Mike Jones
speaker
110 appearances
3 recordings
1 series
first heard Jul 2026
last heard 1 Sep
Mike Jones’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 2.
Appearances
uh consensus and may but maybe a little bit more
sort of disagreement comes in as as the rate increases a a little further and uncertainty about on where to next increases.
that level.
Look, I mean we've never had
really high conviction that sort of four percent uh exactly is
the number.
It's it's basically just a a bit of risk management that says, well
When the Reserve Bank starts lifting the OCR, it normally stops, or the OCR normally peaks.
Somewhere north of that.
neutral level.
Now the Reserve Bank's got a forecast horizon estimate for for the neutral rate at three and a half.
So we've basically said, Well, you know, four could be the number, but it's open to conjecture as to whether it's
Yeah, somewhere between, take three and a half and
And four.
Yeah, I think I think that is right.
I th I think inflation, well, we think it's its peak.
and and will come down and certainly one of the reasons it's
going to come down, we think is it it is very difficult for for business to pass.
costs on, we're in a weak demand sort of environment, you know, margins are under huge strain.
I th I think the question comes in really as to well, how fast does inflation come down?
Showing 21–40 of 110 · page 2 of 6
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