Understanding China
US default looms; Evergrande misses key payment; factories expanding in Japan, Taiwan, Singapore; key commodity prices surge; China drops hammer on cryptos; UST 10yr 1.46%, oil firms but gold slips; NZ$1 = 70.1 USc; TWI-5 = 73.6
25th Sep 21, 8:19am
72
US default looms; Evergrande misses key payment; factories expanding in Japan, Taiwan, Singapore; key commodity prices surge; China drops hammer on cryptos; UST 10yr 1.46%, oil firms but gold slips; NZ$1 = 70.1 USc; TWI-5 = 73.6
The US economic expansion slows somewhat; US household net worth leaps; China prepares for an Evergrande failure, power shortages; many central bank reviews; UST 10yr 1.40%, oil firms but gold drops; NZ$1 = 70.8 USc; TWI-5 = 74.1
24th Sep 21, 7:23am
52
The US economic expansion slows somewhat; US household net worth leaps; China prepares for an Evergrande failure, power shortages; many central bank reviews; UST 10yr 1.40%, oil firms but gold drops; NZ$1 = 70.8 USc; TWI-5 = 74.1
The US Fed signals imminent tapering, and rate rises; US faces credit rating downgrade; EU sentiment high; Evergrande moment of truth arrives; Taiwan wants in to TPP; UST 10yr 1.31%, oil firms but gold holds; NZ$1 = 70.2 USc; TWI-5 = 73.6
23rd Sep 21, 7:19am
43
The US Fed signals imminent tapering, and rate rises; US faces credit rating downgrade; EU sentiment high; Evergrande moment of truth arrives; Taiwan wants in to TPP; UST 10yr 1.31%, oil firms but gold holds; NZ$1 = 70.2 USc; TWI-5 = 73.6
Dairy prices rise again; Evergrande threatens global bond funds; US housing starts recover; OECD optimistic; Aussie financial hardship on the rise; UST 10yr 1.33%, oil holds and gold up; NZ$1 = 70 USc; TWI-5 = 73.4
22nd Sep 21, 7:20am
54
Dairy prices rise again; Evergrande threatens global bond funds; US housing starts recover; OECD optimistic; Aussie financial hardship on the rise; UST 10yr 1.33%, oil holds and gold up; NZ$1 = 70 USc; TWI-5 = 73.4
Broad sentiment fall hits markets; Canada voting; Evergrande contagion spreading; German PPI rising faster; equities fall sharply; UST 10yr 1.31%, oil soft and gold holds; NZ$1 = 70.3 USc; TWI-5 = 73.7
21st Sep 21, 7:19am
109
Broad sentiment fall hits markets; Canada voting; Evergrande contagion spreading; German PPI rising faster; equities fall sharply; UST 10yr 1.31%, oil soft and gold holds; NZ$1 = 70.3 USc; TWI-5 = 73.7
US Fed faces US debt ceiling stoush, sinking consumer sentiment, and Wall St unease; PBoC faces its own stresses; iron ore price sinks fast; UST 10yr 1.36%, oil and gold soft; NZ$1 = 70.3 USc; TWI-5 = 73.8
20th Sep 21, 7:19am
39
US Fed faces US debt ceiling stoush, sinking consumer sentiment, and Wall St unease; PBoC faces its own stresses; iron ore price sinks fast; UST 10yr 1.36%, oil and gold soft; NZ$1 = 70.3 USc; TWI-5 = 73.8
Harbour Asset Management's Simon Pannett takes a closer look at how the Evergrande debt distress crisis may play out in China, and the implications for their wider property development sector
18th Sep 21, 9:03am
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Harbour Asset Management's Simon Pannett takes a closer look at how the Evergrande debt distress crisis may play out in China, and the implications for their wider property development sector
China's Evergrande situation worsens; China growth vanishes; panic selling of iron ore contracts; US sentiment stays low; Australia oks new coal mine; UST 10yr 1.37%, oil soft, gold falls again; NZ$1 = 70.4 USc; TWI-5 = 73.7
18th Sep 21, 8:35am
110
China's Evergrande situation worsens; China growth vanishes; panic selling of iron ore contracts; US sentiment stays low; Australia oks new coal mine; UST 10yr 1.37%, oil soft, gold falls again; NZ$1 = 70.4 USc; TWI-5 = 73.7
Chang-Tai Hsieh argues that US economic strategy is failing to address the unique challenge posed by China
17th Sep 21, 10:09am
8
Chang-Tai Hsieh argues that US economic strategy is failing to address the unique challenge posed by China
China applies to join the TPP; World Bank dumps key report that favoured NZ; US retails sales strong; OECD wants global ETS; UST 10yr 1.34%, oil holds, gold sinks; NZ$1 = 70.7 USc; TWI-5 = 74
17th Sep 21, 7:42am
90
China applies to join the TPP; World Bank dumps key report that favoured NZ; US retails sales strong; OECD wants global ETS; UST 10yr 1.34%, oil holds, gold sinks; NZ$1 = 70.7 USc; TWI-5 = 74
US data positive; Canada inflation surges; China data weak across the board; eyes on lithium; OECD reviews Australia; UST 10yr 1.30%, oil rises, gold falls; NZ$1 = 71.1 USc; TWI-5 = 74.1
16th Sep 21, 7:22am
78
US data positive; Canada inflation surges; China data weak across the board; eyes on lithium; OECD reviews Australia; UST 10yr 1.30%, oil rises, gold falls; NZ$1 = 71.1 USc; TWI-5 = 74.1
US CPI underwhelms, generates market reassessments; Evergrande teetering; NZ holds freedom ranking; RBA pushes back; NAB sentiment low; UST 10yr 1.28%, oil stable, gold rises; NZ$1 = 71 USc; TWI-5 = 74.1
15th Sep 21, 7:19am
84
US CPI underwhelms, generates market reassessments; Evergrande teetering; NZ holds freedom ranking; RBA pushes back; NAB sentiment low; UST 10yr 1.28%, oil stable, gold rises; NZ$1 = 71 USc; TWI-5 = 74.1
US inflation expectations rise; Japan, India and Germany all suffer fast rising costs; natural gas and coal prices jump; UST 10yr 1.33%, oil and and gold firm; NZ$1 = 71.1 USc; TWI-5 = 74.1
14th Sep 21, 7:19am
78
US inflation expectations rise; Japan, India and Germany all suffer fast rising costs; natural gas and coal prices jump; UST 10yr 1.33%, oil and and gold firm; NZ$1 = 71.1 USc; TWI-5 = 74.1
China's carbon market misfires; China new bank lending soft; US PPI jumps; Canadians gain jobs; APRA targets leverage; UST 10yr 1.34%, oil stable and gold dips; NZ$1 = 71.1 USc; TWI-5 = 74.2
13th Sep 21, 7:19am
35
China's carbon market misfires; China new bank lending soft; US PPI jumps; Canadians gain jobs; APRA targets leverage; UST 10yr 1.34%, oil stable and gold dips; NZ$1 = 71.1 USc; TWI-5 = 74.2
Global producer prices on the rampage; China's carbon market failing; new yuan lending lacks demand; APRA eyes leverage risks again; UST 10yr 1.34%, oil rises and gold dips; NZ$1 = 71.2 USc; TWI-5 = 74.2
11th Sep 21, 8:47am
36
Global producer prices on the rampage; China's carbon market failing; new yuan lending lacks demand; APRA eyes leverage risks again; UST 10yr 1.34%, oil rises and gold dips; NZ$1 = 71.2 USc; TWI-5 = 74.2
Key commodity costs keep on rising; Fed says tapering this year on track; China CPI falls but PPI at 13yr high; ECB sets modest tapering; UST 10yr 1.30%, oil dips and gold firms; NZ$1 = 71.1 USc; TWI-5 = 74.1
10th Sep 21, 7:19am
26
Key commodity costs keep on rising; Fed says tapering this year on track; China CPI falls but PPI at 13yr high; ECB sets modest tapering; UST 10yr 1.30%, oil dips and gold firms; NZ$1 = 71.1 USc; TWI-5 = 74.1
US job openings rise; Fed says US economy 'downshifted'; US default gets closer; Chinese data improves; Japan stronger; UST 10yr 1.33%, oil rises and gold falls; NZ$1 = 71.1 USc; TWI-5 = 74.1
9th Sep 21, 7:23am
49
US job openings rise; Fed says US economy 'downshifted'; US default gets closer; Chinese data improves; Japan stronger; UST 10yr 1.33%, oil rises and gold falls; NZ$1 = 71.1 USc; TWI-5 = 74.1
Dairy prices rise; US logistics system clogged; China exports surge; Germany turns negative; RBA confirms tapering; UST 10yr 1.37%, oil and gold fall; NZ$1 = 71 USc; TWI-5 = 74
8th Sep 21, 7:23am
22
Dairy prices rise; US logistics system clogged; China exports surge; Germany turns negative; RBA confirms tapering; UST 10yr 1.37%, oil and gold fall; NZ$1 = 71 USc; TWI-5 = 74
Angela Huyue Zhang thinks that China's comprehensive new legislation could be a blessing in disguise for their tech giants
7th Sep 21, 10:34am
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Angela Huyue Zhang thinks that China's comprehensive new legislation could be a blessing in disguise for their tech giants
China's property finance risks rise; German factory orders rise; aluminium price at decade high; News Corp surrenders on climate change; UST 10yr 1.33%, oil and gold slip; NZ$1 = 71.4 USc; TWI-5 = 74.1
7th Sep 21, 7:19am
26
China's property finance risks rise; German factory orders rise; aluminium price at decade high; News Corp surrenders on climate change; UST 10yr 1.33%, oil and gold slip; NZ$1 = 71.4 USc; TWI-5 = 74.1
China services sector contracts; EU retail sales fall; US jobs growth weak; US service sector expansion slows; Aussie retail sales fall; UST 10yr 1.33%, oil and gold slip; NZ$1 = 71.5 USc; TWI-5 = 74.3
6th Sep 21, 7:19am
33
China services sector contracts; EU retail sales fall; US jobs growth weak; US service sector expansion slows; Aussie retail sales fall; UST 10yr 1.33%, oil and gold slip; NZ$1 = 71.5 USc; TWI-5 = 74.3
US jobs growth disappoints; US service economy expanding well; China slowdown deepens; Suga quits; Aussie retail sales shrink; UST 10yr 1.33%, oil soft and gold firm; NZ$1 = 71.7 USc; TWI-5 = 74.4
4th Sep 21, 8:45am
39
US jobs growth disappoints; US service economy expanding well; China slowdown deepens; Suga quits; Aussie retail sales shrink; UST 10yr 1.33%, oil soft and gold firm; NZ$1 = 71.7 USc; TWI-5 = 74.4
US data improves; Canada eyes extra tax on bank profits; inflation high in the EU; container freight costs rise further; food prices rise; UST 10yr 1.30%, oil firm and gold soft; NZ$1 = 71.1 USc; TWI-5 = 74
3rd Sep 21, 7:19am
US data improves; Canada eyes extra tax on bank profits; inflation high in the EU; container freight costs rise further; food prices rise; UST 10yr 1.30%, oil firm and gold soft; NZ$1 = 71.1 USc; TWI-5 = 74
US jobs data soft, but Amazon hiring fast; global PMIs expanding, but not in EMs; Aussie grows faster than expected; UST 10yr 1.31%, oil and gold soft; NZ$1 = 70.7 USc; TWI-5 = 73.7
2nd Sep 21, 7:19am
US jobs data soft, but Amazon hiring fast; global PMIs expanding, but not in EMs; Aussie grows faster than expected; UST 10yr 1.31%, oil and gold soft; NZ$1 = 70.7 USc; TWI-5 = 73.7
US data mixed; Canada contracts; China PMIs weak, especially services; EU inflation hits 3%; record Aussie C/A surplus; UST 10yr 1.31%, oil softer and gold firmer; NZ$1 = 70.5 USc; TWI-5 = 73.7
1st Sep 21, 7:20am
US data mixed; Canada contracts; China PMIs weak, especially services; EU inflation hits 3%; record Aussie C/A surplus; UST 10yr 1.31%, oil softer and gold firmer; NZ$1 = 70.5 USc; TWI-5 = 73.7