Guest

James K. Galbraith worries that the Democrats in the American Congress will allow themselves to be suckered once again over a fake crisis

James K. Galbraith worries that the Democrats in the American Congress will allow themselves to be suckered once again over a fake crisis

Niaz Asadullah and Andrew Kam Jia Yi provide an overview of the formidable challenges facing Malaysia's new government

Niaz Asadullah and Andrew Kam Jia Yi provide an overview of the formidable challenges facing Malaysia's new government

Devon Funds' Greg Smith is looking forward to 2023, seeing reasons for optimism for investing, as market conditions stay good for active value-oriented investors

Devon Funds' Greg Smith is looking forward to 2023, seeing reasons for optimism for investing, as market conditions stay good for active value-oriented investors

Market responds positively to softer US wage rises in positive US jobs report. The NZD moves positively against the JPY on the BoJ shift, and against the AUD on China trade developments

Market responds positively to softer US wage rises in positive US jobs report. The NZD moves positively against the JPY on the BoJ shift, and against the AUD on China trade developments

The World Gold Council notes that recessions are typically good for gold. It assesses the yellow metal's likely performance in 2023, for scenarios of falling inflation, recessions, geopolitical flareups, a China recovery, and pressures on commodities

The World Gold Council notes that recessions are typically good for gold. It assesses the yellow metal's likely performance in 2023, for scenarios of falling inflation, recessions, geopolitical flareups, a China recovery, and pressures on commodities

Willem Buiter thinks it well within monetary policymakers' power to rein in price growth, if not boost GDP growth

Willem Buiter thinks it well within monetary policymakers' power to rein in price growth, if not boost GDP growth

Nancy Qian indentifies the social and economic factors that are hampering basic infection-control efforts in China

Nancy Qian indentifies the social and economic factors that are hampering basic infection-control efforts in China

Kenneth Rogoff explains why aggressive monetary tightening might exacerbate the coming economic downturn

Kenneth Rogoff explains why aggressive monetary tightening might exacerbate the coming economic downturn

Koichi Hamada hope that acts of political violence in the US and Japan will inspire a more robust defense of progress

Koichi Hamada hope that acts of political violence in the US and Japan will inspire a more robust defense of progress

Andrew Sheng and Xiao Geng are not surprised that economic planners in China and elsewhere are preparing for a recession

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

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

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

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

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

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

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

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

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

Rick Jones argues it's simply too important for New Zealand to NOT have monthly CPI inflation data

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

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

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

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

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

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

Paul Mazzola & Mitchell Goroch look at FTX's demise from the perspective of retail investors noting they're largely on their own