Home Truths

In May we predicted that house price inflation would reach 7% over 2020...

17 Dec 2019 Housing

Westpac McDermott Miller Consumer Confidence

After falling to low levels over the past year, consumer confidence rose sharply...

17 Dec 2019 Confidence surveys

Update on the RBNZ – no OCR cut in the first half of 2020

We no longer expect the RBNZ will cut the OCR in February, or at any point over the...

16 Dec 2019 Economic data and RBNZ

That’s a wrap

Our last Weekly Commentary for 2019 is a double issue. The first couple of pages...

16 Dec 2019 Weekly Commentary

New Zealand Half Year Economic and Fiscal Update 2019

The Government has announced $12b of extra investment, dominated by transport...

11 Dec 2019 Economic data and RBNZ

Preview of NZ GDP and current account, Q3 2019

We expect a 0.5% rise in GDP for the September quarter, similar to the pace...

10 Dec 2019 Economic data and RBNZ

One down, one to go

The lead-up to Christmas is proving to be a busy time for policymakers in...

09 Dec 2019 Weekly Commentary

Economic impact of increased bank capital requirements

The Reserve Bank has remained steadfast that it will require banks to hold...

06 Dec 2019 Research papers

Cautiously positive

Last week brought a grab-bag of data releases that were mostly on the positive...

02 Dec 2019 Weekly Commentary

NZ retail spending, September quarter 2019

Retail spending rose by 1.6% in the September quarter. That was a little above...

26 Nov 2019 Economic data and RBNZ

Signs of spring

Our long-held view has been that, after the economic slowdown over the past...

25 Nov 2019 Weekly Commentary

NZ Dairy Update

Last night’s GlobalDairyTrade auction extended a multi-month rebound in prices...

20 Nov 2019 Agri