OCR and Inflation

OCR is linked to inflation is linked to interest rates

Gerald Mullaney

26 July 2025

As of July the inflation rate increase from 2.50% to 2.70% with rising inflation in the short term cause the RBNZ to pause the July OCR cut so it can see what the trend in inflation is over the short term.

The 2.70% inflation rate is too high and close to the high end of the inflation band of 3.00%

Should the next reading be 2.70% or higher then dont expect an OCR cut.

If the inflation trend is down in the next announcement say 2.50% or less there is a good chance the OCR will be cut to 3.00%

Thinkr view still as July that the OCR will be cut to 2.50% or less the low occurring in the first quarter of 2026.

Thinkr previous was a low by May to Nov 2025 however the outlook forecast is the low occurring in the first quarter of 2026.

The reason for thinkr forecast is that 2026 is election year and the govt does not want the economy peaking to early, therefore Nov is the election date, therefore the govt will pump prime the economy from Feb March 2026 there abouts to peak the economy by NOV 2026.

In the meantime creative destruction will continue as the govt prepared for BOOM AHOY 2026.

From 2026 onwards NEW ZEALAND economy will be re structured to GET NZ WORK AGAIN and refocus people on producing goods and services.

The end is nigh for slothfulness get use to getting out of bed at 6am to produce goods and services and THE NEW ECONOMY 2026

The New American Realignment

America moves away from UK and Europe to refocus on Asia and South pacific regions

Gerald Mullaney

26 July 2025

THE USA REALIGNMENT IS MOVING ALONG QUITE NICELY I HAVE CHANGED MY FORWARD THINKING TO

AMERICA FINALLY WALKS AWAY FROM UKARAINE AND LETS THE WINNER TAKE ALL WHICH COULD BE RUSSIA. America walks away from UK and Europe but still trades with them.

IF RUSSIA AND CHINA WILL NOT COME INTO ALIGNMENT ESPECIALLY CHINA AND TO A LESSER EXTENT RUSSIA AMERICA, THEN AMERICA WILL THEN PROCEED TO DESTROY THE CHINESE ECONONY UNTIL THEY COPITULATE, THAT IS FALL INTO LINE WITH AMERICA'S NEEDS AND WANTS THAT IS AMERICA RULES THE WORLD FOR QUITE SOME TIME IF NOT FOREVER. THIS LEADING ROLE IS BACKED BY THE AMERICAN MILITARY AS IS THE USA DOLLAR.

RUSSIA AND CHINA ARE HOLDING UP THE NEW REALIGNMENT THIS MEANS AMERICA MAY HAVE TO WALK AWAY FROM RUSSIA AND CHINA TO ALLOW AMERICA TO PUSH FORWARD IN REPSECT TO THE NEW ALIGNMENT.

Therefore the realignment would include America, Indian, all of Asia, Vietnam, Korea, Japan, Philippine's, Taiwan this is the new G7

AMERICA IS MOVING AT PACE TO CONTROL THE ISLANDS OF TAIWAN DOWN TO THE PHILIPINES DOWN TO MALAYSIA, DOWN TO AUSTRALIA AND ON TO NZ.

UK AND EUROPE WILL BE LEFT TO SORT OUT AND PAY FOR THERE OWN PROBLEMS NO MORE AMERICA FREE AID HOWEVER TRADE WILL CONTINUE TO THE BENEFIT OF AMERICA

THERE WILL BE A REALIGNMENT TOWARDS PRODUCING WAR MACHINES AS THIS IS A HUGE PART OF THE AMERICAN ECONOMY WHICH WILL BE SOLD AS KEEPING THE PEACE.

BIG GROWTH IN THE MILITARY TO PRODUCE JOBS,PROFITS, SECURITY AND STABILITY.

THE IDEA IF YOU ATTACK AMERICA OR ITS INTERESTS OR OUR FRIENDS WE WILL NUKE YOU.

ACTUAL WAR PHYSICAL WILL BE AVOIDED AS ITS TOO MESSY AND THE ECONOMIES CANNOT AFFORD THE LOSS OF PEOPLE AS THEY ARE FUTURE POTENTIAL CONSUMERS.

HUGE MONEY WILL BE MADE IN BUILDING UP AND BUILDING OUT THE MILITARY AND MILITARY PEOPLE BUT NOT FIGHTING A WAR OTHERE THAN SPECIFIC ARIAL SPECIFIC ONE OFF ATTACKS NO WAR MACHINE LANDS THE MACHINES RETURN TO BASE ONCE THE MISSIONS ARE COMPLETED.

CHINA SOME WAY HAS TO BE KEPT GOING AS ITS DOING A GREAT JOB IN PRODUCING GOODS AND SERVICED FOR THE WORLD DEVELOPING CONSUMER BASED ECONOMIES. CHINA HAS A HUGE ROLE IN BEING THE FACTORY TO THE WORLD.

Countries have to fall into line in the realignment or face a grippling depression.