We already harboured concerns about fragile consumer sentiment
Trade war fallout risks making it worse
Our consumer spending forecasts are thus on notice
...
8 Apr 2025
7 MIN
Economy continues to slowly right itself
But with a growing risk the investment cycle lags
Labour market showing signs of stabilising
Housing market force...
11 Mar 2025
Population growth undershooting that of dwelling stock
Partly explains rising rental, real...
27 Feb 2025
6 MIN
The ship appears to be turning, slowly
Dairy cash, retail stirrings will help
But conflict between future expectations and current reality remains
Another...
5 Feb 2025
8 MIN
Shifting US interest rate expectations important, but NZIER survey reaffirms NZ is different
...
22 Jan 2025
5 MIN
GDP update reveals larger 2024 crunch
Even as more timely data suggest we’re past the worst
Aggressive OCR cuts to continue
Signs housing market oversuppl...
20 Dec 2024
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
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