Kiwi Economics - Latest News [Page 1]
Plenty Of Capacity, Low Wage Inflation, And Many Scars To Come
Thursday, 30 April 2026, 9:37 pm | Kiwi Economics
It’s a slow burn, and the war in the Middle East is eating away at some of the fuel we needed. But it won’t show up in this round of data. Labour market tightening takes time, and requires business sentiment to stabilise and improve. More >>
We’re Stuck In The Waiting Room… Waiting
Tuesday, 28 April 2026, 8:22 pm | Kiwi Economics
Kiwis are already struggling, with the most vulnerable families and businesses feeling it most. Rate hikes are not the answer, in our view, and will not help solve the fuel cost crisis. This is not a demand shock that requires reining in. More >>
Awkward Inflation Numbers, Down-Beat Businesses, And Frustrated Romantics
Tuesday, 21 April 2026, 1:14 pm | Kiwi Economics
Tradables inflation accelerated, as expected, to 3.1% from 2.6%. Petrol spiked 3.5%, diesel 11.3%, over the quarter. And we will see another sharp push higher in the current June quarter. That we know. That we don’t like. More >>
Another Week, Another Set Of Conflicting Headlines
Monday, 20 April 2026, 11:18 am | Kiwi Economics
The war in the Middle East is still causing conflicting headlines. The market is responding to the volatility by reacting more strongly to the good news than the bad – we don’t mind that optimism. More >>
Better Than Bad? Or Worse Than Good?
Friday, 17 April 2026, 2:44 pm | Kiwi Economics
All eyes are on the inflation numbers out next week. The starting point for 2026 is likely to be 3.1%, the same run rate we finished 2025 on. More >>
Reckless Rate Hikes Unwarranted
Tuesday, 14 April 2026, 2:34 pm | Kiwi Economics
Trump’s failed peace talks over the weekend have us worried about inflation and most importantly, how Kiwi businesses are meant to weather yet another punch in the guts from inflated fuel prices. More >>
A Fragile Ceasefire, A Volatile Market, And A Balanced Governor. Without Peace We Cannot Heal
Monday, 13 April 2026, 12:05 pm | Kiwi Economics
We’re not out of the woods yet, and the next two weeks of ceasefire won’t bring swift relief. A much longer peace deal will need to hold for the Kiwi economy to stop feeling the pinch of fuel price increases and the threat of a diesel shortage. More >>
Beautifully Weighted, Evenly Balanced. RBNZ Not Predicting Future Moves Early
Wednesday, 8 April 2026, 7:29 pm | Kiwi Economics
The inflation pressures from essentials is another kick in the guts to Kiwi businesses and consumers already weighted down by cost-of-living pressures. More >>
(Epic) Fury Road, A Mad Max Story
Monday, 30 March 2026, 7:08 pm | Kiwi Economics
Beyond our COTW which covers the move (or lack thereof) in exchange rates, we are anxiously watching the diesel stores and hoping that we have enough to keep essential services going. More >>
The Kiwi Currency Could Crumble In An Oil Crisis
Friday, 27 March 2026, 12:48 pm | Kiwi Economics
The dramatic disruption and uncertainty surrounding the Middle East conflict is creating immediate inflation pressures. In response, traders have doubled down and factored in even more rate hikes, coming earlier in 2026. More >>
Ice In The Belly. The RBNZ Keeping Cool, Calm And Collected
Tuesday, 24 March 2026, 2:25 pm | Kiwi Economics
It's not often we see such communication, and it reminds us of the Covid period. It’s serious. Given the information they have collated, the RBNZ expects higher inflation (obviously) and weaker growth (both offshore and onshore) from here. More >>
Are Rate Hikes Coming? We Certainly Hope Not.
Monday, 23 March 2026, 5:24 pm | Kiwi Economics
Beyond our COTW which covers the dramatic move in wholesale rates, our Special Topic covers the plethora of Central Bank decisions we got last week. More >>
It’s Simply Softer, And Slightly Smaller, Than Expected, And We’re Crawling Into Some Fierce Headwinds
Thursday, 19 March 2026, 2:06 pm | Kiwi Economics
Today’s economic report card for the Kiwi economy came in broadly as we expected. Growth was modest, showing some signs of progress. But it was not enough to encourage much hope for uncertain recovery ahead. More >>
A Rather Redundant Lift In Activity Overshadowed By Heightened Global Risks
Friday, 13 March 2026, 3:45 pm | Kiwi Economics
The key point we’ve been trying to get across is that while higher oil prices will lead to a near term inflation shock, they can also create a huge demand shock. More >>
Just What We Don’t Need… More Inflation
Monday, 9 March 2026, 8:14 pm | Kiwi Economics
Our COTW looks at the near 30% jump in Brent Crude over the last week. Still at just over $90USD a barrel (at time of writing) things are likely to get worse before they get better. More >>
Fresh Beginnings, Lower Interest Rates, And A Message We Can Get Behind. Let The Economy Recover
Monday, 23 February 2026, 1:35 pm | Kiwi Economics
Our COTW is all about Kiwi summer spending. Our Kiwibank card data showed spending into the silly season was solid in December. More >>
“Early Stages”: The RBNZ Delivered What Was Needed To Quell Markets, Whilst Remaining Vigilant
Wednesday, 18 February 2026, 5:55 pm | Kiwi Economics
Ultimately, though we still think that the kiwi economy will need a little more time to be fully mended. And as such retain our view of rate hikes kicking off in 2027. More >>
We Are Recovering, No Doubt. But It’s Slow. Too Early For Hikes. Let The Patient Recover
Monday, 16 February 2026, 2:45 pm | Kiwi Economics
Our COTW takes a look at the ugly lift in inflation expectations. They’ve naturally followed the move higher in actual inflation over the past year. More >>
The RBA Hikes But The RBNZ Should Sit Tight
Tuesday, 10 February 2026, 7:28 pm | Kiwi Economics
Our COTW takes a deeper look at the greater levels of engagement in the labour market. Women appeared to be more active with an uptick in participation. More >>
Gold And Silver Gains Warshed Away
Monday, 2 February 2026, 8:25 pm | Kiwi Economics
Our COTW takes a look at the savage moves across precious metals. Gold and silver hit record highs just to come crashing back down around 48 hours later. More >>
