RBA
Peter Martin explains why he believes the Australian economy is about to turn up
26th Jun 24, 11:58am
13
Peter Martin explains why he believes the Australian economy is about to turn up
Roger J Kerr says the RBNZ has refused to orchestrate a higher NZ dollar currency value to force tradable inflation down to offset the non-tradeable inflation it has no control over
24th Jun 24, 8:48am
30
Roger J Kerr says the RBNZ has refused to orchestrate a higher NZ dollar currency value to force tradable inflation down to offset the non-tradeable inflation it has no control over
Please stop obsessing over words. It’s quite simple: the RBA thinks inflation is too high, Stephen Bartos says
20th Jun 24, 12:18pm
Please stop obsessing over words. It’s quite simple: the RBA thinks inflation is too high, Stephen Bartos says
Roger J Kerr says Fed members with their individual quarterly 'dot-plot' interest rate forecasts have been as unpredictable, fickle, changeable and inconsistent as the interest rate and FX markets, in wildly adjusting their outlook
17th Jun 24, 8:49am
3
Roger J Kerr says Fed members with their individual quarterly 'dot-plot' interest rate forecasts have been as unpredictable, fickle, changeable and inconsistent as the interest rate and FX markets, in wildly adjusting their outlook
Few signs of 'someone using AI' taking your job, study of SEEK ads suggests
Roger J Kerr says to understand and interpret FX markets you must consistently monitor the sentiment, views and reasons as to why the traders, speculators and investors are increasing or decreasing their currency positions
10th Jun 24, 8:52am
4
Roger J Kerr says to understand and interpret FX markets you must consistently monitor the sentiment, views and reasons as to why the traders, speculators and investors are increasing or decreasing their currency positions
Roger J Kerr sees the USD weakening from here after recent soft data. Markets expect the ECB to deliver their signaled rate cut this week. Eyes on the RBA, anticipating a harder line against inflation's extended pressure
3rd Jun 24, 8:00am
3
Roger J Kerr sees the USD weakening from here after recent soft data. Markets expect the ECB to deliver their signaled rate cut this week. Eyes on the RBA, anticipating a harder line against inflation's extended pressure
Roger J Kerr is pleased the sticky inflation problem is getting acknowledged by the RBNZ. And he reviews where the US Fed is at in its assessments of inflation-control progress
27th May 24, 9:11am
8
Roger J Kerr is pleased the sticky inflation problem is getting acknowledged by the RBNZ. And he reviews where the US Fed is at in its assessments of inflation-control progress
Ross Stitt looks at why the Australian and New Zealand housing markets have diverged
24th May 24, 12:08pm
44
Ross Stitt looks at why the Australian and New Zealand housing markets have diverged
Roger J Kerr says the constant stream of weaker economic outcomes in New Zealand has not resulted in a weaker NZ dollar over the last 12 months because NZ interest rates are expected to stay higher for longer, relative to US interest rates
20th May 24, 8:30am
1
Roger J Kerr says the constant stream of weaker economic outcomes in New Zealand has not resulted in a weaker NZ dollar over the last 12 months because NZ interest rates are expected to stay higher for longer, relative to US interest rates
Roger J Kerr sees a favourable case for further appreciation of the NZ dollar to the mid-0.6000s over coming months on the back of lower US interest rates (weaker USD) and higher Australian interest rates (stronger AUD)
13th May 24, 8:08am
4
Roger J Kerr sees a favourable case for further appreciation of the NZ dollar to the mid-0.6000s over coming months on the back of lower US interest rates (weaker USD) and higher Australian interest rates (stronger AUD)
Ross Stitt compares and contrasts the New Zealand & Australian housing markets, concluding it's hard to tell where they go from here
12th May 24, 6:00am
113
Ross Stitt compares and contrasts the New Zealand & Australian housing markets, concluding it's hard to tell where they go from here
Roger J Kerr says American currency 'bulls' will again be reviewing their positions as unsustainable, adding to the general US dollar selling pressure
6th May 24, 8:49am
1
Roger J Kerr says American currency 'bulls' will again be reviewing their positions as unsustainable, adding to the general US dollar selling pressure
Ross Stitt asks whether the Aussie government can cut taxes, stimulate economic growth, increase welfare spending, maintain low unemployment, and balance the budget while suppressing inflation
30th Apr 24, 10:01am
6
Ross Stitt asks whether the Aussie government can cut taxes, stimulate economic growth, increase welfare spending, maintain low unemployment, and balance the budget while suppressing inflation
Roger J. Kerr says the RBA needs to rethink its approach to taming inflation, US economic grows slows, and the Japanese have been restrained so far on intervention on behalf of the yen
29th Apr 24, 8:15am
1
Roger J. Kerr says the RBA needs to rethink its approach to taming inflation, US economic grows slows, and the Japanese have been restrained so far on intervention on behalf of the yen
What if the Reserve Bank of Australia itself has been feeding inflation? An economist explains
24th Apr 24, 9:12am
25
What if the Reserve Bank of Australia itself has been feeding inflation? An economist explains
Gareth Vaughan on Albo sharpening his elbows for new competition, the search for r*, Mossack & Fonseca go on trial, CBDCs & privacy, Saudi Arabia's megacity
13th Apr 24, 8:59am
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Gareth Vaughan on Albo sharpening his elbows for new competition, the search for r*, Mossack & Fonseca go on trial, CBDCs & privacy, Saudi Arabia's megacity
[updated]
US Federal Reserve, NZ current account & GDP swing into focus after Bank of Japan makes its move
20th Mar 24, 7:04am
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US Federal Reserve, NZ current account & GDP swing into focus after Bank of Japan makes its move
Bank of Japan the headline act, with the Reserve Bank of Australia the support act
19th Mar 24, 7:23am
46
Bank of Japan the headline act, with the Reserve Bank of Australia the support act
Traders and economists are losing hope that interest rate cuts could occur in the first half of 2024 after discouraging data updates
9th Feb 24, 12:33pm
12
Traders and economists are losing hope that interest rate cuts could occur in the first half of 2024 after discouraging data updates
Australian mortgage and inflation pain to ease, but only slowly: How 31 top economists see 2024
5th Feb 24, 3:48pm
3
Australian mortgage and inflation pain to ease, but only slowly: How 31 top economists see 2024
New Zealand remains a better place to save than Australia via a term deposit, with our interest rates higher. But the advantages may ease back in 2024
27th Nov 23, 12:47pm
8
New Zealand remains a better place to save than Australia via a term deposit, with our interest rates higher. But the advantages may ease back in 2024
Peter Martin says the best guess of people who bet on this for a living is that Australia is about to join the rest of the world and leave rates where they are for quite some time
8th Nov 23, 11:44am
7
Peter Martin says the best guess of people who bet on this for a living is that Australia is about to join the rest of the world and leave rates where they are for quite some time
[updated]
Reserve Bank of Australia lifts cash rate 25 basis points with financial markets thinking a December rise may come too
7th Nov 23, 4:31pm
21
Reserve Bank of Australia lifts cash rate 25 basis points with financial markets thinking a December rise may come too
Change, along with death & taxes, is a certainty in life with none of us knowing exactly what's around the corner. So Gareth Vaughan's pleased to see at least one central banker is thinking about change
2nd Nov 23, 1:20pm
49
Change, along with death & taxes, is a certainty in life with none of us knowing exactly what's around the corner. So Gareth Vaughan's pleased to see at least one central banker is thinking about change