ICYMI from yesterday: China new bank lending stumbles once again in 2025 PBOC to cut rates on various structural policy tools by 25 bps The …
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ICYMI from yesterday: China new bank lending stumbles once again in 2025 PBOC to cut rates on various structural policy tools by 25 bps The …
Summary: ECB sees no near-term case for changing interest rates if baseline holds Current policy is expected to anchor rates for several years Lane warns …
Summary: DeepMind CEO says China’s AI models are only months behind U.S. counterparts Rapid progress challenges views that China remains far behind in AI Chinese …
Summary: The White House says semiconductor tariffs announced this week were only “phase one” The initial 25% levy targeted a narrow group of advanced AI …
Summary: Retail investors have made silver the most crowded commodity trade, Reuters reports Nearly $922m flowed into silver ETFs over the past 30 days, led …
Summary: Long-running U.S.–Iran tensions remain a key geopolitical risk factor Fox News reports at least one U.S. aircraft carrier is moving to the Middle East …
New Zealand December 2025 Food Price Index -0.3% m/m (prior -0.4%) and +4.0% y/y. Earlier: New Zealand December 2025 Manufacturing PMI (prior 51.4) NZD gained …
Summary: New Zealand’s manufacturing PMI rose to 56.1 in December, the highest since December 2021 All five sub-indices expanded, led by a sharp rise in …
Not much on the data agenda to move markets. The NZ FPI can give the kiwi $ a bit of a wiggle sometimes, but usually …