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Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. Trump's Gaza Peace Gambit Trump dropped a 20-point peace plan at the White House with Netanyahu by his side. Israel accepted instantly, Hamas is silent. The plan: all Oct 7 hostages freed in 72 hrs, Israel releases 2,000+ prisoners, grim body-for-body swaps, Israeli withdrawal only after Hamas fully disarms. Gaza gets a temporary technocratic govt — no Hamas. Trump wants a global “Board of Peace” led by figures like Tony Blair. Bold but controversial: Israel keeps a security buffer inside Gaza. For Hamas, it's not a truce, it's political extinction. India–Bhutan Rail Links ₹4,033 crore for two new lines linking Bhutan's Gelephu & Samtse with India's vast network. 90 km track, 125 bridges, completion in four years. Bhutan finally gets rail access to ports, Nepal, Bangladesh. Gelephu is key — it's becoming an autonomous economic hub. India backs it fully, countering China's growing Himalayan footprint. Gandhi Statue Vandalized in London Days before his 155th birth anniversary, vandals defaced Gandhi's memorial in Tavistock Square, a peace garden. India's High Commission condemned the act as an attack on Gandhi's legacy. The timing shows this wasn't random — it was deliberate, and deeply symbolic. Arattai: India's WhatsApp Challenger Commerce Minister Piyush Goyal joined Zoho's homegrown messaging app Arattai, calling it “Swadeshi.” With encryption and data staying in India, it signals a push for digital self-reliance. The question: can it dent WhatsApp's billion-user lead? Will RBI Follow Fed's Cut? The US Fed cut rates by 25 bps. India's RBI meets Oct 1. Experts are split: domestic inflation keeps RBI cautious, but Fed cuts may open a small window. For investors: if RBI cuts, banks, autos, and real estate could rally. #Trump #Gaza #MiddleEastPeace #IndiaBhutan #Geopolitics #Gandhi #London #Arattai #DigitalIndia #RBI #FederalReserve #Markets #GlobalFinance Learn more about your ad choices. Visit megaphone.fm/adchoices

China will maintain an independent and accommodative monetary policy amid the unfolding global rate cut cycle, with future adjustments to be determined by domestic priorities and incoming data, officials and analysts said on Monday.官方及分析人士于周一表示，在当前全球降息周期逐步展开的背景下，中国将继续实施独立且稳健宽松的货币政策，未来政策调整将依据国内发展重点与实际经济数据来确定。Pan Gongsheng, governor of the People's Bank of China, the country's central bank, said on Monday that China's monetary policy will remain independent and data-driven, following the US Federal Reserve cutting the federal funds rate by 25 basis points last week.中国人民银行行长潘功胜在周一指出，继上周美国联邦储备委员会宣布将联邦基金利率下调25个基点后，中国货币政策仍将坚持独立性与数据驱动原则。"China's monetary policy adheres to the principle of staying oriented to domestic needs while balancing internal and external factors," Pan said at a news conference, adding that future decisions will be based on macroeconomic conditions and evolving circumstances.潘功胜在新闻发布会上强调：“中国货币政策始终坚持以国内需求为主导，同时统筹兼顾内外部均衡。”他进一步表示，未来货币政策决策将立足宏观经济形势与实际情况变化来制定。Citing international central banking practice, Pan said the PBOC will follow a data-based approach to policy adjustment, and make comprehensive use of multiple tools to ensure ample liquidity and guide financing costs lower.提及国际央行通行做法时，潘功胜表示，中国人民银行会遵循数据导向的政策调整思路，综合运用多种货币政策工具，确保市场流动性合理充裕，并引导融资成本持续下行。Such efforts are aimed at bolstering consumption, expanding investment and consolidating economic recovery, Pan said, stressing that "China's current monetary policy stance is supportive."他指出，这些举措旨在提振消费、扩大有效投资，巩固当前经济回升向好态势，同时明确“中国当前的货币政策立场具备充分的支持性”。Also on Monday, the PBOC released the latest loan prime rates — the market-based lending benchmarks — which remained unchanged for the fourth consecutive month. The one-year LPR stood at 3 percent, while the over-five-year LPR came in at 3.5 percent.同样在周一，中国人民银行公布了最新一期贷款市场报价利率（LPR）——作为市场基础性贷款利率基准，此次LPR已连续第四个月维持不变。其中，1年期LPR保持3%不变，5年期以上LPR则稳定在3.5%水平。The steady rates were in line with expectations, as the policy rate of seven-day reverse repos has also held stable. Analysts said the third quarter has been a period of observing monetary policy effects, even as the US Fed rate cut provides more policy room for China by potentially ushering in a global rate cut cycle.此次LPR保持稳定符合市场预期，此前7天期逆回购操作利率亦持续维持不变。分析人士认为，尽管美联储降息可能推动全球进入降息周期，为中国货币政策提供更广阔操作空间，但第三季度仍是观察前期货币政策实施效果的关键阶段。Looking ahead, Ming Ming, chief economist at CITIC Securities, said credit growth remained subdued and property sales became weaker in the third quarter, underscoring the need for interest rate cuts to lower financing costs.展望未来，中信证券首席经济学家明明表示，第三季度我国信贷增长态势偏缓，商品房销售表现进一步走弱，这凸显出通过降息降低市场主体融资成本的必要性。Ming said that the narrowing net interest margin of commercial banks suggests that deposit rates may need to decline before a cut in LPRs can take place, adding that rate cut decisionmakers should also pay attention to the impact on investor sentiment in the stock market.明明指出，商业银行净息差持续收窄，这意味着若要下调LPR，可能需要先推动存款利率下行。此外，政策制定者在作出降息决策时，还需关注其对股票市场投资者情绪的潜在影响。During Monday's news conference, heads from China's top financial regulators also reported the achievements made by the country's financial sector over the 14th Five-Year Plan period (2021-25).在周一的新闻发布会上，我国金融监管部门负责人还介绍了“十四五”规划（2021-2025年）期间我国金融业取得的发展成就。Pan said total assets of China's banking sector reached nearly 470 trillion yuan ($66 trillion) by the end of June, the largest in the world, while the country's stock and bond markets ranked second globally in size.潘功胜透露，截至今年6月末，我国银行业总资产规模接近470万亿元（约合66万亿美元），规模位居全球首位；股票市场与债券市场规模则均位列全球第二。Wu Qing, chairman of the China Securities Regulatory Commission, said at the conference that equity and bond financing on the exchange markets totaled 57.5 trillion yuan in the past five years, raising the share of direct financing to 31.6 percent, up by 2.8 percentage points from the end of the 13th Five-Year Plan period (2016-20).中国证券监督管理委员会主席吴清在会上表示，过去五年，我国交易所市场股票与债券融资总额达57.5万亿元，直接融资占比提升至31.6%，较“十三五”规划（2016-2020年）期末提高2.8个百分点。Technology-related stocks now account for over one-fourth of the market capitalization of the A-share market, far surpassing the combined weight of financial and real estate sectors, while dividends and share buybacks reached 10.6 trillion yuan in the past five-year period, more than twice the combined proceeds from IPOs and refinancing, Wu said.吴清指出，目前A股市场中科技相关板块市值占比已超过四分之一，远超金融与房地产板块市值之和；过去五年，A股市场现金分红与股份回购总额达10.6万亿元，是同期首次公开发行（IPO）与再融资募集资金总和的两倍多。Looking ahead, Wu said the commission will advance reforms of the STAR Market and ChiNext regarding IPOs, mergers and acquisitions, and corporate restructurings to amplify support for innovation, improve listed companies' disclosure quality, foster a culture that values and rewards investors, and enhance market regulation and risk-prevention frameworks.对于未来工作方向，吴清表示，证监会将推进科创板、创业板在首次公开发行（IPO）、并购重组等领域的改革，进一步加大对科技创新的支持力度；同时将提升上市公司信息披露质量，培育尊重投资者、回报投资者的市场文化，并健全市场监管与风险防范体系。Wu added that long-horizon assessments of funds will be reinforced, while cross-border investment and financing will be made more convenient to attract more capital inflow.他补充道，监管部门还将强化对基金产品的长期业绩考核，进一步便利跨境投融资活动，吸引更多境外资本流入我国资本市场。Zhu Hexin, administrator of the State Administration of Foreign Exchange, said that overseas institutions and individuals held over 10 trillion yuan worth of onshore stocks, bonds, deposits and loans by the end of July.国家外汇管理局局长朱鹤新表示，截至今年7月末，境外机构与个人持有境内股票、债券、存款及贷款等各类资产规模合计超过10万亿元。Official data showed that foreign investors now hold about 3.4 trillion yuan of A shares, while 269 Chinese companies are listed overseas.官方数据显示，目前境外投资者持有A股规模约3.4万亿元，共有269家中国企业在境外市场上市。accommodativeadj.融通的，适应性强的/əˈkɒmədeɪtɪv/liquidityn.流动性；资产变现能力/lɪˈkwɪdəti/marginn.差额，利润/ˈmɑːdʒɪn/

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 we are likely to get a lesson this week reconfirming that equity markets all look for short-term profit hits and are now setting prices on these short-term factors. But bond markets are much more focused on risks 10-30 years ahead and their signals are diverging markedly.This coming week however will largely feature reactions to last week's big events - the US Fed positioning and rate cut, and the awful NZ Q2-2025 GDP data.Here we will be watching for more fallout from that, after the NZD got marked down sharply. Will markets assess that the June result will be repeated in Q3? After all we are now only nine days from the end of Q3 and the appearance of 'better data' has been sparse and perhaps only in the last week or so. And on Thursday we will get an update of household net worth, but it will be year-old data. Much more current will be Thursday's results announcement from Fonterra.In Australia, they will also release household net worth data, on Friday, but for March this year. They will get PMI updates as well.Globally, the focus will briefly turn to New York for what is expected to be a turbulent moment for the UN with the US already barring some leaders from attending. New York time as the home of the General Assembly may be coming to an end.But economically, there will be many PMI updates out this week. The US will release its PCE data and another Q2-GDP update. And Fed speakers will all be out giving context to last week's rate cut decision. Switzerland and Sweden will be among those reviewing their policy interest rates. And later today, China will review its Loan Prime rates, although no change is expected.China released its August year-to-date foreign direct investment data over the weekend. They said they only attracted ¥507 bln in net foreign investment in those eight months. They said they attracted ¥467 bln in the seven months to July. So that means they gained a net +¥39 bln in August alone and that is a very low +US$5.5 bln and that is only one third of the August 2024 gain. Basically foreign direct investment into China from all sources is close to dead in the water.This doesn't mean that China's economic expansion won't be good in 2025 (over +5%). But it does point out how the two big powers are isolating themselves, with cross-border investment and economic connections all retreating.A recent example is that China's new iron ore buying monopoly has moved to shut out a key Australian blend from BHP. They have other options and are using their heft to try and bring BHP and Australia into line.Separately, Japan's inflation eased to 2.7% in August from 3.1% in July, the level since October 2024. There was a notable slowing in the rise in rice prices, enabling food price inflation to ease to 'only' 7.2% in August from a year ago. Overall prices were up +0.8% in the month with food prices up just +0.3% for the month.Japan's central bank announced the results of its policy rate review late on Friday and as expected left it unchanged at 0.5% at Friday's. This came amid the political uncertainty around the resignation of Prime Minister Ishiba. They also said that it will sell its holdings of exchange-traded funds and Japan real estate investment trusts (J-REITs) to the market. Here is their decision.Germany said its producer prices fell an outsized -2.2% in August from a year ago, a deflation sign they will not welcome and extends their deflationary pressure that started in July 2023. But most of that is coming from the lower cost of imported energy with local producer prices basically unchanged.Canada said its August retail sales rose +1%, more than offsetting its July dip. But it isn't clear how much of that is inflation related. But financial markets reacted positively, seeing consumer 'resilience' in the data. (One more -25 bps rate cut is expected in Canada before the end of the year.)The UST 10yr yield is now at 4.14%, up +1 bp from Saturday to be up +7 bps from a week ago. The price of gold will start today at US$3684/oz, up +US$3 from Saturday. That is up +US$36 from a week ago. Silver had another spurt over the weekend, now up over US$43/oz, a weekly gain of +US$1.American oil prices are little-changed at just over US$62.50/bbl and back to where they were a week ago, with the international Brent price still just over US$66.50/bbl.The Kiwi dollar is at just under 58.6 USc and unchanged from Saturday although down a full -1c from a week ago. Against the Aussie we are just under 88.9 AUc. Against the euro we are still at 49.9 euro cents. That all means our TWI-5 starts today at just over 65.8, unchanged from Saturday but down -100 bps for the week.The bitcoin price starts today at US$115,509 and very little-changed from this time Saturday. Volatility over the past 24 hours has been very low at just under +/- 0.3%.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.

The US Fed makes its first play on rates for the year, but should we expect the floodgates to open? ASIC Chair Joe Longo won’t seek reappointment to his role, due to expire in May next year. Can salary packaging be a way to get around the pitfalls of bracket creep? And the ASX closed the week higher, with Wall Street excited for what’s to come. Interview with: Mike Daly, salary packaging expert from Smart Email us your thoughts to moneynews@nine.com.au Hosted by: Tom StoreySee omnystudio.com/listener for privacy information.

The Nifty closed at 25,327, down 0.38%, as investors weighed the US Fed's 25 bps rate cut to a range of 4–4.25%. The Fed also noted that growth has moderated in H1, adding to the uncertainty.For India, a softer Fed stance could unlock global liquidity and spark risk appetite — but will that be enough to reverse today's weak close?In this episode, Sanket Bendre breaks down what the Fed's move could mean for the market and why Redington is a stock to watch closely.

The Nifty closed at 25,327, down 0.38%, as investors weighed the US Fed's 25 bps rate cut to a range of 4–4.25%. The Fed also noted that growth has moderated in H1, adding to the uncertainty.For India, a softer Fed stance could unlock global liquidity and spark risk appetite — but will that be enough to reverse today's weak close?In this episode, Sanket Bendre breaks down what the Fed's move could mean for the market and why Redington is a stock to watch closely.

The Nifty closed at 25,327, down 0.38%, as investors weighed the US Fed's 25 bps rate cut to a range of 4–4.25%. The Fed also noted that growth has moderated in H1, adding to the uncertainty.For India, a softer Fed stance could unlock global liquidity and spark risk appetite — but will that be enough to reverse today's weak close?In this episode, Sanket Bendre breaks down what the Fed's move could mean for the market and why Redington is a stock to watch closely.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc

18 Sep 2025. The US Federal Reserve has cut interest rates by a quarter point and the UAE Central Bank immediately followed, lowering the base rate to 4.15%. We ask economist Dan Richards of Emirates NBD what it means for borrowing, saving, and investing here in the UAE. Plus, Majid Al Futtaim has opened a supermarket just for kids, we speak to their CEO of Retail about the concept. And Sky Kurtz, the “Berry King” of Pure Harvest, joins us to reveal two new collaborations as demand for local produce continues to rise.See omnystudio.com/listener for privacy information.

In this edition, we have two interesting interviews - economist Kaushik Basu argues that closer India-China engagement is necessary even as India competes with its neighbour and Abakkus Asset Manager founder Sunil Singhania tells us that India Inc must shift its focus from margin protection to growth. Also find reportage on India's market cap surge, why US Fed rate cuts are unlikely to draw FPIs to India, Infra.Market's funding round and how GenZ is powering spiritual and cultural tourism this festive season.

The market fell in a day of big financial news, as the US Fed cut interest rates for the first time this year, and ADNOC pulled out of its takeover deal for Santos.See omnystudio.com/listener for privacy information.

The US Fed has cut rates for the first time in 2025, while Australia’s unemployment numbers suggest we might be waiting longer for our next cut.See omnystudio.com/listener for privacy information.

Nifty ended the day at 25,423, up 0.37%, lifted by the US Fed's 25 bps rate cut and optimism over a possible India–US trade deal.But the question is—does this rate cut mark the start of a stronger uptrend, or will trade talks decide the real direction?In this episode, Sanket Bendre unpacks today's drivers and why Apollo Micro System is the stock to keep close watch on.

Nifty ended the day at 25,423, up 0.37%, lifted by the US Fed's 25 bps rate cut and optimism over a possible India–US trade deal.But the question is—does this rate cut mark the start of a stronger uptrend, or will trade talks decide the real direction?In this episode, Sanket Bendre unpacks today's drivers and why Apollo Micro System is the stock to keep close watch on.

Market news for September 18, 2025: Japan's Nikkei closes above 45,000 for first time on tech boost, Fed decision; Chinese tech stocks rally after China tells companies to stop buying Nvidia’s repurposed AI chip; New Thai government considering measures to stabilise Baht. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Nifty ended the day at 25,423, up 0.37%, lifted by the US Fed's 25 bps rate cut and optimism over a possible India–US trade deal.But the question is—does this rate cut mark the start of a stronger uptrend, or will trade talks decide the real direction?In this episode, Sanket Bendre unpacks today's drivers and why Apollo Micro System is the stock to keep close watch on.

The US Fed will deliver its most important rate cut decision overnight, with expectations of a drop of at least 25 basis points, and as much as 50 basis points.See omnystudio.com/listener for privacy information.

Nifty closed higher at 25,330, rising 0.36%, boosted by optimism as the government called India–US trade negotiations “positive” and “forward-looking.” Hopes of a US Fed rate cut added to the momentum.But is this climb a signal of sustained strength, or just a temporary lift?In this episode, Sanket Bendre breaks down today's cues and why TVS Motors is the stock that could surprise traders next.

The Fed cuts and signals more to come. Australia's jobs figures today will be watched for signs of strength by the RBA. And New Zealand's economy is expected to have gone backwards in Q2. In our Deep Dive interview, ANZ Senior Commodities Strategist Daniel Hynes reviews how the global oil trade has shifted following Western sanctions being placed on Russia. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Nifty closed higher at 25,330, rising 0.36%, boosted by optimism as the government called India–US trade negotiations “positive” and “forward-looking.” Hopes of a US Fed rate cut added to the momentum.But is this climb a signal of sustained strength, or just a temporary lift?In this episode, Sanket Bendre breaks down today's cues and why TVS Motors is the stock that could surprise traders next.

Nifty closed higher at 25,330, rising 0.36%, boosted by optimism as the government called India–US trade negotiations “positive” and “forward-looking.” Hopes of a US Fed rate cut added to the momentum.But is this climb a signal of sustained strength, or just a temporary lift?In this episode, Sanket Bendre breaks down today's cues and why TVS Motors is the stock that could surprise traders next.

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 struggling to make sense of the US Fed's latest rate cut rationale, one that looks infused with new White House politics.First up this morning, the US central bank cut its policy rate by -25 bps to 4.25% as expected, despite noting that American inflation is "somewhat elevated". It is their first reduction in borrowing costs since December 2024.They said they saw economic activity moderating in the first half of the year with job gains slowing and the unemployment rate edging up. But they still called their jobless rate 'low'. At the same time they noted inflation has moved up. But their economic projections showed they expect inflation over the next year to average 3.4%, higher than the latest CPI level of 2.9%.For some reason, this rising inflation, and 'low' unemployment was the basis for cutting their policy rate. Like many core US institutions, partisan politics is now infecting the Fed. Keeping the pressures under cover, the Fed's press release was unusually short this time, likely papering over the pressures being brought to bear. It looks like the only dissenter was the recent White House injected member.Financial markets have reacted however. After being lower ahead of the decisions, the S&P500 went volatile and is back, tracking slightly lower. The bond market also went volatile, and changed its course to push yields higher. The USD fell and the dollar index (DXY) is now at its lowest level since February 2022. Gold pushed up to a new record high - and then fell back. None of these reactions show confidence in the Trump pressures on the Fed.Meanwhile, US mortgage applications jumped sharply last week, a week that included the US Labor Day holiday. Mortgage interest rates dipped -10 bps in the week and borrowers who need to refinance rushed the opportunity. But new borrowing not so much.However, American housing starts tumbled uncomfortably in August, down far more than was anticipated to be -8.5% below July levels, and -6.0% lower than year-ago levels. New house building consents came in -11.1% below year ago levels, so it is unlikely their housebuilding industry will recover any time soon.Overnight, Canada also reviewed its policy interest rate overnight and cut them too, largely as expected. That takes their key rate to 2.5%. They see a weakening in the resilience first shown by Canadian reactions to their bullying from their southern neighbour. They are watching Canadian consumers and businesses becoming more 'cautious'.In Australia later today, we will get the August labour market report where another small gain in jobs is anticipated (+22,000) and their jobless rate is expected to hold at 4.2%.The UST 10yr yield is now at 4.07%, up +4 bps from yesterday at this time after some bumpy volatility.The price of gold will start today at US$3,658/oz, down -US$29 from yesterday post the Fed.American oil prices are little-changed at just under US$64.50/bbl, with the international Brent price firmish just under US$68.50/bbl.The Kiwi dollar is at just on 59.7 USc and down -25 bps from yesterday. Against the Aussie we are unchanged at 89.6 AUc. Against the euro we are down -5 bps at 50.4 euro cents. That all means our TWI-5 starts today at just over 66.5, down -20 bps from yesterday.The bitcoin price starts today at US$115,997 and down -0.4% from this time yesterday. Volatility over the past 24 hours has again been low at just under +/- 0.8%.Join us at 10:45am this morning for full coverage of the New Zealand Q2-2025 GDP result. Financial markets are expecting a -0.3% dip from Q1 and no year-on-year economic expansion.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.

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.And today we lead with news both the US and China are eyeing rate cuts to bolster wavering economies.While all financial market attention is on the US Fed and its Thursday rate review - and market positioning is underway relative to the expected -25 bps cut - there is other economic news being released.The New York Empire factory survey delivered a negative surprise with new order levels falling sharply when they were expected to rise. That drove their overall survey negative when an expansion was anticipated.Across the Pacific, and in an unexpected result, China's retail sales data was released and were expected to have grown faster in August by +3.8%, up from +3.7% in July. Some anticipated a +5% rise. But in the end the rise was only +3.4%, and that was an eight month low.China's August industrial production was up +5.2%, a one year low, good but less than the +5.7% in July and also less than the expected +5.8%. All this was done with only a +1.6% rise in electricity production, and -3.2% fall in the production of fossil fuels, according to these official stats.China's house prices were generally stable in August. There were a few more signs of marginally higher prices in a few more cities for new developments. But the sales prices of pre-owned housing continues its slow droop and the trend is becoming ever more embedded as pressures mount.But probably worse from China was that fixed asset investment hardly rose, up just +0.5% for the eight months from the same period a year ago. It was expected to have risen +1.4% on this ytd basis. August 2025 alone actually came in lower than August 2024, a worrying sign.It is possible that the upcoming review on China's Loan Prime Rates may be cut to bolster their wobbly economic position. These are due for official review at the weekend.In Indonesia, they launched a new US$1 bln economic stimulus package to boost economic growth as a way of stabilising widespread unease about the country's direction.Indian exports softened in August, and their imports did too and by a bit more. That meant the expected -US$30 bln trade deficit for the month was lower than in July and lower than expected.India also had good labour market news with their jobless rate falling to a record low of 5.2% when a small rise was anticipated.In Australia, their National Climate Risk Assessment was released yesterday. They are trying to prioritise and plan how they will adapt and respond. The report says that while the world is already 1.2ºC hotter than during pre-industrial times, because of its sheer land size Australia is warming faster and is 1.5ºC hotter. Australia is experiencing more intense heatwaves on land and sea, rising seas and more frequent coastal flooding. Although the usual suspects remain in denial, a surprising number are now accepting it has become an urgent issue. Insurance premiums, even availability, will be how it will affect most people in Australia.But back with the headline financial market news. Ahead of the US Fed decision, equity markets are buoyant and all-in on optimism, but bond markets are wary, the USD is wavering, and commodity prices are little changed except for precious metals.The UST 10yr yield is now at 4.04%, down -2 bps from yesterday at this time.The price of gold will start today at US$3,679/oz, up +US$38 from yesterday.American oil prices are up +US$1 at just under US$63.50/bbl, with the international Brent price firmish just on US$67.50/bbl.The Kiwi dollar is at just under 59.7 USc and up +10 b ps from yesterday. Against the Aussie we are down -10 bps at 89.5 AUc. Against the euro we are also down -10 bps at 50.7 euro cents. That all means our TWI-5 starts today at just over 66.7, little-changed from yesterday.The bitcoin price starts today at US$114,938 and down -0.6% from this time yesterday. Volatility over the past 24 hours has been low at just under +/- 1%.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.

Nifty settled at 25,069, a day that looked steady on the surface. But the real suspense builds ahead of the US Fed meeting on 16–17 September, where rate decisions could shape global sentiment. Adding to the mix, India's WPI data for August hit the wires today, keeping traders alert.In this episode, Sanket Bendre unpacks the signals hidden behind today's close and explains why Larsen & Toubro is the stock to keep an eye on.

Nifty settled at 25,069, a day that looked steady on the surface. But the real suspense builds ahead of the US Fed meeting on 16–17 September, where rate decisions could shape global sentiment. Adding to the mix, India's WPI data for August hit the wires today, keeping traders alert.In this episode, Sanket Bendre unpacks the signals hidden behind today's close and explains why Larsen & Toubro is the stock to keep an eye on.

Nifty settled at 25,069, a day that looked steady on the surface. But the real suspense builds ahead of the US Fed meeting on 16–17 September, where rate decisions could shape global sentiment. Adding to the mix, India's WPI data for August hit the wires today, keeping traders alert.In this episode, Sanket Bendre unpacks the signals hidden behind today's close and explains why Larsen & Toubro is the stock to keep an eye on.

Market news for September 15, 2025: Asian markets fluctuate ahead of expected US rate cut; China’s economy slows in August, bond slump fuels speculation PBOC will resume debt buying; BYD’s US$45 billion stock wipeout raises doubts on China outlook; S-Reits deliver double-digit total returns in Q3 as investors await rate cuts. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

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 fighting inflation may well be a downgraded objective in the face of political pressure. The consequences could be long-lasting and global.For financial markets, this week will be all about the US Fed's Thursday rate decision where now a -25 bps cut is widely anticipated, to try and weigh against the softening US labour market. The same day the Canadians will review their policy rate too where a similar -25 bps cuts is expected.And there will be central bank reviews in Japan this week (no change), Indonesia (no change), England (no change), and Brazil this week too.China will also review its key rates and no change is expected there either. And China will release a lot of August economic data too, including FDI data.Australia will release its August labour market update and a modest +25,000 rise in employment is anticipated. Our balance of payments data will be released on Wednesday (expect a larger deficit), and Q2-2025 GDP will be released on Thursday (expect a decline). And before that we will get the August REINZ data and a full dairy auction.But back in the US, the pessimistic turn continues. The widely-watched University of Michigan consumer sentiment survey delivered downbeat results in September, sharply lower from August and well below what analysts had expected. They had expected a turn lower but not by this much. Declines were strongest among lower- and middle-income households because concerns grew over business conditions, jobs, and inflation. Both short and long term sentiment fell back. This index is more than -20% lower than year-ago levels.Meanwhile, year-ahead inflation expectations held steady at 4.8% while the five-year expectations moved up for the second straight month to 3.9% from 3.5%.Canadian building consents were unchanged in July from June but down -8.2% from a year ago. But most of this was due to non-residential work; residential consents were up, especially in Toronto.We should probably note that there are trade talks going on in Madrid between the US and China.In China, August data for new yuan loans came in well below what was expected although expectations weren't high. It was the lowest amount of bank debt for an August since 2011, extending the current period of weak credit demand amid the weakening consumer debt demand and the prolonged crisis for housing. The debt appetite dropped despite central bank efforts to loosen monetary conditions and stimulate borrowing.In India, consumer inflation rose, as expected, but only to 2.1% and ending a ten month period where it fell consistently from 6.2% to 1.6% in July. Food prices were little-changed and had no effect on the overall result.In France, Fitch has downgraded their credit rating to A+ from AA- on Friday, citing political turmoil and rising debt.We should probably note that copper prices are basically back to levels they were at five years ago, which is double what they were ten years ago. At current production levels the USGS estimates that existing mines will be able to operate for the next forty years, and proven resources will last about 200 years. (But there are expected to be much larger resources yet to be discovered.) We will look at some aspect core mineral resources weekly, going forward. (H/T PDK)The UST 10yr yield is now at 4.06%, little-changed from Saturday.The price of gold will start today at US$3,641/oz, down -US$7 from Saturday. That is up +US$48 from a week ago. Silver had another spurt, now up over US$42/oz.American oil prices are unchanged at just on US$62.50/bbl, with the international Brent price firmish just under US$67/bbl, both up +US$1 for the week.The Kiwi dollar is at just under 59.6 USc and unchanged from Saturday but up +70 bps from a week ago. Against the Aussie we are also unchanged at 89.6 AUc. Against the euro we are holding at 50.8 euro cents. That all means our TWI-5 starts today at just over 66.7, little-changed from Saturday but up +50 bps for the week.The bitcoin price starts today at US$115,666 and down -0.6% from this time Saturday. Volatility over the past 24 hours has been very low at just on +/- 0.4%.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.

Nifty looks set to wrap up the week on a strong note after seven straight sessions of gains, with GIFT Nifty signaling a firm start and global markets buoyed by rising expectations of a US Fed rate cut next week. In today's episode we track all the big movers—Infosys after announcing its biggest-ever Rs 18,000-crore share buyback, SEBI board meet agenda, the August inflation print that may break a nine-month downtrend, and the government's two-day PSU bank ‘Manthan' meet where consolidation and AI adoption are on the agenda. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues. Tune in for all this and more in today's Market Minutes — your morning podcast

This week on Market Focus Weekly, host Emily Liu and Saxo Bank’s Charu Chanana break down the latest movements in US and Asia markets. From US jobs and inflation data fuelling expectations of a Fed rate cut, to gold’s unstoppable climb and whether Oracle’s stock surge signals an AI bubble. In Asia, Japan’s political shake-up brings more uncertainty, while in Singapore, DBS hits a record high and powers the Straits Times Index. Highlights: 03:26 US Fed outlook 04:30 Gold prices keep going up 08:31 Bank of Japan outlook 11:45 Oracle’s AI boom 16:34 DBS makes history --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Emily Liu (emilyliu@sph.com.sg) With Charu Chanana, chief investment strategist, Saxo Bank Edited by: Chai Pei Chieh & Claressa Monteiro Produced by: Emily & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Get your daily dose of the latest stock market news and global headlines for September 10th! In today's video, we break down a major geopolitical incident: Russian drones breached Polish airspace, leading to NATO's first direct kinetic engagement with Russia. What does this mean for global tensions and the markets?We also dive into positive economic news as the S&P 500 hit a new record high, driven by encouraging inflation readings. Discover why Oracle stock surged over 41%, making Larry Ellison the world's richest man, surpassing Elon Musk! Learn how AI-driven cloud demand is reshaping the tech landscape and impacting stocks like Nvidia and AMD.Find out what's moving oil prices amid Israeli attacks and oversupply concerns. For Indian investors, we cover Fitch's optimistic FY26 GDP growth outlook for India, despite flagging US trade risks. We'll also discuss the potential US-India trade reset as Trump plans talks with Modi, and what it means for Indian equities.Stay informed on the domestic market: PSU bank shares gained on consolidation buzz, IT stocks soared on US Fed rate-cut hopes, and equity mutual fund inflows for August. Plus, understand the impact of recent GST reforms on NBFC loans, Coal India, and cement prices. Don't miss these critical market insights!00:00 Start00:43 Russian drones breached Polish airspace02:39 S&P 500 jumps to new record05:31 Oil prices up after Israeli attacks07:12 Ellison Tops Musk as World's Richest Man07:36 US, India eye trade reset09:16 PM Modi, Meloni hold talks on FTA10:21 Fitch lifts India FY26 GDP growth outlook11:27 Union Bank, other PSU Bank shares gain11:59 Inflows into equity mutual funds drop13:03 IT stocks soar13:44 GST rate cut impact15:18 GST rate cut to lower cement prices16:16 Knowledge SectionLEGAL DISCLAIMER: Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services. DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.Disclosure with regard to ownership and material conflicts of interest1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance. Disclosure with regard to receipt of Compensation1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.

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.And today we lead with news that rather than understating US jobs growth - which got her fired - the stats agency reporting labour market data overstated Trump's jobs growth, and by some margin.But first up today, there was a dairy Pulse auction earlier today for both SMP and WMP, and while prices dipped as expected, they didn't dip as much as the derivatives markets had signaled. WMP was down just -0.2% from the full auction the prior week, SMP was down -0.6%. However the firming NZD resulted in about a -1.5% fall in NZD terms.In the US, small business NFIB sentiment survey for August reported stable conditions with some issues easing, some tightening.There was a US Treasury 3yr bond auction earlier today that was well supported but less well than the prior equivalent event a month ago. It resulted in a median yield of 3.45%, down sharply from the 3.61% at that prior equivalent event. The outsized shift down likely reflects bond investor risk aversion.Although it is just a statistical adjustment, updated data shows the US economy added -911,000 fewer jobs in the 12 months through March than initially reported - the largest downward revision since at least 2000. This is a -0.6% adjustment, far more that the average change of +0.2% in total nonfarm employment over the past decade. Nearly all sectors added fewer jobs than initially estimated.If the US Fed cuts rates next week to bolster their slowing economy, it will likely signal that their are changing their inflation goal from 2% to 3%, and prepared to accept stagflation over stagnation. The risk is they get both.Across the Pacific, Japanese machine tool orders were up +8.1% in August from a year ago, largely due to a +12% surge in export orders. Export orders made up almost three quarters of this industry's order book in August.And Taiwan kept up its amazing record of export growth in August. They jumped more than +34% from a year ago and outperforming market expectations of +22% growth.In Russia, their Federal Treasury reported another deep deficit in August, the second in a row and the first time ever of back-to-back deficits exceeding -1.9% of GDP.In Australia, ANZ Group's new broom CEO Nuno Matos has kicked off a change program at the four-pillar bank with plans to shed 3,500 Australian staff.The Westpac-MI consumer sentiment survey slipped on darker views about the economic outlook and less confidence about getting any more rate cuts from the RBA - because inflation is still 'too high'. Analysts had expected this survey to possibly break into net optimism in September, but it was not to be.Meanwhile the August NAB business confidence report shows it fell a minor 3 points, following four consecutive months of improving sentiment and leaves confidence also close to long run average levelsThe UST 10yr yield is now under 4.07%, up +2 bps from yesterday at this time. The price of gold will start today at a new high at US$3,641/oz, up +US$9 from yesterday.American oil prices are marginally firmer, at just over US$62.50/bbl with the international Brent price is +50 USc firmer at just on US$66.50/bbl.The Kiwi dollar is now at just over 59.3 USc and unchanged from yesterday. Against the Aussie we are down -10 bps at 90 AUc. Against the euro we are up +10 bps at 50.6 euro cents. That all means our TWI-5 starts today at just over 66.6, down -10 bps from yesterday.The bitcoin price starts today at US$111,080 and down -1.1% from this time yesterday. Volatility over the past 24 hours has been moderate, also at just under +/- 1.1%.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.

Nifty opened positive but ended flat at 24,773, as profit booking capped gains. The upside was supported by strength in Auto and Auto Ancillaries on expectations of a strong festive season and GST rate cut buzz.Adding to the sentiment, the US Fed is expected to cut interest rates in its upcoming meeting.In this episode, Sanket Bendre discusses the day's flat close and why Samvardhana Motherson International Ltd. is the stock to watch.

Nifty opened positive but ended flat at 24,773, as profit booking capped gains. The upside was supported by strength in Auto and Auto Ancillaries on expectations of a strong festive season and GST rate cut buzz.Adding to the sentiment, the US Fed is expected to cut interest rates in its upcoming meeting.In this episode, Sanket Bendre discusses the day's flat close and why Samvardhana Motherson International Ltd. is the stock to watch.

Nifty opened positive but ended flat at 24,773, as profit booking capped gains. The upside was supported by strength in Auto and Auto Ancillaries on expectations of a strong festive season and GST rate cut buzz.Adding to the sentiment, the US Fed is expected to cut interest rates in its upcoming meeting.In this episode, Sanket Bendre discusses the day's flat close and why Samvardhana Motherson International Ltd. is the stock to watch.

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.And today we lead with news bond markets are increasingly worried about what will transpire from the US CPI data for August later this week, and the US Fed's reaction next week.First today, American inflation expectations seem to be rising. In August they came in at 3.2%, their highest in three months. While that is higher than year ago levels too, some of the detail is a bit of a worry. Those surveyed say rents are expected to rise 6.0%, food by 5.5% and petrol by 3.9%. Also of some note is that job finding expectations have now fallen to a record low in a data series that started in June 2013. More than 14% of those surveyed say they are likely to lose their job in the year ahead. There is a palpable sense of fear and squeeze in these survey results. The fast-tightening labour market has many on edge.Meanwhile, August data for American consumer debt shows it rising, up +3.8% from a year ago with revolving debt up a sharp +9.7% on the same basis. Debt levels at credit unions seem to be leading the rises. These are all three year highs and the sudden shift likely indicates rising debt stress.The USD is falling, heading towards a three year low. Benchmark bond yields are falling and the UST 10 year is near a one year low.Across the Pacific, Chinese exports grew by +4.4% in August from a year ago, a level many others would like to have but it is lower than the expected +5% and July's +7.2% growth. And it is the softest pace of outbound shipment growth since February. Meanwhile their imports were up +1.3% in August on the same basis, less than the expected +3% and July's +4.1% rise. But that meant that their trade balance swelled to +US$102 bln in August, better than the +US$99 expected and higher than July's +US$91 bln.While China's exports and imports to the US eased back in August, they still ran a +US$24.3 bln monthly surplus with this strategic rival and that isn't declining materially. It's the largest surplus they run with anyone, although the combined nations of the EU ran a larger deficit with China at US$28.9 bln in August.In Japan, Prime Minister Shigeru Ishiba resigned over the weekend and new candidates are lining up to replace him. Financial markets are buoyant there on the prospect that a new leaders may chase fiscal expansion.And in France, their prime minister has lost a confidence vote.In Germany, their exports came in slightly weaker than expected in August when a rise was anticipated. But it was still a good gain on a year ago, and helped them maintain a healthy trade surplus. Meanwhile German industrial production came in much better in July than expected, bouncing back from a weak June.The UST 10yr yield is now under 4.05%, down -4 bps from yesterday at this time. The price of gold will start today surging to a new high at US$3,633/oz, up +US$47 from yesterday.American oil prices are a bit firmer, up less than +50 USc at just under US$62.50/bbl with the international Brent price also firmer just on US$66/bbl.The Kiwi dollar is now at just over 59.3 USc and up +40 bps from yesterday. Against the Aussie we are up +20 bps at 91.1 AUc. Against the euro we are also up +20 bps at 50.5 euro cents. That all means our TWI-5 starts today at just under 66.7, up +30 bps from yesterday.The bitcoin price starts today at US$112,282 and up 1.1% from this time yesterday. Volatility over the past 24 hours has been low at just under +/- 1.0%.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.

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.And today we lead with news financial markets can now taste a US Fed rate cut.Today, all eye are on tomorrow's August non-farm payrolls report for the US. Analysts expect them to rise a minor +75,000 but overnight labour market data suggests that may be optimistic.First, US initial jobless claims rose last week to 197,000 when seasonal factors suggested it should have fallen. There are now more than 1.89 mln people on these benefits, +90,000 more than at the same time last year.Announced August job cuts came in at 86,000 in August, +40% more than in July. So far this year, companies have announced 892,000 job cuts, the highest year-to-date level since 2020 when 1,963,500 were announced. It is up +66% from the same period last year and is now +17% higher in 2025's eight months than all of the 2024 full calendar year total (of 761,500).Maintaining the weakening theme, the ADP Employment Report only reported a jobs gain of +54,000 in August, below the expected low +65,000 and well below July's +106,000. In August 2024 this data showed a +180,000 rise.US labour productivity is improving however, with faster rises in output while labour hours only show a modest increase. Year on year this productivity measure is up +1.1%.And there was better PMI data out for the US services sector with the widely-watched ISM version expanding slightly more than expected, while the S&P Global/Markit version expanded better even if it was adjusted lower than its earlier 'flash' version. Encouragingly, in both versions new order flows kept these metrics positive and they are at similar levels as a year ago.US exports were little-changed in July from a year ago, as were the level of imports. That resulted in a goods & services trade deficit almost identical to a year ago. Still, it is now at a four month high. Tariffs have yet to move the trade needle either way (other than collect much more tax from importers).Financial market reactions to this generally downbeat economic news - was upbeat, on the basis that it makes a Fed rate cut on September 18 (our time) more likely. Equities rose modestly, but bond yields fell quite hard.Meanwhile Canada also said its exports, imports and trade balance was little-different in July from June, although quite a bit worse than year-ago levels. But the deficit is still quite small (-C$4.9 bln) in relation to the Canadian economy, and their smallest deficit in four months.In China, they are rolling out a new policy to try and juice up consumption - State-subsidised personal loans. Like the rest of the world, but more so in China, "moire debt" is the answer to all economic problems.With headline inflation at just 1.4%, the Malaysian central bank kept its policy rate unchanged overnight at 2.75%.EU retail sales slipped in July from June, but remain +2.2% higher than year-ago levels. They report on a volume basis, so these gains are 'real'.In Australia, household spending is strong and rising. It was up +5.1% in July from the same month a year ago, up +0.5% in July from June which is an even faster rate. That's the third month in a row it has risen and it has risen in nine of the past ten months. In July, this spending was concentrated on services, especially health services, hotel accommodation, air travel, and dining out. But they actually cut back on spending on goods.Meanwhile, the Australian trade balance turned up after a series of declines. Markets expected a +AU$5 bln surplus in July after a +AU$5.4 bln surplus they got in June. But in fact the surplus came in as +AU$7.4 bln in July, helped by a +3.3% monthly rise in exports and a -1.3% monthly fall in imports. That means the surplus hit a 21 month high.Global container freight rates were virtually unchanged last week from the prior week, although still down massively from the Red Sea crisi affected year ago levels. Interestingly, outbound rates from China to the US rose a sharpish +8% or more last week, but that was balanced by large falls in the China-to-Europe trade. Bulk cargo rates are still in a narrow band, little-changed from last week.The UST 10yr yield is now at 4.17%, down another -5 bps from yesterday at this time.The price of gold will start today at US$3,543/oz, down -US$30 from yesterday.American oil prices are little-changed at just over US$63.50/bbl with the international Brent price -50 USc softer just on US$67/bbl.The Kiwi dollar is at just under 58.4 USc and down -40 bps from yesterday. Against the Aussie we are down -20 bps 89.6 AUc. Against the euro we are also down -20 bps at 50.2 euro cents. That all means our TWI-5 starts today at just over 66.1, down -20 bps from yesterday.The bitcoin price starts today at US$109,830 and down -2.3% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.4%.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 on Monday.

President Trump's firing of Federal Reserve Governor Lisa Cook has opened a remarkable legal and political fight in Washington. Cook, the first Black woman to serve on the Fed's Board, is suing the president, calling her removal unlawful and a direct threat to the central bank's independence. Joining Anton to unpack the implications is Scott Lucas, Professor and Political Analyst, Clinton Institute, UCD.

As Fed governor Lisa Cook fights to block President Trump from firing her, a first legal hearing on the matter ends without a ruling. But with ongoing tensions and concerns over political meddling, who would want the next Fed chair job when the role becomes vacant next year? We speak to a former regional Fed president who says he's up for the job.Canada's economy shrinks much more than expected amid trade disputes with the US. An economist from the Canadian Chamber of Commerce weighs in on whether it might improve any time soon.And as a Chinese property giant's shares are removed from a major stock market, is the golden era for Chinese real estate well and truly over?

In today's episode on 28th August 2025, we tell you about the silent, yet most important, change in the US Fed's stance.

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 we need to brace for an end to the US Fed's independence. It may not be at risk right now, but the signs aren't promising. And politicians everywhere will seize on the mood to pull that level, to ease their own policies that don't deliver. The juice of monetary stimulus is just too enticing, the risks be damned.First in the US, investors are expecting Nvidia's earnings to be reported after the NYSE closing at 8am NZT, seen as a key test for the AI boom driving markets. The S&P 500 and Nasdaq are marginally higher in advance of that, while Nvidia shares are little-changed. But the derivatives market in the stock is set for a -6% swing and if that happens, that will be a -NZ$500 bln fall - probably the biggest movement of any economic metric today anywhere in the world. We will know soon enough.Some think we should also watch the share price in Costco and Walmart. They both have lofty valuations that raise the risk of serious correction. These three are all enormous companies - Nvidia has a market cap of an eye-watering US$4.4 tln, Costco US$420 bln, and Walmart is US$770 bln. In each case that is way more than New Zealand's GDP. Walmart plus Costco is approaching Australia's GDP.Staying in the US there was little data out overnight. The volume of mortgage applications softened by -0.5% last week from the previous week, extending the -1.4% trim from the prior month. Applications to refinance an existing mortgage fell by -3.5% offsetting the +2.2% increase in applications for a mortgage to buy a new home.Separately, American officials are decrying the intelligence efforts by the Chinese Ministry of State Security and their 'Salt Typhoon' operation. But they have been caught running covert operations in Greenland. The Dames are unimpressed. Trump's America is no-one's friend. Even at home, his militarisation of local policing, grabbing shares in companies without paying, are worrying developments. His efforts to subvert the Fed are just part of an effective quiet rolling coup with a much broader agenda. These are stand-over tactics that will undermine the US reputation for generations.In Taiwan, their industry may be going at full tilt, but consumer sentiment is actually weakening. An August survey there shows it at its weakest level since April 2023, as five of six key indicators deteriorated.Chinese industrial profits fell again in July, down -1.7% from a year ago in July. They fell -7.5% for SOE's but were up +1.8% for private businesses.Yesterday, there was a big surprise in data released today in Australia on inflation. Their monthly indicator had fallen consistently to 1.9% in June. The RBA was relieved. But the July level came in at 2.8%, an unexpectedly large jump. There will be head-scratching. Higher electricity prices (+13.1%) are getting the blame.The UST 10yr yield is now at 4.24%, down -1 bp from yesterday at this time. Long bond yields, especially the 30 year, are rising more quickly now. The price of gold will start today at US$3,395/oz, up +US$14 from yesterday.American oil prices have risen +50 USc to US$64/bbl with the international Brent price now just under US$68/bbl.The Kiwi dollar is at just on 58.6 USc and little-changed from yesterday at this time. Against the Aussie we are down -30 bps at 90.3 AUc. Against the euro we are up +10 bps at 50.4 euro cents. That all means our TWI-5 starts today at just under 66.3, and little-changed from yesterday.The bitcoin price starts today at US$112,400 and up +2.4% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.2%.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.

The Israeli military says in its initial report about the attack on the Nasser Hospital in southern Gaza that it was not targetting journalists but a Hamas camera. Twenty people died in the attack, among them five journalists. Most of the casualties were caused by the second strike which came ten minutes after the first. Also, US Fed governor Lisa Cook says she'll sue President Trump for ordering her dismissal, and Taylor Swift announces her engagement to NFL star Travis Kelce. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk

Bitcoin fell below $113,000 as investors braced for Jerome Powell's Jackson Hole speech that could set the US Fed's path on interest rate cuts.~This episode is sponsored by Gemini & Tangem~Sign up for The Gemini Credit Card and get an extra $50 in crypto!➜ https://bit.ly/GeminiPBNTangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:50 Fear & Greed02:00 CNBC: Are people just taking profits?04:00 More pain coming04:45 Polymarket05:25 Sponsor: Gemini06:00 Powell under pressure07:25 Bankruptcy filings08:15 David Zervos08:35 David Zervos: Policy is too restrictive10:40 Bitcoin ETF outflows12:05 ETH lows in?12:30 New ETH treasury companies14:15 Charts: Price targets15:50 Outro#Crypto #Bitcoin #Ethereum~More Pain Coming?

Crypto News: BlackRock Bitcoin, Ether ETFs buy $1B as BTC price mostly fills CME gap. US Fed to end oversight program for banks' crypto activities. Wellgistics debuts XRP payments for independent US pharmacies. Show Sponsor -

31 Jul 2025. So what’s next for rate cuts and what it means for us? We ask economist Daniel Richards. Plus, ADNOC Drilling posts a record-breaking H1, CFO Youssef Salem joins us live. Saudi budget airline flyadeal releases fresh metrics, we speak to the CEO. And it’s the final day for UAE businesses to file late corporate tax returns without facing fines, tax lawyer Nirav Rajput explains what you need to know.See omnystudio.com/listener for privacy information.

Rain Storms and Purple Rain Warning Lai apologizes for recall defeat and vows support for August 23 votes Government to spend NT$100bn on flood control US Fed keeps interest rates steady More killings in Gaza as people seek food -- Hosting provided by SoundOn

AIB's Senior Economist John Fahey and AIB Treasury's Mark McKevitt discuss the current finance markets, the future impact of tariffs, the recent changes in sterling with Bank of England rate cuts, and central bank rates with no changes in the ECB and US Fed.Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. Registered in Ireland: No: 24173 Allied Irish Bank p.l.c is regulated by the Central Bank of Ireland AIB Customer Treasury Services is a registered business name of Allied Irish Banks, p.l.c. Registered Office: 10 Molesworth Street, Dublin 2

Tel Aviv and Tehran trade missiles as Trump weighs military action "Tel Aviv and Tehran continue to exchange missile salvos on the seventh day of escalating conflict, as Israeli pressure mounts on US President Donald Trump to intervene. Trump has reportedly approved military plans but has yet to decide whether to authorise an attack on Iran. Meanwhile, dozens of protesters gathered outside the White House, opposing another US military intervention in the Middle East. Only 16 percent of Americans support US involvement in the Israel-Iran conflict, according to a YouGov poll. Israel launched strikes on Iran on Friday, targeting military positions and nuclear sites, killing senior officials, scientists, and hundreds of civilians. Iran responded with a barrage of missiles aimed at key Israeli positions." Putin: Iran's uranium sites intact despite Israeli strikes "More from the conflict between Israel and Iran... Russian President Vladimir Putin declared that Iran's underground uranium sites remain untouched despite fierce Israeli airstrikes, as Iranian society rallies behind its leadership. Speaking in St. Petersburg, Putin urged a balanced resolution — protecting Iran's right to peaceful nuclear power and Israel's right to security. With US President Trump weighing intervention and Iranians fleeing the capital, Putin revealed he had held direct talks with Trump and Netanyahu, stressing diplomacy over escalation." Trump and Pakistan's Munir meet to discuss regional peace, trade "US President Donald Trump praised Pakistan's army chief, Field Marshal Asim Munir, for playing a pivotal role in averting a war with nuclear-armed India. Meeting privately in Washington, the two discussed regional tensions, including Iran and potential trade deals. Trump credited both Munir and Indian Prime Minister Narendra Modi for de-escalating recent hostilities, calling their efforts “extremely influential.” The meeting marks a renewed tie between the US and Pakistan amid heightened tensions in South Asia and the Middle East." Rescue teams search as 700+ missing in Nigeria floods "More than seven-hundred people remain missing three weeks after devastating flash floods struck Niger state in central Nigeria, officials say. At least two-hundred-and-seven-bodies have been recovered, with four-hundred-homes destroyed and over three-thousand-residents displaced. Rescue teams continue their urgent search amid fears the toll could rise. Nigeria's rainy season, worsened by climate change and poor infrastructure, is expected to bring more flooding, threatening millions across the country. " US Fed holds interest rates, warns of economic uncertainty "The US Federal Reserve held interest rates steady between four-point-twentyfive percent and four-point-fifty percent after its two-day meeting, signalling two rate cuts later this year. Despite its cautious stance, President Trump lashed out, calling Fed Chair Jerome Powell “stupid” for not lowering rates faster. The Fed also lowered its 2025 growth forecast to one-point-four percent while raising inflation and unemployment projections, underscoring economic uncertainties amid ongoing tariff pressures. Officials remain watchful, balancing risks in a volatile landscape."

19 Jun 2025. The US Fed and UAE Central Bank have both held interest rates steady. We hear from Fed Chair Jay Powell - and get local reaction from Emirates NBD’s Ed Bell. Plus, Microsoft says AI won’t fix the “infinite workday” unless we change how we work. We speak to Zubin Chagpar about what needs to happen. And as the school year ends, we get the education sector’s report card from Which School Advisor. Finally, why are billboard prices soaring across Dubai? We ask ARN’s Josh Busteed.See omnystudio.com/listener for privacy information.

MS-13 terrorist and human trafficker Kilmar Armando Abrego-Garcia is BACK in the US!