Analysis

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Margin Call

Are US markets sleepwalking into an inflationary shock?

ANALYSIS: After initial panicky response to Liberation Day tariffs, US financial markets have recovered to a level seeming to imply tariffs will have minimal impact on inflation, interest rates, and corporate profits.

Nicholas Bagnall Tue, 15 Jul 2025

Margin Call

Existential threat to traditional advertising models, practices

Margin Call

Export-led recovery ahead for New Zealand

Margin Call

Squeezing juice from a drying cash rate

Margin Call

If US exceptionalism has peaked where else can we invest?

Margin Call

Aussie equities don’t deserve special place in NZ portfolios

Hunter’s Corner

Conflicts of interest keep hanging around

KiwiSaver provider Pathfinder can’t kick the habit – and nor can the FMA.

Tim Hunter Thu, 17 Apr 2025

Edwards on Politics

The risks to democracy and free speech

ANALYSIS: People are thinking twice before standing for public office.

Brent Edwards Thu, 17 Apr 2025

Underarm

Aspiring homeowners wooed by both sides in Aussie election

ANALYSIS: Trailing in the polls, Opposition leader Peter Dutton has announced a radical plan for homebuyers to claim tax deductions on mortgage interest.

Lachlan Colquhoun Wed, 16 Apr 2025

Margin Call

NZME’s governance Gren(on)ade

ANALYSIS: James Grenon’s campaign to reshape NZME’s board signals more than shareholder activism – it’s a reminder of how fast governance risk can move from footnote to front page.

Paige Hennessy Tue, 15 Apr 2025

Shoeshine

Virgin float flies into Trump turbulence

ANALYSIS: Private equity owner Bain Capital is reportedly pushing ahead with the IPO, but it might be a tougher sell in the current market.

Lachlan Colquhoun Mon, 14 Apr 2025

Economy Matters

Trump’s protectionism consequences are complex, destabilising

ANALYSIS: Moses’ declaration of moral principles aimed at bringing humanity closer together, while Trump’s declaration of global tariffs underscores a growing fragmentation in international relations.