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Kelvin Davidson

Kelvin Davidson

๐Ÿ‘ค Speaker
1066 total appearances

Appearances Over Time

Podcast Appearances

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

But yeah, generally,

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

added up to 0.2% growth, which was a little bit sort of understated, a little bit disappointing.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

I mean, you know, do we worry too much about it?

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

Not really, because it's always a bit outdated, and of course even more outdated now, given what's been going on.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

I mean, we're not going to know.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

I was thinking about it earlier that we'll get the Q1 GDP numbers in the middle of June.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

But even that's going to have January and February in it, which was unaffected by the Iran conflict.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

So even those Q1 numbers will only have March in it.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

So even those numbers aren't going to be a true reflection of kind of what's been going on.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

We'll have to wait till September to get...

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

the q2 numbers and who knows it hopefully i mean hopefully it's all over in you know a few weeks time so yeah this this might uh it might be hard to really get a true picture of all of this in the data we might not know for a long time anyway so that's um kind of a wee bit of a a bit of intrigue or a little bit of a tricky one around all of this but

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

I mean, yeah, in terms of the bad news is good scenario, I guess, you know, for people, that's only really a thing in relation to people with debt and, you know, worried about higher interest rates is that

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

because actual activity didn't rise as much as what people might have been anticipating, that implies that there's still spare capacity out there.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

This actual growth hasn't really absorbed any of that spare capacity.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

So people are still operating below where they could be.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

That's a sort of downwards influence on inflation.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

Therefore, suggesting the Reserve Bank still has a bit of scope to leave interest rates where they are.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

They don't necessarily need to be rushing to push the OCR up because

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

They've always said all along, you know, we think there's a decent degree of spare capacity.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

It's probably still there because the economy itself hasn't really been growing that much.