Tony Alexander

Economic Commentaries

The full pdf version of the Weekly Overview is contained here.

Weekly Overview 16 November 2017

Thursday November 16th 2017

I’ve been on the road this week with not too much time for research or writing. So this week’s Overview merely traverses a few of the points discussed at functions around the country then notes that even if the Reserve Bank soon eases LVRs, this won’t spark a new upward leg in the house price cycle.

Download document pdf 240kb

Weekly Overview 9 November 2017

Thursday November 9th 2017

This week we make a quick note of the Reserve Bank doing nothing this morning, then deliver a reminder about what the housing market will look like for the next five or so years. Nothing startling frankly but perhaps of use to first home buyers.

Download document pdf 256kb

Weekly Overview 2 November 2017

Thursday November 2nd 2017

There’s a lot to write about this week so the Overview runs to seven pages. We look at the feasibility of planting 100 million trees a year, impact of perhaps 20-30,000 fewer immigrants, plus the likelihood of 10,000 affordable houses being built.

(more…)

Download document pdf 432kb

Weekly Overview 26 October 2017

Thursday October 26th 2017

Thank goodness there is finally something new to write about. Currency dealers are even enjoying some busier activity as policy uncertainty has generated some larger than normal NZD fluctuations. In this week’s Overview we look at the agreements signed by Labour with NZ First and the Greens, focussing solely on aspects with macroeconomic significance. Almost all actual details of policy implementation however remain unknown.

Download document pdf 354kb

Weekly Overview 19 October 2017

Thursday October 19th 2017

NZ is to have a Labour-NZ First coalition government with support on confidence and supply from the Greens. General policy orientation will shift slightly toward a bit more state intervention and environmental concerns with some changes to RBNZ operations unlikely to actually alter implementation of either monetary or prudential policies. We will have to wait a few days until a document is released outlining policies agreed on then watch the next three years as support from the Greens is sought for every piece of legislation the new government wishes to pass.

(more…)

Download document pdf 247kb

Weekly Overview October 5 2017

Thursday October 5th 2017

Nothing much to report this week as we await a new government – still.

Download document pdf 357kb

Weekly Overview 28 September 2017

Thursday September 28th 2017

Data have told us nothing much new this week and the Reserve Bank leaving the official cash rate unchanged was no surprise. So we take a look at NZ First policies.

Download document pdf 326kb

Weekly Overview 21 September 2017

Thursday September 21st 2017

This week we note the economy’s 0.8% growth during the June quarter, consider the impact in financial markets of Saturday’s outcome, and reiterate again to first home buyers the way some things have turned in their favour recently.

Download document pdf 442kb

Weekly Overview 14 September 2017

Thursday September 14th 2017

This week I’ve been on the road giving talks so the Overview is embarrassingly short at not even one page of text and it is only really relevant to residential real estate agents wondering what their sales revenue might look like in a year’s time.

Download document pdf 314kb

Weekly Overview 7 September 2017

Thursday September 7th 2017

Opinion polls show near equal party vote support for National and Labour. As Labour offer change from the National government economic management of the past nine years we analyse their policies this week in the areas of monetary, fiscal, housing, workplace, and immigration.

Download document pdf 414kb

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27