This Is Kiwi Economics: Markets, Mystics and Mayhem

• 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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• 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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• 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.

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• The RBNZ cuts 50bps. More please. The economy needs help

  The RBNZ cut the cash rate to 3.75%, and signalled more cuts to come. With inflation now stabilising, the economy needs relief. In this episode, we run through the RBNZ’s latest policy statement and fresh forecasts. The Kiwi economy is set to recover this year, but there remains key uncertainties. There are signs of improvement in more timely activity indicators, but the balance of risks to the outlook are skewed to the downside. We discuss what this means for financial markets. 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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• Expectations become reality. That’s the magic of inflation targeting

  This week we’re diving into the power of inflation expectations. History has proven expectations of inflation are self-reinforcing. Expect low inflation and low inflation you shall receive. Expect high inflation and high inflation it is. The great news is that here at home, inflation expectations are freshly anchored at the RBNZ 2% sweet spot. We discuss the importance of the move, and how it should give the RBNZ confidence to deliver more. 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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