Understanding China
US CPI hits 7%; US budget improves; China's CPI lower; China's banks slow their lending; India's CPI rises; EU industrial production recovers; UST 10yr 1.72%; oil soft but gold higher; NZ$1 = 68.4 USc; TWI-5 = 72.6
13th Jan 22, 7:29am
118
US CPI hits 7%; US budget improves; China's CPI lower; China's banks slow their lending; India's CPI rises; EU industrial production recovers; UST 10yr 1.72%; oil soft but gold higher; NZ$1 = 68.4 USc; TWI-5 = 72.6
Powell turns hawkish; China eyes rate cut; Singapore eyes GST hike; OECD sees inflation jump; World Bank sees growth slowdown; UST 10yr 1.76%; oil and gold higher; NZ$1 = 67.7 USc; TWI-5 = 72.2
12th Jan 22, 7:24am
97
Powell turns hawkish; China eyes rate cut; Singapore eyes GST hike; OECD sees inflation jump; World Bank sees growth slowdown; UST 10yr 1.76%; oil and gold higher; NZ$1 = 67.7 USc; TWI-5 = 72.2
US inflation expectation stay at record high; IMF warns of major adjustments underway; China adds stimulus; high natural disaster losses; Virgin cuts back sharply; UST 10yr 1.79%; oil and gold soft; NZ$1 = 67.5 USc; TWI-5 = 72.1
11th Jan 22, 7:32am
72
US inflation expectation stay at record high; IMF warns of major adjustments underway; China adds stimulus; high natural disaster losses; Virgin cuts back sharply; UST 10yr 1.79%; oil and gold soft; NZ$1 = 67.5 USc; TWI-5 = 72.1
Omicron tightens grip on Australia; US jobs expand less than expected, but pay rises faster; US consumer credit jumps; China FX reserves swell; EU inflation high; UST 10yr 1.77%; oil and gold unchanged; NZ$1 = 67.8 USc; TWI-5 = 72.3
10th Jan 22, 7:19am
127
Omicron tightens grip on Australia; US jobs expand less than expected, but pay rises faster; US consumer credit jumps; China FX reserves swell; EU inflation high; UST 10yr 1.77%; oil and gold unchanged; NZ$1 = 67.8 USc; TWI-5 = 72.3
American jobs growth disappoints; Canada's jobs growth beats expectations; China's fx reserves swell; EU inflation hits a record high; Australians lock themselves down; UST 10yr 1.77%; oil softer and gold firmer; NZ$1 = 67.8 USc; TWI-5 = 72.3
8th Jan 22, 8:49am
89
American jobs growth disappoints; Canada's jobs growth beats expectations; China's fx reserves swell; EU inflation hits a record high; Australians lock themselves down; UST 10yr 1.77%; oil softer and gold firmer; NZ$1 = 67.8 USc; TWI-5 = 72.3
Fed ready to raise rates; US data positive; Canada trade rises; China PMI's inch up; German CPI rises, EU PPI high; food prices at 10yr high; UST 10yr 1.73%; oil firm and gold weak; NZ$1 = 67.5 USc; TWI-5 = 72.2
7th Jan 22, 8:37am
92
Fed ready to raise rates; US data positive; Canada trade rises; China PMI's inch up; German CPI rises, EU PPI high; food prices at 10yr high; UST 10yr 1.73%; oil firm and gold weak; NZ$1 = 67.5 USc; TWI-5 = 72.2
US Fed minutes suggest faster normalisation pace; US payrolls grow; China searches for triggers to reignite growth; Aussie job ads fall unexpectedly; UST 10yr 1.70%; oil firm and gold stalls; NZ$1 = 68 USc; TWI-5 = 72.6
6th Jan 22, 8:25am
9
US Fed minutes suggest faster normalisation pace; US payrolls grow; China searches for triggers to reignite growth; Aussie job ads fall unexpectedly; UST 10yr 1.70%; oil firm and gold stalls; NZ$1 = 68 USc; TWI-5 = 72.6
Dairy prices unchanged; US holiday retail strong; workers changing jobs faster in the US; logistics pressures grow; Toyota bests GM in the US; UST 10yr 1.67%; oil and gold firm; NZ$1 = 68.1 USc; TWI-5 = 72.7
5th Jan 22, 8:50am
42
Dairy prices unchanged; US holiday retail strong; workers changing jobs faster in the US; logistics pressures grow; Toyota bests GM in the US; UST 10yr 1.67%; oil and gold firm; NZ$1 = 68.1 USc; TWI-5 = 72.7
World factory activity expanding; Evergrande in new trading halt; RCEP underway; Turkish inflation leaps; Aussie house price growth stalls; Apple worth US$3 tln; UST 10yr 1.63%; oil and gold soft; NZ$1 = 67.9 USc; TWI-5 = 72.6
4th Jan 22, 8:54am
70
World factory activity expanding; Evergrande in new trading halt; RCEP underway; Turkish inflation leaps; Aussie house price growth stalls; Apple worth US$3 tln; UST 10yr 1.63%; oil and gold soft; NZ$1 = 67.9 USc; TWI-5 = 72.6
US jobless claims fall below pre-pandemic levels; blizzard of Omicron infections looms; China's SMEs struggle; India imposes new restrictions; Turkish lira falls again; UST 10yr 1.52%; oil and gold firm; NZ$1 = 68.3 USc; TWI-5 = 72.8
31st Dec 21, 8:50am
22
US jobless claims fall below pre-pandemic levels; blizzard of Omicron infections looms; China's SMEs struggle; India imposes new restrictions; Turkish lira falls again; UST 10yr 1.52%; oil and gold firm; NZ$1 = 68.3 USc; TWI-5 = 72.8
US trade deficit widens; South Korean business confidence rises; Turkey's currency falls again; WHO warns of pandemic tsunami; UST 10yr 1.54%; oil firm but gold soft; NZ$1 = 68.3 USc; TWI-5 = 72.8
30th Dec 21, 8:23am
75
US trade deficit widens; South Korean business confidence rises; Turkey's currency falls again; WHO warns of pandemic tsunami; UST 10yr 1.54%; oil firm but gold soft; NZ$1 = 68.3 USc; TWI-5 = 72.8
Robert Williams and Moritz Rudolf envision an EU-led de-escalation intitative for the growing tensions between the US and China, reminiscent of the Helsinki Process of the 1970s
29th Dec 21, 9:51am
38
Robert Williams and Moritz Rudolf envision an EU-led de-escalation intitative for the growing tensions between the US and China, reminiscent of the Helsinki Process of the 1970s
Investors buoyed by strong holiday retail sales; Japan gets much improved data; Evergrande claims a comeback; lithium price surge extends; UST 10yr 1.48%; oil rises but gold unchanged; NZ$1 = 67.9 USc; TWI-5 = 72.5
29th Dec 21, 8:50am
127
Investors buoyed by strong holiday retail sales; Japan gets much improved data; Evergrande claims a comeback; lithium price surge extends; UST 10yr 1.48%; oil rises but gold unchanged; NZ$1 = 67.9 USc; TWI-5 = 72.5
US reports a range of generally good data; China goes insular, rolls back property restrictions; Russia hugs Germany tighter; NSW reimposes restrictions; UST 10yr 1.49%; oil and gold firmer; NZ$1 = 68.3 USc; TWI-5 = 72.8
24th Dec 21, 9:02am
95
US reports a range of generally good data; China goes insular, rolls back property restrictions; Russia hugs Germany tighter; NSW reimposes restrictions; UST 10yr 1.49%; oil and gold firmer; NZ$1 = 68.3 USc; TWI-5 = 72.8
Brighter economic data continues in the US; inflation with supply chain issues creates tough choices; Russian costs skyrocket, confidence falls; UST 10yr 1.47%; oil and gold firmer; NZ$1 = 68.2 USc; TWI-5 = 72.7
23rd Dec 21, 8:17am
32
Brighter economic data continues in the US; inflation with supply chain issues creates tough choices; Russian costs skyrocket, confidence falls; UST 10yr 1.47%; oil and gold firmer; NZ$1 = 68.2 USc; TWI-5 = 72.7
Dairy prices slip; US equity markets rally; US retail resilient; Omicron weighs on the EU; AU companies buying carbon credits aggressively; UST 10yr 1.48%; oil up but gold lower; NZ$1 = 67.5 USc; TWI-5 = 72.3
22nd Dec 21, 7:52am
34
Dairy prices slip; US equity markets rally; US retail resilient; Omicron weighs on the EU; AU companies buying carbon credits aggressively; UST 10yr 1.48%; oil up but gold lower; NZ$1 = 67.5 USc; TWI-5 = 72.3
Equities follow bonds in a risk-off retreat; leading US data positive; Japan juices its recovery; Taiwan export orders impress; China scrambles to prevent slowdown; UST 10yr 1.40%; oil and gold lower again; NZ$1 = 67.2 USc; TWI-5 = 71.8
21st Dec 21, 7:26am
80
Equities follow bonds in a risk-off retreat; leading US data positive; Japan juices its recovery; Taiwan export orders impress; China scrambles to prevent slowdown; UST 10yr 1.40%; oil and gold lower again; NZ$1 = 67.2 USc; TWI-5 = 71.8
Americans tackle BNPL; China's slowdown deepens; Europe struggles with inflation; Australia opens borders for skilled workers despite pandemic; UST 10yr 1.41%; oil and gold lower; NZ$1 = 67.3 USc; TWI-5 = 72.2
20th Dec 21, 7:19am
44
Americans tackle BNPL; China's slowdown deepens; Europe struggles with inflation; Australia opens borders for skilled workers despite pandemic; UST 10yr 1.41%; oil and gold lower; NZ$1 = 67.3 USc; TWI-5 = 72.2
Zhang Jun shows why China will continue to thrive, despite an increasingly hostile external environment
18th Dec 21, 12:06pm
5
Zhang Jun shows why China will continue to thrive, despite an increasingly hostile external environment
China momentum leaking away; Germany struggles with inflation; central banks raise rates; Turkish disaster deepens; CFPB tackles BNPL; UST 10yr 1.39%; oil down and gold up; NZ$1 = 67.5 USc; TWI-5 = 72.2
18th Dec 21, 8:53am
12
China momentum leaking away; Germany struggles with inflation; central banks raise rates; Turkish disaster deepens; CFPB tackles BNPL; UST 10yr 1.39%; oil down and gold up; NZ$1 = 67.5 USc; TWI-5 = 72.2
Positive US economic data; China loses momentum; ECB tapers, Bank of England raises its rate; Turkey cuts theirs again; Aussie jobs jump; UST 10yr 1.43%; oil and gold up; NZ$1 = 68.1 USc; TWI-5 = 72.6
17th Dec 21, 7:33am
49
Positive US economic data; China loses momentum; ECB tapers, Bank of England raises its rate; Turkey cuts theirs again; Aussie jobs jump; UST 10yr 1.43%; oil and gold up; NZ$1 = 68.1 USc; TWI-5 = 72.6
Eyes on US Fed; US retail weakens; Canadian housing starts jump; China retail sales weaken, electricity production growth stalls; EU-Russia tensions higher; UST 10yr 1.44%; oil up and gold lower; NZ$1 = 67.3 USc; TWI-5 = 72
16th Dec 21, 7:26am
58
Eyes on US Fed; US retail weakens; Canadian housing starts jump; China retail sales weaken, electricity production growth stalls; EU-Russia tensions higher; UST 10yr 1.44%; oil up and gold lower; NZ$1 = 67.3 USc; TWI-5 = 72
Producer prices jump more than expected in the US; debt ceiling deal close; China shutdowns spread; EU gas prices hit new record; Aussie business sentiment slips; UST 10yr 1.44%; oil and gold lower; NZ$1 = 67.5 USc; TWI-5 = 72.2
15th Dec 21, 7:23am
97
Producer prices jump more than expected in the US; debt ceiling deal close; China shutdowns spread; EU gas prices hit new record; Aussie business sentiment slips; UST 10yr 1.44%; oil and gold lower; NZ$1 = 67.5 USc; TWI-5 = 72.2
US inflation expectations high; China property woes extend; South Korea wants in to CPTPP; German wholesale prices jump; lithium jumps; UST 10yr 1.41%; oil soft and gold firm; NZ$1 = 67.6 USc; TWI-5 = 72.2
14th Dec 21, 7:24am
81
US inflation expectations high; China property woes extend; South Korea wants in to CPTPP; German wholesale prices jump; lithium jumps; UST 10yr 1.41%; oil soft and gold firm; NZ$1 = 67.6 USc; TWI-5 = 72.2
Two aviation logistics professionals, a trade specialist and an NZIER economist on how the Southern Link could put New Zealand in the middle of a Global Value Chain
13th Dec 21, 10:03am
7
Two aviation logistics professionals, a trade specialist and an NZIER economist on how the Southern Link could put New Zealand in the middle of a Global Value Chain