The Long View, September 2026 – Finance Intelligence Newsletter
Written by Michael Long The September edition of The Long View is attached — here’s what’s inside: OCR to 2.75% on 2 September — the second hike since July, and the Committee said it “may need to increase the OCR further this year.” Brent is US$104, up 13.4% in a month — Fuel drove the […]
The Long View, August 2026 – Finance Intelligence Newsletter
Written by Michael Long The August edition of The Long View is attached — here’s what’s inside: Inflation overshot the RBNZ’s own forecast — annual CPI printed 4.1% for the June quarter on 21 July, not the 3.9% the Bank had pencilled in. The labour market is the counterweight — unemployment hit 5.6% in the June quarter, the highest […]
The Long View, June 2026 – Finance Intelligence Newsletter
Written by Michael Long The June edition of The Long View is attached — here’s what’s inside: The OCR held, but only just. The 27 May MPS delivered a 3–3 split vote — the most hawkish hold on record. Governor Breman’s casting vote kept rates at 2.25%, but the market is now pricing a 75% probability of […]