Market AnalysisRBNZ's own preferred inflation model 2.9% for Q1 2025 (prior was 3.1% y/y in Q4 2024)adminFffFF0or31rApril 17, 2025 by adminFffFF0or31rApril 17, 202507 Earlier today we had the official CPI data from NZ: New Zealand Q1 CPI +2.5% y/y (expected +2.3%) & +0.9% q/q (expected +0.7%) From the...
Market AnalysisFed's Waller: I preferred to continue current pace of balance sheet runoffadminFffFF0or31rMarch 21, 2025 by adminFffFF0or31rMarch 21, 2025017 Waller offered a rare dissent from a Fed governor this week but it was related to the pace of the balance sheet runoff. Slowing or...
Market AnalysisThe Fed's preferred inflation measure is PCE – here are estimates from 13 investment banksadminFffFF0or31rFebruary 13, 2025 by adminFffFF0or31rFebruary 13, 2025023 Via Nick Timiraos at the Wall Street Journal: The data is not until the end of this month, February 28. An early heads up. PCE...
Market AnalysisRBNZ's own preferred inflation model 3.1% y/y for Q4 2024 (prior 3.4%)adminFffFF0or31rJanuary 22, 2025 by adminFffFF0or31rJanuary 22, 2025031 Earlier today we had the official CPI data from NZ: New Zealand Q4 2024 CPI slightly higher than expected From the Reserve Bank of New...