Economy

Weekend briefing: US inflation up, consumer sentiment down
US inflation edges up but less than expected, sentiment edges down; Canada gets under Trump's skin; India & Japan expansions roll on; Russia cuts; UST 10yr at 4.00%; gold rises and oil dips AU$1 = 65.1 USc;

Breakfast briefing: US sanctions Russian oil
Mixed US data; mixed Canada data; China builds next 5-yr Plan; China & US to meet soon; freight rates rise; crypto fraudster pardoned by Trump; UST 10yr at 3.99%; gold rises and oil surges on Russia sanctions; AU$1 = 65.1 USc

Breakfast briefing: Wall Street shifts lower on Washington mess
US data sparse and weak as US shutdown extends; risks from non-bank lending highlighted; Shanghai property sales jump; aluminium prices surge; UST 10yr at 3.95%; gold drops again, oil up; AU$1 = 64.9 USc

Breakfast briefing: Wait-and-see as policy messes unresolved
US shutdown extends, eyes on US retail pullback; Canada CPI jumps ahead of expected BofC cut; Taiwan astounds again; Australia glows; UST 10yr at 3.96%; gold drops hard, oil holds; AU$1 = 65 USc

Breakfast briefing: Cautious consumers in China, Albanese wins in Washington
Australia comes away from Trump meeting with wins; Canada data soft; China reports good data but questions linger; France downgraded; German PPI falls; UST 10yr at 3.99%; gold higher, oil lower; AU$1 = 65.1 USc

Breakfast briefing: Tough choices ahead
A big week of data and earnings reports ahead; India rises; Singapore exports jump; Malaysia grows faster; AU-US links at risk; more TACO twists; UST 10yr at 4.01%; gold up, oil holds low; AU$1 = 65 USc

Agents of secular stagnation
History suggests that waves of technological innovation take time to show up in productivity, with users not producers reaping the spoils. Productivity pessimism in Australia should not last forever, says Westpac's Luci Ellis

Weekend briefing: Markest embrace flimsy reasoning
US financial markets feature the flaky & flimsy; India bank loan growth soars; Singapore exports rise; Malaysia growth rises; Australian stresses build; UST 10yr at 4.01%; gold down, oil holds low; AU$1 = 64.9 USc

Breakfast briefing: Financial markets gird for bubble risk fallout
US data weak; Canada housing starts strong; Japanese machinery orders dip; Aussie jobs growth weaker; freight rates stop falling; UST 10yr at 3.97%; gold up yet again, oil lower again; AU$1 = 64.8 USc

Jobs growth less than expected in September
Full time jobs rose far less than expected and the jobless rate ticked up to 4.5% in September in a disappointing labour market report

Breakfast briefing: US gets faster inflation, but ignored by officials
US data highlights inflation but officials turn a blind eye; China gets more deflation, softer debt expansion; India exports rise; Aussie house building weak; UST 10yr at 4.05%; gold up yet again, oil lower again; AU$1 = 65.1 USc

Breakfast briefing: Powell, Dimon and the IMF sound caution
Powell gets ready to support a dipping US economy; US SME optimism fades; China car market roars; Singapore doing better; IMF cautious; UST 10yr at 4.03%; gold up again, oil lower; AU$1 = 64.9 USc

Breakfast briefing: Wall Street bounces back; gold hits new ATH
China's exports soar while US exports shrink; India inflation falls below target; Nobel Prize in economics 'proves' creative destruction long term benefits; UST 10yr at 4.07%; gold leaps again, oil little-changed; AU$1 = 57.4 USc

Breakfast briefing: Trump's latest double standards rattle financial markets
US policy unnerves markets, tensions with China renewed; Canada grows more jobs than the US; Japanese politics stumbles; Australian business soft ahead of jobs data; UST 10yr at 4.05%; gold recovers, oil lower; AU$1 = 64.8 USc

They’ll go with the (data) flow
Westpac's Luci Ellis says the RBA has almost certainly not yet decided whether or not to cut the cash rate in November. The data flow from here will determine the outcome, with hesitation now likely to result in more cuts later.

Weekend briefing: Trump tantrum tests traders
Financial markets dive on latest Trump brain explosion; US federal layoffs start; Canada jobs jump; Japan politics gets messy; China fragile; UST 10yr at 4.06%; gold & silver fall back, oil dives; AU$1 = 64.9 USc

Breakfast briefing: China regains poise, US stumbles through shutdown
America kneecapping itself; Japan machine tool orders impress; ditto Taiwan exports; China reports solid holiday activity; Aussie inflation expectations stay high; UST 10yr at 4.15%; gold and oil down; AU$1 = 66 USc

How much financial speculation can the real economy withstand?
Dambisa Moyo worries that a new culture of reckless financial betting could trigger a crisis and undermine future growth

Breakfast briefing: The froth gets frothier
American data weakens quite quickly but it is not holding back financial markets; Japan business sentiment up; Taiwan inflation down; China back from holiday; UST 10yr at 4.14%; gold and oil up; AU$1 = 65.8 USc;

Breakfast briefing: Data downslide, led by the US
US data weakens; Canada PMI leaps; Japanese spending firm; Australian sentiment dips as do job ad levels; Airbus A320 trumps Boeing 737; UST 10yr at 4.12%; gold up as oil eases; AU$1 = 65.9 USc

Breakfast briefing: Tech & commodities rise without data guardrails
China holiday activity looks strong; Japanese markets love Takaichi; France in another political jam; Aussie inflation stays high; many metals prices jump; UST 10yr at 4.16%; precious metals & oil rise; AU$1 = 66.2 USc

Public debt, geopolitics, & capital flows
David Skilling says fiscal & geopolitical change will drive important shifts in the ability of the US to attract allocations of capital from the rest of the world

Breakfast briefing: Japan to get its 'Iron Lady'
Japan to get a new PM; China holiday flows massive; US data weaker; eyes on the RBNZ; EU carbon prices surge; UST 10yr at 4.12%; gold & silver rise again, oil holds; AU$1 = 66 USc

Weekend briefing: Animal spirits ignore economic data
US services sector loses expansion impulse; Canadian minimum pay rises; Toronto real estate sales rise but prices fall; record China travel; plenty of nickel; UST 10yr at 4.12%; gold & silver rise again, oil holds; AU$1 = 66.1 USc;
