Economy

Statistics NZ’s retail trade survey finds squeezed household budgets caused a 0.5% drop in seasonally adjusted retail sales volumes in the June quarter, the first quarterly fall since December 2024

Statistics NZ’s retail trade survey finds squeezed household budgets caused a 0.5% drop in seasonally adjusted retail sales volumes in the June quarter, the first quarterly fall since December 2024

Roger J Kerr traces the US Government shifts from intervening to supporting the yen to intervening to support their own bond market

Roger J Kerr traces the US Government shifts from intervening to supporting the yen to intervening to support their own bond market

The global long term financial climate is changing to a 'hotter' environment where the cost of money will be higher. We review why and how it will affect us

The global long term financial climate is changing to a 'hotter' environment where the cost of money will be higher. We review why and how it will affect us

Roger J Kerr does a stocktake of New Zealand’s current economic fundamentals. He also sees US economic results consistently below forecasts that were overly optimistic

Roger J Kerr does a stocktake of New Zealand’s current economic fundamentals. He also sees US economic results consistently below forecasts that were overly optimistic

Former Prime Minister John Key talks NZ’s financial services, the country’s future, Donald Trump, and how the economy is going to be the big election issue

Former Prime Minister John Key talks NZ’s financial services, the country’s future, Donald Trump, and how the economy is going to be the big election issue

Roger J Kerr sees an inevitable reset in US interest rates, a NZD that is turning positive, and he reviews the prospects for the Aussie dollar

Roger J Kerr sees an inevitable reset in US interest rates, a NZD that is turning positive, and he reviews the prospects for the Aussie dollar

Roger J Kerr looks for the drivers of the recent US bond market rout, and notes the US dollar is sliding on their weaker economic data. He also sees our string local bounce-back of business confidence defying global uncertainty

Roger J Kerr looks for the drivers of the recent US bond market rout, and notes the US dollar is sliding on their weaker economic data. He also sees our string local bounce-back of business confidence defying global uncertainty

Consumer NZ calls for changes to electricity market saying NZ can continue to patch over the problems, or it can redesign the electricity system around customers

Consumer NZ calls for changes to electricity market saying NZ can continue to patch over the problems, or it can redesign the electricity system around customers

Roger J Kerr sees weaker US jobs growth undermining the market pricing for an inflation-fighting Fed hike, and the USD will fall too. At the same time he finds strength in recent NZ and Australian economic data

Roger J Kerr sees weaker US jobs growth undermining the market pricing for an inflation-fighting Fed hike, and the USD will fall too. At the same time he finds strength in recent NZ and Australian economic data

‘Not simply a matter of publishing the existing CPI more often’: Statistics New Zealand to release monthly CPI inflation data from July 2027

‘Not simply a matter of publishing the existing CPI more often’: Statistics New Zealand to release monthly CPI inflation data from July 2027

Roger J Kerr says NZ, Aussie and US interest rates are set to converge to the same level, while US markets underestimate the disinflationary impulse underway

Roger J Kerr says NZ, Aussie and US interest rates are set to converge to the same level, while US markets underestimate the disinflationary impulse underway

Roger J Kerr says the prolonged period of NZ dollar weakness has given a major boost to our export sector with substantially higher export commodity prices. "We will now see NZD appreciation in its own right, returning all the currency cross-rates higher"

Roger J Kerr says the prolonged period of NZ dollar weakness has given a major boost to our export sector with substantially higher export commodity prices. "We will now see NZD appreciation in its own right, returning all the currency cross-rates higher"

Roger J Kerr assesses what the relative performances of the NZ and AU economies mean for the NZD/AUD cross-rate. And he notes financial markets start to rethink the Fed’s next move with interest rates

Roger J Kerr assesses what the relative performances of the NZ and AU economies mean for the NZD/AUD cross-rate. And he notes financial markets start to rethink the Fed’s next move with interest rates

Prime Minister Christopher Luxon says being 'average' and 'incremental' with AI won't cut it, as he encourages New Zealanders to make the most of 'a massive opportunity'

Prime Minister Christopher Luxon says being 'average' and 'incremental' with AI won't cut it, as he encourages New Zealanders to make the most of 'a massive opportunity'

Roger J Kerr has two good reasons as to why the FX markets, in buying up the USD, have misread the Fed. He also sees the Aussie dollar pulling back, but retaining its yield advantage

Roger J Kerr has two good reasons as to why the FX markets, in buying up the USD, have misread the Fed. He also sees the Aussie dollar pulling back, but retaining its yield advantage