Understanding China
US housing starts constrained; Canadian CPI up; Japan's exports constrained; India pollution worse; UK CPI up; iron ore price down; UST 10yr 1.63%, oil down and gold up; NZ$1 = 69.9 USc; TWI-5 = 74.4
18th Nov 21, 7:18am
87
US housing starts constrained; Canadian CPI up; Japan's exports constrained; India pollution worse; UK CPI up; iron ore price down; UST 10yr 1.63%, oil down and gold up; NZ$1 = 69.9 USc; TWI-5 = 74.4
Dairy prices rise for sixth time; US retail sales post good rise; US factories rise; Vancouver mudslide complicates North American imports; RBA on hold for 2022; UST 10yr 1.63%, oil firmer and gold lower; NZ$1 = 70 USc; TWI-5 = 74.4
17th Nov 21, 7:20am
44
Dairy prices rise for sixth time; US retail sales post good rise; US factories rise; Vancouver mudslide complicates North American imports; RBA on hold for 2022; UST 10yr 1.63%, oil firmer and gold lower; NZ$1 = 70 USc; TWI-5 = 74.4
Canada enacting new bank tax; Japan shrinks in Q3; China's retail sales rise but power production falls; fertiliser prices hit new record high; UST 10yr 1.62%, oil lower and gold holds; NZ$1 = 70.6 USc; TWI-5 = 74.8
16th Nov 21, 7:22am
19
Canada enacting new bank tax; Japan shrinks in Q3; China's retail sales rise but power production falls; fertiliser prices hit new record high; UST 10yr 1.62%, oil lower and gold holds; NZ$1 = 70.6 USc; TWI-5 = 74.8
China slows down; India's inflation up, growth in production wanes; US sentiment falls as inflation rises; Climate deal starts to unravel moments after signing; UST 10yr 1.57%, oil unchanged and gold firm; NZ$1 = 70.4 USc; TWI-5 = 74.6
15th Nov 21, 7:19am
105
China slows down; India's inflation up, growth in production wanes; US sentiment falls as inflation rises; Climate deal starts to unravel moments after signing; UST 10yr 1.57%, oil unchanged and gold firm; NZ$1 = 70.4 USc; TWI-5 = 74.6
US consumer sentiment slides; Americans changing jobs at fast pace; China excavators sales slump; Indian factories slow down; UST 10yr 1.58%, oil unchanged and gold higher; NZ$1 = 70.4 USc; TWI-5 = 74.6
13th Nov 21, 8:33am
56
US consumer sentiment slides; Americans changing jobs at fast pace; China excavators sales slump; Indian factories slow down; UST 10yr 1.58%, oil unchanged and gold higher; NZ$1 = 70.4 USc; TWI-5 = 74.6
Evergrande makes a last-minute payment; China mines coal at a record pace; Eurozone to grow faster; Australian unemployment jumps; UST 10yr 1.57%, oil lower and gold higher; NZ$1 = 70.3 USc; TWI-5 = 74.5
12th Nov 21, 7:25am
74
Evergrande makes a last-minute payment; China mines coal at a record pace; Eurozone to grow faster; Australian unemployment jumps; UST 10yr 1.57%, oil lower and gold higher; NZ$1 = 70.3 USc; TWI-5 = 74.5
US inflation jumps again; Japanese machine tool orders recover; China PPI leaps; Aussie money laundering detail revealed; UST 10yr 1.55%, oil lower and gold higher; NZ$1 = 70.9 USc; TWI-5 = 74.9
11th Nov 21, 7:28am
104
US inflation jumps again; Japanese machine tool orders recover; China PPI leaps; Aussie money laundering detail revealed; UST 10yr 1.55%, oil lower and gold higher; NZ$1 = 70.9 USc; TWI-5 = 74.9
How key players in the education sector dealt with the challenge the pandemic imposed on their institutions, how they have pivoted, how competitors have fared, and the next steps New Zealand needs to take to re-charge the sector
10th Nov 21, 11:47am
6
How key players in the education sector dealt with the challenge the pandemic imposed on their institutions, how they have pivoted, how competitors have fared, and the next steps New Zealand needs to take to re-charge the sector
US Fed warns on fragilities in China and US public health; US producer prices up 8.6%; Chinese steel production dives; Aussie business confidence improves; UST 10yr 1.43%, oil and gold higher; NZ$1 = 71.2 USc; TWI-5 = 75
10th Nov 21, 7:25am
106
US Fed warns on fragilities in China and US public health; US producer prices up 8.6%; Chinese steel production dives; Aussie business confidence improves; UST 10yr 1.43%, oil and gold higher; NZ$1 = 71.2 USc; TWI-5 = 75
US inflation expectations rise; Taiwan exports rise; Australian rooftop solar its milestone; bitcoin hits record high; UST 10yr 1.50%, oil and gold higher; NZ$1 = 71.7 USc; TWI-5 = 75.4
9th Nov 21, 7:25am
104
US inflation expectations rise; Taiwan exports rise; Australian rooftop solar its milestone; bitcoin hits record high; UST 10yr 1.50%, oil and gold higher; NZ$1 = 71.7 USc; TWI-5 = 75.4
China trade data impresses; Japanese household spending rises; US passes huge infrastructure boost; US payrolls expand faster; AU growth rises; UST 10yr 1.46%, oil unchanged and gold higher; NZ$1 = 71.1 USc; TWI-5 = 75
8th Nov 21, 7:19am
45
China trade data impresses; Japanese household spending rises; US passes huge infrastructure boost; US payrolls expand faster; AU growth rises; UST 10yr 1.46%, oil unchanged and gold higher; NZ$1 = 71.1 USc; TWI-5 = 75
US jobs expanding faster; US car sales turn higher; US consumer credit jumps; Japan, Taiwan and EU report positive data; but bond yields sink; UST 10yr 1.44%, oil and gold higher; NZ$1 = 71.1 USc; TWI-5 = 74.9
6th Nov 21, 8:48am
44
US jobs expanding faster; US car sales turn higher; US consumer credit jumps; Japan, Taiwan and EU report positive data; but bond yields sink; UST 10yr 1.44%, oil and gold higher; NZ$1 = 71.1 USc; TWI-5 = 74.9
Global food price at 10 yr high; US labour costs jump; another Chinese developer misses a payment; Xi pitches to join TPP; shipping costs fall; UST 10yr 1.52%, oil lower and gold higher; NZ$1 = 71 USc; TWI-5 = 74.9
5th Nov 21, 7:31am
47
Global food price at 10 yr high; US labour costs jump; another Chinese developer misses a payment; Xi pitches to join TPP; shipping costs fall; UST 10yr 1.52%, oil lower and gold higher; NZ$1 = 71 USc; TWI-5 = 74.9
Fed confirms tapering; US payrolls expand; services sector activity very strong; air cargo recovers; China worried about a pandemic winter; UST 10yr 1.59%, oil and gold lower; NZ$1 = 71.4 USc; TWI-5 = 75.1
4th Nov 21, 7:20am
59
Fed confirms tapering; US payrolls expand; services sector activity very strong; air cargo recovers; China worried about a pandemic winter; UST 10yr 1.59%, oil and gold lower; NZ$1 = 71.4 USc; TWI-5 = 75.1
Dairy prices rise sharply; Hong Kong struggles economically; Beijing preparing for "downward pressures"; RBA's policy shifts hesitant; UST 10yr 1.54%, oil and gold soft; NZ$1 = 71.1 USc; TWI-5 = 74.7
3rd Nov 21, 7:29am
74
Dairy prices rise sharply; Hong Kong struggles economically; Beijing preparing for "downward pressures"; RBA's policy shifts hesitant; UST 10yr 1.54%, oil and gold soft; NZ$1 = 71.1 USc; TWI-5 = 74.7
Global factories in healthy expansions; Hong Kong growth elusive; financial market liquidity under stress; Aussie property market tops out; UST 10yr 1.57%, oil soft and gold firm; NZ$1 = 71.9 USc; TWI-5 = 75.5
2nd Nov 21, 7:26am
39
Global factories in healthy expansions; Hong Kong growth elusive; financial market liquidity under stress; Aussie property market tops out; UST 10yr 1.57%, oil soft and gold firm; NZ$1 = 71.9 USc; TWI-5 = 75.5
Chinese PMIs sag; Japanese consumer confidence up; global FDI recovers into China, US; US & EU inflation high; RBA doesn't defend; UST 10yr 1.56%, oil firm and gold soft; NZ$1 = 71.7 USc; TWI-5 = 75.3
1st Nov 21, 7:20am
38
Chinese PMIs sag; Japanese consumer confidence up; global FDI recovers into China, US; US & EU inflation high; RBA doesn't defend; UST 10yr 1.56%, oil firm and gold soft; NZ$1 = 71.7 USc; TWI-5 = 75.3
US spending holds up despite income slip; Evergrande makes second payment; Japan more confident; Aussie retail sales rise encouraging; UST 10yr 1.55%, oil firm and gold soft; NZ$1 = 71.6 USc; TWI-5 = 75.2
30th Oct 21, 8:28am
59
US spending holds up despite income slip; Evergrande makes second payment; Japan more confident; Aussie retail sales rise encouraging; UST 10yr 1.55%, oil firm and gold soft; NZ$1 = 71.6 USc; TWI-5 = 75.2
US expansion slows; US jobless claims drop; China eyes weaker growth; Japanese retail makes unexpected gains; analysts see RBA hiking earlier; UST 10yr 1.57%, oil soft and gold firm; NZ$1 = 72.1 USc; TWI-5 = 75.3
29th Oct 21, 7:27am
67
US expansion slows; US jobless claims drop; China eyes weaker growth; Japanese retail makes unexpected gains; analysts see RBA hiking earlier; UST 10yr 1.57%, oil soft and gold firm; NZ$1 = 72.1 USc; TWI-5 = 75.3
US data mixed; Canada ends QE; Chinese profits rise; Germans pay much more for imports; Aussie inflation trouble for the RBA; UST 10yr 1.53%, oil soft and gold stable; NZ$1 = 71.8 USc; TWI-5 = 75.3
28th Oct 21, 7:22am
78
US data mixed; Canada ends QE; Chinese profits rise; Germans pay much more for imports; Aussie inflation trouble for the RBA; UST 10yr 1.53%, oil soft and gold stable; NZ$1 = 71.8 USc; TWI-5 = 75.3
US data improves; UST yields rise with breakeven rates; another Chinese developer defaults; East Asian data weakens; magnesium price drops; UST 10yr 1.62%, oil firm and gold soft; NZ$1 = 71.6 USc; TWI-5 = 75.1
27th Oct 21, 7:26am
62
US data improves; UST yields rise with breakeven rates; another Chinese developer defaults; East Asian data weakens; magnesium price drops; UST 10yr 1.62%, oil firm and gold soft; NZ$1 = 71.6 USc; TWI-5 = 75.1
US still hampered by supply-chain disruption; Allbirds and Hertz make news; Taiwan's strength continues; German confidence suffers; UST 10yr 1.64%, oil soft and gold firm; NZ$1 = 71.6 USc; TWI-5 = 75.1
26th Oct 21, 7:26am
33
US still hampered by supply-chain disruption; Allbirds and Hertz make news; Taiwan's strength continues; German confidence suffers; UST 10yr 1.64%, oil soft and gold firm; NZ$1 = 71.6 USc; TWI-5 = 75.1
Evergrande surprises with bond payment; China to launch a new property tax; US inflation from bottlenecks creates winners; RBA in fight with bond traders; UST 10yr 1.64%, oil and gold rise; NZ$1 = 71.5 USc; TWI-5 = 75
25th Oct 21, 8:16am
15
Evergrande surprises with bond payment; China to launch a new property tax; US inflation from bottlenecks creates winners; RBA in fight with bond traders; UST 10yr 1.64%, oil and gold rise; NZ$1 = 71.5 USc; TWI-5 = 75
Mark Tanner finds increasing signals that China’s re-opening may not be too far away. And that will restore relationships beyond screens, emails and WeChat messages and hopefully make everyone a little more connected again
23rd Oct 21, 11:15am
1
Mark Tanner finds increasing signals that China’s re-opening may not be too far away. And that will restore relationships beyond screens, emails and WeChat messages and hopefully make everyone a little more connected again
Yu Yongding considers the likely impact of the energy crisis and the Evergrande debacle on China's growth prospects
23rd Oct 21, 10:45am
15
Yu Yongding considers the likely impact of the energy crisis and the Evergrande debacle on China's growth prospects