Category Archive: Monetary economics

Aug 03 2007

Immigration and inflation

I have just been flicking through the NZX submission on monetary policy, thanks to a link kindly provided by Lucy. While I disagree with most of the submission (for the reasons I gave yesterday about higher interest rates being structural), I was happy to see that they discussed immigration. Now immigration is an interesting issue, …

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Permanent link to this article: http://www.tvhe.co.nz/2007/08/03/immigration-and-inflation/

Aug 02 2007

RBNZ, NZX and equity markets

The NZX wants the RBNZ to pay more attention to the way the equity market behaves when the bank change the official cash rate. Now I can’t find a copy of the submission anywhere, but the above stuff article at least tells us that the NZX would like policy goals to be focused on long …

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Permanent link to this article: http://www.tvhe.co.nz/2007/08/02/rbnz-nzx-and-equity-markets/

Aug 01 2007

Winston Peters drives the currency lower

An article on stuff tells me that Winston said the currency was over-valued, and the global traders believed him and drove the dollar lower. Now Bill English thinks this is interest, as currency traders are willing to listen to Peters but not Cullen about the currency being over-valued, therefore Peters must be more credible! I …

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Permanent link to this article: http://www.tvhe.co.nz/2007/08/01/winston-peters-drives-the-currency-lower/

Jul 30 2007

What is the RBNZ talking about

“New Zealanders have been showing early signs of moderating their borrowing.” Does anyone know what these early signs are. From what I can tell, the growth in household borrowing is at record highs, in fact todays M3 data confirms that. If anything, household borrowing seems to be accelerating, I’m sure it will slow eventually, but …

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Permanent link to this article: http://www.tvhe.co.nz/2007/07/30/what-is-the-rbnz-talking-about/

Jul 30 2007

A little bit of risk is a dangerous thing

So, our dollar has fallen 5% against the US, and 8% against the yen in the last few days. While some people may think that the prospect of no more interest-rate hikes is the driver, the truth is that market participants have become a bit more risk-averse. A little bit of wobblying in the US …

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Permanent link to this article: http://www.tvhe.co.nz/2007/07/30/a-little-bit-of-risk-is-a-dangerous-thing/

Jul 26 2007

You don’t mess with the Guv’nor

Bollard has shown who wears the pants. In raising the OCR today, he has shown his disregard for Dr Cullen’s mischievous feints at invoking his powers to override the price stability objective. He has also shown the market that he’s willing to back up his tough talk on the housing market – now on its …

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Permanent link to this article: http://www.tvhe.co.nz/2007/07/26/you-don%e2%80%99t-mess-with-the-guv%e2%80%99nor/

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