Stay on point with Craigs. Keep up to date with the latest developments in financial markets and the economy.
Investing involves risks. You aren’t guaranteed t...
ep 257 | With Q1 behind us, what's in store for the next three months?
The March quarter of 2025 is behind us and if it’s any guide of things to come, we’re in for an eventful year! The quarter was punctuated by policy uncertainty, shaky confidence readings and volatile markets. Which asset classes and markets were up, down or sideways, and what should investors be watching out for over the coming three months?
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7:02
ep 256 | The week ahead - Markets on edge as US tariffs loom in April
The focal point of this week will be the details of US reciprocal tariffs, which are scheduled to be implemented on Wednesday (April 2). A day later, 25% tariffs on cars imported into the US will take effect. It is unclear whether the reciprocal tariffs will be broad or targeted, but the prospect of added inflationary pressures and a tariff-induced economic slowdown will keep investors on edge. In terms of global economic releases, highlights will be the US jobs report and ISM indices, while here in New Zealand the latest ANZ Business Outlook survey will take centre stage.
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14:50
ep 255 | What’s with the mixed messages from our economy?
Last week's gross domestic product (GDP) report was comforting, coming in above expectations and pointing to the strongest improvement in 18 months. That was a welcome piece of good news, following a difficult February reporting season littered with cautious comments from management teams. In contrast, business confidence measures have rebounded strongly, which seems out of step with the downbeat tone we're seeing elsewhere. So what gives, and why are we getting mixed messages from some of our key economic indicators?
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6:41
ep 254 | The week ahead - Flash PMIs will take the pulse of global growth
Global flash PMIs for March will be a focal point early in the week, while PCE inflation will be one of the US highlights. The Conference Board’s US consumer confidence index will be of interest on Tuesday too, following a slide in the University of Michigan measure last week. Australia's 2025/26 Federal Budget will be delivered on Tuesday evening, paving the way for the Federal Election which must occur on or before 17 May. Locally, it's a quiet week with ANZ consumer confidence for March the only notable release.
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15:33
ep 253 | The week ahead - Will the GDP report reflect a recovering NZ economy?
Central banks will be in focus this week with monetary policy decisions due in the US, Japan and the UK. The Fed will be the obvious highlight and although no change to interest rates is expected, markets will be interested in the commentary and a fresh set of projections. Locally, the main event will be December quarter gross domestic product (GDP), which is due Thursday. The economy has contracted for eight consecutive quarters (on a per capita basis), and we're hoping for early signs of improvement.
Stay on point with Craigs. Keep up to date with the latest developments in financial markets and the economy.
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