10 Comments
Mar 28Liked by Poisoned Kiwi

NZ Herald has a video just posted now with "Markets with Madison " where she takes tour of RB and interviews Orr

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I've just had a good look at this. This is damage control. Very very interesting. My daily emails (and maybe others) paying off. Did this really go viral? I'm not on YT, BT, X, whatever. From the article. Note they left off the last bit. "touch wood"

"The Governor went viral online in February for a comment he made publicly about printing money at a Finance and Expenditure Select Committee hearing: “It’s a great business to be in central banking, print money and people believe it”.

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Mar 29Liked by Poisoned Kiwi

Yes, Orr's comments went viral. And one example is Bill Holter (popular PM expert and critic of the financial system - I'm sure you will know him) posted it on his website.

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Yes I know Bill's work well. I love his interviews with Greg Hunter. He's always (rightly) angry, but it's controlled.

I missed that. Thank you. The timing of the damage control interview is interesting; first day of a long weekend. That's PR input; what I would have done too. You don't know of any others? A list might come in handy.

https://billholter.com/2024/02/14/2526/

https://twitter.com/mslmdvlpmnt/status/1757328552410714162

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Indeed, They have declared Us the enemy, so no surprise They're confusing Us. Or trying to.

Seriously, Let's just get rid of money!

One Outcome in Abundance (article): https://amaterasusolar.substack.com/p/one-outcome-in-abundance

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Mar 29Liked by Poisoned Kiwi

Hey mate, as Richard Russell once said, "Inflate or Die", and as Rafi farber says, the

fiat system is what it is, and must continue until its death

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I don't know Russell, but Farber is dead right. I can't remember who I first heard that all fiat currencies eventually go to zero, years ago now, but we're seeing that now. I wonder what the RBNZ is going to come up with to explain the price of the $ vs gold. I'm going to continue to ask.

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Mar 29Liked by Poisoned Kiwi

I was thinking about currency exchange rates. It seems to me that inflation would change exchange rates but we all want the status quo in exchange rates to balance the exporters with the importers.

So is the RB guided not by inflation targets of 1-3% per se, but rather by exchange rate targets and they'll print as much as they have to to ensure our currency devalues as fast as the US dollar.

Could this explain their recent money printing splurge.

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Mar 29·edited Mar 29Author

I would imagine the RB is very concerned with the ER, especially the past week. It must be a nightmare for anyone having to deal with them (my past experience is large engineering projects with long timelines - glad I'm not doing that now). It's likely they'll start buying soon to try and recover it somewhat; they've been expanding their foreign currency holdings in recent months; I think because they (like me) have been expecting exactly what is happening now. Their balance sheet over coming quarters will reveal all.

The recent massive expansion of the balance sheet is largely the LSAP programme; mainly local and probably central govt bonds. Maybe some private sector ones too; I haven't looked. They're trying to reduce their balance sheet, but it looks pretty unsuccessful to me. So far anyway. I mean who would want this stuff, unless there is a massive discount. And the RBNZ wants to keep rates low so I don't think they're not going to do that. Not yet anyway.

They 'print' - really the banks do most of it, the RBNZ just facilitates it using a number of mechanisms (regulation, licensing, buyer of last resort - like recently, hence their balance sheet) because the 'money' supply must continue to grow. It's an exponential system because of interest. Sadly most of NZs in the household retail market goes into property and consumption, and so much in the business sector has gone into dairy conversions etc (I'm talking about over the last 20 years). Neither is looking too good at the moment.

This has been going on since the RBNZs creation in 1934 in one way or another. With a pure debt based fiat like we've had since ~1971 they've got no choice. They're getting less bang or their buck now (I would love to see velocity figures, I'm sure they're in the RBNZ site but I haven't spent time looking - the US is at a 90yr low = great depression).

Anyway, long winded way of saying there's many balls the RB is trying to juggle, and they're starting to drop them.

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