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15 years 5 months

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Andrew Sheng and Xiao Geng are not surprised that economic planners in China and elsewhere are preparing for a recession
30th Dec 22, 9:34am
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Andrew Sheng and Xiao Geng are not surprised that economic planners in China and elsewhere are preparing for a recession
Gabriela Ramos and Mariana Mazzucato call for more robust governance of the Artificial Intelligence sector that can no longer be left to its own devices
27th Dec 22, 9:33am
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Gabriela Ramos and Mariana Mazzucato call for more robust governance of the Artificial Intelligence sector that can no longer be left to its own devices
Jim O'Neill sees little evidence to suggest that the UK economy's underperformance will improve any time soon
23rd Dec 22, 9:21am
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Jim O'Neill sees little evidence to suggest that the UK economy's underperformance will improve any time soon
Yu Yongding thinks the Chese government should focus on growth in 2023 and let the market take care of the renminbi
22nd Dec 22, 11:28am
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Yu Yongding thinks the Chese government should focus on growth in 2023 and let the market take care of the renminbi
Mohamed El-Erain reflects on the US cental bank's compounding mistakes, and suggests how it can shape up in the new year
22nd Dec 22, 8:45am
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Mohamed El-Erain reflects on the US cental bank's compounding mistakes, and suggests how it can shape up in the new year
A last minute crash to dairy prices seems a fitting end to an odd year, observes Stuart Davison. NZ milk price expectations will be revaluated lower this week, with the recent Fonterra forecast adjustment already over-valued
21st Dec 22, 12:41pm
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A last minute crash to dairy prices seems a fitting end to an odd year, observes Stuart Davison. NZ milk price expectations will be revaluated lower this week, with the recent Fonterra forecast adjustment already over-valued
Michael Strain shows how new data refute the conventional wisdom about wages and inequality in the United States
17th Dec 22, 2:15pm
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Michael Strain shows how new data refute the conventional wisdom about wages and inequality in the United States
Jason Hsu explains why TSMC must balance geographic diversification with the protection its chips provide for Taiwan
17th Dec 22, 12:59pm
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Jason Hsu explains why TSMC must balance geographic diversification with the protection its chips provide for Taiwan
Hawkish central bank decisions from the Fed and ECB dents sentiment. US equites and other risk assets experience 24 hours of heavy selling. PMIs for AUS, UK, EU and US round out a pivotal week
16th Dec 22, 8:21am
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Hawkish central bank decisions from the Fed and ECB dents sentiment. US equites and other risk assets experience 24 hours of heavy selling. PMIs for AUS, UK, EU and US round out a pivotal week
[updated]
Rick Jones argues it's simply too important for New Zealand to NOT have monthly CPI inflation data
15th Dec 22, 12:28pm
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Rick Jones argues it's simply too important for New Zealand to NOT have monthly CPI inflation data
Alan Blinder explains why today's US Federal Reserve is in a vastly better position than the Fed of the early 1980s
15th Dec 22, 9:58am
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Alan Blinder explains why today's US Federal Reserve is in a vastly better position than the Fed of the early 1980s
Farmer confidence has fallen dramatically since last quarter and is now at the lowest level recorded in the 20-year history of the Rabobank survey. Government policy and rising farm input costs were the major concerns
14th Dec 22, 1:30pm
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Farmer confidence has fallen dramatically since last quarter and is now at the lowest level recorded in the 20-year history of the Rabobank survey. Government policy and rising farm input costs were the major concerns
Softer US CPI propels risk assets higher. But US equites can’t maintain outsized gains. Eyes now firmly on FOMC decision and dot plots
14th Dec 22, 8:06am
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Softer US CPI propels risk assets higher. But US equites can’t maintain outsized gains. Eyes now firmly on FOMC decision and dot plots
NZ’s proposed pumped storage hydropower project will cost billions – here’s how to make it worthwhile
13th Dec 22, 4:44pm
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NZ’s proposed pumped storage hydropower project will cost billions – here’s how to make it worthwhile
NZD pulls back in subdued price action, but action intensifies from this evening. The tone and narratives for early 2023 will likely be determined this week
13th Dec 22, 8:25am
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NZD pulls back in subdued price action, but action intensifies from this evening. The tone and narratives for early 2023 will likely be determined this week
Paul Mazzola & Mitchell Goroch look at FTX's demise from the perspective of retail investors noting they're largely on their own
12th Dec 22, 1:47pm
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Paul Mazzola & Mitchell Goroch look at FTX's demise from the perspective of retail investors noting they're largely on their own
Diane Coyle urges competition regulators to update their thinking to accommodate the net-zero transition
12th Dec 22, 11:28am
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Diane Coyle urges competition regulators to update their thinking to accommodate the net-zero transition
NZD ascends near 0.6430, ends the week above 64 US cents. US producer price index stronger than expected, USD rallies than falters. American inflation expectations continue to ease
12th Dec 22, 8:06am
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NZD ascends near 0.6430, ends the week above 64 US cents. US producer price index stronger than expected, USD rallies than falters. American inflation expectations continue to ease
Patricia Ranald explains the what and why behind the US geopolitical power play known as the Indo-Pacific Economic Framework
11th Dec 22, 8:00am
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Patricia Ranald explains the what and why behind the US geopolitical power play known as the Indo-Pacific Economic Framework
Despite significant falls, NZ houses are expensive relative to incomes
10th Dec 22, 10:18am
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Despite significant falls, NZ houses are expensive relative to incomes
The IMF says interest-rate hikes have eased price pressures on food supplies, but the weather, war and material costs could keep food prices elevated for longer
10th Dec 22, 9:25am
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The IMF says interest-rate hikes have eased price pressures on food supplies, but the weather, war and material costs could keep food prices elevated for longer
Build-to-rent is seen as affordable, but it’s unlikely to help those most in need
9th Dec 22, 7:49am
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Build-to-rent is seen as affordable, but it’s unlikely to help those most in need
Yi Fuxian argues that decades of strict family planning have effectively precluded a pro-democracy movement in China
8th Dec 22, 12:00pm
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Yi Fuxian argues that decades of strict family planning have effectively precluded a pro-democracy movement in China
Zhang Jun explains why Western scholars should pay more attention to the crucial role of the state in China
8th Dec 22, 9:30am
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Zhang Jun explains why Western scholars should pay more attention to the crucial role of the state in China
Markus Luczak-Roesch argues it’s not just Twitter, the whole Internet is broken and we’d better fix it soon
8th Dec 22, 9:08am
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Markus Luczak-Roesch argues it’s not just Twitter, the whole Internet is broken and we’d better fix it soon