29 Nov 2021 Weekly Commentary

Inflation asteroid requires higher interest rates

Last week’s policy statement from the Reserve Bank of New Zealand reinforced…

22 Nov 2021 Weekly Commentary

We have lift-off

The Delta outbreak has disrupted economic activity and is set to remain a drag on...

15 Nov 2021 Weekly Commentary

What lies beneath? (Answer: Higher inflation and interest rates)

With the Delta outbreak now well into its third month, we’re seeing an ongoing split...

08 Nov 2021 Weekly Commentary

Maybe we’re just too demanding

The September quarter labour force surveys marked another stunningly strong data…

01 Nov 2021 Weekly Commentary

Hard labour

The September quarter labour market surveys, to be released on Wednesday…

29 Oct 2021 Economic data and RBNZ

NZ labour market preview, Q3 2021

We expect the unemployment rate to fall to 3.8% for the September quarter…

26 Oct 2021 Weekly Commentary

The only way is up

Inflation in New Zealand has been running hotter than we or the Reserve Bank…

20 Oct 2021 Agri

NZ Dairy Update

Dairy prices posted solid gains overnight. The result further cements global dairy…

18 Oct 2021 Economic data and RBNZ

Through the roof – NZ CPI review, Q3 2021

Inflation in New Zealand has been running hotter than we or the Reserve Bank…

18 Oct 2021 Weekly Commentary

Thank you very much for your kind vaccination

The Delta outbreak continues to weigh on economic conditions, especially in the…

14 Oct 2021 Economic data and RBNZ

NZ CPI preview, Q3 2021

We expect the upcoming Consumers Price Index will show that…

11 Oct 2021 Weekly Commentary

The journey and the destination

Like many other countries, New Zealand has learnt that the Delta variant…