Markets, Mystics & Mayhem podcast: Ep35

Published on 17 June 2025

We’ve just refreshed our forecasts for the Kiwi economy. And by no surprises, heightened global uncertainty and a likely slowdown in global trade has seen us downgrade our profile for Kiwi growth. So what does that mean for parts of the economy? We unpack our latest forecasts for the housing market, interest rates, inflation, and the labour market.

3 mystics, 3 scenarios, and one clouded crystal ball. Revised outlook

You may be thinking how do you even forecast in times like these? We go through the how, including delving into two alternative paths the Kiwi economy could take. And we explain why forecasting is a very helpful tool precisely in times like these.

Check our full outlook note here.

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