The NZ Property Market Podcast

So many changes

Season 5 Episode 29

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With Kelvin away, Nick calls up Ed McKnight, Resident Economist at Opes Partners to discuss everything that's going on in the market right now. 

Nick and Ed talk through the couple of data releases from last week which are limited to ANZ's confidence survey data and RBNZ lending figures, but they provide plenty of fodder for conversation on the broader market dynamics. Why is confidence so low and where did the big jump in new lending come from?

Being 1 July there are also a number of changes which affect the market from today, including the shortening of the Brightline test, introduction of DTI limits and loosening of LVR restrictions. Nick and Ed talk through all the implications of those changes as well as expectations for the OCR and interest rates. 

Throw in the news of Resimac ceasing new lending operations in NZ and you've got a broad AND deep analysis of the NZ mortgage market as well as an assessment of both investor and owner occupier prospects. 

Check out Ed's work and the team at Opes Partners at https://www.opespartners.co.nz/

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