US Federal Reserve
Roger J Kerr says the stage is set for a big turnaround in the Australian exchange rate and when that happens the NZ dollar-Aussie dollar cross-rate will reverse back towards A93c 'as it always does'
18th Mar 19, 8:16am
4
Roger J Kerr says the stage is set for a big turnaround in the Australian exchange rate and when that happens the NZ dollar-Aussie dollar cross-rate will reverse back towards A93c 'as it always does'
Roger J Kerr says the current pessimism around the Australian and New Zealand currencies is not justified
11th Mar 19, 8:22am
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Roger J Kerr says the current pessimism around the Australian and New Zealand currencies is not justified
Roger J Kerr says being over-reliant on a particular exchange forecast when managing FX risks has its own dangers when those forecasts suddenly change or are extreme and thus seem a long way from reality
4th Mar 19, 8:33am
5
Roger J Kerr says being over-reliant on a particular exchange forecast when managing FX risks has its own dangers when those forecasts suddenly change or are extreme and thus seem a long way from reality
Rodney Dickens says the stirring of wage inflation worldwide signals official interest rates will need to be higher than many expect, which in turn will cause extreme turmoil in financial markets
27th Feb 19, 5:00am
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Rodney Dickens says the stirring of wage inflation worldwide signals official interest rates will need to be higher than many expect, which in turn will cause extreme turmoil in financial markets
After a wild week for the NZ dollar, Roger J Kerr says a positive trade outcome between the US and China would be good for the Kiwi currency
25th Feb 19, 8:36am
2
After a wild week for the NZ dollar, Roger J Kerr says a positive trade outcome between the US and China would be good for the Kiwi currency
Roger J Kerr says the 'reef fish' are still with us in the foreign exchange market and they've been forced to hastily swim back the other way
18th Feb 19, 8:25am
3
Roger J Kerr says the 'reef fish' are still with us in the foreign exchange market and they've been forced to hastily swim back the other way
Roger J Kerr says the latest unemployment figure seems like a 'rogue' number and he believes in time it will be proven that the labour market did not suddenly turn soft in the December quarter
11th Feb 19, 8:27am
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Roger J Kerr says the latest unemployment figure seems like a 'rogue' number and he believes in time it will be proven that the labour market did not suddenly turn soft in the December quarter
Roger J Kerr says a combination of a recovering Australian dollar and a weaker American currency has helped to push the NZ dollar higher; sees further gains for the Kiwi in coming weeks and months
4th Feb 19, 8:01am
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Roger J Kerr says a combination of a recovering Australian dollar and a weaker American currency has helped to push the NZ dollar higher; sees further gains for the Kiwi in coming weeks and months
David Lublin argues that rising interest rates are reducing China's self-confidence and constraining its global ambitions. A fragile capital account is hardly a strong foundation for aggressive Chinese foreign policy
16th Jan 19, 8:52am
5
David Lublin argues that rising interest rates are reducing China's self-confidence and constraining its global ambitions. A fragile capital account is hardly a strong foundation for aggressive Chinese foreign policy
Roger J Kerr sees the neagtives accumulating for the US dollar allowing the Kiwi dollar to rise along with a global sentiment shift
14th Jan 19, 8:12am
2
Roger J Kerr sees the neagtives accumulating for the US dollar allowing the Kiwi dollar to rise along with a global sentiment shift
Roger J Kerr looks at the new year currency puzzle and sees the Kiwi dollar caught in the backwash of global market volatility
7th Jan 19, 7:54am
12
Roger J Kerr looks at the new year currency puzzle and sees the Kiwi dollar caught in the backwash of global market volatility
Stephen Roach congratulates the US Fed for the courage to commit to normalising interest rate. He says there is simply no other way to break the US economy's 20yr dependence on asset bubbles
27th Dec 18, 9:02am
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Stephen Roach congratulates the US Fed for the courage to commit to normalising interest rate. He says there is simply no other way to break the US economy's 20yr dependence on asset bubbles
Roger J Kerr ends the year with some specific predictions on how the Kiwi dollar will track in 2019. He sees a game of three halves
21st Dec 18, 10:10am
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Roger J Kerr ends the year with some specific predictions on how the Kiwi dollar will track in 2019. He sees a game of three halves
Roger J Kerr says the mood towards the US dollar value over 2019 should turn more negative, with the sharp increase in the US Government’s budget deficit cited as a reason to adjust USD currency holdings lower
17th Dec 18, 8:25am
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Roger J Kerr says the mood towards the US dollar value over 2019 should turn more negative, with the sharp increase in the US Government’s budget deficit cited as a reason to adjust USD currency holdings lower
Roger J Kerr says moves in the US and Australian currencies will determine the next direction for the New Zealand dollar
10th Dec 18, 8:08am
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Roger J Kerr says moves in the US and Australian currencies will determine the next direction for the New Zealand dollar
Roger J Kerr suggests the Kiwi dollar may have struck fair equilibrium value in the US68c to US70c range
3rd Dec 18, 8:26am
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Roger J Kerr suggests the Kiwi dollar may have struck fair equilibrium value in the US68c to US70c range
Roger J Kerr examines the positives for the New Zealand dollar - and the negatives for global oil prices
26th Nov 18, 8:37am
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Roger J Kerr examines the positives for the New Zealand dollar - and the negatives for global oil prices
Roger J Kerr says the NZ dollar is now likely to go above US70c in coming weeks as speculators continue to unwind 'short-sold' positions and climb back into the Kiwi
19th Nov 18, 8:16am
7
Roger J Kerr says the NZ dollar is now likely to go above US70c in coming weeks as speculators continue to unwind 'short-sold' positions and climb back into the Kiwi
Roger J Kerr says the sharp recent revival of the New Zealand currency is due to a combination of factors
12th Nov 18, 8:03am
5
Roger J Kerr says the sharp recent revival of the New Zealand currency is due to a combination of factors
Roger J Kerr sees more positives for the Kiwi dollar from global developments but believes the currency may give back some of its recent gains if the Reserve Bank 'inexplicably' maintains its 'overtly dovish economic outlook'
5th Nov 18, 8:09am
2
Roger J Kerr sees more positives for the Kiwi dollar from global developments but believes the currency may give back some of its recent gains if the Reserve Bank 'inexplicably' maintains its 'overtly dovish economic outlook'
Roger J Kerr says the RBNZ will be forced by the data to revise their inflation forecasts higher, and it will be impossible for them to maintain their overtly dovish tone of recent statements.
29th Oct 18, 9:37am
4
Roger J Kerr says the RBNZ will be forced by the data to revise their inflation forecasts higher, and it will be impossible for them to maintain their overtly dovish tone of recent statements.
Stephen Roach points to global and domestic factors aligning to push up US prices faster than the Fed may expect, vexing everyone in an interconnected world
23rd Oct 18, 9:50am
3
Stephen Roach points to global and domestic factors aligning to push up US prices faster than the Fed may expect, vexing everyone in an interconnected world
Roger J Kerr says the strong performance of the Kiwi dollar recently underlines how oversold it had become. Its rise against the AUD deserves special mention
23rd Oct 18, 8:00am
11
Roger J Kerr says the strong performance of the Kiwi dollar recently underlines how oversold it had become. Its rise against the AUD deserves special mention
Roger J Kerr says the big sell-off that has been seen in the Kiwi dollar is really due to the falling Australian dollar - which itself is a reflection of the weaker Chinese economy
15th Oct 18, 8:13am
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Roger J Kerr says the big sell-off that has been seen in the Kiwi dollar is really due to the falling Australian dollar - which itself is a reflection of the weaker Chinese economy
Roger J Kerr says the next significant event for the Kiwi dollar on its own account will be the CPI data for the September quarter released on Tuesday 16 October
8th Oct 18, 9:29am
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Roger J Kerr says the next significant event for the Kiwi dollar on its own account will be the CPI data for the September quarter released on Tuesday 16 October