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Kelvin Davidson

Kelvin Davidson

๐Ÿ‘ค Speaker
938 total appearances

Appearances Over Time

Podcast Appearances

The NZ Property Market Podcast
All eyes on the new Governor

But 0.6%, still pretty solid, you know, annualised pace, what, 2.5%-ish, something like that.

The NZ Property Market Podcast
All eyes on the new Governor

Now, it also fits with some other indicators or other

The NZ Property Market Podcast
All eyes on the new Governor

predictions for q4 numbers the reserve bank in particular has that kiwi gdp indicator it's sitting at about 0.6 so yeah it looks like looks like we'll have a decent number for q4 gdp which will be out i'm not sure when about another month or something i guess kind of mid to late march

The NZ Property Market Podcast
All eyes on the new Governor

So, yeah, I think you look at that number and you say, you know, recovery's here.

The NZ Property Market Podcast
All eyes on the new Governor

It looks like we have two quarters of GDP increase in a row.

The NZ Property Market Podcast
All eyes on the new Governor

So that's, you know, a much more encouraging sign.

The NZ Property Market Podcast
All eyes on the new Governor

Still a bit of caution, as I say, but it does start to look a little bit better.

The NZ Property Market Podcast
All eyes on the new Governor

And then, yeah, net migration turning around as well.

The NZ Property Market Podcast
All eyes on the new Governor

So in the year to December, 12 months, adding it up over that 12-month period, rolling total about 14,200, just short of that in terms of net migration into the country in that 12-month period.

The NZ Property Market Podcast
All eyes on the new Governor

Still below the average is sort of 30,000, 31,000.

The NZ Property Market Podcast
All eyes on the new Governor

So we're still a fair bit below that.

The NZ Property Market Podcast
All eyes on the new Governor

But that 14,000 number is the highest we've had for I think about 11 months.

The NZ Property Market Podcast
All eyes on the new Governor

So yeah, it does look like it's turning around a little bit.

The NZ Property Market Podcast
All eyes on the new Governor

And a two-way thing as well.

The NZ Property Market Podcast
All eyes on the new Governor

It looks like arrivals of non-citizens or basically kind of new migrants to the country that started to pick up.

The NZ Property Market Podcast
All eyes on the new Governor

As well as at the same time, New Zealand citizen departures seem to have just slowed a little bit as well.

The NZ Property Market Podcast
All eyes on the new Governor

So it's that sort of double whammy thing.

The NZ Property Market Podcast
All eyes on the new Governor

And I guess, you know, you always tend to have new migrant arrivals.

The NZ Property Market Podcast
All eyes on the new Governor

I suppose the thing that might give people a bit more encouragement is if we see those resident departures slowing down because it's been that big theme for a while of, you know, young New Zealanders heading off overseas.