The comment stream

Recent comments

User profile

Roger J Kerr's picture

Roger specialises in fixed interest securities and is a commentator on economics and markets. More can be found at  rogeradvice.com.
Email Roger

Articles by Roger J Kerr


Kiwi dollar over-shoots on the downside

Roger J Kerr says the recent sharp fall in the NZD is more than can be justified. You agree?

'Aggressive bank lending rates won't last long'

Roger J Kerr questions whether local moneymarkets are sending correct signals on future rate moves. Your view?

'Fix now before rates rise,' says Kerr

Roger J Kerr reckons the US is recovering and borrowers should look to fix while rates are so low. Your view?

Where to from here?

Roger J Kerr says the lower NZD rates will last a while, then rise again. You agree?

Calls for OCR cut 'horribly misplaced'

Roger J Kerr says we don't need to follow Australia down because we didn't make their mistake. You agree?

Finally, the NZD responds to lower commodity prices

Roger J Kerr sees rising NZ interest rates in late 2012 as the reason why the NZ dollar will be appreciating back up. Your view?

'Markets don't believe Bollard'

Roger J Kerr says swap rates will rise when the exchange rate falls, and warns borrowers be prepared

NZD yet to react to commodity price fall

Roger Kerr ponders the mysteries of currency markets and why the NZD isn't falling as dairy prices sink. Your view?

'Short-term correction down imminent'

Roger Kerr sees a downside breakout from the narrowing wedge the NZD is in. Your view?

'Pessimists wrong'

Roger J Kerr says New Zealand interest rate policy is hostage to the exchange rate

Inflation risk is still there

Roger J Kerr looks at inflation risk and how it will play out for New Zealand

Kiwi dollar stickiness likely to dissipate

Roger Kerr sees the NZD falling with the AUD. He examines the reasons for its current stickiness. Your view?

'Next move is down'

Roger Kerr thinks the NZD out-performance will be short-lived. Your view?

'They've got to go up'

Lower US bond yields are unlikely to be sustainable says Roger J Kerr. You agree?

US economic figures not sustainable

Global forces continue to outweigh local negatives for the Kiwi dollar says Roger J Kerr. You agree?

Construction sector takes off

GDP growth, Bernanke, Kiwi dollar and all that stuff

'Fantastic grass growth' lowered Q4 GDP

Interest rate direction will be determined by FX levels says Roger J Kerr. You agree?

Whole milk powder prices follow NZD lower

Roger Kerr says over-bought Kiwi dollar due for downward correction. Your view?

NZ economy expanding faster than expected

Roger J Kerr says mixed messages on interest rate outlook

'Fix before the rush'

Roger J Kerr says a downbeat RBNZ assessment of the economy would be a mistake. Your view?