Economic reports archive.
Change of OCR call
The case for a hike in February now looks too thin. Recent GDP data shows a…
Bring on the data!
With little dataflow in New Zealand last week, markets took their tone from offshore…
Westpac NZ Retail Spending Pulse
This is the inaugural release of our Retail Spending Pulse where we analyse…
HYEFU preview 2023
It’s very early days for the new government. As a result, we expect little…
Now is not the time for rate cuts
The RBNZ poured ice water over the emerging market trend to price in OCR cuts in 2024…
Review of RBNZ November 2023 Monetary Policy Statement
The OCR remained at 5.5% as Westpac and the market had expected…
Times of change: A new government and prospects for lower rates
The RBNZ will almost certainly leave the OCR unchanged this week. But the key…
Preview of RBNZ November 2023 Monetary Policy Statement
We expect the RBNZ will leave the OCR unchanged at 5.5% at its November…
NZ Dairy Update
Overall dairy prices were unchanged overnight. By product, the result was mixed…
When’s the pivot? – RBNZ policy considerations
In this note we discuss what the RBNZ would likely need to see to deliver a policy…
Inflation down, but not out
While inflation in New Zealand is cooling, the big uncertainty for the RBNZ is how…
October inflation update
We’ve revised our forecast for December quarter inflation to 0.6%...