Kiwi Economics - Latest News [Page 2]
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 >>
Demand For Workers Is Improving, But We Have A Long Way To Go
Friday, 30 January 2026, 4:43 pm | Kiwi Economics
Domestic data as of late has reflected an economy that is well and truly in recovery. Business sentiment has improved, and activity indicators are up. More >>
Inflation Creeps Above 3%, And It’s The Dirty Details That Creep Us Out The Most
Tuesday, 27 January 2026, 3:58 pm | Kiwi Economics
There was a lift in petrol prices and airfares... we saw that coming. And tradables (imported) inflation lifted 0.7% to 2.6%. Not helping. But it was the heat in the domestic inflation that disappointed us the most. More >>
A Laser Focus On Inflation Strains The Eyes
Friday, 23 January 2026, 7:09 pm | Kiwi Economics
Kiwi inflation ended last year outside of the RBNZ’s target band, and well above their November forecast of 2.7%. We still expect inflation to fall back within the RBNZ’s 1-3% target band. More >>
A Big Broad-Based Bounce Back
Thursday, 18 December 2025, 3:37 pm | Kiwi Economics
A big highlight in today's report is the lift in business investment. Up 3.2% over the quarter, it's the strongest quarterly lift in three years. Increased confidence in the outlook is turning into action. That’s the data we’ve been waiting to ... More >>
Hold Onto The Rails. The Kiwi Flyer Is Destined To Be Higher
Wednesday, 17 December 2025, 3:39 pm | Kiwi Economics
We’re expecting a recovery in the economy, and with that, we’ll see a recovery in the Kiwi. If all goes according to plan, and that’s a big IF, then the Kiwi could hit 63c next year. More >>
Looking At The Past To See The Future
Monday, 15 December 2025, 1:17 pm | Kiwi Economics
At the end of the 2025 fiscal year, the Govt’s public finances were in a healthier state than expected. Core Crown tax revenue came in around $800mil more than forecast, while core Crown spending was $525mil less than forecast. More >>
We've Recorded The Lows, Let’s Generate Some Highs. Bring On The Recovery. Here’s Our Outlook For 2026
Saturday, 13 December 2025, 6:50 am | Kiwi Economics
Retail rates are in a lower bound, although not as low as they should be. The RBNZ can (and should) lower wholesale rates with the stroke of a pen in February, or from a speech at any time. More >>
Saying Hej To The Swedes And Yay To The Economic Recovery. We’ve Got A Smörgåsbord Of Good News
Monday, 8 December 2025, 8:18 pm | Kiwi Economics
Our COTW breaks down Black Friday sales. It appears that Kiwi are opening up their wallets, but to select stores. This year, Kiwi are choosing hammers over handbags and books over Bluetooth speakers. More >>
The Economy Still Needs Economic Shock Treatment (EST). Another Cut Will Help
Monday, 24 November 2025, 7:12 pm | Kiwi Economics
The OCR track will have to be lowered. And we'd expect a lower terminal rate with the RBNZ keeping the door open to more easing. More >>
The RBNZ Are Still Playing Catch Up. Hopefully 2.25% Is The Bottom. But Maybe Not. Maybe We Need 50bps
Thursday, 20 November 2025, 1:50 pm | Kiwi Economics
A cut to 2.25% next week is perfectly priced by markets and requires little justification. The Kiwi economy still needs more support. Yes, the Reserve Bank has delivered a significant amount of easing. More >>
They Love Their Burgers. And We Love Tariff-Free Meat. It’s Another Positive… With Fewer Negatives
Monday, 17 November 2025, 7:36 pm | Kiwi Economics
At home, alongside the release of the RBNZ’s Survey of Inflation Expectations, a number of high frequency data points painted a mixed picture of how the economy is tracking. More >>
No Fireworks, But Some Sparkles. The Kiwi Labour Market Is Stabilising
Wednesday, 5 November 2025, 1:57 pm | Kiwi Economics
The latest look into the labour market lacked any big bang fireworks. Market conditions loosened a little over the September quarter. As expected, the unemployment rate lifted to a nine-year high of 5.3%, up from 5.2%. More >>
Kiwi Markets Play Copycat To Global Moves
Monday, 3 November 2025, 1:02 pm | Kiwi Economics
Last week’s moves in Kiwi rates and currency were largely driven by offshore developments. There has been no change to the domestic economic outlook. We still expect the RBNZ to deliver another 25bps at the November meeting. More >>
Trick Or Treat Or Turnaround? What Will The Kiwi Labour Market Reveal Next Week
Friday, 31 October 2025, 1:36 pm | Kiwi Economics
Next week’s data should reinforce the need for further monetary policy easing. Downside risks to medium-term inflation are growing given the soft labour market and dimming global outlook. More >>
Inflation Has Spiked, But Will Recede. The RBNZ Will Cut, To Plant The Seed
Tuesday, 28 October 2025, 2:09 pm | Kiwi Economics
The current December quarter is typically the weakest quarter for inflation with seasonally weak food prices as well as the usual retail discounting into Christmas. More >>
Up, Up, But Not Away. Inflation Is Not Here To Stay
Monday, 20 October 2025, 8:23 pm | Kiwi Economics
The move to 3% is unwanted. But it shouldn’t stand in the way of the RBNZ delivering further rate cuts. They should take comfort in underlying inflation which remains subdued. More >>
Above Target Today. Below Target Tomorrow
Friday, 17 October 2025, 7:43 pm | Kiwi Economics
Kiwi inflation data is due out on Monday. By our calculations, consumer prices likely rose 0.9% over the September quarter. More >>
Splurging On Essentials
Tuesday, 14 October 2025, 7:35 pm | Kiwi Economics
Fuelled by historically low interest rates and “lockdown savings”, consumer spending was strongest in 2022. Since then, spending has gently corrected lower. More >>
Business Confidence Shows The Fragility Of Our Re-Recovery
Tuesday, 7 October 2025, 1:40 pm | Kiwi Economics
Another theme that has continued over the past year is the weakness in firms’ own domestic trading activity. Again, a net 14% of firms reported a decline in activity over the quarter. More >>
