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Who's winning the US-China AI race?

Stephen Roach thinks the outcome of the AI race between China and the US will likely come down to which government invests more in basic theoretical research

Breakfast briefing: More trade deals, just not with the US

25th Jul 25, 6:15amby David Chaston

US factories slower but service sector rises; Canadian retail rises; India PMIs rise; India & UK sign trade deal; ECB ends rate cut cycle; container freight rates dip; UST 10yr at 4.41%; gold lower, oil stable; AU$1 = 66 USc

25th Jul 25, 6:15amby David Chaston

Breakfast briefing: US & Japan reach tariff deal, one Japanese investors love

24th Jul 25, 6:56amby David Chaston

US data ho-hum; US-Japan tariff deal reached; EU looks for similar; Korea sentiment rises; Taiwan industry zooms; Australian leading index dips; UST 10yr at 4.39%; gold down while oil stable; AU$1 = 65.9 USc

24th Jul 25, 6:56amby David Chaston

Breakfast briefing: Currency markets resetting as tariff taxes bite

23rd Jul 25, 7:44amby David Chaston

US factory survey turns lower as company profits hit by tariffs; Taiwan shines; Japan reacts to election; Europe gets the housing bug; UST 10yr at 4.34%; gold & silver up while US oil drops; AU$1 = 60 USc

23rd Jul 25, 7:44amby David Chaston

Mortgage stress rising despite rate cuts

23rd Jul 25, 7:34amby Guest

Risk of mortgage stress up in June as Australians take out bigger mortgages after interest rate cuts, Roy Morgan says

23rd Jul 25, 7:34amby Guest

Breakfast briefing: US hides behind tariff wall, China rethinks uber-competition

22nd Jul 25, 7:34amby David Chaston

US leading index weakens again; Bessent attacks Fed, again; Canadians stoic under pressure; China rethinks unrestrained competition; UST 10yr at 4.37%; gold up and oil little-changed; AU$1 = 65.3 USc

22nd Jul 25, 7:34amby David Chaston

ANZ cuts a bonus saver interest rate

21st Jul 25, 9:18amby David Chaston

ANZ trims the rate on its Progress Saver bonus savings account. We compare this account to ANZ's main rivals and their equivalent offers

21st Jul 25, 9:18amby David Chaston

Breakfast briefing: Inflation & tariffs take center stage

21st Jul 25, 8:16amby David Chaston

Eyes on NZ CPI; Japan government takes a drubbing, inflation eases; US housebuilding weaker except in Northeast; will Trump fire Powell?; RBA minutes due; UST 10yr at 4.43%; gold and oil little-changed; AU$1 = 65 USc; TWI-5 = 67.5

21st Jul 25, 8:16amby David Chaston

Weekend briefing: Change that makes things worse

19th Jul 25, 6:46amby David Chaston

American housebuilding weak everywhere except in one pocket; US sentiment stabilises at low level; eyes on Japan; Malaysia growth good; UST 10yr at 4.42%; gold and oil little-changed; AU$1 = 65.1 USc

19th Jul 25, 6:46amby David Chaston

Westpac trims term deposit rates

18th Jul 25, 8:30amby David Chaston

The Red Bank cuts term deposit rates across the board. That makes it the lowest for all terms of one year and less, but still competitive for longer terms

18th Jul 25, 8:30amby David Chaston