Staying the course

Last week we published our first Economic Overview for 2024, which we have titled...

26 Feb 2024 Weekly Commentary

What next for the RBNZ?

The three-month gap between Reserve Bank policy reviews has been a rollercoaster ride…

19 Feb 2024 Weekly Commentary

Where next for the RBNZ?

We continue to think the OCR will remain at 5.5% at the February…

13 Feb 2024 Economic data and RBNZ

Plenty to ponder

Last week’s labour market surveys will have left the Reserve Bank with some mixed...

12 Feb 2024 Weekly Commentary

NZ labour market review, Q4 2023

The labour market continued to soften in the December quarter, with the…

07 Feb 2024 Economic data and RBNZ

NZ Dairy Update

Dairy prices posted a stronger than expected 4.2% increase. Another broad-based…

07 Feb 2024 Agri

Horses for courses

Recent weeks have seen markets become challenged on their very strong view that now…

05 Feb 2024 Weekly Commentary

NZ labour market preview, Q4 2023

We expect the unemployment rate to rise further in the December quarter…

01 Feb 2024 Economic data and RBNZ

The inflation dragon hasn’t been slain (yet)

December’s update on consumer prices showed that inflation in New Zealand is continuing to cool…

30 Jan 2024 Weekly Commentary

NZ CPI review, Q4 2023

New Zealand consumer prices rose 0.5% in the December quarter, leaving prices…

24 Jan 2024 Economic data and RBNZ

Key factors to watch in 2024

Happy New Year! Given the holiday break, we didn’t see much news of note in New Zealand...

22 Jan 2024 Weekly Commentary

NZ CPI preview, Q4 2023

Inflation is set to again fall short of the RBNZ’s forecasts. We expect that next…

18 Jan 2024 Economic data and RBNZ