Inflation
Roger J Kerr says the full extent of the USD depreciation has not (yet) been reflected in the NZD/USD exchange rate
5th Aug 24, 8:44am
Roger J Kerr says the full extent of the USD depreciation has not (yet) been reflected in the NZD/USD exchange rate
Joseph Stiglitz highlights four inflation risks if there is another US Trump Administration, explains what US Republicans get wrong about freedom, identifies the principles that should guide a post-neoliberal agenda, & more
3rd Aug 24, 10:41am
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Joseph Stiglitz highlights four inflation risks if there is another US Trump Administration, explains what US Republicans get wrong about freedom, identifies the principles that should guide a post-neoliberal agenda, & more
The World Gold Council notes that gold demand was firm and record prices prevailed in Q2-2024. OTC investment and central banks remained decisive
3rd Aug 24, 10:23am
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The World Gold Council notes that gold demand was firm and record prices prevailed in Q2-2024. OTC investment and central banks remained decisive
Kiwibank economists believe the Reserve Bank is set to do a big about-face with its Official Cash Rate forecasts
29th Jul 24, 2:06pm
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Kiwibank economists believe the Reserve Bank is set to do a big about-face with its Official Cash Rate forecasts
Roger J Kerr says the Yen carry-trade unwinding may have run its course, meaning expectation is the Kiwi and Australian dollars should stabilise and reverse back upwards over coming weeks
29th Jul 24, 8:46am
Roger J Kerr says the Yen carry-trade unwinding may have run its course, meaning expectation is the Kiwi and Australian dollars should stabilise and reverse back upwards over coming weeks
In the latest episode of our Of Interest podcast, Steven Hail gives the MMT perspective on the monetary system, inflation, climate change & more
27th Jul 24, 9:14am
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In the latest episode of our Of Interest podcast, Steven Hail gives the MMT perspective on the monetary system, inflation, climate change & more
Cost of living for average NZ household climbed 5.4% in June quarter, says Statistics NZ, pushed up by interest payments and insurance costs
26th Jul 24, 11:48am
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Cost of living for average NZ household climbed 5.4% in June quarter, says Statistics NZ, pushed up by interest payments and insurance costs
Health NZ unable to stay within its budget after a period of high inflation and fast population growth
22nd Jul 24, 9:19pm
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Health NZ unable to stay within its budget after a period of high inflation and fast population growth
'We are hitting the point where the RBNZ’s worries should switch from the risks from cutting the OCR too soon to the risks of keeping it too high for too long'
22nd Jul 24, 2:50pm
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'We are hitting the point where the RBNZ’s worries should switch from the risks from cutting the OCR too soon to the risks of keeping it too high for too long'
Roger J Kerr says “the Donald” has delivered an unmistakable signal that, should he win the Presidency, weakening the value of the US dollar would be a priority policy
22nd Jul 24, 8:55am
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Roger J Kerr says “the Donald” has delivered an unmistakable signal that, should he win the Presidency, weakening the value of the US dollar would be a priority policy
Michael Strain argues that the US Fed declaring victory over inflation, while tempting, would be to misread current economic conditions
20th Jul 24, 9:37am
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Michael Strain argues that the US Fed declaring victory over inflation, while tempting, would be to misread current economic conditions
The drop in the annual inflation rate to 3.3% sees economists adopt a near-consensus view that the Reserve Bank will begin interest rate cuts in November. But an earlier start is seen as possible
18th Jul 24, 5:00am
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The drop in the annual inflation rate to 3.3% sees economists adopt a near-consensus view that the Reserve Bank will begin interest rate cuts in November. But an earlier start is seen as possible
Politicians didn’t use fiscal policy to fight inflation and should just stop talking about it, Dan Brunskill says
17th Jul 24, 2:47pm
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Politicians didn’t use fiscal policy to fight inflation and should just stop talking about it, Dan Brunskill says
David Hargreaves says still 'sticky' domestic inflation may convince the Reserve Bank to sit tight on the Official Cash Rate at least for now
17th Jul 24, 11:22am
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David Hargreaves says still 'sticky' domestic inflation may convince the Reserve Bank to sit tight on the Official Cash Rate at least for now
Roger J Kerr says the monetary policy path ahead is looking considerably more certain in the US than it is here
15th Jul 24, 7:39am
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Roger J Kerr says the monetary policy path ahead is looking considerably more certain in the US than it is here
David Hargreaves assesses the prospects for the June quarter inflation figures due to be released this coming Wednesday and which will be pivotal for the Reserve Bank in deciding whether to cut the Official Cash Rate sooner or later
14th Jul 24, 6:00am
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David Hargreaves assesses the prospects for the June quarter inflation figures due to be released this coming Wednesday and which will be pivotal for the Reserve Bank in deciding whether to cut the Official Cash Rate sooner or later
Raghuram Rajan thinks central banks will remain under pressure to maintain tighter policies over the medium term
13th Jul 24, 10:08am
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Raghuram Rajan thinks central banks will remain under pressure to maintain tighter policies over the medium term
Stats NZ says lower prices for tomatoes, cheese, and potatoes have driven food prices to annual six-year low while prices for petrol and tobacco climb
11th Jul 24, 11:37am
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Stats NZ says lower prices for tomatoes, cheese, and potatoes have driven food prices to annual six-year low while prices for petrol and tobacco climb
Kiwibank economists say they would recommend cutting the Official Cash Rate in August
8th Jul 24, 1:45pm
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Kiwibank economists say they would recommend cutting the Official Cash Rate in August
Roger J Kerr says historical adjustments to US jobs data are so large it makes a complete mockery of the efficacy and accuracy of the payrolls data as a reliable measure of employment trends in the US economy
8th Jul 24, 9:00am
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Roger J Kerr says historical adjustments to US jobs data are so large it makes a complete mockery of the efficacy and accuracy of the payrolls data as a reliable measure of employment trends in the US economy
The Reserve Bank's likely to cheerfully ignore the growing clamour for some public indication of when the Official Cash Rate will be cut when it has its next review of the OCR in the coming week
7th Jul 24, 6:30am
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The Reserve Bank's likely to cheerfully ignore the growing clamour for some public indication of when the Official Cash Rate will be cut when it has its next review of the OCR in the coming week
With the economy in a tailspin and the RBNZ stubbornly holding the OCR, Gareth Vaughan takes a look at the non-tradable inflation dilemma
6th Jul 24, 9:10am
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With the economy in a tailspin and the RBNZ stubbornly holding the OCR, Gareth Vaughan takes a look at the non-tradable inflation dilemma
Gareth Vaughan on a housing crisis, the NZ credit landscape, governments & 'shockflation,' EV wars, private jetting away from a firestorm & marking their own homework
3rd Jul 24, 10:08am
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Gareth Vaughan on a housing crisis, the NZ credit landscape, governments & 'shockflation,' EV wars, private jetting away from a firestorm & marking their own homework
A market in search of a catalyst: Although gold's gains in 2024 have shone, it was driven by central bank buying. Western investors have been missing, Asian buyers have piled in
3rd Jul 24, 9:53am
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A market in search of a catalyst: Although gold's gains in 2024 have shone, it was driven by central bank buying. Western investors have been missing, Asian buyers have piled in
BNZ economists say they hope the Reserve Bank will 'eventually accept' there are a number of relative price increases such as insurance and rates that can be 'looked through'
2nd Jul 24, 10:55am
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BNZ economists say they hope the Reserve Bank will 'eventually accept' there are a number of relative price increases such as insurance and rates that can be 'looked through'