU gets sharp; UST 10yr 2.76%; gold stable and oil up; NZ$1 = 65.8 USc; TWI-5 = 72.8
US trucking demand falls despite good PMIs; Japan gets better data; China stumbles on pandemic spread; EU data and sentiment better; RBA seen raising rates soon; UST 10yr 2.80%; gold and oil down; NZ$1 = 66.1 USc; TWI-5 = 72.9
26th Apr 22, 7:23am
89
US trucking demand falls despite good PMIs; Japan gets better data; China stumbles on pandemic spread; EU data and sentiment better; RBA seen raising rates soon; UST 10yr 2.80%; gold and oil down; NZ$1 = 66.1 USc; TWI-5 = 72.9