We follow the economic events and trends that affect New Zealand.
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David Chaston Podcasts
Longform interviews with key opinion makers about the New Zealand economy
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1
US hides behind tariff wall, China rethinks uber-competition
5:01
5:01
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5:01
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 is having second thoughts about how some industries are operating with their super-competitive impulses. But first…
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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 US tariff news probably dominating this week as many countries get letters from Trump. That will likely include Australia and …
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1
Equities rise globally as earnings stay resilient
5:11
5:11
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5:11
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 Canada has conceded it has lost its dairy dispute with New Zealand. But first in the US, actual initial jobless claims in…
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1
Bond market steepens yield curves on messy policy
4:20
4:20
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4:20
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 US yield curve has steepened overnight on messy talk about the US Fed's independence, and arbitrary US tariff state…
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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 US inflation is rising and tariffs are getting the blame. But first, the overnight dairy auction brought prices +1.1% …
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1
China shines again in difficult global reordering
5:18
5:18
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5:18
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 there may be trade policy chaos, and it may get worse, but you wouldn't know it from today's data, especially June data …
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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 August 1 is the new deadline for tariff negotiations with the US. It’s an endlessly moving 'deadline' bourne out of frust…
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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 commodity currencies are in favour at the end of the week as global commodity prices get a halo boost from the taxes Amer…
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1
The Trump pandemic twists American summer priorities
4:18
4:18
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4:18
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 of more tariff threats, but markets are over that drama, shoving its impact to the background. If there is news on a US…
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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 US tariff threats are shifting from being aimed at trading 'partners' to a focus on commodities, today especially copp…
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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 financial markets have turned cautious, unsure of what to make of the set of 'tariff letters'. In Washington, because th…
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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 the world is working out how live with a capricious America. First though, the week ahead will feature Wednesday afternoo…
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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 US budget bill has now been approved by Congress setting up a big shift in fortunes for big business at the expense o…
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1
Financial markets stay positive while waiting for key signals
5:05
5:05
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5:05
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 financial markets are awaiting the reconciliation of the US budget bill between the Senate and House versions. And …
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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 the US Senate has agreed the Trump budget, but only after the Vice President broke a deadlock with a casting vote. Fin…
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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 the US budget debate has financial markets on edge. But first up today, the Chicago PMI did not report the expected mode…
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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 we are now halfway through 2025, closer to the next summer holiday break than the last one. We may need it more this time…
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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 its all about the US and the sharp weakening of the greenback. It is now at its lowest level since early 2022. And a key …
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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 tariff-tax cost threats to inflation are being joined by seasonal climate threats in the US. First, it is hot in large …
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1
US economic performance now lagging most key rivals
5:26
5:26
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5:26
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 the US dollar is falling, and the benchmark US 10 year treasury yield is down also, near a seven week low. These are t…
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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 markets seemed relieved that the Iranians responded in a localised and 'measured' way to the US attack. They took this a…
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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 the world's two largest economies are showing outsized vulnerabilities - geopolitical, economic, and environmental. First…
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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 Fed governors are clearly worried about the inflation threat from the new tariff taxes. The US Fed has kept rates u…
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1
US economy stumbles on weak retail and factory data
5:45
5:45
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5:45
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 seeing signs of the US economy losing steam just as the US Fed meets. First up today, the overnight full dairy …
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1
Israel Iran conflict seems contained for now
6:26
6:26
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6:26
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 there are hopes, early ones at this stage, that Iran is looking for an off-ramp in its fight with Israel, or at least, s…
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1
Financial markets add war & protest to their calculus
6:45
6:45
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6:45
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 the hot-war tensions in the Middle East from Israel's attack on Iran has generated substantial financial market reaction.…
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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 incoherent trade policies have driven the US dollar to its lowest level since 2022 as markets don't see any easing of geo…
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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 China and the US seem to have agreed some sort of trade deal although the details are still quite fuzzy. However a key …
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1
"The harm to living standards could be deep"
5:13
5:13
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5:13
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 still waiting for indications of the China-US trade talks in London. Meanwhile, the World Bank said global trad…
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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 the US and China are meeting in London to discuss China's block on exports of rare earth minerals that the US manufactur…
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1
Economic outlook dims as Trump goes 'purposefully inflammatory'
6:35
6:35
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6:35
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 that despite the Trump-generated spectacle of intimidation and violence in Los Angeles against immigrant communities, the…
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1
US equity markets recoil at more instability
7:24
7:24
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7:24
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 US Republicans are becoming more like the CPC than they probably realise. But first, there were 209,000 initial jobless c…
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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 that poor American data has seen risk aversion rise in financial markets with the USD falling, benchmark bond prices ri…
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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 the global economic expansion is losing pace, led by the US. But first up today, the overnight full dairy auction pull…
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1
More stagnation everywhere, more inflation in the US
6:20
6:20
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6:20
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 the Americans seem to be making a concerted effort to adopt a stagflation policy. The USD is falling toward a three year…
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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 legality of the US tariff taxes is now under court scrutiny. But first, US initial jobless claims rose +10,000 last w…
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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 trade chaos and tariff-war skirmishes have markets worldwide watching for inflation signals as much as growth signa…
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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 a relief rally is underway on Wall Street, responding to the delays in tariffs by the US on EU goods. But first, an up…
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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 we are being reminded of the central role the giant Wall Street markets play in global finance. It is a US holiday weeke…
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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 we have ended a turbulent week where the USD fell, US Treasury benchmark rates rose, and equities retreated. Gold jumped.…
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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 risk premiums keep on rising. But first, the OECD is reporting that the global expansion is leaking away, and quite quick…
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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 bond market is speaking, passing judgement on the Trump Budget - it doesn't like it. The benchmark US Treasury 10yr…
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1
Superpower budgets drive irresponsible risks
6:14
6:14
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6:14
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 both superpowers are dicing with unsustainable budget deficits that are posed to explode. The Moody's downgrade was ju…
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1
The messy business of dealing with US mistakes
6:11
6:11
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6:11
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 the US downgrade is seeing the trend of higher interest rates extend. And in the US, we have more negative signals. The …
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1
Recent history less relevant for analysts. It's now all about what is to come
6:37
6:37
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6:37
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 analysts and investors are looking at the unfolding trade-war skirmishes through different lenses. The week ahead will be…
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1
Lots of US data releases, few supporting the Trump agenda
6:58
6:58
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6:58
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 Trump's back-down on tariffs came as corporate decision-makers concluded reshoring isn't a good idea. There are few moves…
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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 price of gold is falling, long term benchmark interest rates keep on rising with larger risk premiums, and monetary…
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1
As the tempest fades, the net situation is worse
5:43
5:43
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5:43
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 the relief rally following the US-China trade de-escalation continues, for equities at least. But worries continue abo…
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1
Wall Street soars on US-China tariff reprieve
4:46
4:46
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4:46
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 mostly about the China-US Geneva 'agreement' and market reactions. First up, China and the US agreed to cut tariffs on e…
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1
Progress in Geneva? or just face-saving rhetoric?
6:24
6:24
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6:24
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 with claims of "substantial progress" and "a deal we struck" by the Americans in their Geneva talks with China, but no in…
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