ep 302 | The asset outperforming everything else in 2025
Gold continues to be a hot topic of conversation across financial markets, with the precious metal rising almost 40 per cent so far in 2025 and hitting fresh record highs. Here's what you need to know if you're thinking about adding the shiny stuff to your portfolio.
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ep 301 | The week ahead - Are we due for the first Fed rate cut of 2025?
The Federal Reserve will be the clear highlight this week, with markets expecting a resumption of the easing cycle that has been on hold all year. Here in New Zealand, the key release will be the GDP report for the June quarter.
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ep 300 | Why are markets upbeat amidst such grim data?
There's hope emerging that our economy is turning a corner. Is that possible with so much bad news still around? As always, whether your glass is half-full or half-empty depends on where you're looking, and what you're paying most attention to. We should expect more negative headlines in the months ahead, starting with the upcoming GDP report. However, keep in mind that some indicators tell us more about what’s in the rear view mirror than what’s ahead.
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ep 299 | The week ahead - Did a weak jobs report just lock in a Fed rate cut later this month?
France will be in the spotlight early in the week, with a confidence vote being held on Monday in the National Assembly. The key event of the economic calendar will be the US CPI report for August, due Thursday, ahead of the Federal Reserve decision next week. The central banking highlight will be the ECB interest rate decision, where markets expect a hold.
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ep 298 | New Zealand's economic recovery is delayed, not cancelled
New Zealand‘s long awaited economic recovery has been delayed, rather than cancelled. Most of us fix our mortgages, so when the OCR falls or banks reduce mortgage rates we don’t benefit from those lower costs right away. A steady stream of borrowers moving onto lower rates will hopefully boost activity and spending, putting businesses in a stronger position and giving them the confidence to grow, hire and invest.
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