CoveragePost
November 7, 2025
Analysis by Keith Rankin. Are wars affordable? The answer of course is ‘yes and no’. Affording a war is different from financing a war. To make any new thing affordable, either there must be a reallocation of resources or a deployment of resources not otherwise in use. Or a mix of both. Further, resources get ... <a title="Keith Rankin Analysis – Affording and Financing Wars, with reference to the United States" class="read-more" href="https://eveningreport.nz/2025/11/07/keith-rankin-analysis-affording-and-financing-wars-with-reference-to-the-united-states/" aria-label="Read more about Keith Rankin Analysis – Affording and Financing Wars, with reference to the United States">Read more</a>
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October 30, 2025
Analysis by Keith Rankin. The chart above summarises Japan’s financial balance sheet since 1980. A wall of red below the line, and blue above. Additionally, a persistent ‘slice’ of green below the line, indicating that Japan – the country, not the government – is very much a creditor (ie saver) nation. This red wall has ... <a title="Keith Rankin Analysis – Red Gold: Japan’s Lesson for the World" class="read-more" href="https://eveningreport.nz/2025/10/30/keith-rankin-analysis-red-gold-japans-lesson-for-the-world/" aria-label="Read more about Keith Rankin Analysis – Red Gold: Japan’s Lesson for the World">Read more</a>
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October 24, 2025
Analysis by Keith Rankin. Earlier this week, in The Truth about Prices in New Zealand, (on Evening Report, and on Scoop), I showed how the Consumers Price Index (CPI) is a lagging measure of inflation, and that the Producers Price Index (and the use of six-monthly rather than annual data) gives more timely information about turning points in ... <a title="Keith Rankin Analysis – A Quarter-Century of New Zealand’s CPI Inflation" class="read-more" href="https://eveningreport.nz/2025/10/24/keith-rankin-analysis-a-quarter-century-of-new-zealands-cpi-inflation/" aria-label="Read more about Keith Rankin Analysis – A Quarter-Century of New Zealand’s CPI Inflation">Read more</a>
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October 21, 2025
Analysis by Keith Rankin. The first chart shows annual price increases in New Zealand for businesses (PPI: Producers Price Index) and consumers (CPI: Consumers Price Index), since 1999. We note that the latest CPI datapoint is for the third quarter of 2025, meaning that it’s centred on mid-August. The most recent PPI data is for the second ... <a title="Keith Rankin Chart Analysis – The Truth about Prices in New Zealand" class="read-more" href="https://eveningreport.nz/2025/10/21/keith-rankin-chart-analysis-the-truth-about-prices-in-new-zealand/" aria-label="Read more about Keith Rankin Chart Analysis – The Truth about Prices in New Zealand">Read more</a>
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October 14, 2025
Analysis by Keith Rankin. An increasing proportion of New Zealand’s immigrants are foreign citizens. In the 2010s – especially the later 2010s – a critical driver of immigration had been returning New Zealand citizens. As the headlines have indicated, that process of sourcing immigrants from the New Zealand diaspora has long finished. Where have New ... <a title="Keith Rankin Analysis – Post-Covid Immigration to New Zealand by Nationality" class="read-more" href="https://eveningreport.nz/2025/10/14/keith-rankin-analysis-post-covid-immigration-to-new-zealand-by-nationality/" aria-label="Read more about Keith Rankin Analysis – Post-Covid Immigration to New Zealand by Nationality">Read more</a>
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October 13, 2025
Analysis by Keith Rankin. The following tables represent an update of mortality by sex in relation to Table 2 from Decennial Increases in Deaths by Birth Cohort, in Aotearoa New Zealand. By looking at deaths registered in February to May only, it is possible to extend trends into 2025, avoiding fluctuations arising from winter illnesses. ... <a title="Keith Rankin Chart Analysis – Decennial Increases in Deaths by Birth Cohort, an Update" class="read-more" href="https://eveningreport.nz/2025/10/13/keith-rankin-chart-analysis-decennial-increases-in-deaths-by-birth-cohort-an-update/" aria-label="Read more about Keith Rankin Chart Analysis – Decennial Increases in Deaths by Birth Cohort, an Update">Read more</a>
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October 8, 2025
Analysis by Keith Rankin. New Zealand’s monetary policy decision today was presented as a “line call” (RNZ news) between a cut of 0.25 or 0.50 percentage points. In that context, the correct decision was made; 0.50%. In the context of the understood policy narrative, it was a binary choice. In the mainstream expert and pundit ... <a title="Keith Rankin Analysis – Official Cash Rate: The Correct Decision. But?" class="read-more" href="https://eveningreport.nz/2025/10/08/keith-rankin-analysis-official-cash-rate-the-correct-decision-but/" aria-label="Read more about Keith Rankin Analysis – Official Cash Rate: The Correct Decision. But?">Read more</a>
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October 3, 2025
Analysis by Keith Rankin. Last week I looked at how, for modern day purposes, monetary policy started around 1750. It began with the departure from the presumption that money is wealth to the idea that money is a veil and that therefore wealth is something else. That was, in a sense, the beginning of political ... <a title="Keith Rankin Analysis – A Brief History of Monetary Policy (Part Two), including Modern Monetary Theory" class="read-more" href="https://eveningreport.nz/2025/10/03/keith-rankin-analysis-a-brief-history-of-monetary-policy-part-two-including-modern-monetary-theory/" aria-label="Read more about Keith Rankin Analysis – A Brief History of Monetary Policy (Part Two), including Modern Monetary Theory">Read more</a>
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October 2, 2025
Source: The Conversation (Au and NZ) – By Mireya Mayor, Director of Exploration and Science Communication, Florida International University Jane Goodall appears on stage at 92NY in New York on Oct. 1, 2023. Charles Sykes/Invision/AP Anyone proposing to offer a master class on changing the world for the better, without becoming negative, cynical, angry or ... <a title="Jane Goodall, the gentle disrupter whose research on chimpanzees redefined what it meant to be human" class="read-more" href="https://eveningreport.nz/2025/10/02/jane-goodall-the-gentle-disrupter-whose-research-on-chimpanzees-redefined-what-it-meant-to-be-human-205909/" aria-label="Read more about Jane Goodall, the gentle disrupter whose research on chimpanzees redefined what it meant to be human">Read more</a>
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September 27, 2025
Editorial by Selwyn Manning. New Zealand’s foreign minister Winston Peters announced at the United Nations General Assembly that this New Zealand coalition Government will not recognise Palestine as a state – at this time. Here, it is important to cite New Zealand’s foreign minister in relevant detail. Winston Peters said at the United Nations General ... <a title="Editorial: New Zealand Government Ignores Israel’s Atrocities By Refusing Palestinian Statehood" class="read-more" href="https://eveningreport.nz/2025/09/27/editorial-new-zealand-government-ignores-israels-atrocities-by-refusing-palestinian-statehood/" aria-label="Read more about Editorial: New Zealand Government Ignores Israel’s Atrocities By Refusing Palestinian Statehood">Read more</a>
CoveragePost
September 26, 2025
Analysis by Keith Rankin. On Monday (Pushing a String; Ineffective Monetary Policy, 22 September 2025) I wrote about how, in circumstances of economic depression or structural recession, monetary policy is ineffective as the sole policy to induce a country’s economic recovery. Here I look at the historical antecedents of today’s monetary policy narrative. Understandings of ... <a title="Keith Rankin Analysis – A Brief History of Monetary Policy (Part One)" class="read-more" href="https://eveningreport.nz/2025/09/26/keith-rankin-analysis-a-brief-history-of-monetary-policy-part-one/" aria-label="Read more about Keith Rankin Analysis – A Brief History of Monetary Policy (Part One)">Read more</a>
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September 24, 2025
Analysis by Keith Rankin. Back in the day, Economics 101 students learned that trying to recover from a depressed economy using monetary policy alone was like ‘pushing on a string’. Easy monetary policy is supposed to work by getting people – households, businesses, and governments – to incur more debt; in a phrase, to borrow ... <a title="Keith Rankin Analysis – Pushing a String: Ineffective Monetary Policy" class="read-more" href="https://eveningreport.nz/2025/09/24/keith-rankin-analysis-pushing-a-string-ineffective-monetary-policy/" aria-label="Read more about Keith Rankin Analysis – Pushing a String: Ineffective Monetary Policy">Read more</a>
