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 · All about inflation · 25 Jan 2026 podcast

you know those official cash rate increases that people were talking about sort of early 2027 potentially they get brought forward now there's a lot of water to go under the bridge you know there's capacity okay the economy's turning around but it's been a been a pretty prolonged recession so even if some indicators are picking up in growth terms they're still starting from a low level in terms of the the activity

So yeah, I wouldn't necessarily panic, but you do have to acknowledge the risk that OCR increases do get brought forward into this year rather than next year, which will have implications for mortgage rates and all sorts of things.

So yeah, hopefully that's a reasonable summary.

In the end, I'm a wee bit cautious, as I say, of taking out stuff that goes up just to make it a bit more convenient because it's still stuff going up.

People are still buying those things.

They're still having to pay for it.

So, yeah, I tend to side on the risks of an OCR increase coming forward.

um yeah i suppose cpi it's i may have already said it but you know don't ignore it i mean it's above the target for sure but there were some temporary factors that that mean it you know it should and then air quotes sort of come back down next quarter so it's one of those ones and don't ignore it but also let's not panic

um and even the people have now been saying it you know an ocr increase coming sooner than previously expected we're still talking about the end of the year rather than sort of early 2027 so you know it's it's not a sort of panic stations but also yeah let's well i mean there'll be a lot of interest on the q1 inflation number and sort of three months time as well as we get monthly indicators too so that they'll be they'll be worth watching as well so um

Yep.

Don't ignore it, but don't panic, I suppose, is the way to sum it up.

But yeah, I mean, these things are all related.

And while the inflation number might not be that great, it stems from other good news, which is the economy is turning around.

You can't have one without the other, I suppose.

There's always trade-offs in economics.

So we are actually seeing some pretty good news on the economy.

Lots of things have picked up.

We've talked about dwelling consents,

field jobs business confidence you know there's a bunch of other things in there as well which have been picking up lately so that's that's the good side of it you know we want a stronger economy last week we had the performance of services index which was above 50 51.5 50 being the rise fall mark on on this indicator uh first time above 50 in 21 months so um services has had a tough old tough old gig it's you know your hospitality and accommodation and that sort of thing um

So first expansion in nearly two years.

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