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Despite last week's well-received reactionary pod to the latest CPI inflation data, Nick and Kelvin can't help but dig a bit deeper into the data to get a steer on where things, in particular the OCR, are going. 

Other topics this week include the CoreLogic monthly chart pack, which focussed on borrowers preference to fix their mortgages short as well as the patchy nature of this recovery. 

That patchiness, and arguably weakness was backed up by the release of the REINZ index and sales tracking. 

On the flip side of all the negativity, Kelvin reports that early calcs from the NZAC indicate we may have re-exited the recession, but we all know high net migration (new data on that front too) has a large part to play in that too.

Lastly, there's a mention of the CCCFA announcement - not much detail to analyse and even less impact likely, due to high interest rates being the key constraint on funding lines right now. 

Check out the monthly video and Kelvin's appearance on Tova O'Brien's Stuff podcast.

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