We tour the economy’s four most interest rate-sensitive sectors for signs of a rate cut response
Impact to date more one of stabilisation than elevation
Perh...
12 Dec 2024
10 MIN
The housing market is slowly thawing, and falling mortgage rates will keep the recovery warm
...
28 Nov 2024
Slowdown from last year’s record population growth felt across most regions
More to come, ...
12 Nov 2024
8 MIN
Economy still scraping along the bottom
Inflation at target and likely to stay there
House price expectations unchanged; we see a flat 2024 ahead of a 7% lif...
22 Oct 2024
5 MIN
Downturn in residential construction not over yet
Challenges from elevated build costs, fa...
26 Sep 2024
Eco news turns less negative
Fundamental downforces lifting, but way ahead still a trudge
Overall, more evidence economy around ‘peak bad’
Interest rates ...
9 Sep 2024
We don’t think mortgage rate declines will fuel an immediate lurch higher in the housing mark...
27 Aug 2024
6 MIN
RBNZ kickstarts the easing cycle
Greenlights a slow ‘n’ steady downtrend
Helps the 2025 economic outlook, but near-term growth picture still troubled
With...
16 Aug 2024
Downtrend in interest rates arrives
Average mortgage borrowing terms are shorter than prior to past RBNZ easing cycles
That’s despite the extra upfront cost ...
1 Aug 2024
7 MIN
RBNZ calls time on tightening bias…
…as economic activity indicators crumble
Inflation ...
15 Jul 2024