Inflation
Politicians didn’t use fiscal policy to fight inflation and should just stop talking about it, Dan Brunskill says
17th Jul 24, 2:47pm
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Politicians didn’t use fiscal policy to fight inflation and should just stop talking about it, Dan Brunskill says
David Hargreaves says still 'sticky' domestic inflation may convince the Reserve Bank to sit tight on the Official Cash Rate at least for now
17th Jul 24, 11:22am
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David Hargreaves says still 'sticky' domestic inflation may convince the Reserve Bank to sit tight on the Official Cash Rate at least for now
Roger J Kerr says the monetary policy path ahead is looking considerably more certain in the US than it is here
15th Jul 24, 7:39am
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Roger J Kerr says the monetary policy path ahead is looking considerably more certain in the US than it is here
David Hargreaves assesses the prospects for the June quarter inflation figures due to be released this coming Wednesday and which will be pivotal for the Reserve Bank in deciding whether to cut the Official Cash Rate sooner or later
14th Jul 24, 6:00am
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David Hargreaves assesses the prospects for the June quarter inflation figures due to be released this coming Wednesday and which will be pivotal for the Reserve Bank in deciding whether to cut the Official Cash Rate sooner or later
Raghuram Rajan thinks central banks will remain under pressure to maintain tighter policies over the medium term
13th Jul 24, 10:08am
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Raghuram Rajan thinks central banks will remain under pressure to maintain tighter policies over the medium term
Stats NZ says lower prices for tomatoes, cheese, and potatoes have driven food prices to annual six-year low while prices for petrol and tobacco climb
11th Jul 24, 11:37am
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Stats NZ says lower prices for tomatoes, cheese, and potatoes have driven food prices to annual six-year low while prices for petrol and tobacco climb
Kiwibank economists say they would recommend cutting the Official Cash Rate in August
8th Jul 24, 1:45pm
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Kiwibank economists say they would recommend cutting the Official Cash Rate in August
Roger J Kerr says historical adjustments to US jobs data are so large it makes a complete mockery of the efficacy and accuracy of the payrolls data as a reliable measure of employment trends in the US economy
8th Jul 24, 9:00am
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Roger J Kerr says historical adjustments to US jobs data are so large it makes a complete mockery of the efficacy and accuracy of the payrolls data as a reliable measure of employment trends in the US economy
The Reserve Bank's likely to cheerfully ignore the growing clamour for some public indication of when the Official Cash Rate will be cut when it has its next review of the OCR in the coming week
7th Jul 24, 6:30am
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The Reserve Bank's likely to cheerfully ignore the growing clamour for some public indication of when the Official Cash Rate will be cut when it has its next review of the OCR in the coming week
With the economy in a tailspin and the RBNZ stubbornly holding the OCR, Gareth Vaughan takes a look at the non-tradable inflation dilemma
6th Jul 24, 9:10am
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With the economy in a tailspin and the RBNZ stubbornly holding the OCR, Gareth Vaughan takes a look at the non-tradable inflation dilemma
Gareth Vaughan on a housing crisis, the NZ credit landscape, governments & 'shockflation,' EV wars, private jetting away from a firestorm & marking their own homework
3rd Jul 24, 10:08am
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Gareth Vaughan on a housing crisis, the NZ credit landscape, governments & 'shockflation,' EV wars, private jetting away from a firestorm & marking their own homework
A market in search of a catalyst: Although gold's gains in 2024 have shone, it was driven by central bank buying. Western investors have been missing, Asian buyers have piled in
3rd Jul 24, 9:53am
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A market in search of a catalyst: Although gold's gains in 2024 have shone, it was driven by central bank buying. Western investors have been missing, Asian buyers have piled in
BNZ economists say they hope the Reserve Bank will 'eventually accept' there are a number of relative price increases such as insurance and rates that can be 'looked through'
2nd Jul 24, 10:55am
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BNZ economists say they hope the Reserve Bank will 'eventually accept' there are a number of relative price increases such as insurance and rates that can be 'looked through'
Agustín Carstens of the Bank for International Settlements says inflation is lower, but not yet low enough in some places, meaning now is not the time to let down our guard
2nd Jul 24, 9:51am
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Agustín Carstens of the Bank for International Settlements says inflation is lower, but not yet low enough in some places, meaning now is not the time to let down our guard
Roger J Kerr says fears of US inflation increasing again are misplaced
Peter Martin explains why he believes the Australian economy is about to turn up
26th Jun 24, 11:58am
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Peter Martin explains why he believes the Australian economy is about to turn up
ASB economists expect 'a considerably more modest inflation impact in NZ' than during the pandemic spike in shipping costs, but say the latest rise 'will further crimp NZ and global household demand'
26th Jun 24, 11:49am
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ASB economists expect 'a considerably more modest inflation impact in NZ' than during the pandemic spike in shipping costs, but say the latest rise 'will further crimp NZ and global household demand'
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
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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
[updated]
RBNZ chief economist Paul Conway says the country is in a 'slow-to-no-to-negative' growth environment, but the outlook is slightly more positive for the future and the outlook is also for continued declines in inflation
19th Jun 24, 9:49am
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RBNZ chief economist Paul Conway says the country is in a 'slow-to-no-to-negative' growth environment, but the outlook is slightly more positive for the future and the outlook is also for continued declines in inflation
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
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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
[updated]
Food prices eke out smallest increase in over five years, while petrol and diesel prices surge, Statistics NZ says
14th Jun 24, 11:22am
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Food prices eke out smallest increase in over five years, while petrol and diesel prices surge, Statistics NZ says
Residential building cost inflation dropped to 1.8% in 12 months to May this year from 4.9% in the 12 months to December 2023
10th Jun 24, 12:01pm
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Residential building cost inflation dropped to 1.8% in 12 months to May this year from 4.9% in the 12 months to December 2023
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
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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
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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