Trade wars, tariffs and New Zealand’s road to recovery
The Monday Call
Summary
The New Zealand economy is turning a corner, with green shoots replacing red flags and confidence inching its way back.
Global uncertainty remains, and trade tensions are heating up, and tariff threats loom large. This week, top economist Cameron Bagrie joins us to discuss the outlook. Will the recovery move up a gear, or are the brakes about to be applied? Will our exports be hurt, or can we create new markets? And how should investors think about both risks and rewards in this shifting landscape?
With over 20 years of experience – including a decade as ANZ’s Chief Economist – Cameron delivers sharp, independent insights through Bagrie Economics, a boutique firm known for its no-nonsense economic analysis.
Subscribe
Never miss an episode
Subscribe now to get each week's episode delivered straight to your feed. You can find us wherever you get your podcasts, just search for 'The Monday Call'.
Keep reading
Stay up to date with the latest Insights and Podcasts from our team.
-
The Monday Call
Podcasts
-
Rise of the machines | AI, earnings and where markets go next
The Monday Call
Podcasts
-
The long view | Markets, megatrends and the $90 billion investor
The Monday Call
Podcasts
-
Good Returns, Compounded | 35 Years Covering the Industry
The Monday Call
Podcasts
-
Computer says yes | Does AI really know best?
The Monday Call
Podcasts
-
Making it count | Lifespan, healthspan, wealthspan
The Monday Call
Podcasts
-
The Thinking Machine | FT Business Book of the Year Winner
The Monday Call
Podcasts
-
Beyond the Pump | Growth Keeps Flowing
The Monday Call
Podcasts
-
From the Beehive to the Boardroom | A Prime Minister’s Outlook
The Monday Call
Podcasts
-
Unicorn Whisperer | A Legend in Early Stage Investing
The Monday Call
Podcasts
-
The space economy | SpaceX and the business of orbit
The Monday Call
Podcasts
-
The trillion dollar question | SpaceX, AI and market impact
The Monday Call
Podcasts
-
Crude awakening | Energy resilience in a shifting world
The Monday Call
Podcasts
-
When interest rate forecasts collide | Tough calls, high stakes
The Monday Call
Podcasts
-
From the Pentagon to New Zealand | Hard truths for security resilience
The Monday Call
Podcasts
-
Iran Attack Update | Oil Surges, Equities Resilient
The Monday Call
Podcasts
-
Special Edition | Iran Attack
The Monday Call
Podcasts
-
The 2026 Market Miracle: Why Patience Could Pay Big
The Monday Call
Podcasts
-
Bullet Trains and Bull Markets: Notes from the Goldman Sachs Global Macro Conference
The Monday Call
Podcasts
-
The year in markets - Signals, shifts and opportunities for 2026
The Monday Call
Podcasts
-
Cracking the interest rate code - A research driven approach for smarter portfolios
The Monday Call
Podcasts
-
The NZ Funds Knowledge Series - Equal Weighting and Downside Mitigation
The Monday Call
Podcasts
-
Spring insights – What’s driving markets?
The Monday Call
Podcasts
-
Coneybeer on going global – Capital, connections & chilly bins
The Monday Call
Podcasts
-
The NZ Funds Knowledge Series – Gold, Bitcoin and Downside Mitigation
The Monday Call
Podcasts
-
Beyond the AI Algorithm – Entrepreneurship, Tech, Investing
The Monday Call
Podcasts
-
Building resilience - NZ Funds' Inflation Strategies
The Monday Call
Podcasts
-
Digital Assets, Blockchain and the Future of Value
The Monday Call
Podcasts
-
Six months down, six more to go
The Monday Call
Podcasts
-
Growing Kiwi Giants
The Monday Call
Podcasts
-
Policy, Power and Possibilities
The Monday Call
Podcasts
-
Bitcoin, Budgets, and Bounces
The Monday Call
Podcasts
-
Property in New Zealand – Highs, Lows and the Unknown
The Monday Call
Podcasts
-
Accelerating adoption - How institutions are embracing cryptocurrency
The Monday Call
Podcasts
-
Understanding the tariff landscape - Implications for New Zealand and global markets
The Monday Call
Podcasts
-
New Zealand shares – Poised for a rebound?
The Monday Call
Podcasts
-
Feelings, fundamentals and share market swings
The Monday Call
Podcasts
-
Superpowers, cyberwars and hackers – Who’s really in charge?
The Monday Call
Podcasts
-
Trade wars, tariffs and New Zealand’s road to recovery
The Monday Call
Podcasts
-
Beyond the US – Will other markets shine in 2025?
The Monday Call
Podcasts
-
2024 in review: How the return to a ‘normal’ economy led to a record year
The Monday Call
Podcasts
-
Investor, Surfer, Freethinker: The Contrarian’s Playbook with Hugh Hendry
The Monday Call
Podcasts
-
A View from the North – Global Market Opportunities with Syzygy’s James Grigor
The Monday Call
Podcasts
-
Thriving in chaos: Share markets defy global challenges
The Monday Call
Podcasts
-
Red Zone Rescue: Tenby Powell’s humanitarian fight in Ukraine
The Monday Call
Podcasts
-
Revving up: Navigating change in banking and financial services with Phil Doak
The Monday Call
Podcasts
-
Beyond Big Tech - why market confidence is growing
The Monday Call
Podcasts
-
The global growth of crypto and Binance
The Monday Call
Podcasts
-
Full Speed Ahead – Fintech in New Zealand
The Monday Call
Podcasts
-
2024 – halftime review and outlook
The Monday Call
Podcasts
-
Noise, Signals and Investing Success with Kate Howitt
The Monday Call
Podcasts
-
Defeating the invisible thief: Investing to mitigate inflation
The Monday Call
Podcasts
-
Succession: It doesn’t have to be a drama
The Monday Call
Podcasts
-
Investment themes: one of these things is not like the other.
The Monday Call
Podcasts
-
Ctrl+Alt+Invest: Opportunities in tech
The Monday Call
Podcasts
-
Behind the numbers: Evolution or revolution in the accounting sector
The Monday Call
Podcasts
-
Thoughts on the market
The Monday Call
Podcasts
-
Green shoots in the New Zealand economy | Interview with Stephen Toplis, Head of Research, BNZ
The Monday Call
Podcasts
-
A global viewpoint | Interview with Gary Paulin
The Monday Call
Podcasts
-
Is residential property gearing up for a comeback?
The Monday Call
Podcasts
-
2024 Investment Outlook
What will the year bring for investment markets?
Podcasts