Economy Watch

This episode features an interview with Imre Speiser, who discusses the volatile start to the year in financial markets, focusing on interest rates and currencies like the Kiwi dollar.

This episode analyzes recent economic developments including the US dollar's decline, dairy auction results, US employment data, and consumer sentiment, focusing on their implications for New Zealand and global markets.

This episode analyzes how investors are reassessing returns amid stagflation concerns, focusing on market reactions to U.S.

This episode covers international economic updates including a stalemate in the Persian Gulf, dairy auction price variations, and mixed US economic indicators like jobs and home sales.

This episode discusses Trump's decision to halt strikes on Iran's power system, its impact on financial markets and oil prices, and broader economic trends including weak US construction data.

This episode discusses a protracted energy shock due to Iranian missile attacks on Qatar affecting natural gas trade, along with updates on US economic indicators and central bank rate decisions worldwide.

This episode analyzes recent U.S.

This episode covers global economic updates including volatility in precious metals and Bitcoin, delays in key data due to a US government shutdown, and economic indicators from the US, Canada, and Taiwan.

This episode analyzes recent US economic data showing weak mortgage applications, modest job growth with healthcare as a standout, and declining vehicle sales, while contrasting Chinese PMI indicators.

This episode analyzes rising political risks and their muted impact on global financial markets, covering economic developments in the US, Canada, Japan, and China.

This episode covers global economic developments including rising bond yields, dairy auction results, US labor market data, Supreme Court decisions, and Chinese household financial trends.

This episode covers recent economic developments including dairy price declines, mixed U.S.

This episode discusses the worsening Middle East situation's impact on global fuel supplies, particularly diesel and jet fuel, and previews upcoming economic data releases in New Zealand, Australia, the US, and China.

This episode analyzes global economic trends, including OECD growth projections, inflation revisions, and impacts from geopolitical tensions like the Middle East conflict.

This episode analyzes the economic fallout from Trump's aggressive tactics with Iran, including higher oil prices, inflation, Wall Street declines, and impacts on U.S.

This episode covers escalating Middle East tensions, a decline in dairy auction prices, concerns about private credit funds limiting withdrawals, and mixed U.S.

This episode covers the US Federal Reserve's decision to hold interest rates steady, along with key economic indicators like mortgage applications, producer prices, and oil inventories, while noting overshadowing turmoil in the Middle East.

This episode analyzes global economic trends, focusing on the Middle East conflict's impact, U.S.

This episode provides a weekly overview of global central bank decisions, economic data releases, and geopolitical events affecting international markets.

This episode discusses how financial markets are ignoring official economic data and actions, with examples including rising oil prices despite strategic reserve releases, increasing interest rates despite unchanged US inflation, and significant currency appreciation in Australia.

This episode covers recent economic data including U.S.

This episode analyzes recent economic trends, focusing on market risk aversion, US jobless claims, trade deficits, factory orders, and Singapore's monetary policy, while noting the surprising hesitation in gold prices despite these conditions.

This episode discusses rising inflation fears in global financial markets, stagflation concerns linked to geopolitical tensions, and specific economic updates including a positive dairy auction and US logistics data.

This episode analyzes how escalating global conflicts, particularly the US-Israeli strike on Iran, are driving up shipping costs and inflation, while examining mixed manufacturing PMI data from the US, EU, Japan, and Taiwan.

This episode covers contrasting economic news including Trump's national address on Iran and NATO, US employment and mortgage data, and retail sales trends.

This episode analyzes how safe haven demand will influence financial markets this week amid geopolitical tensions, while previewing key economic data releases from New Zealand, Australia, the U.S., and China.

This episode features an interview with AI expert Mark Lawrence discussing how New Zealand businesses are approaching and adopting artificial intelligence technology.

This episode previews key economic data releases and central bank decisions globally for the week, focusing on inflation, GDP, and market reactions.

This episode analyzes economic trends at the end of Q1-2025, covering financial market activity, Federal Reserve commentary on inflation and rates, and China's large current account surplus.

This episode covers recent global economic developments, including surging oil prices due to Middle East conflicts, inflation trends, and updates on US, Canadian, and Australian economic indicators.

This episode provides a weekly economic update focusing on key inflation data, central bank reviews, and market-moving events in New Zealand, the US, Australia, China, and other regions.

This episode covers global economic updates including US jobless claims, home sales, tariff impacts, and India's inflation, ahead of key US CPI data.

This episode covers global economic developments including falling commodity prices, positive US factory PMIs, and a new tariff agreement between India and the US that could boost Indian exports.

This episode analyzes recent economic data from the US and India, highlighting mixed signals in jobless claims, manufacturing surveys, and rural struggles, with minimal overall gains.

This episode discusses the volatile global economic landscape, focusing on upcoming labour market reports, central bank meetings, and key data releases affecting markets in New Zealand and internationally.

This episode covers international economic news including market reactions to Trump's potential Iran policy, dairy auction results, US employment and housing data, and Canada-US travel trends.

This episode analyzes a surprising US jobs report showing higher-than-expected payroll gains in January, which could impact Federal Reserve rate decisions and has triggered mixed market reactions including falling equity markets and bond yield changes.

This episode analyzes global economic uncertainties, including inflation pressures in the US and China, market reactions to the Iran crisis, and their potential impacts on New Zealand.

This episode covers recent US economic data showing stalled retail sales, rising dairy prices, and mixed employment figures, highlighting concerns about stagflation and household debt trends.

This episode discusses global economic trends, focusing on inflation pressures, central bank rate decisions, job layoffs, and mortgage activity in the US, Australia, Canada, and India.

This episode analyzes upcoming global economic data releases, focusing on US inflation reports, Middle East geopolitical impacts, and key indicators from China, Japan, Australia, and India.

This episode covers global economic updates, including US tech sell-offs, upcoming payroll and inflation reports, and data releases from Australia, New Zealand, and China.

This episode analyzes recent US economic data, including durable goods orders and manufacturing surveys, while discussing how risk repricing is driving commodity price spikes and precious metals.

This episode discusses the emerging 'sell America' trade trend, upcoming economic data releases, and key global financial events affecting markets.

This episode covers recent economic data including US jobless claims, personal income and consumption trends, Fed policy implications, and updates from Malaysia and Japan.

This episode covers global economic trends, focusing on the debasement trade driven by Trump's policies, with updates on US mortgage activity, Canadian producer prices, Indonesian rates, European trade disputes, and Australian economic indicators.

Steve Simon, chair of the Ministerial Advisory Group on Transnational Serious and Organised Crime, discusses New Zealand's escalating battle against criminal networks.

This episode features an interview with Anna Breman, the new Governor of the Reserve Bank of New Zealand, discussing her historic appointment and the latest CPI data showing inflation above target.

This episode covers international economic news including Taiwan's strong export performance, US inflation expectations, China's upcoming Spring Festival, and economic data from Malaysia and Australia.

This episode features Pulitzer Prize-winning journalist David Cay Johnston discussing Donald Trump's presidency, his approval ratings, and New Zealand's strategic approach to navigating Trump's unpredictable leadership.