Rate hikes and budget cuts. More pain, less gain.

A big week of information to reflect on. The OCR and the Budget 2026 both out last week. Neither extremely surprising, but both giving us (and markets) plenty to digest.We dive into the forecasting scenarios of the RBNZ and Treasury. One side is too pessimistic, the other too optimistic. We feel like Goldilocks trying to find the one that’s just right.Uncertainty is still the word of the day – probably the year. An oil crisis that just doesn’t want to end, coming in an election year, and unpredictable weather events to top it all off. Hosted by Jarrod Kerr and Alexandra Turcu. Follow our economic commentary & insights here.Any views or information shared in this podcast, while given in good faith, aren't necessarily the view of Kiwibank.