PODCAST

Economy Watch

Interest.co.nz / Podcasts NZ, David Chaston, Gareth Vaughan, interest.co.nz

We follow the economic events and trends that affect New Zealand.

business investing

All Episodes

00:03:58

A series of unexpected outcomes

Economy Watch ·

2024/06/04

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 this is the international edition from Interest.co.nz.And today we lead with news of some unexpected outcomes.The overnight dairy auction belied the futures market again somewhat, delivering modest rises across the board, probably because European production is sagging a bit more than expected. Demand from China was not strong, but other regions picked up

00:08:52

Voters speak, investors nervous

Economy Watch ·

2024/06/03

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.

00:04:22

US expansion milder than expected, bond selloff arrested

Economy Watch ·

2024/05/30

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 is the international edition from Interest.co.nz.And today we lead with news weaker US data has halted the bond selloff.But first, the actual number of US initial jobless claims rose marginally last week, and the number of people on these benefits was actually unchanged from the prior week at 1.7 mln although that was a small increase from year-ago

00:05:47

Financial markets drive interest rates up

Economy Watch ·

2024/05/29

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 this is the international edition from Interest.co.nz.And today we lead with news today is Budget Day. Join us at 2pm for full coverage of the new government's first full Budget.More broadly, US mortgage applications sank -5.7% last week from the previous week, the most since mid-February, and ending three consecutive rises. The retreat follows a fresh

00:04:25

Rising yields colour global markets

Economy Watch ·

2024/05/28

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 this is the international edition from Interest.co.nz.And today we lead with news global markets are putting upward pressure on interest rates and that is spilling over to our local markets.In the US, and somewhat unexpectedly, consumer confidence rose in May in the latest Conference Board survey. This mirrors the University of Michigan version, although

00:03:54

High rates hurting commercial property funds

Economy Watch ·

2024/05/27

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 this is the international edition from Interest.co.nz.And today we lead with news of mostly second-tier indicators today.And that is because it is a public holiday in the US, Memorial Day, and financial markets are closed there.Tt is probably good that business is closed there for one major commercial real estate investor. Starwood Real Estate Income Trust

00:06:00

China falls in love with 'wealth management products'...

Economy Watch ·

2024/05/26

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 is the international edition from Interest.co.nz.And today we lead with news American factory orders are rising and setting up a good second half of 2024.But first we should note that the US is on holiday today and tomorrow, their Memorial Day (like our ANZAC Day but with more retail). This marks the start of their summer season when investors

00:05:21

China two-faced? What is says sharply different to...

Economy Watch ·

2024/05/23

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 is the international edition from Interest.co.nz.And today we lead with news China seems to be making a play to avoided as an investment destination.But first, initial US jobless claims fell to just +192,000 last week when a small increase was anticipated. Still no labour market stress signals here. The total number of people on these benefits fell

00:38:20

Geof Mortlock: Problems with NZ's depositor...

Economy Watch ·

2024/05/23

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, and the lack of depositor preference in the scheme is a mistake, according to a deposit insurance expert.Geof Mortlock, an international financial regulatory consultant who does work for the International Monetary Fund and World Bank specialising in financial system stability, resolution of bank failures and deposit insurance, spoke about the depositor

00:04:44

The US Fed worried about lack of inflation progress

Economy Watch ·

2024/05/22

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 this is the international edition from Interest.co.nz.And today we lead with news the American central bank is wondering if they have done enough yet to quash the inflation impulse.But first, US mortgage applications rose +1.9% last week from the previous week, adding to the 0.5% increase from that earlier week and taking it to an unusual third consecutive

00:05:00

Markets now expecting rate cut signals

Economy Watch ·

2024/05/21

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 this is the international edition from Interest.co.nz.And today we lead with news we are looking for signs inflation is actually easing and policy interest rates can be adjusted lower.But first, at the overnight GDT dairy auction, prices rose a bit more than +3.3% from the prior event two weeks ago. That takes the price level back to where it was in

00:03:58

Huge Chinese property sector support may not be enough

Economy Watch ·

2024/05/20

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 this is the international edition from Interest.co.nz.And today we lead with news China seems to be struggling to find its way through the wreckage of its property crisis.The Chinese central bank left both its 1- and 5-year rates unchanged in their monthly review today, still at 3.45% and 3.95% respectively. The one year benchmark has been unchanged for

00:38:00

Shamubeel Eaqub: Why institutional landlords should...

Economy Watch ·

2024/05/20

Renting in New Zealand today is more difficult than a decade ago, with fewer properties available, rents continuing to increase, and the quality of rental properties not much better, Shamubeel Eaqub says. However, the economist and co-author of the 2015 book Generation Rent, rethinking New Zealand's priorities, says it's not all bad news.Speaking in the latest episode of interest.co.nz's Of Interest podcast, Eaqub says the "lived reality of renting" has got harder over the past decade, but the

00:07:03

Geopolitical issues remain but investors look past them

Economy Watch ·

2024/05/19

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 is the international edition from Interest.co.nz.And today we lead with news metals prices eye a boost from the Chinese housing rescue.But first in the week ahead, it will be one dominated by the RBNZ's Wednesday Monetary Policy Statement, one that itself comes about a week before the new Government's first full Budget - and that too is likely to have a

00:06:06

Investors embrace risk, regulators fret about risk

Economy Watch ·

2024/05/16

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 is the international edition from Interest.co.nz.And today we lead with news the ECB is warning investors aren't taking geopolitical risks into account nearly enough.But first in China, we are getting reports that Beijing is developing a plan to save their housing markets and SOE developers by having the state buy huge numbers of unsold properties to

00:05:48

Markets toy with US rate cuts sooner than Fed has...

Economy Watch ·

2024/05/15

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 this is the international edition from Interest.co.nz.And today we lead with news financial markets are in a risk on mood today.First, the April US inflation rate brought no surprises, coming in as expected at 3.4%, a dip albeit a small one, from March's 3.5%. But it still qualifies as 'sticky' - there have been nine lower readings in the past twelve

00:06:04

Surpluses and tax cuts now, deficits later

Economy Watch ·

2024/05/14

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 this is the international edition from Interest.co.nz.And today we lead with news about the latest and pre-election Aussie Budget delivered overnight.But first, the American retail Redbook Index rose +6.3% last week from the same week a year ago, suggesting buoyant trading in physical stores, gains well ahead of inflation. It is not only the strongest

00:04:08

China readies new stimulus and the copper price zooms...

Economy Watch ·

2024/05/13

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 this is the international edition from Interest.co.nz.And today we lead with news China seems to be on the cusp of bringing back its traditional stimulus play to bolster its misfiring economy.But first up today there is more evidence US inflation isn't cooling as the Fed would want. A respected survey by the NY Fed shows that consumer inflation expectations

00:06:54

China settles in to a blah trend

Economy Watch ·

2024/05/12

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 is the international edition from Interest.co.nz.And today we lead with news of generally modest and uninspiring economic data.We start today with updates from China.Their April CPI came in +0.3% higher than a year ago, low but not as low as expected and not deflation yet (which they had from October to January). In the circumstances they will be ok

00:04:49

New jump in global freight rates

Economy Watch ·

2024/05/09

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 is the international edition from Interest.co.nz.And today we lead with that there is a surprise renewed jump in global shipping freight rates underway again.But first, new US jobless claims rose last week. The headline seasonally adjusted rate "surged" to +231,000 and up from +209,000 the prior week. But the actual number of new claims was only

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