Mark Tanner says new in-market analysis in China shows a shift in consumer preference – from price-led purchasing to choices anchored in quality and brand strength
A gold analyst suggests when the bond-equity correlation flips from negative to positive, a larger allocation to gold is required to retain the initial level of portfolio risk
US sovereign rating downgraded; US consumers glum; Walmart warns; eyes on China data dump; Singapore exports jump; EU trade surplus jumps; UST 10yr at 4.44%; gold down, oil firmer; AU$1 = 64.1 USc
When sentiment slumps and bond vigilantes return, is the only way for gold 'up'? especially when equity valuations seem unreasonably high
David Mahon says China is responding to the US tariff war by focusing on its internal challenges while strengthening new alliances with the economic refugees of the fragmenting global order
Powell focused on inflation control; US data weaker than expected; Japan machine tool orders rise; EU factories busy; Aussie labour market rises; freight rates rise; UST 10yr at 4.45%; gold up, oil down; NZ$1 = 58.7 USc; TWI-5 = 67.2
Mark Tanner says there are plenty of Chinese consumers prioritising price. But there are also tens of millions who are willing to pay more for products they perceive to be safer, better, or more 'emotionally resonant'
Canadian data reflects tariff twists; China new yuan loan data weak; Aussie drought extends; ASIC puts Macquarie in its crosshairs for deep problems; UST 10yr at 4.53%; gold falls and oil holds; AU$1 = 64.4 USc
Trump obsesses about Powell; US already in recession; Japanese inflation stays high; China FDI weak, fiscal stimulus rises; ECB cuts; Aussie jobs rise; UST 10yr at 4.33%; gold holds high and oil up; AU$1 = 65.4 USc
Eswar Prasad and Caroline Smiltneks consider the growth prospects for the major economies in the wake of the Trump tariff actions
Trump’s tariffs have triggered a market crash in the United States and sent stocks, currencies, commodities, and crypto tumbling
Living in ‘garbage time’: When 500 million Chinese change their spending habits, the world feels it, Christian Yao says
The United States’ crudely calculated tariffs were not reciprocal and risk fracturing global trade as China and Europe vow to retaliate and protect their own markets
IAG NZ self reporting to FMA results in civil court case alleging breaches of the Financial Markets Conduct Act
