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

Yeah, I don't know.

Have you heard anything around that that's going on in Australia?

Are people already thinking about those so-called second round effects passing at all?

Okay, gee, interesting chat.

I mean, we should probably sort of wrap it up, I think, but I guess I've been trying to think sort of rapidly how I sort of summarise that and how you come to a sort of end conclusion, I guess, in terms of the global economy, the differences and similarities between Australia and New Zealand.

And I suppose tying it into the housing market, it's sort of, we're obviously at different junctures, but

Coming from a different perspective as well in terms of our economy and like I say it doesn't necessarily look like we're going to see increases from our Reserve Bank in the near term so might give households a little bit more breathing room but we're already in a relatively soft housing market environment so that's sort of helping the Reserve Bank I guess there's definitely not any inflationary pressure coming from the housing market whereas you know you've already had a couple of rate hikes

that inflationary pressure coming through, the housing market's been a lot stronger, affordability more stretched, but maybe at a turning point.

Yeah, I suppose, you know, there's always going to be, sometimes we have to settle for murkiness, I guess, and it's just, I guess, going to be really interesting to see how both markets play out.

People have been speculating here that we might start to see a bit of an upturn in house prices this year.

Maybe now that just goes on the back burner a little bit because, of course, that confidence factor is going to be missing or at least being pegged back in this new environment.

Yeah, we'll have to see how it all plays out.

I guess as one final question, are you seeing what this uncertainty, this global risk, and especially the two official cash rate hikes already, is that starting to pass through to mortgage rates?

Are people seeing that in their borrowing costs already?

Because I know a lot of people are on variable rates or floating rates in Australia.

Is that being passed through?

And are people already seeing that squeeze a little bit?

I mean, it's another really interesting contrast because it makes the Reserve Bank's job much more difficult here because they've got to take into account that lag.

I mean, it's pretty much the mirror image.

I mean, give or take, we have 80% to 85% on fixed rates.

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