Commodity prices show weakness; China extends support, promises more; US still worried about inflation; heat & bushfires ...
A bond bubble is developing in Chinese financial markets and regulators are scrambling to contain it and defuse the ...
Roger J Kerr sees the US Fed continuing to change its dot-plots in 2025. He also thinks most local analysts are missing the ...
New Zealand’s current account deficit, now running at $27 bln per annum, is increasingly dominated by interest on historical deficits plus repatriated profits to overseas owners. Export growth is the ...
We look at some basic building blocks of our interest rate settings, the foundation on which the 2025 changes will play out ...
Ross Stitt reports Australia enters 2025 in 'reasonable economic shape', but facing a world that 2024 shaped with uniquely high risks. Australia is both an opportunity and a risk for New Zealand ...
Global factory PMIs turn down; global freight rates twisted by tariff reactions; China slips but signals new support; UST ...
CoreLogic says both Auckland and Wellington are still getting downward pressure on house prices although some regional centers are basically steady now. 2025 will have to deal with conflicting forces ...
Without taxpayer subsidies, the new car market twisted while it shrank, but buyers gravitated to petrol hybrids rather than ...
Nouriel Roubini considers what the US president-elect's promised policy agenda will mean for growth, and inflation ...
2024 was a year of when interest rates turned lower, when 'normalisation' occurred in the world's largest economies.
Kenneth Rogoff worries about the incoming US administration's plans to weaken the American central bank's independence ...