Economy Watch

China's slowdowns accentuate imbalance risks everywhere

02 Sep 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

World's major economies set for a positive run to the end of 2024

01 Sep 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

A US$1 tln here, 40 degrees there bookmark global extremes

28 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

Where have the children of China gone?

27 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

Imre Speizer: What to expect from interest rates and the NZ dollar over coming months

27 Aug 2024

Contributed by Lukas

With US Federal Reserve Chairman Jerome Powell signalling interest rate cuts ahead, the US dollar's likely to weaken with the Kiwi dollar rising agai...

Fickle markets accept a global soft landing has been achieved

25 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

August PMIs mostly positive

22 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

NZ might benefit from an EU-China dispute

21 Aug 2024

Contributed by Lukas

US jobs growth not as strong as first reported. Fed minutes confirm likely September cut. China threatens the EU on dairy trade.

John Small: The 'faster, safer, cheaper' banking experience of the future

20 Aug 2024

Contributed by Lukas

The process of growth will be the main benefit from a scaled up Kiwibank, while public acclaim will be a key measure of open banking's success, Commer...

The global economy delivers summer gains

20 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

Markets bet the Fed has won its battle against inflation

19 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

China struggles to manage its downturn

18 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Christian Hawkesby: Accurate GDP forecast would’ve altered May RBNZ policy

17 Aug 2024

Contributed by Lukas

Deputy Governor Christian Hawkesby says the Reserve Bank's (RBNZ) Monetary Policy Committee might have taken a different stance in May if the economic...

The US economy holding up well

15 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Global rate cuts now more certain

14 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

China faces strong downward pressures

13 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

Stresses in China grow

12 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

Chinese consumers put away their wallets

11 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Investor fears ease

08 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Investors pause and modest economic gains filter through

07 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

US recession fears overstated, apparently

06 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

Global equity markets embark on wild ride lower

05 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

Shannon Barlow: Where the power sits in the labour market

04 Aug 2024

Contributed by Lukas

The balance of power in the labour market sits firmly with employers, with a big rise in job applicants over the past year chasing a significantly dim...

Re-thinking financial asset valuations

04 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Equities & bond yields fall in risk-off shift

01 Aug 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

John Bolton: Who might be attracted to shoebox apartments and why

01 Aug 2024

Contributed by Lukas

The Government's push to have more apartments, including shoebox apartments, built should be welcomed over time by a range of buyers including first h...

Two big central banks speak

31 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

China foreign direct investment vanishes

30 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

Will they or won't they?

29 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

US Fed rate cuts closer now

28 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Steven Hail: Transforming the discussion about government fiscal & economic policy

26 Jul 2024

Contributed by Lukas

Mainstream economics courses teach students money is a scarce resource and nature has boundless capacity to be exploited when in fact it's the other w...

US economy picks up speed in Q2

25 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Wall Street goes into reverse

24 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

Commodity prices ease further

23 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

Commodity prices sag and takes the NZD with it

22 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

Moderate global prosperity unaffected by war, politics, or tech snafus

21 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Last-mile gains in inflation war hard to achieve

18 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Will Carnachan of Aotea Asset Management unpacks the NZ private credit scene

18 Jul 2024

Contributed by Lukas

New Zealand's nascent private credit industry could account for up to 5% of business lending to operating companies over time, suggests Aotea Asset ...

The US 'stars' align for the Fed

17 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

The global economy in a "sticky spot"

16 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

China stumbles again

15 Jul 2024

Contributed by Lukas

Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the...

Looking at the data

14 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Nick Tuffley: Why did ASB and RBNZ change their mind about rate cuts?

13 Jul 2024

Contributed by Lukas

The Reserve Bank surprised the market on Wednesday by dropping hints it was open to cutting rates sooner than planned, due to signs the economy was ge...

Stephen Jacobi: The US is a riskier trade partner than China

12 Jul 2024

Contributed by Lukas

New Zealand exporters to the United States might be at greater risk of being disrupted than those exporting to China, according to one trade expert.De...

Inflation's pressure eases globally

11 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

New trade distortions spread

10 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

US economy no longer overheated says Fed

09 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

A broad easing of some key commodity prices

08 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

Three elections, three rejections of the hard-line, hard right

07 Jul 2024

Contributed by Lukas

that in the three elections held over the weekend, 'democracy' seems to be signaling a rejection of the hard-line and hard-right.But first in the week...

The hits to global trade keep coming

04 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

World's major economies holding up well

03 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

Dairy prices drop most in almost a year

02 Jul 2024

Contributed by Lukas

Dairy prices nosedive. US data quite positive. China housing woes deepen. Inflation low in South Korea & EU. RBA minutes leave rate hike on table.

More tax cuts flow to Australian workers

01 Jul 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

Economic prospects hesitate, suggest a shift lower

30 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

James Foster - the New Zealand EV, or 'batteries on wheels', scene

28 Jun 2024

Contributed by Lukas

The first New Zealand and international wave of electric vehicle (EV) uptake is probably over, with cheaper cars and better public charging infrastruc...

Global food stress low

26 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

Doubts remain in the US & Canada that inflation is beaten yet

25 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

Eyes on some big risks

24 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

China's investment momentum slows fast

23 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

The northern world swelters

20 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Cameron Bagrie: Why and how the pricing of risk versus the taking of risk by banks needs to change

20 Jun 2024

Contributed by Lukas

Ask Cameron Bagrie how to improve business and rural banking and some words reoccur in his answers. Three of them are "risk", "productivity", and "ban...

Some very large global tensions start to boil hotter

19 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

Aussie rate cut hopes fade

18 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

China loses steam on property drag

17 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

Fiona Hall & Martin Dilly: Frustrations with & war stories from the world of anti-money laundering compliance

17 Jun 2024

Contributed by Lukas

By Gareth VaughanHow seriously is the public sector taking the fight against money laundering and terrorism financing?This question comes up in a new ...

Data slippage in most major economies

16 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Container freight rates hit 3x last year's level

13 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Fed shifts to one 2024 cut, four in 2025

12 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

China-related sentiment downturn deepens

11 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

The French gamble

10 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

Growth needs productivity gains, IMF says

09 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Rising freight rates makes global trade a tougher challenge

06 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Kylie Walker: What the mission-driven Future Made in Australia approach is & what it could mean

05 Jun 2024

Contributed by Lukas

The Australian Government's a Future Made in Australiainitiative could attract skilled migrants and potentially investment and entrepreneurs from New...

A first major central bank cuts its policy rate

05 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

A series of unexpected outcomes

04 Jun 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

Voters speak, investors nervous

03 Jun 2024

Contributed by Lukas

US PMIs vary, US PCE inflation holds; Canada gets modest expansion; India gets huge expansion; Japan data good; China data weak; NZ to join IPEF.

US expansion milder than expected, bond selloff arrested

30 May 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Financial markets drive interest rates up

29 May 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

Rising yields colour global markets

28 May 2024

Contributed by Lukas

Kia ora,Welcome to Wedenesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and ...

High rates hurting commercial property funds

27 May 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

China falls in love with 'wealth management products' again

26 May 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

China two-faced? What is says sharply different to what it does

23 May 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Geof Mortlock: Problems with NZ's depositor compensation scheme & bank failure tools

23 May 2024

Contributed by Lukas

The fund backing New Zealand's incoming depositor compensation scheme is going to be small, it's going to take a long time to reach its target level, ...

The US Fed worried about lack of inflation progress

22 May 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

Markets now expecting rate cut signals

21 May 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

Huge Chinese property sector support may not be enough

20 May 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

Shamubeel Eaqub: Why institutional landlords should be better for renters than 'accidental' landlords

20 May 2024

Contributed by Lukas

Renting in New Zealand today is more difficult than a decade ago, with fewer properties available, rents continuing to increase, and the quality of re...

Geopolitical issues remain but investors look past them

19 May 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Investors embrace risk, regulators fret about risk

16 May 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Markets toy with US rate cuts sooner than Fed has indicated

15 May 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

Surpluses and tax cuts now, deficits later

14 May 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

China readies new stimulus and the copper price zooms higher

13 May 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

China settles in to a blah trend

12 May 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

New jump in global freight rates

09 May 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Bad policy can do massive long-term damage

08 May 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...

Even dour opinions can't knock blossoming data

07 May 2024

Contributed by Lukas

Kia ora,Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and t...

The global service sector powers on

06 May 2024

Contributed by Lukas

Kia ora,Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and thi...

US labour market growth slows but productivity rises

05 May 2024

Contributed by Lukas

Kia ora,Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

Economic growth rises despite the challenges

02 May 2024

Contributed by Lukas

Kia ora,Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this...

The US Fed comes out less hawkish than feared

01 May 2024

Contributed by Lukas

Kia ora,Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and th...