Economy

US trapped in Iran quagmire; US inflation rises, oil stocks retreat; Canada holds; Japan PPI jumps; China CPI low but PPI high; Australian fuel tax cut nears end; UST 10yr at 4.54%; gold drops hard as oil rises; AU$1 = 70.1 USc;

US data mixed but exports up slightly; Canadian exports jump; China's exports surge, Taiwan even more so; Japanese & Indonesian central banks wary; UST 10yr at 4.53%; gold drops as does oil; AU$1 = 70.3 USc

US inflation expectations ease but SMEs turn glum; Japan improves; China excavator sales roar but car sales reverse; Iran tolling Hormuz transits; UST 10yr at 4.55%; gold and oil little-changed; AU$1 = 70.5 USc

China's reserves at 11 year high; India growth stays strong; US payrolls rise but not in productive sectors; Canadian jobs rise; EU growth hurt by Ireland twist; UST 10yr at 4.54%; gold and oil holds; AU$1 = 70.4 USc

US jobs rise more than expected; Wall Street reverses; Canada job gains impress; EU gets an Ireland shock; India expands fast; UST 10yr at 4.54%; gold dives and oil dips; NZ$1 = 70.5 USc;; bitcoin lower again

No Middle East resolution despite market hopes; US data mixed; EU retail soft; freight rates surge; amateur AI legal claims clog courts; UST 10yr at 4.47%; gold up and oil falls; AU$1 = 71.4 USc

US data mixed & inconsistent; Canada house prices fall; Japan to assess rate hike; China service sector rises; Australian GDP growth fades; UST 10yr at 4.49%; gold falls and oil rises; AU$1 = 71.3 USc

Other than for data centers, investment and economic activity were weak in Q1-2026, with the pick‑up in household consumption offset by a fall in public demand

US labour data upbeat but sentiment downbeat; China harvests; EU inflation in spotlight; Australia gets first trade deficit in nine years; mineral prices rise; UST 10yr at 4.46%; gold dips and oil rises; AU$1 = 71.8 USc

The minimum wage to rise to over $1000 per week on July 1, after the Fair Work Commission agrees the biggest rise since 20203

Hormuz unresolved; global factories expand on stockpiling; Korean exports impress; Australian inflation dips; Wall Street in tech IPO frenzy; UST 10yr at 4.47%; gold falls and oil rises; AU$1 = 71.7 USc

China PMIs steady with little expansion; house prices ease in Sydney & Melbourne; Aussie super stress grows; strong El Niño developing; UST 10yr at 4.45%; gold and oil softish; NZ$1 = 71.8 USc

US trade deficit stays high; Chicago PMI gets stockpiling boost; Canada close to recession; Japan sentiment and retail rise; Taiwan posts outsized GDP growth; UST 10yr at 4.43%; gold firms again; oil lower; AU$1 = 71.9 USc

Iran & the US agree a tentative deal; US data mixed while inflation rises; Australian household spending falls, capex rises; air travel falls, air freight resilient; UST 10yr at 4.45%; gold firms; oil lower; AU$1 = 71.7 USc

Commodity markets believe Iran TV; US mortgage applications drop on higher US rates; other US data mixed; Australian CPI restrained; UST 10yr at 4.48%; gold falls; oil lower; AU$1 = 71.3 USc

No deal in US-Iran talks yet; US data mixed; investors extract big yield jump in UST 2yr bonds; Singapore and Taiwan rise; aluminium price nears record high; UST 10yr at 4.49%; gold eases; oil rises; AU$1 = 71.6 USc

Claims & counterclaims in US-Iran talks but no deal; markets act as though one will emerge; Singapore data strong; China FDI stabilises; yuan financing rises; UST 10yr at 4.47%; gold rises; oil drops; AU$1 = 71.8 USc

Iran-US deal proving hard to close; US consumers sentiment hits record low; Canada battles high PPI; Japan & Korea avoid Iran fallout; UST 10yr at 4.57%; gold and oil on hold; AU$1 = 71.3 USc

US sentiment worse than originally reported; Fed's Waller sees rate hikes; Canadian PPI leaps; Japanese CPI tame; Korean sentiment up; UST 10yr at 4.55%; gold dips but oil holds; AU$1 = 71.4 USc

US data mixed, distorted by cost jumps; Korea input prices surge; Japanese exports strong; Australian labour markets weaken; freight rates rise; UST 10yr at 4.58%; gold up but oil holds high; AU$1 = 71.7 USc

The 2026 job market is tougher on women than men. There were fewer jobs for women in April, slightly more for men

Crude oil prices determining benchmark interest rates and policy choices; Taiwan export orders star again; Indonesia hikes unexpectedly; UST 10yr at 4.57%; eyes on Nvidia; gold up but oil eases; AU$1 = 71.5 USc

Bond markets turn angry; US payrolls expand; Canadian inflation up less than expected; Japan GDP rises; Aussie sentiment shows sharp age differences; UST 10yr at 4.67%; gold down but oil holds; AU$1 = 71.1 USc

No change in the Middle East; US data little-changed but still negative; China data weaker; Singapore exports strong; Trumps crypto partners help Iran; UST 10yr at 4.49%; gold holds but oil rises; AU$1 = 71.6 USc