A hiss and a roar

While the summer holiday period isn’t over yet for many Kiwis, the economic data…

19 Jan 2026 Weekly Commentary

Jingle all the way

As is often the case, a lot of economic data has been squeezed into the days…

15 Dec 2025 Weekly Commentary

After the dust settled

It’s been an interesting time in New Zealand interest rate markets in the…

08 Dec 2025 Weekly Commentary

RBNZ cuts 25bps, turns neutral; data flow turns up.

The main local event last week was the RBNZ’s final OCR review and Monetary…

01 Dec 2025 Weekly Commentary

Does the RBNZ feel the need to boost the run-rate?

Economic data continue to be mixed ahead of the last RBNZ interest rate meeting…

24 Nov 2025 Weekly Commentary

Preview of RBNZ November 2025 Monetary Policy Statement

We expect a 25bp cut in the OCR to 2.25%. We see a downward revision in the projected...

19 Nov 2025 Economic data and RBNZ

The jalopy is struggling in the mud

Data last week continued to be mixed. We saw further encouraging signs…

17 Nov 2025 Weekly Commentary

Cotality-Westpac NZ First Home Buyer Report, November 2025

Our Cotality-Westpac First Home Buyer Report combines Cotality’s insights on the…

12 Nov 2025 Economic data and RBNZ

Labour market soft, but with some green shoots

The September quarter labour market surveys were as subdued as expected…

10 Nov 2025 Weekly Commentary

NZ labour market review chart pack, Q3 2025

The Q3 labour market surveys were generally as subdued as we were expecting…

06 Nov 2025 Economic data and RBNZ

Running rough

Last week we released our final Economic Overview for 2025 with…

03 Nov 2025 Weekly Commentary

NZ labour market preview, Q3 2025

We expect the unemployment rate to rise from 5.2% to 5.3% for the September quarter…

30 Oct 2025 Economic data and RBNZ