Economy
Roger J Kerr says the evidence from all the US economic data over the last month has to be that the risks have subsided, therefore the Fed have done enough with tight monetary policy to achieve their 2.00% inflation target
11th Dec 23, 8:15am
2
Roger J Kerr says the evidence from all the US economic data over the last month has to be that the risks have subsided, therefore the Fed have done enough with tight monetary policy to achieve their 2.00% inflation target
David Hargreaves has a look at the forthcoming GDP figures - the last major economic data release for the year. As far as GDP goes - resilience is the word
10th Dec 23, 6:00am
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David Hargreaves has a look at the forthcoming GDP figures - the last major economic data release for the year. As far as GDP goes - resilience is the word
Dairy giant Fonterra is now effectively forecasting a $7.50 per kilogram of milk solids price for its farmer suppliers - up 25c on its previous forecast, while its earnings forecast has been increased by an effective 5c a share
7th Dec 23, 9:10am
18
Dairy giant Fonterra is now effectively forecasting a $7.50 per kilogram of milk solids price for its farmer suppliers - up 25c on its previous forecast, while its earnings forecast has been increased by an effective 5c a share
Roger J Kerr struggles to make sense of the Reserve Bank's latest 'stringent' message
4th Dec 23, 8:02am
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Roger J Kerr struggles to make sense of the Reserve Bank's latest 'stringent' message
In the second part of his preview of 2024, David Hargreaves examines whether a combination of new Government policies, rampant migration and an enlivened housing market could undermine efforts to get the economy on a sound footing
3rd Dec 23, 8:00am
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In the second part of his preview of 2024, David Hargreaves examines whether a combination of new Government policies, rampant migration and an enlivened housing market could undermine efforts to get the economy on a sound footing
David Hargreaves explains what he is looking for in the economy in 2024 as we wait to see if the battle against inflation really can be won
2nd Dec 23, 10:23am
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David Hargreaves explains what he is looking for in the economy in 2024 as we wait to see if the battle against inflation really can be won
David Hargreaves has a look at the economic developments in the past year and lines these up against what the expectations were at the start of the year
1st Dec 23, 9:44am
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David Hargreaves has a look at the economic developments in the past year and lines these up against what the expectations were at the start of the year
Economists at the country's largest bank raise their forecast milk price for the current season by 55 cents to $7.70 per kilogram of milk solids; pick $8.50 price for next season
30th Nov 23, 12:17pm
Economists at the country's largest bank raise their forecast milk price for the current season by 55 cents to $7.70 per kilogram of milk solids; pick $8.50 price for next season
[updated]
Reserve Bank leaves Official Cash Rate unchanged at 5.5% but warns if inflation proves stronger than expected it may have to hike the OCR again
29th Nov 23, 2:20pm
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Reserve Bank leaves Official Cash Rate unchanged at 5.5% but warns if inflation proves stronger than expected it may have to hike the OCR again
Roger J Kerr says the fundamental premise of lower US inflation, equals lower US interest rates, equals a lower US dollar still holds as compelling today as it was in early 2023
27th Nov 23, 8:52am
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Roger J Kerr says the fundamental premise of lower US inflation, equals lower US interest rates, equals a lower US dollar still holds as compelling today as it was in early 2023
[updated]
Stats NZ figures show that total card spending fell by 0.3% in October, while retail spending dropped by 0.7%; 'the softness in spending is notable as it comes as population growth is continuing to surge'
15th Nov 23, 11:16am
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Stats NZ figures show that total card spending fell by 0.3% in October, while retail spending dropped by 0.7%; 'the softness in spending is notable as it comes as population growth is continuing to surge'
Roger J Kerr says the continuous switching by global investors between “risk-on” and “risk-off” mode over the course of the last year is reflected in the up-down-up pattern of the US equities Dow Jones Index
13th Nov 23, 8:58am
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Roger J Kerr says the continuous switching by global investors between “risk-on” and “risk-off” mode over the course of the last year is reflected in the up-down-up pattern of the US equities Dow Jones Index
Hawkish forecasters think rates need to go higher-for-longer, while dovish economists think the RBNZ may have already overcooked the chook
12th Nov 23, 6:00am
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Hawkish forecasters think rates need to go higher-for-longer, while dovish economists think the RBNZ may have already overcooked the chook
Economist Brian Easton says there is a view that the world economy is entering a period of higher inflation and higher nominal interest rates, but who knows? Presumably New Zealand has to follow
6th Nov 23, 9:46am
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Economist Brian Easton says there is a view that the world economy is entering a period of higher inflation and higher nominal interest rates, but who knows? Presumably New Zealand has to follow
Roger J Kerr says US dollar bulls are hastily reversing their long-USD positions as the scenario for next year of US interest rates decreasing well ahead in time of all others starts to become a higher probability
6th Nov 23, 9:09am
Roger J Kerr says US dollar bulls are hastily reversing their long-USD positions as the scenario for next year of US interest rates decreasing well ahead in time of all others starts to become a higher probability
Economist Brian Easton says the more informed an economist is, the more they keep their head down during elections
30th Oct 23, 8:32am
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Economist Brian Easton says the more informed an economist is, the more they keep their head down during elections
Roger J Kerr says an RBA interest rate hike next week would certainly propel the AUD/USD exchange rate higher, and the NZD/USD rate will follow
30th Oct 23, 8:14am
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Roger J Kerr says an RBA interest rate hike next week would certainly propel the AUD/USD exchange rate higher, and the NZD/USD rate will follow
Statistics NZ says food and housing continue to be key drivers of increased costs for households
26th Oct 23, 11:13am
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Statistics NZ says food and housing continue to be key drivers of increased costs for households
Xero says small business sales are inconsistent across New Zealand, with some regions facing more challenging times than others
26th Oct 23, 5:00am
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Xero says small business sales are inconsistent across New Zealand, with some regions facing more challenging times than others
Roger J Kerr sees the US playing a very high-stakes 'game' that cannot last, raising the risks of an American recession. The USD is over-valued and until it comes down, American interest rates will stay high
23rd Oct 23, 7:00am
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Roger J Kerr sees the US playing a very high-stakes 'game' that cannot last, raising the risks of an American recession. The USD is over-valued and until it comes down, American interest rates will stay high
Slow solutions to fast-moving ecological crises won’t work – changing basic human behaviours must come first, says Mike Joy and Phoebe Barnard
21st Oct 23, 11:08am
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Slow solutions to fast-moving ecological crises won’t work – changing basic human behaviours must come first, says Mike Joy and Phoebe Barnard
US Treasury 10-year rates leap to 20-year highs near 5%. NZ bond yields jump to 2010 levels
19th Oct 23, 1:22pm
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US Treasury 10-year rates leap to 20-year highs near 5%. NZ bond yields jump to 2010 levels
Economists are upgrading their milk price forecasts again after a further recovery in global dairy prices at the latest auction
18th Oct 23, 2:35pm
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Economists are upgrading their milk price forecasts again after a further recovery in global dairy prices at the latest auction
Roger J Kerr says policy initiatives from the new Government should attract inwards capital and portfolio investors
16th Oct 23, 8:37am
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Roger J Kerr says policy initiatives from the new Government should attract inwards capital and portfolio investors
More economists are seeing a likelihood that the Reserve Bank will not start cutting the Official Cash Rate till 2025
9th Oct 23, 2:36pm
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More economists are seeing a likelihood that the Reserve Bank will not start cutting the Official Cash Rate till 2025