This Is Kiwi Economics: Markets, Mystics and Mayhem
Kiwibank
Join the Kiwibank Economists and the occasional special guest on this weekly series. We'll delve into data, decipher policy decisions, monitor the markets and a...
One last goodbye to 2024. The Kiwi economy crawls out of recession
We know, we know! Why are we still talking about 2024? Well, we promise this is the last time (maybe). We recently received the latest economic report card. And given it shows us crawling out of recession, we figured it was worth covering the first step in the Kiwi economy’s recovery. We take a closer look at the industries driving growth, as well as those that are still facing challenges. But let's not dwell on almost 3month old data. We're looking ahead. Our attention is now on more recent, higher-frequency data which look promising for a turnaround in activity this year. Hosted by Jarrod Kerr, Mary Jo Vergara and Sabrina Delgado. Follow our economic commentary & insights here:https://www.kiwibank.co.nz/business-banking/thrive-hq/kiwi-economics/commentary-insights/Any views or information shared in this podcast, while given in good faith, aren't necessarily the view of Kiwibank.
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19:21
Primary sector pulse picks up: Trade treks higher
This week’s episode is all about Kiwi trade. Specifically, looking at the positive movement we saw in our terms of trade at the end of last year. Higher meat and dairy export prices, strong production, and a favourable NZ dollar should provide a meaningful boost to export earnings and incomes for our farmers and rural regions. Looking to our export services, tourism levels have also edged their way closer to pre-covid levels. We also discuss how the lower Kiwi dollar is adding additional support for our Kiwi exports. And of course, we couldn’t go without touching on the potential headwinds created by looming Trump trade policies. Still, beyond all the noise, one crucial lesson stands out: the need to diversify our trade.Hosted by Jarrod Kerr, Mary Jo Vergara and Sabrina Delgado. Follow our economic commentary & insights here: https://www.kiwibank.co.nz/business-banking/thrive-hq/kiwi-economics/commentary-insights/Any views or information shared in this podcast, while given in good faith, aren't necessarily the view of Kiwibank.
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16:03
Bonus episode: Investing in uncertain times. We navigate with Mike Taylor
The same uncertainty and volatility from Trump 2.0 that is causing big swings in wholesale rates is also wreaking havoc across equities. We were very fortunate to have Mike Taylor, Founder and Chief Investment Officer of Pie Funds, join us on a special bonus episode to discuss his view on equity markets. And strategies to navigate investing in these volatile times. It's a jam-packed episode. We cover everything from where we see equities ending the year, to discussions on cryptocurrency and gold. Plus, a conversation on kiwi superannuation. This is one to watch. Hosted by Jarrod Kerr, Mary Jo Vergara and Sabrina Delgado. Follow our economic commentary & insights here:https://www.kiwibank.co.nz/business-banking/thrive-hq/kiwi-economics/commentary-insights/Any views or information shared in this podcast, while given in good faith, aren't necessarily the view of Kiwibank.
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23:14
Uncertainty, volatility, and interest rates
Ross Weston, Kiwibank Head of Balance Sheet, is back on the podcast and it’s another jam-packed episode. In the wake of Trump 2.0, global uncertainty is dominating headlines and markets. Wholesale interest rates have seen big swings up and down. Beyond that, we cover expectations of future RBNZ meetings. Always one step ahead, market traders are already looking beyond the current cutting cycle and thinking about the next move – hikes. We also chat about RBNZ Governor Adrian Orr’s resignation and what that means for future monetary policy and whether a review of bank capital policies could be in the books.Hosted by Jarrod Kerr, Mary Jo Vergara and Sabrina Delgado. Follow our economic commentary & insights here:https://www.kiwibank.co.nz/business-banking/thrive-hq/kiwi-economics/commentary-insights/Any views or information shared in this podcast, while given in good faith, aren't necessarily the view of Kiwibank.
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20:32
Unshackled property investors: Restraints lifted
The housing market is prepped, primed and positioned for a pick up. Interest rates are the biggest driver of moves in the market. But recent changes to the Brightline test, CCCFA, interest deductibility and so on should also help investors off the sideline. The RBNZ also tinkered with its macroprudential toolkit easing up its handbrake on credit growth. We go through each key change and its likely impact. We also address the factors affecting the demand and supply of housing and what it means for our forecasts.Hosted by Jarrod Kerr, Mary Jo Vergara and Sabrina Delgado. Follow our economic commentary & insights here:https://www.kiwibank.co.nz/business-banking/thrive-hq/kiwi-economics/commentary-insights/Any views or information shared in this podcast, while given in good faith, aren't necessarily the view of Kiwibank.
About This Is Kiwi Economics: Markets, Mystics and Mayhem
Join the Kiwibank Economists and the occasional special guest on this weekly series. We'll delve into data, decipher policy decisions, monitor the markets and analyse the issues impacting the Kiwi economy. Hosted by Jarrod Kerr, Mary Jo Vergara and Sabrina Delgado.
Any views or information shared in this podcast, while given in good faith, aren't necessarily the view of Kiwibank.
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