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Economic reports archive.
NZ GDP review, Q2 2023
GDP rebounded by 0.9% in the June quarter, just 0.1ppt above our forecast…
NZ Dairy Update
Global dairy prices lifted for the second successive auction overnight…
Housing market turn up as migrant numbers surge
Last week saw the release of data casting light on various aspects of the economy…
NZ GDP preview, Q2 2023
We have pencilled in a 0.8% rebound in GDP for the June quarter…
Risks for the New Zealand dollar looking forward
We see risks to the view that the NZD appreciates over the next year…
New Zealand Pre-Election Economic and Fiscal Update 2023
The PREFU showed the expected deterioration in the Government’s…
Add, amend, delete
New Zealand businesses often lack scale and as a nation productivity growth has lagged…
Updated New Zealand FX and bond yield forecasts
We have updated our forecasts for NZ bond yields and the NZD/USD exchange…
NZ Dairy Update
Global dairy prices lifted overnight. However, the price rise only partially…
Can Goldilocks hold the bears at bay?
The New Zealand economy is flirting with recession. Notably, in its most recent policy…
The long and bumpy road to balance
Last week I had the opportunity to spend time talking with customers around the…
Milk price forecast update
The short-term outlook for global dairy prices is weak and the timing for any price…