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Inflation

Interest rates have been a key driver for gold in both 2020 and 2021. As interest rates have moved higher, the gold price has decreased but higher inflation expectations may provide some support for gold
27th Feb 21, 12:28pm
by Guest
2
Interest rates have been a key driver for gold in both 2020 and 2021. As interest rates have moved higher, the gold price has decreased but higher inflation expectations may provide some support for gold
Reserve Bank leaves key monetary settings unchanged and says it will keep conditions stimulatory till confident of achieving 2% inflation and meeting its employment targets
24th Feb 21, 2:14pm
52
Reserve Bank leaves key monetary settings unchanged and says it will keep conditions stimulatory till confident of achieving 2% inflation and meeting its employment targets
Roger J Kerr says a more 'dovish' than expected statement from our central bank later this week will drive the Kiwi dollar sharply lower
22nd Feb 21, 8:28am
7
Roger J Kerr says a more 'dovish' than expected statement from our central bank later this week will drive the Kiwi dollar sharply lower
Axel Weber urges economic policymakers not to underestimate the pandemic's potential to trigger faster price growth
18th Feb 21, 12:02pm
by Guest
54
Axel Weber urges economic policymakers not to underestimate the pandemic's potential to trigger faster price growth
Economist Brian Easton says building more houses will not reduce house prices by much; house prices will boom until speculation based on leveraged borrowing is addressed
15th Feb 21, 10:24am
155
Economist Brian Easton says building more houses will not reduce house prices by much; house prices will boom until speculation based on leveraged borrowing is addressed
Never mind OCR hikes just yet - ANZ strategist looks for RBNZ guidance on how it'll slow the pace at which it creates money to buy government debt
15th Feb 21, 8:00am
35
Never mind OCR hikes just yet - ANZ strategist looks for RBNZ guidance on how it'll slow the pace at which it creates money to buy government debt
Roger J Kerr says the Reserve Bank of New Zealand’s Monetary Policy Statement next stands out as a likely candidate to break the Kiwi dollar’s shackles
15th Feb 21, 7:58am
Roger J Kerr says the Reserve Bank of New Zealand’s Monetary Policy Statement next stands out as a likely candidate to break the Kiwi dollar’s shackles
Mercer's David Scobie examines the 'confounding' strong investment returns made in the past year
11th Feb 21, 1:47pm
15
Mercer's David Scobie examines the 'confounding' strong investment returns made in the past year
Internal inflation from non-tradables is well alight at 2.8% for the last year. In contrast, prices for items traded internationally declined by 0.3%. Understanding these differences and the reasons for these differences lies at the heart of the issue
10th Feb 21, 8:30am
76
Internal inflation from non-tradables is well alight at 2.8% for the last year. In contrast, prices for items traded internationally declined by 0.3%. Understanding these differences and the reasons for these differences lies at the heart of the issue
Influential RBNZ survey shows inflation is now expected to be approaching 2% in two years' time, while negative interest rates are now no longer anticipated
9th Feb 21, 3:32pm
30
Influential RBNZ survey shows inflation is now expected to be approaching 2% in two years' time, while negative interest rates are now no longer anticipated
Roger J Kerr says those expecting the RBNZ to be more upbeat will be disappointed even though the string of good economic data extends. Those shorting the USD may be in for a nasty surprise
8th Feb 21, 11:02am
2
Roger J Kerr says those expecting the RBNZ to be more upbeat will be disappointed even though the string of good economic data extends. Those shorting the USD may be in for a nasty surprise
The shock drop in the unemployment rate has ended all talk of further official interest rate falls and is now prompting increased speculation of rates beginning to rise in 2022
3rd Feb 21, 3:24pm
74
The shock drop in the unemployment rate has ended all talk of further official interest rate falls and is now prompting increased speculation of rates beginning to rise in 2022
Roger J Kerr sees the NZD dropping below 70 USc over the next six months after the US delivers much stronger data and vaccine beneits start to flow. He also sees the NZD falling as the AUD takes an iron ore price hit
1st Feb 21, 8:34am
1
Roger J Kerr sees the NZD dropping below 70 USc over the next six months after the US delivers much stronger data and vaccine beneits start to flow. He also sees the NZD falling as the AUD takes an iron ore price hit
Global independent economic researchers Capital Economics have doubled down on forecasts of rising interest rates from next year and now see quantitative easing ending by the middle of this year
26th Jan 21, 4:29pm
39
Global independent economic researchers Capital Economics have doubled down on forecasts of rising interest rates from next year and now see quantitative easing ending by the middle of this year
Roger J Kerr says RBNZ economic forecasting gurus need to spend more time talking to businesses at the coal-front of the economy and less time on the theory of calibrating their econometric models to what is happening in the rest of the world
25th Jan 21, 8:12am
9
Roger J Kerr says RBNZ economic forecasting gurus need to spend more time talking to businesses at the coal-front of the economy and less time on the theory of calibrating their econometric models to what is happening in the rest of the world
CPI inflation higher than expected by RBNZ and market in December quarter at 0.5% quarter-on-quarter and 1.4% year-on-year; Rate cuts unlikely
22nd Jan 21, 11:09am
140
CPI inflation higher than expected by RBNZ and market in December quarter at 0.5% quarter-on-quarter and 1.4% year-on-year; Rate cuts unlikely
The whole purpose of technological advancements is to enable goods and services to be produced and distributed more efficiently and at a lower cost. Yet these big deflationary forces are not captured in official policy models notes Alison Brook
20th Jan 21, 11:54am
26
The whole purpose of technological advancements is to enable goods and services to be produced and distributed more efficiently and at a lower cost. Yet these big deflationary forces are not captured in official policy models notes Alison Brook
Global independent economic researchers Capital Economics see the Reserve Bank as needing to lift interest rates from next year as economic conditions improve beyond expectations
19th Jan 21, 3:48pm
70
Global independent economic researchers Capital Economics see the Reserve Bank as needing to lift interest rates from next year as economic conditions improve beyond expectations
Economists see the longer term outlook for inflation as more stable, therefore reducing pressure on the Reserve Bank to keep lowering interest rates
18th Jan 21, 2:40pm
23
Economists see the longer term outlook for inflation as more stable, therefore reducing pressure on the Reserve Bank to keep lowering interest rates
The COVID-19 path is turning a corner but there are still huge challenges ahead. 2021 will be another year where lifestyles and the economy will be dominated by COVID-19
18th Jan 21, 10:27am
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The COVID-19 path is turning a corner but there are still huge challenges ahead. 2021 will be another year where lifestyles and the economy will be dominated by COVID-19
Roger J Kerr says market conditions and incentives have shifted in favour of the American currency
18th Jan 21, 8:20am
1
Roger J Kerr says market conditions and incentives have shifted in favour of the American currency
ANZ economists forecast an OCR cut to 0.10% in May, but no longer see the RBNZ making the leap into negative territory
13th Jan 21, 4:57pm
27
ANZ economists forecast an OCR cut to 0.10% in May, but no longer see the RBNZ making the leap into negative territory
Roger J Kerr says positives fuelling equity markets ruled out any downward NZD correction so far, other financial market signals are mixed, and the local economic outlook is dimming
11th Jan 21, 8:21am
7
Roger J Kerr says positives fuelling equity markets ruled out any downward NZD correction so far, other financial market signals are mixed, and the local economic outlook is dimming
From climate change and geopolitics to new growth models, David Skilling says 2021 will see widespread public and private sector innovation - as well as more economic and political volatility
21st Dec 20, 12:12pm
by Guest
46
From climate change and geopolitics to new growth models, David Skilling says 2021 will see widespread public and private sector innovation - as well as more economic and political volatility
Roger J Kerr sees the USD weakening in H1 2021, then a risk-off mood taking over and a USD recovery in H2
21st Dec 20, 8:46am
3
Roger J Kerr sees the USD weakening in H1 2021, then a risk-off mood taking over and a USD recovery in H2