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WORLDVIEW
20 May 2022

Bevan Graham

Bevan Graham discusses this week’s New Zealand Budget.

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WORLDVIEW
3 May 2022

Greg Fleming

April was a very turbulent month in a volatile year, as many equity and bond segments were marked down due to rising inflation, interest rate risks, and the Ukraine crisis. Yet, there were a few pockets of comparative security amidst the selling wave.

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WORLDVIEW
19 April 2022

Bevan Graham

Bevan Graham looks ahead to this week’s release of NZ March quarter CPI data, which is expected to show headline inflation over 7%.

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WORLDVIEW
28 March 2022

Greg Fleming

Greg Fleming explores the unusual pattern of market returns in March, an adjustment period for investor expectations, which saw some of 2022’s equity weakness recovered – but only selectively – while other global markets continued to lose value, as interest rates rose sharply.

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WORLDVIEW
17 March 2022

Bevan Graham

Bevan Graham discusses the recent ECB and US Federal Reserve meetings, and the refreshed commitment from Chinese policymakers to support their economy and flagging share market.

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WORLDVIEW
26 February 2022

Bevan Graham

Bevan Graham discusses the latest RBNZ Monetary Policy Statement and the unfolding tragedy in Ukraine.

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WORLDVIEW
14 February 2022

Bevan Graham

Bevan Graham discusses the highest US inflation in four decades and rising New Zealand inflation expectations.

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WORLDVIEW
24 January 2022

Greg Fleming

Greg Fleming addresses the drivers of market weakness in January, highlights our preferred strategies and introduces the latest "Global Outlook Report" which explains our expectations for 2022 in-depth.

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WORLDVIEW
10 DECEMBER 2021

Bevan Graham

Bevan Graham discusses latest news on the US labour market and looks ahead to next week’s NZ GDP release.

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WORLDVIEW
24 NOVEMBER 2021

Bevan Graham

Bevan Graham discusses today’s 25bp interest rate hike by the RBNZ, and what that means for the interest rate cycle.

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WORLDVIEW
12 NOVEMBER 2021

Bevan Graham

Economist Bevan Graham discusses this week’s release of preliminary November data from the ANZ’s Business Outlook Survey.  He also argues that significantly higher US inflation will bring forward expectations of US interest rate increases.

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WORLDVIEW
29 OCTOBER 2021

Bevan Graham

Salt Economist Bevan Graham previews next week’s release of New Zealand labour market data and what it will mean for the RBNZ.

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WORLDVIEW
7 OCTOBER 2021

Bevan Graham

Interest rate lift-off has finally been achieved in New Zealand.  Salt Economist Bevan Graham discusses how high interest rates may go.

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WORLDVIEW
24 SEPTEMBER 2021

Bevan Graham

Salt’s economist Bevan Graham discusses this week’s meetings of both the US Federal Reserve and the Bank of England.

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WORLDVIEW
10 SEPTEMBER 2021

Bevan Graham

Salt’s economist Bevan Graham talks about the near-term global growth outlook, the implications for monetary policy and concludes that markets can be expected to be a bit choppier over the next few months.

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WORLDVIEW
27 AUGUST 2021

Bevan Graham

Salt’s economist Bevan Graham talks about lockdown, the economy and the RBNZ.

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WORLDVIEW
13 AUGUST 2021

Bevan Graham

Salt’s economist Bevan Graham discusses recent inflation and labour market data out of the US and concludes it’s time for the Federal Reserve to articulate its plans for withdrawing monetary stimulus.

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WORLDVIEW
23 JULY 2021

Bevan Graham

Bevan Graham takes us through the ups and downs in the market over the week and concludes that nothing much has changed.

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WORLDVIEW
9 JULY 2021

Bevan Graham

Bevan Graham argues it's time for the RBNZ’s path of least regrets to change direction.

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WORLDVIEW
18 JUNE 2021

Bevan Graham

Bevan Graham discusses this week’s NZ GDP release and brings forward expectations of interest rate increases.

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WORLDVIEW
25 JUNE 2021

Bevan Graham

Bevan Graham talks about markets post last weeks surprise statement from the US Federal Reserve and the strength in recent PMI data which supports the ongoing recovery in the global economy.

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WORLDVIEW
21 MAY 2021

Bevan Graham

Salt’s economist Bevan Graham discusses this week's New Zealand Budget.

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WORLDVIEW
4 JUNE 2021

Bevan Graham

How’s it going in Australia?  Bevan Graham takes a look at the latest GDP data from across the ditch.

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WORLDVIEW

30 April 2021

Bevan Graham

Salt’s economist Bevan Graham looks at this week’s developments in the United States including President Joe Biden’s latest stimulus plan, March quarter GDP data and the latest statement from the US Federal Reserve.n data and what it means for the RBNZ.

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WORLDVIEW

16 April 2021

Bevan Graham

Salt’s economist Bevan Graham takes a look at this week’s US inflation data and looks ahead to next week’s NZ CPI release.

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WORLDVIEW

1 April 2021

Bevan Graham

Salt’s economist Bevan Graham discusses President Biden’s American Jobs Plan

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WORLDVIEW

19 March 2021

Bevan Graham

Salt’s economist Bevan Graham shares his views on this weeks NZ December quarter GDP result and the March statement from the US Federal Reserve.

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WORLDVIEW

2 March 2021

Bevan Graham

Bond yields have risen sharply over the last few weeks, reflecting the improving global growth outlook and rising inflation expectations.  Central banks will be ok with this, but only up to a point.  Share markets have been rattled, but equities will be ok if the rise in yields is slow and accompanied by a rise in earnings.

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WORLDVIEW
10 May 2022

Bevan Graham

Bevan Graham discusses the increased urgency from a number of central banks to withdraw monetary stimulus and takes a look at recent US GDP and labour market data from the US and New Zealand in the context of growing concern about recession.

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WORLDVIEW
27 April 2022

Bevan Graham

Bevan Graham discusses the current weakness in equity markets and looks ahead to the upcoming release of US GDP data and next week’s FOMC meeting.

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WORLDVIEW
4 April 2022

Bevan Graham

Bevan Graham talks about the latest PMI data out of China and the ongoing strength of the US labour market, leading to divergent paths for monetary policy between the world’s two largest economies.

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WORLDVIEW
23 March 2022

Bevan Graham

Bevan Graham discusses the recent flattening of the US yield curve, recession risk, and quotes Yogi Berra.

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WORLDVIEW
8 March 2022

Bevan Graham

The world’s attention remains firmly focused on the unfolding humanitarian crisis in Ukraine.  The resulting higher commodity prices present a fresh challenge to central banks, who need to continue to remain focussed on the inflation outlook.  In New Zealand that means a faster path to neutral.

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WORLDVIEW
21 February 2022

Greg Fleming

Greg Fleming addresses the continuance of this year’s market nervousness into February, highlights our preferred strategies, and explains our view that the “revolt against expensiveness” likely has more time to run.

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WORLDVIEW
1 February 2022

Bevan Graham

Bevan Graham discusses latest inflation and central bank news and looks ahead to this weeks RBA, BoE and ECB meetings.

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WORLDVIEW
17 DECEMBER 2021

Bevan Graham

Bevan Graham discusses this week’s central bank meetings, the latest New Zealand GDP result, and wishes everyone a Merry Christmas.

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WORLDVIEW
3 DECEMBER 2021

Bevan Graham

Economist Bevan Graham talks about Omicron and Fed tapering.

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WORLDVIEW
19 NOVEMBER 2021

Bevan Graham

Economist Bevan Graham looks ahead to next week’s RBNZ Monetary Policy Statement.

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WORLDVIEW
5 NOVEMBER 2021

Bevan Graham

Salt economist Bevan Graham talks monetary policy following meetings this week of the US Federal Reserve, the Reserve Bank of Australia and the Bank of England.

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WORLDVIEW
22 OCTOBER 2021

Bevan Graham

Salt Economist Bevan Graham talks about this week’s NZ CPI release and implications for the RBNZ.  He also discusses the weaker than expected China GDP result and the challenge it presents to the PBoC.

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WORLDVIEW
1 OCTOBER 2021

Bevan Graham

Salt’s economist Bevan Graham talks about the latest ANZ Business Outlook survey and its implications for the RBNZ’s Monetary Policy Review next week.​

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WORLDVIEW
17 SEPTEMBER 2021

Bevan Graham

Salt’s economist Bevan Graham discusses the latest inflation data out of the US and suggests that even though this week’s strong NZ GDP data came before the most recent lockdown, it supports the case for the RBNZ raising interest rates in October and November.

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WORLDVIEW
2 SEPTEMBER 2021

Bevan Graham

Salt’s economist Bevan Graham talks about US monetary policy following Jay Powell’sspeech at Jackson Hole.​

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WORLDVIEW
18 AUGUST 2021

Bevan Graham

Salt’s economist Bevan Graham discusses today’s Monetary Policy Statement from the Reserve Bank of New Zealand.

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WORLDVIEW
6 AUGUST 2021

Bevan Graham

Salt’s economist Bevan Graham talks about the strength of this week's NZ labour market data which shows the RBNZ needs to get a wriggle on with interest rate increases.​

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WORLDVIEW
15 JULY 2021

Bevan Graham

Bevan Graham discusses the RBNZ’s July Monetary Policy Review which has cleared the runway for an interest rate “lift-off” as early as next month.

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WORLDVIEW
2 JULY 2021

Bevan Graham

Bevan Graham discusses the June ANZ Business Outlook Survey and looks ahead to the release of the June labour market report out of the United States.

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WORLDVIEW
11 JUNE 2021

Bevan Graham

Bevan Graham discusses this week’s ANZ Business Outlook Survey, looks ahead to next week’s NZ GDP release and muses on what it all means for the RBNZ.

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WORLDVIEW
28 MAY 2021

Bevan Graham

Salt’s economist Bevan Graham discusses this week’s RBNZ Monetary Policy Statement and the outlook for interest rates.

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WORLDVIEW
14 MAY 2021

Bevan Graham

Salt’s economist Bevan Graham discusses this week’s surprise US inflation result, and what indicators we should be watching to determine the durability of the current inflation burst.

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WORLDVIEW

6 MAY 2021

Bevan Graham

Salt’s economist Bevan Graham talks about this week’s New Zealand labour market data and what it means for the Reserve Bank of New Zealand

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WORLDVIEW

23 April 2021

Bevan Graham

Salt’s economist Bevan Graham takes a look at this week’s New Zealand inflation data and what it means for the RBNZ.

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WORLDVIEW

9 April 2021

Bevan Graham

Salt’s economist Bevan Graham discusses the latest global economic forecasts from the International Monetary Fund.

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WORLDVIEW

26 March 2021

Bevan Graham

Salt’s economist Bevan Graham discusses this week’s housing policy announcement from the New Zealand Government

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WORLDVIEW

11 March 2021

Bevan Graham

Salt’s economist Bevan Graham shares his observations on some of the recent local economic releases and what they mean for the economy overall.