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Artwork for Markets, Mystics and Mayhem

Markets, Mystics and Mayhem

Kiwibank
Reserve Bank Of New Zealand
New Zealand
Inflation
New Zealand Economy
Housing Market
Interest Rates
Migration
Oil Prices
Kiwi Economy
Tariffs
New Zealand Dollar
Australia
Labor Market (new Zealand)
NZ Economy
Labour Market
Household Living Cost Price Index
Mortgage Rates
United States
Oil
Auckland, New Zealand

Join the Kiwibank Economists and the occasional special guest on this weekly series. We'll delve into data, decipher policy decisions, monitor the markets and analyse the issues impacting the Kiwi economy. Hosted by Jarrod Kerr, Sabrina Delgado, and Alexandra Turcu. Any views or information shared in this podcast, while given in good faith, aren't necessarily the view of Kiwibank.

PublishesWeeklyEpisodes82Foundeda year ago
Number of ListenersCategory
Business

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Artwork for Markets, Mystics and Mayhem

Latest Episodes

The NZIER Quarterly Survey of Business Opinion shows that domestic trading activity remains weak, but cost pressures are still pushing higher. Kiwi businesses are reaching the end of their buffers and higher prices may just follow.

With positive ne... more

The RBNZ has raised the interest rate to 2.5%. And we aren't happy. But we have a special guest on the podcast to help distract us from our foul mood. Mieneke Perniskie, Kiwibank Senior Dealer, Financial Markets joins us to discuss the implications f... more

Oil prices have returned to pre-war levels. The market expects the price of Dubai crude to remain between $60-70 US/barrel through to the end of the decade.

The rosier oil picture lowers medium term inflation risk and reinforces our call: hold the O... more

YouTube

We look back in time (one week) and so much has changed. We almost had a peace deal to celebrate. Oil prices dropped on hopes the deal would hold. As always, we speculate on the next move in markets, given the uncertain territory we have to navigate.... more

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Recent Guests

Cristóbal Castro Barrientos
PhD student at New Zealand Policy Research Institute, AUT
New Zealand Policy Research Institute, AUT
Episode: It’s very NEET! High hurdles for tertiary education
Tim Olphert
Head of the Financial Markets team at Kiwibank
Kiwibank
Episode: The name is Bond, US Bond. The canary in the coal mine.
Dan Hayworth
Owner and founder of Box Design and Build
Box Design and Build
Episode: Out of the box solutions for kiwi housing. Ft Box Design & Build
Belinda Newman
Treasurer
Kiwibank
Episode: The lay of the land in lending ft Belinda Newman
John Widdows
CEO of DSL Logistics
DSL Logistics
Episode: Unlocking efficiency one robot at a time: How the world of logistics is changing
Aaron Hobbs
COO of DSL Logistics
DSL Logistics
Episode: Unlocking efficiency one robot at a time: How the world of logistics is changing
Elliot Smith
Kiwibank Chief Customer Officer for the Business Bank
Kiwibank
Episode: Businesses are finally being heard. The RBNZ delivers 50
Hamish Wilkinson
Special guest, aka Wilkie
Unspecified in transcript
Episode: Currency lowdown with the Kiwi southbound
Brendan Moyle
Senior lecturer and economist at Massey University
Massey University
Episode: The economics of climate change

Hosts

Jarrod Kerr
Host of Markets, Mystics and Mayhem with frequent policy and market analysis.
Sabrina Delgado
Co-host known for analysing markets, policy, and client-related market insights.
Alexandra Turcu
Economics team member and regular co-host offering data-driven economic analysis.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#55
New Zealand/Business

Talking Points

Recent interactions between the hosts and their guests.

Currency lowdown with the Kiwi southbound
Q: How does the new Swedish governor influence NZ dynamics?
Dr. Anna Breman's appointment is framed as part of a broader trend of central banks navigating post-COVID inflation with greater transparency, which could affect expectations and communications in global rates and, indirectly, NZ currency dynamics.
Currency lowdown with the Kiwi southbound
Q: What has changed in the last quarter for Kiwi crosses?
The team notes a pivot in the RBNZ stance toward more rate relief, a re-pricing of Fed expectations, and a drift back toward traditional drivers of currency movements, with technicals showing important support and resistance levels across Kiwi pairs.
The name is Bond, US Bond. The canary in the coal mine.
Q: What is your view on the OCR decision next week and how it might differ from what the market is pricing in?
The team expects that while some rate hikes are possible later in the year, the next move will be data-dependent, with September-October being the likely window to reassess; the inflation dynamic and supply-side factors will influence the timing more than short-term shifts.
Just what we don’t need… more inflation
Q: Can you just tell us, you know, what are some of the key things we're looking at at the moment?
The main focus is the energy market and how disruptions in oil supply from the Middle East could push Brent crude higher, raising petrol prices and feeding into inflation, while simultaneously dampening demand and growth. Central banks are likely to look through the volatility rather than respond with automatic hikes, given the broader drag on growth and the risk of a policy stance that restrains recovery.

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Frequently Asked Questions About Markets, Mystics and Mayhem

What is Markets, Mystics and Mayhem about and what kind of topics does it cover?

Woven around NZ macroeconomics, this show regularly dissects data releases, policy signals, and market dynamics through the lens of a Kiwi bank's economics team. Episodes balance granular discussions of inflation, interest rates, housing, and labour markets with practical implications for businesses and households, often weaving in frontline anecdotes from clients and market participants. A notable strength is the clear, data-driven dialogue among a consistent trio of hosts with occasional high-profile guests who bring sector-specific expertise, policy nuance, or market context. The format tends to favor pragmatic analysis over theory, making it useful for listeners who need timely, actionable takeaways for planning and decision-making in b... more

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Which podcasts are similar to Markets, Mystics and Mayhem?

These podcasts share a similar audience with Markets, Mystics and Mayhem:

1. Keep The Change
2. The Property Academy Podcast
3. Making Cents
4. Shared Lunch
5. Cheques and Balances

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Markets, Mystics and Mayhem launched a year ago and published 82 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Markets, Mystics and Mayhem?

Recent guests on Markets, Mystics and Mayhem include:

1. Cristóbal Castro Barrientos
2. Tim Olphert
3. Dan Hayworth
4. Belinda Newman
5. John Widdows
6. Aaron Hobbs
7. Elliot Smith
8. Hamish Wilkinson

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