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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 breakdown of free passage in the Strait of Hormuz seems to have others considering the possibilities. Even if it isn't a formal idea, an Indonesian minister has wondered out loud about tolling the Malacca Strait. And there is no indication of progress on re-opening the Strait of Hormuz. It is still a deadly no-go zone with no end in sight. Only bad news from the Persian Gulf. In the US, actual initial jobless claims fell last week by -9,700 from the prior week. But this was less than the -16,000 seasonal factors would have expected. There are now 1,863,000 people on these benefits, less than the 1,880,000 a year ago but more than the 1,780,000 two years ago. There was positive news from the US 'flash' PMIs for April. The factory version is expanding faster and is at a four year high. Their services sector is expanding again in a modest way after the March contraction. But the April factory survey by the Kansas City Fed reported no improvement from the modest expansion in March. However, the Chicago Fed's National Activity Index was notably lower in its latest update, reporting its biggest drop of the year. And if you are working for the "Magnificent7" you may struggle to hold on to your job in the face of some severe downsizing. Meta has announced -10% or 8000 job cuts and said its 6000 open positions would be cancelled. And Microsoft is starting to shrink its large workforce by -7%. "AI productivity" is behind these moves. Canada said its PPI rose sharply in March, up +7.8% from the same month in 2025, driven by very high metals price increases which were up an eye-watering +23.6% on that same annual basis. In India, their April 'flash' PMIs reported a fast expansion that actually accelerated in the month, both for services and factories. In Taiwan, and given earlier data on new orders, it will probably be no surprise to know that their industrial production was up +29% from a year ago, the fastest jump on record there. Their retail sales grew too, a turnaround from prior flat results, but nothing like in their factory sector. There were 'flash' April PMIs out in Japan yesterday and their factory sector is strengthening (54.9 and a four year high) while their services sector's expansion cooled somewhat (51.2). This report also noted intensified cost pressures. South Korea reported its Q1-2025 GDP rise at +3.6% from the equivalent 2025 quarter. This was the fastest growth since the fourth quarter of 2021 and exceeded forecasts of +2.7%. In Europe, their factory sector is doing it tough in April. Eurozone output fell for first time in 16 months as prices surged higher. In Australia, their S&P Global PMI tracking shows their economy expanding again in April after the surprise March contraction. Their factory PMI is back expanding at a modest pace (51.0) while their services sector is back at a steady state (50.3) after the notable March contraction. They noted rising cost pressures however. Global container freight rates were essentially flat over the past week, with trans-Pacific rates rising but China-EU rates falling. These are now little-changed from a year ago too, up a minor +3% on that annual basis. But bulk cargo rates rose a sharpish +11% over the past week to be +110 higher than year ago levels. The UST 10yr yield is now just on 4.33%, up +4 bps from this time yesterday. The price of gold will start today down -US$54 at US$4682/oz. Silver is down -US$2 at just under US$76/oz. American oil prices are up +US$34at just on US$96.50/bbl, while the international Brent price is also up +US$4, and now at US$105.50/bbl and back in the range it was during the second half of March. The Kiwi dollar is down a sharpish -60 bps from yesterday at this time at 58.5 USc. Against the Aussie we are down -40 bps at 82.1 AUc. Against the euro we are down -30 bps at just on 50.1 euro cents. That all means our TWI-5 starts today down -50 bps from yesterday at just on 62 and a two week low. The bitcoin price starts today at US$77,590 and down -1.8% from this time yesterday. Volatility over the past 24 hours has been modest at just under +/- 1.5%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again on Tuesday – because Monday is a public holiday in New Zealand, ANZAC Day.
Some stories are so bold they're dismissed when they first appear. A Canticle for Leibowitz, Good Omens, The Blade Itself, and others on this list were mocked, ignored, or misunderstood—until they changed their genres forever.In Part 3 of They Failed First, I explore how a mix of dark humor, post-apocalyptic reflection, and grimdark grit went from disappointing launches to full-blown fan obsessions.
RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita
Sì, anche in Borsa ci si innamora… di un titolo, di un'idea, di un sogno. Ma cosa succede quando la realtà presenta il conto?
Seeking Alpha's VP of Quantitative Strategy Steven Cress talks quantamental analysis especially in volatile markets like this. (0:30) Is a recession coming? 2 year vs 10 year yield. (8:10) Incredible rotations, Magnificent Seven performance. (15:25) Value and Growth - both have to make sense. Concentration risk and deceptive narratives. (19:55) Stocks worth paying attention to (30:40).This is an excerpt from a recent webinar, What's Next For The Magnificent 7?Read episode transcriptsShow Notes:Quant Ratings & Factor Grades FAQAlpha Picks6 Beaten Down Stocks Rated Buy 4 Best Defensive Stocks For A Potential Soft Landing For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: Quant Research - Earnings Preview Of The Mag 7 (full video with slides).Show Notes:Magnificent 7: Earnings Preview (SA Quant)Toyota Trumps TeslaWall Street Brunch: Megacaps Highlight Big Earnings WeekTop 10 Stocks For 20242023: META Could See Another 70% DownsideEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
On this week of Serious Privacy, Paul Breitbarth of Catawiki and Dr. K Royal bring you a week in privacy, covering women in privacy like Liz Denham, Annelies Moens, Ludmila Morozova-Boss and others, OpenAI, Meta and noyb, holiday scams, new legislation, and even book reviews, Ready Player 1 and Your Face Belongs to Us from Kashmir Hill. Tune in for some fun. If you have comments or questions, find us on LinkedIn, Twitter @podcastprivacy @euroPaulB @heartofprivacy and email podcast@seriousprivacy.eu. Rate and Review us! Proudly sponsored by TrustArc. Learn more about the TRUSTe Data Privacy Framework verification. upcoming webinars.#heartofprivacy #europaulb #seriousprivacy #privacy #dataprotection #cybersecuritylaw #CPO #DPO #CISO
Leading up to and into the conference spring meetings, there is a lot of smoke about the #ACC , the #GrantofRights, and the #Magnificent7 ... But is there any fire ?Join the Garnet and Old Show as Greg Swaim joins us again to discuss Conference Realignment.Be sure to Follow, Like, Subscribe, and Share so you don't miss a show!#FSU #Noles
This is a rerelease from the 2019 media channels podcast, a sort of unknown pilot or test on film reviews. In this episode Ken and Rasto take each other on (debate style) to determine which movie is better. Which film will come out on top? The 2016 remake of Magnificent Seven or the 7 Samurai film which the original was based from.Even though we reviewed these two larger films, it was an important milestone in the development of this podcast.
This 2016 movie directed by Antoine Fuqua, better than most remakes. Frankly we're exhausted with remakes at this point. So it's refreshing to see one that comes out that's unique but also just a good stand alone movie. Thank god there isn't going to be a sequel too, can't stand it when remakes go and remake it but also extend the universe they created. This movie brought us Martin Sensmeier! This was his breakout film and he went on to have roles in West World, The Liberator, and Wind River! He's a hell of an actor that did a killer job in this movie. While some stuff was problematic in this, overall the Native representation is better than it has been. So I recommend checking this one out. Listen to me discuss the positives, negatives, and also why I believe Jonathan Joss's character looks like he's straight out of an Edward Curtis photograph.
This week we discuss week 9 results of the #KPL, we evaluate the recent performances of the #Magnificent7 and which teams are likely to make the European Cups Final... Follow #BWZHeartRun, its worth it.... You can Tweet us @BenchWarmerzKe, @AsegoLav & @JazzIzMonster Kindly press the Like button on our FB Page https://www.facebook.com/BenchwarmerzKE/ Also check out our YouTube Channel https://www.youtube.com/channel/UC5QXQ1zgvZf6SoJK-08NUiA or simply drop us an email BenchWarmerzKE@gmail.com And we are iTunes too https://itunes.apple.com/us/podcast/benchwarmerzke/id1166445400 And don’t forget IG https://www.instagram.com/benchwarmerzke/ Music Credit; School Boy Q- Yay Yay
We catch up with our #Magnificent7 and possible Transfers and the #JazaStadii movement.... You can Tweet us @BenchWarmerzKe, @AsegoLav & @JazzIzMonster Kindly press the Like button on our FB Page https://www.facebook.com/BenchwarmerzKE/ Also check out our YouTube Channel https://www.youtube.com/channel/UC5QXQ1zgvZf6SoJK-08NUiA or simply drop us an email BenchWarmerzKE@gmail.com And we are iTunes too https://itunes.apple.com/us/podcast/benchwarmerzke/id1166445400 And don’t forget IG https://www.instagram.com/benchwarmerzke Music Credit ; Dipset - I Really Mean It
Live and Extended! Οι FilMonkeys συζητάνε για τις ταινίες της εβδομάδας, καινούριες σειρές και προτείνουν ότι καλύτερο για όλα (περίπου) τα γούστα.Ταινίες18:30 Sausage Party32:00 Magnificent 737:20 Lights Out51:10 The Wailing73:00 Swiss Army ManΣειρές85:30 Marvel's Luke Cage (eps1-7)New Girl seasons (3-4)Lucifer (s2 ep1)The Good Place (eps1-3)Περιμένουμε τα σχόλια σας!
Live and Extended! Οι FilMonkeys συζητάνε για τις ταινίες της εβδομάδας, καινούριες σειρές και προτείνουν ότι καλύτερο για όλα (περίπου) τα γούστα.Ταινίες18:30 Sausage Party32:00 Magnificent 737:20 Lights Out51:10 The Wailing73:00 Swiss Army ManΣειρές85:30 Marvel's Luke Cage (eps1-7)New Girl seasons (3-4)Lucifer (s2 ep1)The Good Place (eps1-3)Περιμένουμε τα σχόλια σας!
The Lads at 365HQ welcome back Berwick-Upon-Tweeds finest Improv Comedy Group the Damp Knight Productions. Ross, Dimples and Mark join Chris and Kev as we once again bring everyone our own particular views on the world of Film and Tv. As always we start with our Intro and Pimp the Networks we are on and a little bit of cheeky banter. Tangent Bound Network Wicked Radio Network Geeky Antics Network We Be Geeks #PodernFamily We then jump to News, including the big news. Transformers 5 was filming in our neck of woods. oooooooo. Once we have finished with the News, The Damp Knights do what it was they came to do which is Pimp the new show coming up on November the 4th and 5th. Damp Knight Facebook Damp Knight Twitter Damp Knight Youtube Tickets to Trial By Wombat at the Maltings Berwick We have a quick Review section which has become part and parcel where we talk about new Films and Tv we have all seen. Damp Knight Mark even brings us his take on Table Top Board Game Pandemic. Chris and Kev are talkied into play D&D Star Wars. Oh and Dimples watched a Netflix Original that nobody is bothered about. We finish up with a brand new on-going segment called 365Picks in which we at 365 are going to bring you our list of 365Movies you SHOULD see before you die. Timeline: Geeky Antics and 365 Girlz Melon Intro 00.00 - 01.15 Intro to our Guests and News 01.15 - 40.40 HOBI Promo 40.40 - 41.25 Damp Knight Productions Pimpage 41.25 - 1.23.40 Astro Radio Z Promo and Damp Knight Improvise a Promo 1.23.40 - 1.27.15 Review Section 1.27.15 - 2.03.25 Jock And Nerd Promo 2.03.25 - 2.03.55 365Picks 2.03.55 - 2.27.10 OUTRO and Post Credits 2.27.10 - 2.31.40 Find Us At: iTunes 365Twitter 365Libsyn 365FlicksPodcast.co.uk
The Say Something podcast is fun for the whole family so long as you share majority of our opinions. Hosted by Oliver Keane and Matthew Aitchison, on the show we review films for the price of £0.Music in this episode is brought to you by the Soundcloud page RipHunterIsMyCo-Pilot. Follow him for many other 8 bit renditions.Twitter - @SaySomepodInstagram - @saysomethingpodcastE-Mail - saysomepod@gmail.com
The Say Something podcast is fun for the whole family so long as you share majority of our opinions. Hosted by Oliver Keane and Matthew Aitchison, on the show we review films for the price of £0.Music in this episode is brought to you by the Soundcloud page RipHunterIsMyCo-Pilot. Follow him for many other 8 bit renditions.Twitter - @SaySomepodInstagram - @saysomethingpodcastE-Mail - saysomepod@gmail.com