Opinion

Opinion and analysis from Pattrick Smellie, Peter Griffin, David Chaplin and Cameron Bagrie and a top-level group of New Zealand experts, including the BusinessDesk editorial team.
Stocks are courting a nasty surprise on earnings
Bloomberg

Bloomberg: Stocks are courting a nasty surprise on earnings

For all the strength in the US economy, the famous “long and variable lags” of monetary policy are likely to bite at some point soon, and the equity market looks ill-prepared for what’s coming. 

Bloomberg 20 Sep 2022
NZ companies for a less free trade future
Economy

Pattrick Smellie: NZ companies for a less free trade future

As the world retreats from free trade norms and into politically aligned trading blocs, the case for new, smart New Zealand companies in non-traditional areas is compelling.

Pattrick Smellie 20 Sep 2022
NZTA ads – when will somebody act?
Policy Free Analysis

Jem Traylen: NZTA ads – when will somebody act?

Top officials were alerted to concerns around NZTA's ads as far back as April, but so far have taken a hands-off approach.

Jem Traylen 19 Sep 2022
What to make of NZ's housing market decline
Economy

Warren Couillault: What to make of NZ's housing market decline

If falling house prices mean the economy is slowing, how much higher might interest rates go and how much more might the economy slow as a result?