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
7 MIN
RBNZ shock tactics are working. Activity/labour demand/housing indicators all looking weaker
...
26 Jan 2023
Stonking Q3 GDP figures overstate economic momentum. We haven’t changed our interest rate vie...
19 Dec 2022
Bracing for a “jobs-rich” slowdown
As global and local indicators point to moderating infl...
7 Dec 2022