Send us a question/idea/opinion direct via text message!

In this quick podcast Nick and Kelvin give their reaction to the just-released CPI inflation data for Q3.

Headline inflation is now within the target band of 1-3% but there's plenty of detail and nuance to discuss, including the breakdown of tradeable to non-tradeable and the upside and downside risks of what's to come.

Perhaps most importantly, what could it mean for the next OCR decision on November 27? Is a 75 basis point cut on the cards?

Sign up for news and insights or contact on LinkedIn, X @NickGoodall_CL or @KDavidson_CL and email nick.goodall@cotality.com or kelvin.davidson@cotality.com

Q3 CPI reaction - on track