Podcast Appearances
you know, don't necessarily assume it all goes back to business as usual straight away.
There could be some lasting impacts of this.
And I think it, yeah, definitely, I think it's relevant in terms of our, that knock-on impact potentially on an economy here that's already a little bit subdued.
If, you know, if this global conflict does resolve relatively quickly or could still last, feeds into that weaker economy, starts to bring inflation back down again.
So, yeah, I think it plays into that story that,
you know, yep, there's upside risk to the official cash rate, but it might not necessarily be straight away and keep in mind that this can have negative effects on growth as well.
So, um, no, awesome chat.
Thanks, Jared.
We'll, uh, we'll wrap it up there.
It's been, uh, been great having you on and, um, yeah, we definitely, when Nick and I were chatting, um,
around about the time you started, I guess, and these things kick off, like, oh, man, how good to have him on the team because that background at NAB and around all of these issues is hugely valuable.
So, yeah, thanks for joining.
It's been awesome.
Always happy to have a chat.
Awesome, yeah, and we'll be definitely looking to get you back on again.
So that's it pretty much.
I'd just say one quick thing coming up in the week ahead from a New Zealand housing market perspective is our Home Value Index.
I'll get the data tomorrow, being Tuesday, I'll write that up on Wednesday, it'll go to media, and so out in the public you'll see that HVI come out on Thursday, so that's definitely one to look ahead to.
We have an indicative weekly index internally that's maybe just sneaking up a little bit.
So completely off the cuff, it wouldn't surprise me maybe based on that weekly index, if we see a slight increase in the monthly national figure, maybe 0.2, 0.3, you know, just a small increase and probably still within the era margins.