Roger J Kerr
Roger J Kerr sees US rate rises just 3 or 4 months away. He is also very sceptical on 'inflation expectation' surveys, even the RBNZ's one
23rd Mar 15, 8:07am
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Roger J Kerr sees US rate rises just 3 or 4 months away. He is also very sceptical on 'inflation expectation' surveys, even the RBNZ's one
Roger J Kerr sees the NZD-USD rate holding between 72 and 76 USc and sees the reasons in the US and Australia as much as local influences
16th Mar 15, 2:37pm
2
Roger J Kerr sees the NZD-USD rate holding between 72 and 76 USc and sees the reasons in the US and Australia as much as local influences
Roger J Kerr points out the strong relationship we have with rainfall and why the current dry sets the tone for the currency
9th Mar 15, 2:36pm
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Roger J Kerr points out the strong relationship we have with rainfall and why the current dry sets the tone for the currency
Roger J Kerr sees a number of balancing factors both positive and negative for the NZ dollar; meaning the currency is likely to stay in its current range
2nd Mar 15, 10:15am
Roger J Kerr sees a number of balancing factors both positive and negative for the NZ dollar; meaning the currency is likely to stay in its current range
Roger J Kerr says you should 'sell the Kiwi against the AUD' when you see media reports predicting parity
24th Feb 15, 9:45am
2
Roger J Kerr says you should 'sell the Kiwi against the AUD' when you see media reports predicting parity
Roger J Kerr says rising dairy prices and the exit of speculators are among issues helping the value of the NZ currency - but there are still risks ahead
16th Feb 15, 2:17pm
1
Roger J Kerr says rising dairy prices and the exit of speculators are among issues helping the value of the NZ currency - but there are still risks ahead
Roger J Kerr thinks the lower AUD and much more upside in Australian equities relative to other markets will boost the Aussie currency in 2015
10th Feb 15, 8:58am
Roger J Kerr thinks the lower AUD and much more upside in Australian equities relative to other markets will boost the Aussie currency in 2015
Roger J Kerr thinks the NZD soon will get a boost from stronger data, and the recent falls may stoke tradeable inflation fears. Time for exporters to hedge he says
2nd Feb 15, 12:01pm
5
Roger J Kerr thinks the NZD soon will get a boost from stronger data, and the recent falls may stoke tradeable inflation fears. Time for exporters to hedge he says
Roger J Kerr thinks the NZ dollar could start rising again on Thursday as markets discover the RBNZ is not about to become complacent on inflation
27th Jan 15, 2:46pm
4
Roger J Kerr thinks the NZ dollar could start rising again on Thursday as markets discover the RBNZ is not about to become complacent on inflation
Roger J Kerr thinks currency markets have already priced in the lower values for the euro ahead of the ECB announcement
19th Jan 15, 11:35am
2
Roger J Kerr thinks currency markets have already priced in the lower values for the euro ahead of the ECB announcement
Roger J Kerr offers his forecasts for currency movements in 2015, sees global risk sentiment turning negative, US raising rates in Q3, WMP prices recovering
15th Dec 14, 12:26pm
Roger J Kerr offers his forecasts for currency movements in 2015, sees global risk sentiment turning negative, US raising rates in Q3, WMP prices recovering
Roger J Kerr sees the RBNZ holding rates and other policy settings at current levels for for good reasons; sees hikes coming when the US Fed moves
8th Dec 14, 2:00pm
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Roger J Kerr sees the RBNZ holding rates and other policy settings at current levels for for good reasons; sees hikes coming when the US Fed moves
Roger J Kerr sees the NZD falling below current ranges and RBNZ following the US Fed in raising interest rates, thereby avoiding holding the NZD higher based on rate rises
8th Dec 14, 12:06pm
Roger J Kerr sees the NZD falling below current ranges and RBNZ following the US Fed in raising interest rates, thereby avoiding holding the NZD higher based on rate rises
Roger J Kerr says healthy job market and stronger economy will boost residential property sales
11th Nov 14, 5:00am
3
Roger J Kerr says healthy job market and stronger economy will boost residential property sales
Roger J Kerr says he likelihood of a deterioration in our economic fundamentals over the next 12 months 'appear remote', so more falls by the NZD seem unlikley
10th Nov 14, 1:53pm
5
Roger J Kerr says he likelihood of a deterioration in our economic fundamentals over the next 12 months 'appear remote', so more falls by the NZD seem unlikley
Roger J Kerr points out recent surveys show that NZ businesses intend to raise prices, and that as capacity constraints grow those rises are likely
3rd Nov 14, 2:52pm
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Roger J Kerr points out recent surveys show that NZ businesses intend to raise prices, and that as capacity constraints grow those rises are likely
Roger J Kerr says the kiwi dollar and NZ will still be a reasonably attractive destination for global funds as our interest rates remain 4% above the alternatives
3rd Nov 14, 2:25pm
Roger J Kerr says the kiwi dollar and NZ will still be a reasonably attractive destination for global funds as our interest rates remain 4% above the alternatives
Roger J Kerr points out there is a good opportunity for corporates to issue significant new fixed income bonds, but he also sees the inhibitions
28th Oct 14, 3:00pm
1
Roger J Kerr points out there is a good opportunity for corporates to issue significant new fixed income bonds, but he also sees the inhibitions
Roger J Kerr says that despite an expected dovish RBNZ Statement this week, 3% economic growth when inflation is 1% means real wealth is being created and that will support the NZD
28th Oct 14, 12:27pm
1
Roger J Kerr says that despite an expected dovish RBNZ Statement this week, 3% economic growth when inflation is 1% means real wealth is being created and that will support the NZD
Roger J Kerr reviews a bond market on edge, spooked by many things including some non-economic ones. But it is economic fundamentals that show the real direction
20th Oct 14, 3:00pm
Roger J Kerr reviews a bond market on edge, spooked by many things including some non-economic ones. But it is economic fundamentals that show the real direction
Roger J Kerr expects the NZD to stay below 80 USc and hold its own against the euro. He also warns of inflation complacency
20th Oct 14, 12:59pm
Roger J Kerr expects the NZD to stay below 80 USc and hold its own against the euro. He also warns of inflation complacency
Roger J Kerr wonders whether the yields for US Treasury bonds are defying logic, and points to the non-economic drivers that may be behind the falls
13th Oct 14, 11:14am
2
Roger J Kerr wonders whether the yields for US Treasury bonds are defying logic, and points to the non-economic drivers that may be behind the falls
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Roger J Kerr explains why the Kiwi dollar has consolidated and stabilised, and does not appear to be prone to further aggressive selling
13th Oct 14, 11:02am
Roger J Kerr explains why the Kiwi dollar has consolidated and stabilised, and does not appear to be prone to further aggressive selling
Roger J Kerr reminds us that nearly all our inflation comes from the supply side of the economy, so the impact of lower dairy incomes may not be as pronounced as some fear
6th Oct 14, 12:16pm
1
Roger J Kerr reminds us that nearly all our inflation comes from the supply side of the economy, so the impact of lower dairy incomes may not be as pronounced as some fear
Roger J Kerr doubts the 65 USc view of John Key will be reached, suggesting most manufacturers and exporters have moved on from seeking a 'cheap dollar' strategy
6th Oct 14, 11:55am
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Roger J Kerr doubts the 65 USc view of John Key will be reached, suggesting most manufacturers and exporters have moved on from seeking a 'cheap dollar' strategy