GDPLive — How are we tracking?Waiting for the release of the official Gross Domestic Product (GDP) figures has become more exciting since I launched GDPLive. It is like…Oct 14, 2023Oct 14, 2023
The US Bond Market — What is Normal? and why should we care?By Stuart Henderson. First published in the NBR.Apr 11, 2023Apr 11, 2023
Is New Zealand’s Inflation Tool, The Monetary Policy Committee Remit, Nimble Enough?By Stuart HendersonJan 16, 2023Jan 16, 2023
Inflation and the smoking gun in the case of NZ’s central bankBy Oliver HartwichNov 10, 2022Nov 10, 2022
Solving the US dollar puzzleAfter many years of relative stability, global currency volatility is back. Why now? Economics 101 tells us that there is a negative…Oct 24, 2022Oct 24, 2022
Central Banking Funambulism and Real-time DataNearly every central banker in the world is currently embarking on a tightrope journey, with the endgame being the successful containment…Oct 16, 2022Oct 16, 2022
GDP June 2022 Quarter Values Released — How did we do?The first three months of this year weren’t exactly perfect for New Zealand’s economy — on a quarterly basis, our economy shrank by 0.2…Sep 14, 2022Sep 14, 2022
US Inflation, Jackson Hole, Fed Chair Jerome Powell and US Interest Rates — What’s the connection…On Friday evening (26 August 2022) at the Jackson Hole symposium, Fed Chair Jerome Powell gave his much-anticipated speech about the…Sep 13, 2022Sep 13, 2022
Time-Adjusted Risk-Reward Balance — Are We About to See a Long Overdue Correction to Bond Markets?Over the past decade we have witnessed an unprecedented period of “time-adjusted risk-return imbalance”. By this I mean that bond…Sep 4, 2022Sep 4, 2022