Economy Watch Podcast
1) Gold turns from a risk haven to a speculative play
Precious metals star. US retail turns uncertain. Canada PPI rises. Japanese rates rise. China hits EU dairy with duty penalties. India & NZ agree FTA.
2) Eyes on holiday sales impetus
Foreign investors hesitant in China. Japan hawkish rate hike boosts bond yields. Malaysia's imports surge. US consumers unhappy but investors upbeat.
3) Lower US CPI gets sceptical reviews
US CPI surprises with sharp easing. US factory surveys generally downbeat. Canada SMEs upbeat. Many central bank reviews. US-China freight rates rise.
4) The end (of 2025) is near, investors nervous
Divergence of Fed views on display again. Canada attracts investment, restricts people. More strong Japanese data. Eyes on more central banks.
5) American weaknesses show up in latest data
Dairy prices fall hard again. US jobs data messy, retail data soft. Japan, India, the EU and Australia all get rising PMIs. Australian consumer mood slips.
6) Wall Street optimism fades
US data hesitant; Canadian data mixed; Japan sentiment rises; China data weak; Hong Kong trashes its democracy; India exports rise; UST 10yr at 4.18%; gold hovers near record; oil lower; NZ$1 = 57.9 U...Show More
7) Breakfast briefing: Hate spreads
China shows some weaknesses. India shows some strengths. Malaysia booms. Japan ready for a rate hike. Canadian house building zooms.
8) US glummer post-Fed, rest of world upbeat
US data lackluster. Canada posts surprise trade surplus. Japan business sentiment rises. Australian labour market weaker.
9) Markets take Fed cut in its stride
US Fed cuts as expected; US payroll costs inflate; Canada holds its rate; China CPI stays low; IMF upgrades China growth
10) Better news but bad decisions
US data generally positive. Japan ready for rate rise, machine tool orders strong. Taiwan exports stars again. German exports rise. Silver at new record. Oil falls on glut fears