The full pdf version of the Weekly Overview is contained here.
Weekly Overview 16 February 2017
Thursday February 16th 2017
This week we remind people about the demographic factors which are a key driving force behind the growth in Auckland including things such as Auckland having the youngest population of all NZ regions, and the median age falling half a year between 2014 and 2016. Aging population? Not yet in our biggest city. We also do a recap of the factors which allowed New Zealand to undertake vital reforms from 1984-92 in fits and starts but which don’t exist elsewhere.
Weekly Overview 9 February 2017
Thursday February 9th 2017
In this week’s Overview we take a look at the main factors which determine the level of activity in the residential real estate market. This will be highly relevant to folk like real estate agents, mortgage brokers, bankers, conveyancing lawyers and moving companies.
Weekly Overview 2 February 2017
Thursday February 2nd 2017
The mainstream media focus is overwhelmingly on those immediately affected by the executive orders being signed by the new US President. Focussing on highly emotive issues risks blinding people to the likely economic impact of policies so far beginning to be addressed and those yet to come. Stripping away the emotions revealed by those opposing President Trump and hidden by the 63 million Americans who voted for him, this week we take a look at how his policies are likely to affect the US economy and our own over time.
Weekly Overview 26 January 2017
Thursday January 26th 2017
Welcome to the first Weekly Overview for 2017. Like everyone else is doing currently we take a look at what is happening in the United States and postulate the relevance for ourselves. We also look at factors underpinning the Kiwi dollar which has risen four cents since the start of the year.
Weekly Overview 15 December 2016
Thursday December 15th 2016
Welcome to the last Weekly Overview for 2016. The first for 2017 will appear in late-January. Merry Christmas.
Weekly Overview 8 December 2016
Thursday December 8th 2016
The Overview is short at just three pages this week as we head into the Christmas break. We mention the good fiscal numbers announced by NZ Treasury this afternoon then note the easing in the Auckland housing market revealed by monthly Barfoot and Thompson data. Nothing much new really with no obvious implications of the change in Prime Minister..
Weekly Overview 1 December 2016
Thursday December 1st 2016
Rather than comment on data this week we have a run-through of some of the bigger points and explanations of trends which we have focussed on in recent times. Enjoy.
Weekly Overview 24 November 2016
Thursday November 24th 2016
This week, apart from doing what everyone else is doing at the moment – guessing at what the US election outcome means – we give some reminders on our housing view and take a look at banking sector dependency in NZ on the savings of foreigners (page 4).
Weekly Overview 17 November 2016
Thursday November 17th 2016
This week we take a look at whether the conditions might exist in New Zealand to produce something which people might consider our own Brexit or Trumpit Plus we take a quick look at the latest real estate numbers. Nothing too major really.
Weekly Overview 10 November 2016
Thursday November 10th 2016
This week we do what everyone else on the planet is doing and make some comments about the win for Donald Trump in the US Presidential election. Our conclusion is that the economic impact on ourselves will be minimal and it is notable that initial selloffs in financial markets have been more than reversed.