David Hargreaves

Low milk production in NZ and the impacts of the Ukraine war are likely to combine to keep upward pressure on dairy prices in the near term

Low milk production in NZ and the impacts of the Ukraine war are likely to combine to keep upward pressure on dairy prices in the near term

ANZ economists say a significant drain of people out of the country could put pressure on the housing market and have ramifications for RBNZ monetary policy

ANZ economists say a significant drain of people out of the country could put pressure on the housing market and have ramifications for RBNZ monetary policy

David Hargreaves assesses the return of the old enemy - inflation expectations

David Hargreaves assesses the return of the old enemy - inflation expectations

Softening house prices will 'cool urgency' for larger interest rate rises, Westpac economists believe

Softening house prices will 'cool urgency' for larger interest rate rises, Westpac economists believe

Latest ANZ Business Outlook Survey records massive hit to business confidence, while inflation and pricing expectations hit fresh survey highs

Latest ANZ Business Outlook Survey records massive hit to business confidence, while inflation and pricing expectations hit fresh survey highs

Air New Zealand has now drawn down $760 mln in borrowings from the Government as it continues to burn cash

Air New Zealand has now drawn down $760 mln in borrowings from the Government as it continues to burn cash

Kiwibank sees total lending growth of $1.9 bln for the half-year, up 20%, driven by the strong housing market and solid demand

Kiwibank sees total lending growth of $1.9 bln for the half-year, up 20%, driven by the strong housing market and solid demand

The Reserve Bank is forecasting an annual fall in house prices of over 5% by March 2023 and a total fall in prices of about 9%

The Reserve Bank is forecasting an annual fall in house prices of over 5% by March 2023 and a total fall in prices of about 9%

Reserve Bank sees OCR of 3.4% in 2025; plans to reduce its $54 bln holding of Govt bonds

Reserve Bank sees OCR of 3.4% in 2025; plans to reduce its $54 bln holding of Govt bonds

Westpac economists say despite flagging population growth they are not expecting a housing 'oversupply situation'

Westpac economists say despite flagging population growth they are not expecting a housing 'oversupply situation'

The Reserve Bank's latest mortgage debt-to-income figures suggest the sharp rises in DTI ratios may be coming to an end

The Reserve Bank's latest mortgage debt-to-income figures suggest the sharp rises in DTI ratios may be coming to an end

'Perfect storm' could see dairy prices continuing at close to record levels for some time yet

'Perfect storm' could see dairy prices continuing at close to record levels for some time yet

Construction giant Fletcher Building has lifted half year earnings 41% to $171 mln despite lockdown disruptions

Construction giant Fletcher Building has lifted half year earnings 41% to $171 mln despite lockdown disruptions

David Hargreaves catches up on the things he missed during an extended summer break and concludes that 2022 is looking a lot like 2021 - but worse

David Hargreaves catches up on the things he missed during an extended summer break and concludes that 2022 is looking a lot like 2021 - but worse

BNZ economists now see inflation hitting 6.6% in the first quarter of this year

BNZ economists now see inflation hitting 6.6% in the first quarter of this year

Forsyth Barr research analysts see 'elevated' downside risks to the housing market and more generally see continuation of supply chain woes and inflation and they will be watching out for a few stretched company balance sheets

Forsyth Barr research analysts see 'elevated' downside risks to the housing market and more generally see continuation of supply chain woes and inflation and they will be watching out for a few stretched company balance sheets

Country sees second largest ever quarterly fall in GDP - but the result shows increasing resilience in the face of lockdown restraints

Country sees second largest ever quarterly fall in GDP - but the result shows increasing resilience in the face of lockdown restraints

ANZ economists are the last major bank to tip that house prices will drop - now picking a 4% decline next year

ANZ economists are the last major bank to tip that house prices will drop - now picking a 4% decline next year

David Hargreaves looks at the difficult juggling act the Government is attempting with Air New Zealand

David Hargreaves looks at the difficult juggling act the Government is attempting with Air New Zealand

Air New Zealand has reworked the terms of its financial support package from the Govt, including reduction in the amount of borrowing by $500 mln, but a new issue of redeemable shares up to $1 bln

Air New Zealand has reworked the terms of its financial support package from the Govt, including reduction in the amount of borrowing by $500 mln, but a new issue of redeemable shares up to $1 bln

John Shewan says it is 'disappointing' the shareholders fund's argument that it should be bought back by Fonterra has not been accepted and he says buying the fund back would be a logical and timely solution

John Shewan says it is 'disappointing' the shareholders fund's argument that it should be bought back by Fonterra has not been accepted and he says buying the fund back would be a logical and timely solution

This week's GDP figures expected to show a drop - but by nothing like the sort of drop economists earlier expected

This week's GDP figures expected to show a drop - but by nothing like the sort of drop economists earlier expected

David Hargreaves highlights some of the issues he's looking out for in 2022 and ponders what's looking increasingly like a very unpleasant legacy of the global pandemic

David Hargreaves highlights some of the issues he's looking out for in 2022 and ponders what's looking increasingly like a very unpleasant legacy of the global pandemic

Westpac economists are now forecasting a 'windfall' for farmers and pick the Kiwi dollar will get down as low as US66c next year

Westpac economists are now forecasting a 'windfall' for farmers and pick the Kiwi dollar will get down as low as US66c next year

Fund manager Harbour Asset Management says the recent pickup in inflation goes beyond supply chain disruption and higher petrol prices

Fund manager Harbour Asset Management says the recent pickup in inflation goes beyond supply chain disruption and higher petrol prices