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Kiwi Economics - Latest News [Page 1]
Back To Black. Services Are Lifting As Our Economy Crawls Out Of Recession
Thursday, 20 March 2025, 7:06 pm | Kiwi Economics
And for the first time in two years, activity on a per capita (per person) basis lifted, up 0.4%. On an annual basis however, things are less rosy. Compared to December 2023, the economy is still 1.1% smaller, in aggregate, while output shrunk 2.2% on ... More >>
The First Step In A Tentative Recovery
Sunday, 16 March 2025, 10:09 pm | Kiwi Economics
The outlook is improving, with more rate relief on the way. We expect momentum to build as we approach a more neutral rate environment. However, growing global downside risks could pose a headwind for the Kiwi economy’s recovery. More >>
Adrian Is Out, With An Orr-fully Abrupt Exit. Let’s Move On. There’s “Opportunity” To Improve Here
Monday, 10 March 2025, 9:10 pm | Kiwi Economics
Our COTW takes a look at the latest retail sales numbers for the end of 2024. An increase in discretionary spend over the quarter saw retail sales up 0.9%, while weaker spending earlier in the year saw sales remain relatively flat over the year. More >>
Trumpian Tariffs And Tough Talk Generate Geopolitical Jitters
Monday, 3 March 2025, 10:13 pm | Kiwi Economics
Our COTW takes a look at the latest retail sales numbers for the end of 2024. An increase in discretionary spend over the quarter saw retail sales up 0.9%, while weaker spending earlier in the year saw sales remain relatively flat over the year. More >>
The RBNZ Cuts And Signals More, Sooner. We're Now On The Same Page
Monday, 24 February 2025, 5:14 pm | Kiwi Economics
Our COTW takes a look at the latest REINZ update of the Kiwi housing market. Activity remains subdued over January. House prices eked out a small gain, and sales are still on the mend. More >>
Completing A Hattrick. The RBNZ Goes 50bps Again, With More Cuts To Come.
Wednesday, 19 February 2025, 5:03 pm | Kiwi Economics
It's a confidence game. It's all about confidence. And we expect the lift in confidence to persist, and eventually feed into activity, profitability, hiring and investment. We're more confident in the recovery. More >>
A Rate Cut Here, Another Cut There, Lower Rates Are Nice And Clear
Monday, 17 February 2025, 8:51 pm | Kiwi Economics
Our COTW takes a look at the RBNZ’s latest survey of inflation expectations, which remain anchored at 2%. It’s a win in the inflation fight and certainly supports the RBNZ’s credibility. More >>
50 And Not Done. The RBNZ Has More Work To Do. More Cuts Are Required
Thursday, 13 February 2025, 7:49 pm | Kiwi Economics
We think 2025 will be the year the RBNZ dips a little lower. A bit like a conga line of policymakers bending backwards under a Limbo bar. We hope they get under the 3% notch. More >>
A Tale Of Two Labour Markets
Monday, 10 February 2025, 7:21 pm | Kiwi Economics
The Kiwi labour market report for the December quarter was ugly. The unemployment rate rose from 4.8% to 5.1% - the highest in four years. The labour force participation rate also continued to normalise from record high levels, falling to 71%. More >>
Trials And Tribulations: Trump’s Tit-for-tat Tariff Tussle Troubles Trade… We Focus On Employment At Home
Monday, 3 February 2025, 8:38 pm | Kiwi Economics
This week, our focus turns to the Kiwi labour market, data out Wednesday. And we expect a continued loosening in conditions. By our calculations, the unemployment rate likely lifted to 5.1% from 4.8% - the highest rate in four years. More >>
The Economy Goes Down, Unemployment Goes Up
Friday, 31 January 2025, 5:30 pm | Kiwi Economics
The jobs data is a key statistic before the February MPS. Our forecasts are largely in line with the RBNZ’s latest projections. With the 2% target inflation rate virtually reached and core inflation also trending lower, we believe the RBNZ needs to return ... More >>
Trump Volatility Hangs In The Air, While The Kiwi Economy Is In Repair
Tuesday, 28 January 2025, 8:21 pm | Kiwi Economics
We believe more needs to be done to stimulate the recovery into 2026 and beyond. We believe the inflation problem is no more. We believe households and businesses need rate relief. And we believe the RBNZ will be forced (once again) to deliver ... More >>
2% So Close You Can Almost Taste It.
Wednesday, 22 January 2025, 7:00 pm | Kiwi Economics
We believe more needs to be done to stimulate the recovery into 2026 and beyond. We believe the inflation problem is no more. We believe households and businesses need rate relief. And we believe the RBNZ will be forced (once again) to deliver ... More >>
No Beast, No More: Inflation. The Unbridled Beast Of Old Is Now Tiny And Tame
Monday, 20 January 2025, 11:28 am | Kiwi Economics
We’ve already seen a significant lift in business confidence with the release of NZIER’s Quarterly Survey of Business Opinion last week (see our COTW for more). And this week we’re gearing up for the latest snapshot of Kiwi inflation – out ... More >>
Confidence Keeps Climbing. Cuts Need To Keep Coming
Tuesday, 14 January 2025, 9:06 pm | Kiwi Economics
The improvement in business sentiment continues. The NZIER’s quarterly survey of business opinion (QSBO), the best on the street, shows a further lift in business confidence. More >>
We Have A Higher Hill, But We're Falling Faster. We're Snowballing.
Thursday, 19 December 2024, 8:29 pm | Kiwi Economics
Excluding Covid periods, the Kiwi economy recorded the weakest 6month period since 1991. And weakness is spreading across most industries. More >>
The Government’s Books Are Hard To Balance. Lower Productivity, Lower Tax, Higher Spend
Tuesday, 17 December 2024, 8:08 pm | Kiwi Economics
It is hard for the Government, any Government, to balance the books of an economy in recession. And the forecasts have been hamstrung by poor productivity. We’re not getting bang for buck. And we’re not getting back to surplus, anytime soon. More >>
Pick A Path: ‘Alive In 25’ Or ‘Thrive In 25’. Here’s Our Outlook For 2025 And Beyond
Saturday, 14 December 2024, 2:57 pm | Kiwi Economics
It’s a confidence game. It’s all about confidence. And we expect the lift in confidence to persist, and eventually feed into activity, profitability, hiring and investment. We’re more confident in the recovery. More >>
Keep Calm And Carry Kiwi. We Hit 58c, On Track For 57c... Will We Hit 55c?
Thursday, 12 December 2024, 5:02 pm | Kiwi Economics
The RBNZ will cut another 50bp cut in February, and another 25bp in either April or May. That’s fine. That’s priced. But it’s the inevitable move to 3% that’s not priced. And if we’re right, we’ll see the Kiwi currency crumble towards 55 ... More >>
From Material To Memorable: Beyond Black Friday
Wednesday, 11 December 2024, 9:20 pm | Kiwi Economics
Beyond the usual ups and downs in spend in any given year, underlying consumer behaviour is shifting. Kiwi want experiences over physical products. We overconsumed over covid. But now we prefer buying concerts over Converse and coffee over couches. More >>
