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Nick Goodall

๐Ÿ‘ค Speaker
2025 total appearances
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Appearances Over Time

Podcast Appearances

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

obviously you don't freeze up a property for maybe a new time entrant to come into as well and and provide that opportunity for those guys to enter so that was another one that i just had a look at recently which i think is worth touching on um but yeah again the relevancy might be pushed back a bit further because that economic recovery is not going to be quite as soon as we expected so

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

yeah but i will leave a link to the full chart pack anyway there's way more than those things we cover it's a good recap of everything um you know worthwhile download that thing chuck it into your local you know your favorite ai tool as well and and um use it to you know to ask any questions of and and get your take on that as well and there's a bit of regional things as well particularly for those in the main centers so yeah do go and read the article on that one download that report and keep that one on file and

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

So, yeah, we'll continue to track all that stuff regularly, and it'll be a core part of our commentary as well.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

But, yeah, anything else on the chart pack or the release the media focused on before we move on to our macroeconomic release this week, Kelvin?

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

But ultimately, the headline here was that it was weaker than expected.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

So still positive at 0.2% growth in the quarter.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

But yeah, weaker than most forecasts had expected for that quarter.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

And we've got to acknowledge this as well before any uncertainty or volatility come around from global conflict happening now in Iran too.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

You've sort of hypothesized, I suppose, that you could maybe see this as a good thing, still some growth, but not as strong.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

And so there's still obviously required support for the economy, which

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

for anyone, the housing market can be seen as a good thing.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

Do you want to talk us through that?

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

And I think ultimately get us to a position where, you know, how do you think the Reserve Bank will read this?

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

One of the things I've been noting more recently or coming up is that both the Governor Anna Bremen and the Chief Economist Paul Conway from the Reserve Bank are speaking tomorrow at an event.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

It's the first time we will have heard from them officially since the conflict in Iran.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

So I'll be watching and paying close attention to those speeches.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

and see how much they acknowledge that and how they're going to read on that one.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

But prior to that obviously happening, we need to get our position on it and what we think they're going to say.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

So yeah, tell us about the sort of economic release, your read on it, how you think Reserve Bank will respond to it, and some of the key things that you're focusing on as to how they might make their decisions based on that result itself and some of the more recent releases that have come out in the economy as well.

The NZ Property Market Podcast
Market fatigue and the stagflation shadow

Yeah, it's really interesting, right?