Category Archive

Gareth Morgan, Director of Gareth Morgan Investments Producer prices have fallen for five months in a row in the US, a cumulative 2% drop in prices so far this year. This is a streak unmatched since 1952 and is great … Read More

Gareth Morgan, Director of Gareth Morgan Investments The Reserve Bank has raised its outlook on inflation. Thank goodness for that. Their projection that it was headed for zero was running thin to put it mildly. But despite this revision the … Read More

Gareth Morgan, Director of Gareth Morgan Investments The New Zealand economy has been in recovery since 1992 making this one of our more sustained economic upswings already, with it set to post another year or so of growth at least. … Read More

Gareth Morgan, Director of Gareth Morgan Investments Monday’s balance of payments result confirmed a worsening trend – hardly a surprise given the speed of the domestic economy and the pressure from the real exchange rate. That Winston Peters should feel … Read More

Gareth Morgan, Director of Gareth Morgan Investments The tension between market expectations of interest rates and the Reserve Bank’s monetary stance has heightened of late. The yield curve has taken on a fairly sharp ‘L’ shape reflecting this difference, with … Read More

Gareth Morgan, director of Gareth Morgan Investments The recent lurch in Japanese financial markets is one more step on the road to oblivion for the Japanese economy as we’ve come to know and admire it. For years now the apologists have … Read More

Gareth Morgan, director of Gareth Morgan Investments This year’s chronic appreciation of the Yen begins the final chapter of what’s been a long history of international trading “success”. That the rise in the Yen that has already occurred over the last … Read More

Gareth Morgan, director of Gareth Morgan Investments I’m a wage earner with a mortgage and interest rates rise. That rise drops the spending power of my income since interest is one of the costs I face. My sister’s a wage earner … Read More

Gareth Morgan, director of Gareth Morgan Investments As the major economies struggle to regain the momentum of recovery last enjoyed collectively in 1989, and the emerging economies expand exponentially, NZ has over 1993, at last regained 3% economic growth. That achievement … Read More

Gareth Morgan, director of Gareth Morgan Investments The prospect of a sustained period of strong economic growth is one facing New Zealanders. While such a scenario might appear more comfortable than the alternative of scratching a living in an economy incapable … Read More