Rising population growth set against tight supply suggests the acceleration in rents has furt...
24 Jul 2023
Economy in a sideways crawl
China wobbles underscore cautious export outlook
But inflat...
27 Jun 2023
The mid-year end to the house price correction we’ve been talking about appears to be upon us...
7 Jun 2023
OCR hits the peak
Despite a more expansionary Budget
Past hikes still to work their way...
26 May 2023
A lop-sided economic slowdown
With plenty of policy tightening still in the pipeline
In...
12 May 2023
7 MIN
Surging migration flows a possible game changer
Inflation battle being won but victory still a ways off
Interest rate peak edges closer
Risks around our h...
28 Apr 2023
Labour markets are still tight everywhere all at once. We take a quick look into why
But i...
18 Apr 2023
We retain our view of a 20% peak-to-trough correction in house prices, implying a further 4-5...
24 Mar 2023
Peak global pessimism appears to be behind us, we chat about NZ implications
Risks around ...
3 Mar 2023
Global gloom lifts, a little
Evidence piling up to suggest the Reserve Bank can moderate its approach to interest rate hikes
We lower our Official Cash Rate ...
3 Feb 2023