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21 Nov 2008 BNZ Economy Watch - The Darkest Hour
Stage two of the recession begins; marked by rising unemployment, a weakening export performance and a slump in investment. But this is not Armageddon.
21 Nov 2008 NZ FX Wrap and Strategy
20 Nov 2008 BNZ Strategist
The current recession is hitting us in two stages; OIS pricing has moved further during the past fortnight; the NZD/USD remains hostage to global events
20 Nov 2008 BNZ Models & Technicals
20 Nov 2008 NZ FX Wrap and Strategy
19 Nov 2008 BNZ Economy Watch - Q3 PPIs a Picture of (Lagged) Strength
Somewhat predictably, this morning's producer price report revealed another hefty lift in firm's non-labour input costs, up 3.7% during the September quarter
19 Nov 2008 NZ FX Wrap and Strategy
18 Nov 2008 NZ FX Wrap and Strategy
17 Nov 2008 BNZ Markets Outlook - Lower Food Prices Add to Disinflationary Mix
Falling food prices became a reality in October's food price index data, released this morning
17 Nov 2008 BNZ Economy Watch - Service sector continues to struggle in tough economic conditions
More pain to come with the next leg of the downturn likely to be led by a sharp contraction in investment activity and a significant increase in the unemployment rate
17 Nov 2008 NZ FX Wrap and Strategy
14 Nov 2008 BNZ Economy Watch - Inflation Collapsing
Inflation is collapsing. We expect no change in the aggregate price level over the next six months.
14 Nov 2008 NZ FX Wrap and Strategy
13 Nov 2008 BNZ Economy Watch - Will Q4 Retailing Buck the Negative Trend?
September/Q3 retail about as weak as expected. Though we're wondering if Q4 retail spending might be set for a positive surprise.
13 Nov 2008 BNZ Economy Watch - Manufacturing activity sinks to new low in October
NZ's manufacturing sector has mirrored offshore results, with activity falling to a record low in October
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