Podcasts about breakfast briefing

Breakfast Briefing Newspaper Review 23rd December 2025

Breakfast Briefing Newspaper Review 22nd December 2025

Breakfast Briefing Newspaper Review 19th December 2025

Breakfast Briefing Newspaper Review 18th December 2025

Breakfast Briefing Newspaper Review 17th December 2025

Breakfast Briefing Newspaper Review 16th December 2025

Breakfast Briefing Newspaper Review 15th December 2025

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.And today we lead with news today dominated by the vile attack in Sydney, extremism begetting extremism all permitted by unfiltered hatreds flowing out from its center. Financial news seems trivial in light of this. Of course we won't be covering this Australian tragedy. But it is likely to harden attitudes just when they need to soften.In the meantime, we are noting tech weakness dominating equity markets, and Fed speaker comments (here and here) pushing long benchmark bond yields higher. The USD is soft and down nearly -1% for the week. But first, the week ahead will locally feature Wednesday's current account data, and more so by Thursday's GDP tracking of Q3-2025 economic activity. The final consumer and business confidence survey results will likely come this week too.In Australia on the economic front, it will be about tracking household wealth, also out on Thursday.In the US, they will release catch-up data for non-farm payrolls on Wednesday for both October (??) and November. (+35,000 expected) That will be followed by November CPI data (3.2% expected). A slew of other US activity data will hit the news as well.In Japan, financial markets will be glued to their central bank meeting results (expect a +25 bps rise to 0.75%) along with a 3%+ CPI reading. From China, they will have their big monthly data dump of retail and industrial activity. In India they will release a lot of data too, including PMIs, but then, we will also get PMIs from many other countries, including our own PSI as well.Over the weekend, China said its new loan demand remains unusually weak, and in November came in even lower than the weak forecasts by observers. Chinese banks extended ¥390 bln in new yuan loans, up from the unusually low October level but still below both last year's weak ¥580 bln and market expectations of ¥500 bln. Soft household demand continues to weigh on stimulus efforts. Remember, over the past five years, this loan demand has averaged ¥830 bln in a November month so the current drag is notable.And it is looking increasingly like investors, including boardroom directors in charge of making capital expenditure decisions, have goner on a quiet strike in China.And staying in China, things just got worse for wavering China Vanke on Friday, once one of China's largest property developers. The Shenzhen-city controlled business was unable to get bondholder support for its latest financial restructuring. So current lenders took more of its assets as security.India's CPI inflation remains very low at +0.7% in November from a year ago, up from its record low level in October. This was driven by an almost -4% fall in food prices.India's bank loan growth is back up +11.5% from a year ago and its fastest expansion this year.In Malaysia, both their retail sales (+7.2% year-on-year) and their industrial production (+6.0%) expanded at an accelerating pace in October data released overnight.In Japan, it is becoming clear (from company financial reporting) that the Trump tariffs on Japanese exports have backfired. Japanese companies raised their prices after the initial tariff hit, the Americans paid the higher prices, and when Washington backed away from some of the more extreme levels after negotiation, and those hiked prices didn't retreat. They stayed up and boosted Japanese company profits. The picture was probably similar elsewhere. The ultimate losers have been the American buyers. American reshoring has been weak, so much so that one Fed member is now more worried about jobs than inflation.Canadian building consents surprised analysts with quite a surge in October, especially residential consents for multi-unit buildings in Toronto. That drove an outsized +15% national gain from September to be +19% higher than a year ago. On an annual basis, residential consents are also up +19% with Ontario up more than +28%.The UST 10yr yield is now at 4.20%, unchanged from this time Saturday, up +6 bps from this time last week. The price of gold will start today at US$4299/oz, and up +US$5 from Saturday, up +US$84 from a week ago and back near its mid-October peak. And we should note that silver unchanged at US$62/oz.American oil prices are holding at just on US$57.50/bbl, while the international Brent price is down -50 USc at just over US$61/bbl. Both are -US$2.50 lower than a week ago. Separately, it is very noticeable that the North American rig counts are still languishing near their four year lows. No-one is rushing to invest as prices and demand stay very low.The Kiwi dollar is -10 bps softer from Saturday, now at just over 58 USc. But it is up +430 bps from a week ago. Against the Aussie we are unchanged at 87.2 AUc. Against the euro we are unchanged too at 49.4 euro cents. That all means our TWI-5 starts today at just under 62.2, and up +10 bps from Saturday, up +20 bps for the week.The bitcoin price starts today at US$88,831 and down -1.6% from this time Saturday, and and essentially unchanged from last week at this time. Volatility over the past 24 hours has been low, at just on +/- 0.9%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Breakfast Briefing Newspaper Review 12th December 2025

Breakfast Briefing Newspaper Review 11th December 2025

Breakfast Briefing Newspaper Review 10th December 2025

Breakfast Briefing Newspaper Review 9th December 2025

Breakfast Briefing Newspaper Review 8th December 2025

Breakfast Briefing Newspaper Review 5th December 2025

Breakfast Briefing Newspaper Review 4th December 2025

Breakfast Briefing Newspaper Review 3rd December 2025

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.And today we lead with news financial markets are absorbing some conflicting American data, and moving sideways today, with the USD easing.There were two services PMIs for the giant US economy out today. The ISM version edged up slightly for November, notable because it was expected to edge down. And the result is the best in nine months for this metric. The continued expansion in both business activity and new orders drove this outcome. Similarly, the S&P Global version for the US service sector reported an expansion although less than in October. Both surveys noted high embedded inflation however.US industrial production rose +0.1% in September from August, following a downwardly revised -0.3% drop in August. This means from a year ago, American industrial production is up +1.6%. Better than a decline but nothing like how the tariff-effects were sold. This activity was far better in the Obama years.But the ADP private sector payrolls report for November brought tough news. Businesses cut -32,000 jobs in November, following an upwardly revised +47,000 gain in October. Analysts were expecting this report to show a +10,000 rise based on ADP's weekly reporting. It is the biggest decline in payrolls since March 2023, led by a -120,000 drop at small businesses. We won't get the official non-farm payrolls report for November until December 17 (NZT), in its delayed restart.And the volume of mortgage applications in the US fell by -1.4% from the previous week in the last week of November to the lowest level in nearly three months. And that happened even though the key mortgage rates fell to a four week low.US vehicle sales were modest in November. They rose from October to 15.6 mln units but that is a long way down from the 16.7 mln in November 2024.Across the Pacific in China, their services sector continues to expand, driven by a sustained increase in new business, though the expansion slowed since October.China's local government debt continues to balloon as the lingering real estate slump has led to decreased income from property sales, pushing local government bond issuance for the year to a record high. The total owed by local governments and the local government financing vehicles that fund their projects now sits at a remarkable ¥134 tln (NZ$33 tln).In the EU, producer prices were little changed in October from September, but from a year ago they have dipped -0.2%. So no inflation pressures from this direction.In Australia, their economy grew less than expected in Q3-2025. Economic activity expanded +0.4% from the June quarter. Markets had expected a +0.7% expansion as it had in Q2-2025. Still, it was the 16th straight quarter of expansion. On a yearly basis, their GDP rose +2.1%, less than forecasts of +2.2% and after a +2.0% growth in Q2.The UST 10yr yield is now at 4.07%, down -3 bps from this time yesterday.The price of gold will start today at US$4218/oz, and up +US$32 from yesterday.American oil prices are +50 USc firmer at just over US$59/bbl, while the international Brent price is now at just under US$663/bbl.The Kiwi dollar is up +40 bps from yesterday, still at just under 57.7 USc. Against the Aussie though we are unchanged at just on 87.4 AUc. Against the euro we have also held at 49.4 euro cents. That all means our TWI-5 starts today at just under 62.1, and up +20 bps from yesterday.The bitcoin price starts today at US$92,535 and up +1.9% from this time yesterday. Volatility over the past 24 hours has been modest, at just on +/- 1.8%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Breakfast Briefing Newspaper Review 2nd December 2025

Breakfast Briefing Newspaper Review 1st December 2025

Breakfast Briefing Newspaper Review 28th November 2025

Breakfast Briefing Newspaper Review 27th November 2025

Breakfast Briefing Newspaper Review 26th November 2025

Breakfast Briefing Newspaper Review 25th November 2025

Breakfast Briefing Newspaper Review 24th November 2025

Breakfast Briefing Newspaper Review - November 21st 2025

Breakfast Briefing Newspaper Review November 20th 2025

Breakfast Briefing Newspaper Review - November 19th 2025

Breakfast Briefing Newspaper Review 18th November 2025

Breakfast Briefing Newspaper Review 17th November 2025

Breakfast Briefing Newspaper Review 14th November 2025

Breakfast Briefing Newspaper Review 13th November 2025

Breakfast Briefing Newspaper Review 12th November 2025

Breakfast Briefing Newspaper Review 11th November 2025

Breakfast Briefing Newspaper Review 10th November 2025

Breakfast Briefing Newspaper Review 7th November 2025

Breakfast Briefing Newspaper Review 6th November 2025

Breakfast Briefing Newspaper Review 5th November 2025

Breakfast Briefing Newspaper Review 4th November 2025

Breakfast Briefing Newspaper Review 3rd November 2025

Breakfast Briefing Newspaper Review 31st October 2025

Breakfast Briefing Newspaper Review 30th October 2025

Breakfast Briefing Newspaper Review 29th October 2025

Breakfast Briefing Newspaper Review 28th October 2025

Breakfast Briefing Newspaper Review 24th October 2025

Breakfast Briefing Newspaper Review 23rd October 2025

Breakfast Briefing Newspaper Review 22nd October 2025

Breakfast Briefing Newspaper Review 21st October 2025

Breakfast Briefing Newspaper Review 20th October 2025

Breakfast Briefing Newspaper Review 17th October 2025

A leading pensions expert is warning that the Government's auto-enrolment campaign for pensions - due to begin on January 1st - does not equip businesses with the practical information employers need to choose between auto-enrolment and existing pension options available. Feargal McKenna, co-founder of Pensions Awareness Week, which takes place from September 29th to October 3rd, and Head of Corporate at Moneycube.ie, was speaking to over 100 businesses at a Breakfast Briefing for Wicklow's business community this morning, which was also addressed by Tánaiste Simon Harris. The free event, at The GRID in Greystones, was organised by Wicklow's business networking group, East Wicklow Business Network (WicklowBusiness.ie) and the Local Enterprise Office Wicklow. Feargal McKenna unveiled a new Auto-Enrolment Calculator developed by Moneycube.ie specifically for employers and hosted on the Pensions Awareness Week website - www.pensionsawarenessweek.ie. The calculator - which is free to use - is designed to give Irish employers instant clarity about the true cost of auto-enrolment on their payroll and the impact on employees' take-home pay. It also allows employers to compare these costs with alternative pension arrangements, so they can make informed decisions before the scheme begins. Unlike most existing auto-enrolment calculators, which focus only on employees, Moneycube.ie's tool is built for employers, who ultimately decide whether to default into auto-enrolment or take action to establish an alternative scheme. The calculator is easy to use, with just six steps providing business owners, HR managers or finance teams with the information they need to decide whether to prepare their organisations for auto-enrolment or explore alternative options. Employers enter a few simple details about their workforce - such as employee numbers, salary levels, and contribution rates. The calculator instantly shows the total payroll cost under auto-enrolment, how much employees' net pay will fall, and the potential advantages of alternative options. Feargal McKenna, Head of Corporate at Moneycube.ie, says: "If auto-enrolment starts on January 1st, about 800,000 employees will see a reduction in net take-home pay, but employers still have time to choose a structure that can avoid that and possibly deliver better outcomes. "Our employers' calculator gives business owners, HR and finance teams instant, side-by-side numbers: the payroll cost under auto-enrolment over a 10-year period and how that compares with a well-designed occupational pension. Defaulting into auto-enrolment can disadvantage higher-rate taxpayers and limit retirement choices. The Government has released information about their Auto-Enrolment scheme, but it has fallen short in providing a straightforward tool to help people understand the options. Moneycube.ie's calculator fills that gap while supporting the goal of getting Ireland saving for retirement - something that is core to the reason we set up Pensions Awareness Week. "We built this calculator because employers need an instant picture from two, often opposing, perspectives: the finance team, focused on controlling costs, and HR, focused on benefits, recruitment and retention. Government may have cried wolf in the past, but businesses no longer have the luxury of waiting. If pension contributions aren't flowing through payroll by December, the gift under the tree this year - whether you asked for it or not - will be auto-enrolment… and it doesn't come with batteries." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help prom...