Inflation
Kiwibank economists are hoping the Reserve Bank can be deterred from its signalled 75 basis point Official Cash Rate hike and 'meet in the middle' with a 50 point rise
23rd Jan 23, 11:00am
62
Kiwibank economists are hoping the Reserve Bank can be deterred from its signalled 75 basis point Official Cash Rate hike and 'meet in the middle' with a 50 point rise
Roger J Kerr says the sentiment towards, and direction of, the US dollar currency value remains firmly negative
23rd Jan 23, 8:39am
1
Roger J Kerr says the sentiment towards, and direction of, the US dollar currency value remains firmly negative
Our central bank is picking that inflation will have hit a new 32-year high of 7.5% when December quarter figures are released in the coming week. If it's right, expect a further hefty 75 point rise to the Official Cash Rate next month
22nd Jan 23, 6:00am
119
Our central bank is picking that inflation will have hit a new 32-year high of 7.5% when December quarter figures are released in the coming week. If it's right, expect a further hefty 75 point rise to the Official Cash Rate next month
Nouriel Roubini thinks the Davos crowd has yet to awaken to the confluence of cataclysmic risks the world is facing
19th Jan 23, 9:04am
18
Nouriel Roubini thinks the Davos crowd has yet to awaken to the confluence of cataclysmic risks the world is facing
[updated]
National's finance spokesperson scalds Government after long-running NZIER business survey records the weakest result in its history; ASB economists say economy has 'run into a brick wall'; BNZ economists see 'stagflation on steroids'
17th Jan 23, 10:23am
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National's finance spokesperson scalds Government after long-running NZIER business survey records the weakest result in its history; ASB economists say economy has 'run into a brick wall'; BNZ economists see 'stagflation on steroids'
Economist Brian Easton says the two most comprehensive forecasts of the New Zealand economy are by the Reserve Bank and the Treasury. They are especially important because they inform monetary and fiscal policy. What do they say?
16th Jan 23, 8:30am
13
Economist Brian Easton says the two most comprehensive forecasts of the New Zealand economy are by the Reserve Bank and the Treasury. They are especially important because they inform monetary and fiscal policy. What do they say?
Roger J Kerr says 'choppy and sideways' looks like the order of the day for the markets this year
16th Jan 23, 8:08am
2
Roger J Kerr says 'choppy and sideways' looks like the order of the day for the markets this year
Social pressures brought a change to local egg production standards. Now those changes are contributing to consumer price inflation
9th Jan 23, 11:54am
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Social pressures brought a change to local egg production standards. Now those changes are contributing to consumer price inflation
Roger J Kerr returns for 2023 with his views on currency movements and strategies. He notes it is rare or the NZD/USD rate to deviate from general USD movements. He also observes the NZD/AUD seems oversold
9th Jan 23, 8:50am
4
Roger J Kerr returns for 2023 with his views on currency movements and strategies. He notes it is rare or the NZD/USD rate to deviate from general USD movements. He also observes the NZD/AUD seems oversold
The World Gold Council notes that recessions are typically good for gold. It assesses the yellow metal's likely performance in 2023, for scenarios of falling inflation, recessions, geopolitical flareups, a China recovery, and pressures on commodities
8th Jan 23, 8:00am
11
The World Gold Council notes that recessions are typically good for gold. It assesses the yellow metal's likely performance in 2023, for scenarios of falling inflation, recessions, geopolitical flareups, a China recovery, and pressures on commodities
Willem Buiter thinks it well within monetary policymakers' power to rein in price growth, if not boost GDP growth
7th Jan 23, 11:45am
7
Willem Buiter thinks it well within monetary policymakers' power to rein in price growth, if not boost GDP growth
Nouriel Roubini sees at least five major challenges that will create new cost pressures in the years ahead
1st Jan 23, 7:00am
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Nouriel Roubini sees at least five major challenges that will create new cost pressures in the years ahead
Mohamed El-Erain reflects on the US cental bank's compounding mistakes, and suggests how it can shape up in the new year
22nd Dec 22, 8:45am
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Mohamed El-Erain reflects on the US cental bank's compounding mistakes, and suggests how it can shape up in the new year
Motu Executive Director and ex-RBNZ Assistant Governor John McDermott assesses the state of the local & international economies as 2022 hurtles towards 2023
21st Dec 22, 7:30am
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Motu Executive Director and ex-RBNZ Assistant Governor John McDermott assesses the state of the local & international economies as 2022 hurtles towards 2023
The 2022 Interesties featuring inflation, Adrian Orr, Philip Lowe, Jacinda Ardern, Christopher Luxon, Liz Truss & Kwasi Kwarteng, FTX & Sam Bankman-Fried, the current account deficit, the NZ Herald, borrowers & savers and more
20th Dec 22, 9:55am
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The 2022 Interesties featuring inflation, Adrian Orr, Philip Lowe, Jacinda Ardern, Christopher Luxon, Liz Truss & Kwasi Kwarteng, FTX & Sam Bankman-Fried, the current account deficit, the NZ Herald, borrowers & savers and more
Roger J Kerr wraps up the currency year from his perspective, and hands out his 'awards' with his politics on his sleeve
19th Dec 22, 8:00am
5
Roger J Kerr wraps up the currency year from his perspective, and hands out his 'awards' with his politics on his sleeve
Forecasts for 2022, from inflation to Ukraine, were generally off the mark. So in a world of deep uncertainty, what might surprise in 2023?
17th Dec 22, 10:15am
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Forecasts for 2022, from inflation to Ukraine, were generally off the mark. So in a world of deep uncertainty, what might surprise in 2023?
Harbour Asset Management's Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2023
16th Dec 22, 9:27am
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Harbour Asset Management's Hamish Pepper & Chris Di Leva look at the Top 10 risks and opportunities for 2023
[updated]
Rick Jones argues it's simply too important for New Zealand to NOT have monthly CPI inflation data
15th Dec 22, 12:28pm
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Rick Jones argues it's simply too important for New Zealand to NOT have monthly CPI inflation data
Alan Blinder explains why today's US Federal Reserve is in a vastly better position than the Fed of the early 1980s
15th Dec 22, 9:58am
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Alan Blinder explains why today's US Federal Reserve is in a vastly better position than the Fed of the early 1980s
Government financial support for economic demand tailing off leading to reducing demand in the economy, the Treasury says
14th Dec 22, 6:38pm
1
Government financial support for economic demand tailing off leading to reducing demand in the economy, the Treasury says
Reserve Bank Governor says our banks need to take a long term view on their customer base 'because it is a lifetime of earnings they get off each customer'
14th Dec 22, 2:33pm
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Reserve Bank Governor says our banks need to take a long term view on their customer base 'because it is a lifetime of earnings they get off each customer'
Huge year for non-bank financial institution sector but clouds may be gathering
14th Dec 22, 7:51am
3
Huge year for non-bank financial institution sector but clouds may be gathering
Forsyth Barr research analysts see five 'potential positive macro inflections' for a recovery in the second half of next year; namely — inflation, interest rates, GDP, house prices, and government
13th Dec 22, 9:51am
16
Forsyth Barr research analysts see five 'potential positive macro inflections' for a recovery in the second half of next year; namely — inflation, interest rates, GDP, house prices, and government
Roger J Kerr sees coming flows of capital back to Europe and this will force the value of the US dollar lower
12th Dec 22, 8:05am
Roger J Kerr sees coming flows of capital back to Europe and this will force the value of the US dollar lower