
Economy Watch
Economy Watch is a podcast from interest.co.nz that covers economic events and trends affecting New Zealand. Hosts David Chaston and Gareth Vaughan analyze the latest data, policy, and business developments with local relevance. Produced by Podcasts NZ, the show offers regular commentary on the country's economic landscape.
Episodes

US inflation little-changed, taking pressure off the Fed
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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.
Today we lead with news the pressure is off the US Fed from inflation threats, temporarily at least.
First today, and as markets had expe

Ignoring Hormuz & hoping for the best
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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.
Today we lead with news Iran says the Strait of Hormuz will remain closed until the US accepts its conditions. So, stalemate there. Howe

Hormuz shut tight
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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.
Today we lead with news rising oil prices are reigniting inflation concerns and even equity investors have noticed. Bond investors have bi

Is inflation about to resume its rise?
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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.
Today we lead with news we are facing a new burst in inflation as commodity prices rise, oil and gold both are rising, and benchmark intere

Rates rise with oil prices
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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.
Today we lead with news oil prices are up today as Iran flexes its diplomatic muscle and threats, one of which is an effort to block US shi

US still doesn't have a Hormuz deal
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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.
Today we lead with news Iran and Oman say they have a deal on the Hormuz Strait, and the US says it is still hoping for a deal to open it

Oil prices fall on expectation a Hormuz deal is close
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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.
Today we lead with news the oil price has taken another large retreat today even though the Red Sea and Strait of Hormuz remain essentia

Despite challenges, global economy still expanding solidly
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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.
Today we lead with news we are now in the peak vacation season in the northern hemisphere with policy activity relatively low. But US petr

The rise and rise of long-term interest rates
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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.
Today we lead with news that now we are in August, there are only 100 working days until Christmas, and less than 70 until our 2026 general

The air is going out of the global economy
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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.
Today we lead with news the giant US economy is slowing. It hasn't had three consecutive lackluster quarters in at least a decade, certainl

Hot war spread to reignite inflation risks
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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.
Today we lead with news the US and the world are facing a new jolt of inflation as the hot war activity spread. The US central bank respo

Learning to live with less oil
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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.
Today we lead with news China's clear need for less oil has pushed its price sharply lower even as both the Gulf of Hormuz and the Red S

US backs away in Hormuz after achieving nothing
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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.
Today we lead with news Iran is claiming control of the Strait of Hormuz as the US backs away, unable to exert the pressure it thought it

Transactional Trump trapped by his own missteps
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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.
Today we lead with news that after more bellicose threats, Trump has backed off hitting Iran as he had signaled, another TACO twist. The re

Oil price surge sees financial markets stagger
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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.
Today we lead with news tankers in the Red Sea have been hit by missiles fired from Yemen. This is unnerving global markets today, and oil

The oil crisis isn't over yet
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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.
Today we lead with news we may be facing a renewed oil supply shortage and this time reserves are at unusually low levels. The combined i

New US tariffs awaited - with yawns
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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.
Today we lead with news many countries are awaiting news of a new barrage of US tariffs, although the fear level is nowhere near as high t

Hamilton Confidential, the Worldclear podcast, Episode 4
Hamilton Confidential is a podcast about Worldclear Ltd, based on leaked documents from the New Zealand financial services provider.
Obtained by Interest.co.nz and shared with the Organized Crime and Corruption Reporting Project, Lithuania's 15min.lt, the Belarusian Investigative Center, and Sweden's Expressen, the leak shows Worldclear processing money transfers for a colorful global clientele ov

Hamilton Confidential, the Worldclear podcast, Episode 3
Hamilton Confidential is a podcast about Worldclear Ltd, based on leaked documents from the New Zealand financial services provider.
Obtained by Interest.co.nz and shared with the Organized Crime and Corruption Reporting Project, Lithuania's 15min.lt, the Belarusian Investigative Center, and Sweden's Expressen, the leak shows Worldclear processing money transfers for a colorful global clientele ov

Hamilton Confidential, the Worldclear podcast, Episode 2
Hamilton Confidential is a podcast about Worldclear Ltd, based on leaked documents from the New Zealand financial services provider.
Obtained by Interest.co.nz and shared with the Organized Crime and Corruption Reporting Project, Lithuania's 15min.lt, the Belarusian Investigative Center, and Sweden's Expressen, the leak shows Worldclear processing money transfers for a colorful global clientele ov

Hamilton Confidential, the Worldclear podcast, Episode 1
Hamilton Confidential is a podcast about Worldclear Ltd, based on leaked documents from the New Zealand financial services provider.
Obtained by Interest.co.nz and shared with the Organized Crime and Corruption Reporting Project, Lithuania's 15min.lt, the Belarusian Investigative Center, and Sweden's Expressen, the leak shows Worldclear processing money transfers for a colorful global clientele ov

War and debt stresses grow
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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.
Today we lead with news the Yemeni Houthis have announced a naval blockade against Saudi Arabia but effectively closing the Red Sea. Elsew

Fires, fights & fragility undermine economic progress
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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.
Today we lead with news it is a good job we have sports to allow us a temporary distraction from the geopolitical mess that the US has init

US equities fall away on rising risks
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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.
Today we lead with news the US-Iran conflict seems to be intensifying. Market responses don't reflect that yet however.
In the US, initial

Running on empty?
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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.
Today we lead with news there is a growing sense that the world is close to running on empty the longer the US-Iran flareup carries on.
B

Trump backs down on Hormuz tolls
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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.
Today we lead with news of more Trump flip-flops in haphazard moves that show Trump has no strategy or exit plan from the mess he create

The oil price jumps on latest tension
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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.
Today we lead with news that at the close of business today in New York, the Q2-2026 earnings season will kick off with major banks JP Mor

'Strategy' beating 'firepower'
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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.
Today we lead with news the Hormuz Strait is effectively shut again with Iran's 'strategy' winning against the US 'firepower'. It is hard t

Renewed hot conflict queers the global economic pitch
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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.
Today we lead with news the oil price, and benchmark interest rates have both risen on the renewed tensions between the US and Iran.
But

Investors hesitate and reassess
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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.
Today we lead with news renewed Hormuz attacks are raising oil prices and interest rates today, not helped by a pullback in tech stocks.

Global economic pressures ease
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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.
Today we lead with news that now the Hormiz situation is settling down somewhat with oil prices easing, the global economy seems to be responding with a

OPEC wants higher production
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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.
Today we lead with news an OPEC decision overnight may bring lower fuel prices much sooner. But then, this will depend on the volume of Hormuz crossings

US data weakens sharply
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.
Today we lead with news of a surprisingly weak American jobs report for June. There is no World Cup bounce there. And economists are divided over whether Federal Reserve policymakers will be holding

Markets sceptical of Warsh's rosy outlook
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.
Today we lead with news the new US Fed boss says price risks have come down in recent weeks, and repeated his determination to bring inflation back to the 2% target. Interestingly, US benchmark int

Hormuz will never be the same
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.
Today we lead with news the Persian Gulf situation is settling into a chronic stalemate after the acute hot conflict. US allies in the region are confused, Qatar's role in negotiations is question

Despite the US-Iran clash, the global economy is resilient
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.
Today we lead with news of new truce agreements in the Middle East, at least as claimed by the US. Iran is conspicuously quiet that there is any agreement however.
But at the year's half-way point,

Oil prices hold despite rising Gulf tensions
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.
Today we lead with news clashes in the Strait of Hormuz are unstitching the uneasy ceasefire and giving credence to sceptics who saw the 'truce deal' between the US and Iran as superficial and flawed

Hormuz still fragile, but inflation returns as the next big issue
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.
Today we lead with news more vessels are moving out of the Strait of Hormuz, but 'incidents' are generating nervousness in a fragile situation.
First, US PCE inflation rose to 4.1% in May and as expe

Hormuz reopening to flood world with crude oil
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.
Today we lead with news of falls in many metrics across the board today, highlighted by commodity prices, crypto and interest rates. Equities are lower too. But the USD is rising on risk-aversion.

Commodity currencies take it on the chin
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.
Today we lead with news markets are betting that the next rate move by the US Fed will be a hike. And that has juiced up the USD today.
But first, the overnight dairy Pulse auction brought sharply

Lake Lucerne talks make edgy progress
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.
Today we lead with news the Swiss talks between the US and Iran seem to have made progress overnight, from Iran's point of view at least. The fighting in Lebanon has abated. Oil prices have fallen f

Trump 'schooled' by Iran in diplomatic negotiation
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.
Today we lead with news the coming week will be largely about the Strait of Hormuz and whether the US-Iran agreements will hold and traffic resumes at scale. But we start the week with a pessimistic

Oil prices settle to be +12% above conflict-start levels, +25% above early 2026 levels
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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.
Today we lead with news financial markets may be moving on from the US-Iran deal, but commodity markets are noti

US Fed eyes rate hikes
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.
Today we lead with news the US-Iran deal temporarily reopens Strait of Hormuz, and offers major concessions to Tehran. Tehran probably can't quite believe its luck here. Trump is battling widesprea

Will money solve the US-Iran conflict?
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.
Today we lead with news it seems Iran is going to come out of the current 'peace deal' with a very large reconstruction commitment. To end the standoff, the US is offering Iran substantial funding

Markets jump to conclusions
Title: Markets jump to conclusions
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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.
Today we lead with news the US-Iran deal is being viewed with relief by financial markets, but commodity markets are less enthusiastic. Co

Israel strikes Beirut; Iran says no point in talks with the US
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.
Today we lead with news the imminent deal Trump talked up on Saturday seems to have faded, mainly because Israeli attacks on Beirut have undermined the situation. But if there was to be a deal, it is

David Mahon: China will watch Election 2026 closely
Chinese officials are watching the 2026 election for a signal on whether New Zealand’s more United States-aligned security posture will become a permanent fixture.
If they assess that it is, the trade relationship might be at risk. That’s the opinion of David Mahon, a Kiwi business consultant based in Beijing.
“New Zealand–China relations are already at their worst stage since diplomatic recogniti

More 'peace' claims for Hormuz, but growth sags, El Niño arrives
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.
Today we lead with news Trump cancelled his latest planned military strikes claiming negotiating progress. That has been enough to settle financial markets today.
But first in the US, producer prices

Financial markets pricing in quagmire risk
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.
Today we lead with news the US is frustrated with Iran and is promising even more military strikes. The deal Trump thought was close, isn't. The escalation threat has oil and financial markets rea

Global export gains impress
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.
Today we lead with news uncertainty swirls in the Middle East as Iran has shot down an American Apache helicopter (and Trump is looking more like Jimmy Carter by the day). But more ships are trans

Iran extracts Persian Gulf tolls
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.
Today we lead with news that yesterday's renewed hostilities between Israel and Iran seem to have been paused. And financial markets are reacting as though this is something permanent, a deluded rea

Market fears of rising inflation push up interest rates
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.
Today we lead with news US benchmark interest rates rose notably after their apparently strong labour market report.
But first, locally this week it will be about migration and travel data for April,

World getting tired of amateur hour
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.
Today we lead with Hezbollah has rejected being part of a US-Iran accommodation, and Israel is continuing to attack it in Beirut and southern Lebanon. Despite this, markets still hope that a ceasefir

Oil up on Persian Gulf fighting
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.
Today we lead with news intensified clashes in the Persian Gulf has oil prices rising, little transit activity in the Strait of Hormuz, and significant disconnect from Trump's claim that both sides

Gold resurgent at US Treasuries expense
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.
Today we lead with news of a changing of the guard. Countries are moving away from US Treasuries as a core reserve asset, replacing it with gold. At the same time, crypto values including for bitc

Hot mess & strategic failure
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.
Today we lead with news the scale of Trump's strategic failure with Iran is becoming clearer. Iran holds the key cards, it seems, and there is little but bluster and renewing its military flailing h

Talks & fights, truce awaits approvals
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.
Today we lead with news the US and Iran have apparently agreed a 60 day truce, pending Trump's signoff. All the while, both sides traded attacks in the region. The small number of ships transiting th

Mixed messages on Hormuz progress
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.
Today we lead with news commodity markets are betting all-in that a deal between the US and Iran will unlock the Strait of Hormuz soon. An Iranian State TV report has triggered the optimism. (And e

The US launches new strikes on Iran as talks stall
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.
Today we lead with news
traders who claimed to foresee a Trump 'victory' over Iran are getting a lesson in their susceptibility to propaganda.
In the Middle East, US and Israeli struck a number o

Markets bet on a resolution
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.
Today we lead with news oil prices have slid on hopes of a US-Iran deal. But despite US statements saying talks are "going nicely", Iran seems to be saying otherwise even if they are engaged in talk

Vanity trumps progress in Hormuz standoff
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.
Today we lead with news of an apparent agreement to wind back the crisis levels in the Persian Gulf. But details are not available. One thing is clear however, the US will be in a significantly worse

US-Iran tensions at stalemate
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.
Today we lead with news no-one knows what is going on in the Iran-US 'negotiations' - least of all Trump. Ships are transiting at trickle-pace, but they tend to be large Chinese tankers. The bottom l

Warsh in the hot seat
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.
Today we lead with news there is optimism the Persian Gulf oil supply may be easing as satellite data showed three supertankers crossing the Strait. Most were Chinese. But there is still 160 tanker

Turbulence moves into bond markets
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.
Today we lead with news the bond market is dominating the news today with sharply rising long term yields as investors see no end in sight top the war inflation upon us now.
The benchmark US Treas

Oil & bond markets jittery on stalled US-Iran 'talks'
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.
Today we lead with news there has been no improvement in the backdrop to the global economy.
To open the new week, oil prices have risen after Trump warned that Tehran is running out of time to reac

A major financial market re-think is underway
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.
Today we lead with news financial market sentiment deteriorated sharply at the end of trading last week as war-driven inflation is being priced in more aggressively, because it will persist longer th

Grand welcome, big threats, small deals
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.
Today we lead with news the US-China summit in Beijing is underway and so far, the results have been underwhelming. Xi warned Trump about US support for Taiwan, and a big jet order for Boeing wasn't

Tighter supplies drive price leap in some core commodities
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.
Today we lead with news commodity markets are signaling more intense stress with copper and sulphur jumping to new all-time highs and aluminium jumping to near its brief pandemic spike. Tightening

Trump faces stalemate in the Middle East, now with China
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.
Today we lead with news oil prices are still rising as the two sides dig in in the Persian Gulf with no obvious off-ramp for this toxic situation.
And hot on the heels of what is being seen as thi

The US boxed in by own goals
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.
Today we lead with news the Iranians seem to be sucking Trump into a place he can't extract himself from, far from his earlier claims of 'total victory'.
First up today, US existing come sales came

The Persian Gulf mess festers
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.
Today we lead with news that the Strait of Hormuz is still essentially shut with Trump's war on Iran far from resolved. The claims of 'ceasefires' merely propaganda exercises. Rolling skirmishes mean

US credit card debt leaps
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.
Today we lead with news American households are struggling as inflation pressures consume their reserves.
In the US there were 181,000 new initial jobless claims last week, about what seasonal factor

Without any cards, Trump does u-turn
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.
Today we lead with news oil prices have tumbled as the US seems to give up on most of its stated objectives, including the promise of safe-passage for shipping, in a u-turn to extract itself from a

Markets act as though Hormuz is settled
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.
Today we lead with news that although the US claims the ceasefire with Iran is holding and "ships are lining up to transit", in fact, very little is moving in the area between Iran's red lines. An

Hot conflict reignited in Persian Gulf
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.
Today we lead with news conflict in the Persian Gulf has erupted again with attacks on US naval forces trying to open the waterway for US flagged vessels. Iran also hit the UAE. Iran also warned tha

Intense pressure but financial markets still holding
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.
Today we lead with news it has now been 66 days since the Strait of Hormuz has been largely shut and the two combatants seem to have descended into stalemate (although the Iranian's seem to have atta

Compounding exposure
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.
Today we lead with news investors are ignoring big (geopolitical) risks by taking even bigger new tech risks.
On Wall Street, tech firms are reporting a profit gusher. Google (+81% rise in profits),

Airlines become the canary of the global economy
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.
Today we lead with news financial markets are starting to see the international geopolitical risks as something that can undermine their bull run. The oil price rises caused by Trump's Gulf War are

Fallout from oil price rises spreads
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.
Today we lead with news of fractures emerging in the closure of the Strait of Hormuz, and of OPEC itself.
But first up today there was a dairy Pulse auction, but this one bringing few changes from











