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Wellington is drying out after a night of torrential rain, but the economic data remains heavy. 

This week, Nick Goodall and Kelvin Davidson unpack the March Buyer Classification data, which shows first-home buyers (FHBs) holding a record 27–28% of the market. 

We also look at the measured return of smaller investors and why movers are currently staying put.

With the Q1 CPI inflation data due tomorrow, we analyse the latest monthly price indices that show a massive spike in fuel costs - including a 40% jump for diesel in March alone. 

We discuss what this "uncomfortable" inflation means for the RBNZ and the growing potential for the OCR to move sooner than expected.

This week, we discuss:

• FHB record share: Why first-home buyers are thriving on low-deposit allowances and KiwiSaver.
• Investor comeback: The rise of the MPO 2s ('Mum and Dad' investors) as lower interest rates reduce weekly mortgage top-ups.
• The fuel spike: March data showing petrol up 20% and diesel surging over 40%.
• CPI preview: Why the market is creeping forward expectations for an OCR increase.
• Rental floor: Analysing jumpy rent data and whether we’ve reached the bottom.
• Sales volumes: Why 2026 has had a soggy and sluggish start for transactions.

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This podcast is for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. The hosts are not licensed Financial Advice Providers in New Zealand. All information is of a general nature and does not take into account your personal situation or goals. Please consult a qualified professional before making any financial decisions.