Guest

Thanksgiving boost; a solid week for US equities and other risk assets. Social unrest in China over the weekend, lockdown protesters take to the streets

Thanksgiving boost; a solid week for US equities and other risk assets. Social unrest in China over the weekend, lockdown protesters take to the streets

Coalitions, kingmakers and a Rugby World Cup: The calculations already influencing next year’s NZ election

Coalitions, kingmakers and a Rugby World Cup: The calculations already influencing next year’s NZ election

Jonathan Levy traces the origins of the tech sector's recent turmoil to the nineteenth century rise of the corporation

Jonathan Levy traces the origins of the tech sector's recent turmoil to the nineteenth century rise of the corporation

Jeremy Daum and Moritz Rudolf explain why the Chinese challenge of cooperation with Western systems is as technical as it is political

Jeremy Daum and Moritz Rudolf explain why the Chinese challenge of cooperation with Western systems is as technical as it is political

American Thanksgiving week is typically a good week for risk assets, and so far that is holding in 2022

American Thanksgiving week is typically a good week for risk assets, and so far that is holding in 2022

Globally, risk-assets extend higher on encouraging soft US data. Locally, RBNZ lifts by a historic +75bps, lifts terminal rate, and projects recession

Globally, risk-assets extend higher on encouraging soft US data. Locally, RBNZ lifts by a historic +75bps, lifts terminal rate, and projects recession

ANZ's commodity strategists expect the gold price to resume its downtrend and fall below US$1700/oz 'in the short term'

ANZ's commodity strategists expect the gold price to resume its downtrend and fall below US$1700/oz 'in the short term'

Katharine Moody casts an eye over the Government's 'cumbersome' RMA reform bills saying they're a base worth sticking with

Katharine Moody casts an eye over the Government's 'cumbersome' RMA reform bills saying they're a base worth sticking with

China’s Covid numbers continue to climb, nearing daily record highs. Fed-speak and China-Covid headlines the two key drivers. Key event: RBNZ to hike today – will it be 75bps or 50bps?

China’s Covid numbers continue to climb, nearing daily record highs. Fed-speak and China-Covid headlines the two key drivers. Key event: RBNZ to hike today – will it be 75bps or 50bps?

Nick Munn argues parliament now has to justify keeping the voting age at 18 – it’s a hard argument to make

Nick Munn argues parliament now has to justify keeping the voting age at 18 – it’s a hard argument to make

The IMF says fiscal policy can ease the task of monetary policy in reducing inflation while mitigating risks to financial stability

The IMF says fiscal policy can ease the task of monetary policy in reducing inflation while mitigating risks to financial stability

Toby Phillips argues it’s time to add climate change and net-zero emissions to the RBA’s top 3 economic goals

Toby Phillips argues it’s time to add climate change and net-zero emissions to the RBA’s top 3 economic goals

Surging China COVID numbers, and reported fatality causes souring sentiment. Crude oil and other commodities extend lower on China pandemic and recession fears

Surging China COVID numbers, and reported fatality causes souring sentiment. Crude oil and other commodities extend lower on China pandemic and recession fears

COP27: one big breakthrough but ultimately an inadequate response to the climate crisis

COP27: one big breakthrough but ultimately an inadequate response to the climate crisis

US equities log modest weekly declines, holding up well against hawkish Fed-speak. Markets look to be entering a holding pattern ahead of decisive year-end moves. NZD may rise during US Thanksgiving, and RBNZ hike

US equities log modest weekly declines, holding up well against hawkish Fed-speak. Markets look to be entering a holding pattern ahead of decisive year-end moves. NZD may rise during US Thanksgiving, and RBNZ hike

Pinelopi Goldberg warns that the new US approach to China, its main competitor, is deeply misguided and possibly dangerous

Pinelopi Goldberg warns that the new US approach to China, its main competitor, is deeply misguided and possibly dangerous

Dambisa Moyo considers the alternatives facing business leaders in light of the escalating Sino-American rivalry

Dambisa Moyo considers the alternatives facing business leaders in light of the escalating Sino-American rivalry

Brendon Harre points out that planning restrictions that have higher costs than benefits to society not only restrain productivity, those excessive housing costs increase inequality. Without urbanism mistakes, housing costs would be markedly lower

Brendon Harre points out that planning restrictions that have higher costs than benefits to society not only restrain productivity, those excessive housing costs increase inequality. Without urbanism mistakes, housing costs would be markedly lower

As New South Wales reels, many are asking why it’s flooding in places where it has never flooded before

As New South Wales reels, many are asking why it’s flooding in places where it has never flooded before

St. Louis Fed President Bullard challenges market assumptions that tamer rate hikes are what can be tolerated, argues for sharper and earlier hikes. He is a hawkish FOMC voting member

St. Louis Fed President Bullard challenges market assumptions that tamer rate hikes are what can be tolerated, argues for sharper and earlier hikes. He is a hawkish FOMC voting member

Rachel Kyte says it has been a long time coming but change in the financial system to support the fight against climate change is coming

Rachel Kyte says it has been a long time coming but change in the financial system to support the fight against climate change is coming

Crypto: what could more regulation mean for the future of digital currencies?

Crypto: what could more regulation mean for the future of digital currencies?

The fierce rebound in risk assets that commenced in mid-October is exhausting, the velocity of gains slowing  in recent days as price action trades in relatively smaller daily ranges

The fierce rebound in risk assets that commenced in mid-October is exhausting, the velocity of gains slowing  in recent days as price action trades in relatively smaller daily ranges

Why COP27 should be the last of these pointless corporate love-ins

Why COP27 should be the last of these pointless corporate love-ins

The NZD rises as global markets like what they see in inflation's tracks, expecting central banks to ease off the rate hike accelerators - despite what Fed speakers are still saying

The NZD rises as global markets like what they see in inflation's tracks, expecting central banks to ease off the rate hike accelerators - despite what Fed speakers are still saying