Weaver Consulting Group的动态

Great insights from the 2 #NZ heavyweights of #internationalrelations. Thank you Robert Patman. I do take the point I think Bernard Hickey made that the global strategic environment has dramatically altered since 2008 when Helen Clark signed the FTA with China. Our usual modus operandi may come under increasing stress if Ukraine falls. That is on the cards if DJT comes back and Europe is insufficiently up to speed with its armaments production. European elections appear to be on track for more far right politicians who align with Putin. In a Cassandra moment I fear a perfect storm in Europe with Putin wrecking havoc supported by China which already supplies microelectronics and machine tools ie dual-use parts to Russia for use in its illegal war. It is possible that the West will apply sanctions to China if this ramps up. Putin is currently in Beijing for this very purpose. In such a worst case scenario where would NZ position itself? On the fence still? Having a quiet word with China behind the scenes. All the while relying on Australia to give us cover….. At some point we may need to align with our like-minded small nation friends especially if China invades Taiwan and threatens our supply chains.

If you do nothing else, read the H L Menken quote at the top of the article.

This week, FHCP CEO Michael Graydon sat down with Ben O'Hara-Byrne on the Conversations podcast to shed light on the significant economic ripple effects potential US-Canada tariffs could create. With President Trump's proposed sweeping tariffs on Canadian goods looming, Michael broke down what this could mean for manufacturers, consumers, and the broader economy. Key takeaways: Tariffs will drive inflation: Tariffs will increase the cost of goods, creating a domino effect where manufacturers, importers, and ultimately consumers bear the brunt of rising prices. Disruptions to supply chains: Canada and the US share deeply integrated supply chains. Tariffs on raw materials and finished goods crossing the border could result in compounding costs at every step. Job losses and affordability crises: Estimates suggest Canada could face significant job losses, exacerbating household financial pressures. Food costs on the rise: With over 50% of Canadian grocery and pharmacy products being imported—mostly from the US—currency devaluation and tariffs could drive food prices even higher. Long-term solutions for resilience: Michael called for Canada to strengthen its domestic manufacturing, reduce interprovincial trade barriers, and diversify its trade partnerships to mitigate future vulnerabilities. Michael’s insights emphasized that tariffs hurt consumers on both sides of the border and highlight the need for Canada to take proactive steps to bolster economic resilience. We invite you to listen to the full podcast for a deeper dive into this critical issue: https://lnkd.in/gfsUWQHB #TradeRelations #EconomicImpact #FHCP #ManufacturingCanada #ResilientEconomy #Tariffs

It is so nice to finally see a trade-specific union making waves in Canada. Blanket unions was never the answer for licensed engineers, particularly, because they tend to cater only to their unskilled majorities and often overlook the unique needs of the skilled professionals.

This has been top of mind for many.

Read our insights on the European FeTi market since 2022 and what the future may hold.

8 things to look out for in 2025 https://lnkd.in/gpJd7sUt

The Week Ahead - 28th Oct 2024 Stay Ahead of the Game: Get a Competitive Edge with ICM's Weekly Market Report! #ICM #YourInvestmentHouse #TradeWithICM #forextrading #marketupdates #stayupdated #marketinsights #market #insights #trading https://lnkd.in/d6PqkXrz

?Yes, business and trade are critical factors in the economy. However, house prices and investment in housing reduce trade opportunities in the UK. This is because it has become an as easy job for people who can afford the mortgage and make them do the minimum in society, where those people gain knowledge in different work fields and can make new trade investments. For example, in the USA, lots of early retired people start to trade in electric aeroplanes or electric bikes or any other trade. This is because the demand for rent is lower in the USA than in the UK. So, if anyone can find a less risky business (renting business), why attempt a higher-risk business and eventually reduce trade investment??

With the recent backup in yields, investors are getting yet another bite of the apple. As the Fed reduces the fed funds rate cash yields will also decline. For those investors still sitting in cash or rolling US T-bills, now might be a good time to reconsider that strategy. Read more in our weekly #municipalbond commentary.