| 26 Sep 2005 |  |  |
BNZ Markets Outlook - Hoping For More Of A Slowdown |
| | In a busy data week, Thursday's June quarter GDP figures are expected to be reasonably solid, albeit still imbalanced toward overheated household spending. |
| 19 Sep 2005 | | |
BNZ Markets Outlook - Labour to Steer Rocky Ship |
| | For financial markets there is nothing to fear from the current instability due to the government building process. A government will be formed. It will be Labour led and it won't behave substantially ... |
| 12 Sep 2005 | | |
BNZ Markets Outlook - Economic Imbalances Worsening |
| | This morning's June quarter Overseas Trade Indexes dove-tailed with our economic views and concerns. The terms of trade are peaking with higher prices for fuel imports taking the edge off during Q2... |
| 5 Sep 2005 | | |
BNZ Markets Outlook - Non-Residential Construction Peaking? |
| | We expect Friday's Work Put in Place report to show a 1.0% increase in Q2 activity. Nonetheless, this would imply a flat result in annual terms, and likely reflect a residential construction sector going ... |
| 29 Aug 2005 | | |
BNZ Markets Outlook - High Inflation and a Weak Economy? |
| | Businesses are facing testing times. Substantial cost increases have seen expected profitability slump, as margins shrink and demand growth softens. |
| 22 Aug 2005 | | |
BNZ Markets Outlook - Imported Capital Prices Rising |
| | The days of falling prices for plant, machinery, and equipment, look to be over. Indeed, we suggest bracing yourself for inflating costs of these investment goods over the next year or two. |
| 15 Aug 2005 | | |
BNZ Markets Outlook - Certainly No Dearth of Taxes |
| | There's no denying the strong operating surpluses of late. This has been underpinned by robust tax inflow something very much evident in tax figures published by the NZ Treasury last week. |
| 8 Aug 2005 | | |
BNZ Markets Outlook - Wage Growth Not Scary But Strong |
| | This morning's June quarter wage reports were not as menacing as feared. The Quarterly Employment Survey and Labour Cost Indexes still showed wage pressure creeping high enough to alert Reserve Bank ... |
| 1 Aug 2005 | | |
BNZ Markets Outlook - Full Credit to the NZ Economy |
| | If the Reserve Bank based policy on money and credit growth, it would be worried that interest rates remain too low. |
| 25 Jul 2005 | | |
BNZ Markets Outlook - RBNZ Should Stay Hawkish |
| | Recent evidence of less rapid economic growth will have the Reserve Bankers breathing a little easier. Accordingly, we believe Alan Bollard will leave the cash rate unchanged at Thursday's OCR review... |
| 18 Jul 2005 | | |
BNZ Markets Outlook - Inflation Hasn't Peaked |
| | For some time now we have been highlighting the risk that the annual rate of inflation pushes through the key 3.0% level and stays there for a lengthy period. |
| 11 Jul 2005 | | |
BNZ Markets Outlook - Inflation Target Threatened |
| | Economic growth has slowed, and has been slowing for the past year. But, has this easing in the pace of expansion been caused by a reduction in demand growth, or has it simply been that firms cannot find ... |
| 4 Jul 2005 | | |
BNZ Markets Outlook - Businesses, Not Households, Drive The Slowdown |
| | Over the past few years the stars have been aligned for the New Zealand economy, resulting in its most impressive run of growth in decades. |
| 27 Jun 2005 | | |
BNZ Markets Outlook - GDP Growth Rough Around The Edges |
| | Economic growth is slowing. Last week's GDP figures for the March quarter showed this. |
| 20 Jun 2005 | | |
BNZ Markets Outlook - It's About Excess Demand, Stupid |
| | With little international data due this week, the NZ markets will focus on the bulk of local news in store. The common theme of much of it should be clear. |
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