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Kelvin Davidson

Kelvin Davidson

๐Ÿ‘ค Speaker
737 total appearances

Appearances Over Time

Podcast Appearances

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

other news or comment that we had as well and wrap up for today yeah just so we comment about the property market and part of that selective price and indices indexes releases rents and so just to note that the property rents remain really weak the stock measure that Stats New Zealand publishes which is across all existing tenancies a sort of slower moving measure but

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

was only up by 0.9 over the past year that's that's the lowest annual change and and stop measure of rents for at least i think it was going back 18 19 years that there was as far back as i could see in the series so

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

I mean, property rent's just really, really weak at the moment.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

Great for tenants, I guess.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

Not so good for landlords.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

There's always that two sides.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

But yeah, so there's not much inflation coming from the property market anyway, whether you look at rents, house building costs, property prices themselves.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

It's all pretty soft.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

And yeah, just to reiterate your comment about the Reserve Bank there, this is their absolute worst case position to be in.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

You've got

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

You've got a sluggish economy that's not really showing much growth.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

You've got inflation going up in the meantime, driven by things initially that they can't control anyway.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

What do they do?

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

So, yeah, that communication is going to be really interesting over the next couple of days.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

You'd hope they sort of stick to the line and just say, look, you know, we're just monitoring.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

We're not going to have any knee-jerk reactions.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

But, yeah, the big question is how long it goes for and that they can't keep that line forever.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

So it's going to be interesting to watch.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

No, I think that's it.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

I'm planning to watch.