Inflation
What if the Reserve Bank of Australia itself has been feeding inflation? An economist explains
24th Apr 24, 9:12am
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What if the Reserve Bank of Australia itself has been feeding inflation? An economist explains
Roger J. Kerr takes an experienced look behind the headlines of recent economic data to distill what the essential trends are telling him
22nd Apr 24, 8:15am
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Roger J. Kerr takes an experienced look behind the headlines of recent economic data to distill what the essential trends are telling him
[updated]
March annual inflation comes in higher than RBNZ expected while rent prices climb to highest rate since at least 1999
17th Apr 24, 10:57am
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March annual inflation comes in higher than RBNZ expected while rent prices climb to highest rate since at least 1999
Roger J. Kerr sees another bout of US dollar strength as markets re-price Fed interest rate cuts. But will the higher US inflation continue?, he asks
15th Apr 24, 7:43am
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Roger J. Kerr sees another bout of US dollar strength as markets re-price Fed interest rate cuts. But will the higher US inflation continue?, he asks
Ahead of April 17’s much anticipated release of the March quarter CPI, Westpac, ANZ and Kiwibank cast their predictions with all three banks expecting annual inflation to be higher than the RBNZ has forecast
14th Apr 24, 8:07am
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Ahead of April 17’s much anticipated release of the March quarter CPI, Westpac, ANZ and Kiwibank cast their predictions with all three banks expecting annual inflation to be higher than the RBNZ has forecast
[updated]
Statistics NZ says food prices rose 0.7% in March year while tobacco prices jumped over 10% and international airfares fell 15.1%
12th Apr 24, 11:30am
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Statistics NZ says food prices rose 0.7% in March year while tobacco prices jumped over 10% and international airfares fell 15.1%
Latest NZIER Quarterly Survey of Business Opinion suggests post-election bounce in business confidence was short-lived
9th Apr 24, 10:58am
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Latest NZIER Quarterly Survey of Business Opinion suggests post-election bounce in business confidence was short-lived
Roger J Kerr notes another blockbuster US jobs rise. And looks at what is driving the rise of the USD. He also wonders if the RBNZ will push-back against market interest rate pricing
8th Apr 24, 9:18am
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Roger J Kerr notes another blockbuster US jobs rise. And looks at what is driving the rise of the USD. He also wonders if the RBNZ will push-back against market interest rate pricing
Roger J Kerr says US bond market worries about inflation should start to abate as they become more comfortable that the decline in inflation is not stalling and the Fed will be cutting interest rates in June. He also looks at US job data
1st Apr 24, 9:00am
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Roger J Kerr says US bond market worries about inflation should start to abate as they become more comfortable that the decline in inflation is not stalling and the Fed will be cutting interest rates in June. He also looks at US job data
In a deep dive into the fundamentals, the World Gold Council claims gold has a key role as a strategic long-term investment and as a mainstay allocation in a well-diversified portfolio
31st Mar 24, 10:16am
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In a deep dive into the fundamentals, the World Gold Council claims gold has a key role as a strategic long-term investment and as a mainstay allocation in a well-diversified portfolio
Squirrel's David Cunningham argues the Reserve Bank should start cutting interest rates on April 10
31st Mar 24, 8:00am
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Squirrel's David Cunningham argues the Reserve Bank should start cutting interest rates on April 10
Research by the Reserve Bank suggests using a different set of employment indicators to better measure inflation pressure in the economy
25th Mar 24, 3:40pm
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Research by the Reserve Bank suggests using a different set of employment indicators to better measure inflation pressure in the economy
Roger J Kerr says the root cause of the current economic downturn has to be sheeted home to just bad management – particularly Government fiscal policy management and RBNZ monetary policy management in response to the Covid pandemic
25th Mar 24, 8:17am
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Roger J Kerr says the root cause of the current economic downturn has to be sheeted home to just bad management – particularly Government fiscal policy management and RBNZ monetary policy management in response to the Covid pandemic
Patrick Watson of Mauldin Economics on what's going on in the US economy ahead of November's presidential election
20th Mar 24, 9:21am
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Patrick Watson of Mauldin Economics on what's going on in the US economy ahead of November's presidential election
Roger J Kerr says the Fed will not be changing their view or stance due to recent oil price-induced increases in wholesale prices
18th Mar 24, 9:11am
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Roger J Kerr says the Fed will not be changing their view or stance due to recent oil price-induced increases in wholesale prices
The World Gold Council says the gold price is at record highs from a weaker USD, higher risk and momentum, plus factors such as ‘technicals’ and over-the-counter activity all combining
16th Mar 24, 10:50am
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The World Gold Council says the gold price is at record highs from a weaker USD, higher risk and momentum, plus factors such as ‘technicals’ and over-the-counter activity all combining
Kiwibank economists say central banks will ultimately need to have looser inflation targets in a 'world of rapidly rising, climate-related, costs
13th Mar 24, 9:34am
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Kiwibank economists say central banks will ultimately need to have looser inflation targets in a 'world of rapidly rising, climate-related, costs
Roger J Kerr says US rate cuts are going to happen and that confirms continuing USD depreciation as the Feds cuts well ahead of all other central banks
11th Mar 24, 8:14am
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Roger J Kerr says US rate cuts are going to happen and that confirms continuing USD depreciation as the Feds cuts well ahead of all other central banks
Household spending data shows that - not unsurprisingly - food has been a big contributor to increased costs, while we've been trying to save with decreased spending on communication and recreation
5th Mar 24, 2:19pm
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Household spending data shows that - not unsurprisingly - food has been a big contributor to increased costs, while we've been trying to save with decreased spending on communication and recreation
Kiwibank economists say that after some 'ferocious barking' and 'a lot of huffing and puffing' about potential interest rate hikes, the RBNZ has 'stripped off their wolf skin'
4th Mar 24, 11:41am
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Kiwibank economists say that after some 'ferocious barking' and 'a lot of huffing and puffing' about potential interest rate hikes, the RBNZ has 'stripped off their wolf skin'
Independent economist Brian Easton says households with children are more likely to have mortgages, so they are likely to be hit more heavily by the rise in interest rates
4th Mar 24, 9:20am
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Independent economist Brian Easton says households with children are more likely to have mortgages, so they are likely to be hit more heavily by the rise in interest rates
Roger J Kerr says from past performances we all should have known that Governor Orr would take the opportunity to, yet again, wrong-foot the markets
4th Mar 24, 8:51am
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Roger J Kerr says from past performances we all should have known that Governor Orr would take the opportunity to, yet again, wrong-foot the markets
The Reserve Bank says it has growing confidence inflation will return to target without it lifting the Official Cash Rate above 5.50%
29th Feb 24, 5:00am
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The Reserve Bank says it has growing confidence inflation will return to target without it lifting the Official Cash Rate above 5.50%
Reserve Bank leaves Official Cash Rate unchanged at 5.5% and says risks to the inflation outlook are now 'more balanced' but there is a limit to its ability to 'tolerate upside inflation surprises'
28th Feb 24, 2:13pm
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Reserve Bank leaves Official Cash Rate unchanged at 5.5% and says risks to the inflation outlook are now 'more balanced' but there is a limit to its ability to 'tolerate upside inflation surprises'
Vero owner Suncorp New Zealand reports 20% gross written premium increase to $1.4 billion, CEO Jimmy Higgins is 'hopeful' customers won't see same level of premium increases in 2024
26th Feb 24, 1:13pm
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Vero owner Suncorp New Zealand reports 20% gross written premium increase to $1.4 billion, CEO Jimmy Higgins is 'hopeful' customers won't see same level of premium increases in 2024