Kelvin Davidson

speaker

1,120 appearances 10 recordings 2 series first heard Jan 2026 last heard 10 Aug

Kelvin Davidson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Mar 2026 with 3.

Appearances

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The NZ Property Market Podcast · Australia, New Zealand, and Uncertainty · 29 Mar 2026 podcast

I understand that maybe that supply situation hasn't been as abundant over your side of the ditch.

It's, yeah, it's incredibly interesting.

I mean, even those stats from the triple CI, I mean, you know, we're both in the same business.

I should have more of awareness probably of the Australian triple CI.

But, you know, I think our index is up maybe 20% compared to those sort of pre-COVID levels.

You're talking close to double that.

Yeah, it's just a really striking difference between that overall cost and, yeah, as you say, the interaction with how sort of selling prices have gone in the meantime, particularly in those regional markets.

Yeah, ultimately people are only going to build houses if it kind of makes commercial sense, aren't they?

So especially the bigger home builders.

So, yeah, really interesting.

It ties in nicely to a viewer email or listener, I should say, probably, a listener email we had during the week, just picking up, I guess, on the,

on the global conflict as well and how quickly that might pass through, things around second round price impacts, all of this stuff.

We had an email from someone in the bricklaying industry who said that even as sort of soon, I guess, if you want to call it that, as 20th of March,

He had received letters from two different suppliers for the bricklaying industry saying that there'd be price rises coming through of between 7% and 15% on some building materials, I guess bricks and potentially some other things as well, and stating that it's due to transport cost increases.

So even only two to three weeks into this conflict, there's already people out there on the ground right now in certain countries

industries related to construction seeing those price increases coming through and and he said his part of his feedback was that you know very surprised about how quickly that had come through but if it's going to be indicative of other industries as well you know the reserve being here is definitely going to have to keep an eye on those second round price impacts because it might already be starting to flow through and this this person said well you know he might not necessarily be intending to pass those cost increases on to customers straight away you know there's this idea that

in a weak demand environment, perhaps firms have to just eat some of that cost and wear some of that cost for a start, but you can't do that forever.

And yes, you might like to do that at the start, but it may only be a matter of time until that has to be passed on.

So yeah, just a bit of an anecdote into, that's probably not going to apply in every industry, but just a bit of an anecdote there that in our construction industry,

we're already seeing that anecdotally start to flow through and definitely related to that that wider sort of so-called second round thing that I talked about where it's to do with transport cost increases you know that gets passed through that feeds into other industries so and that's what the Reserve Bank's really concerned about is that second round impact where it gets a bit more embedded and it's not just a sort of flash in the pan so um

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