Part one - Rabobank’s Singapore-based global strategist discusses a world economy totally dominated by geopolitics. Could there be a silver lining for NZ farmers if Trump sells out Ukraine? And does he think the AI bubble will burst?
Part two - Rabobank’s Singapore-based global strategist diverts his focus to the NZ economy as we discuss this week’s OCR announcement, Trump’s tariffs, the commodity outlook and why food production is still a good business to be in.