Roger J Kerr

Roger J Kerr sees the US playing a very high-stakes 'game' that cannot last, raising the risks of an American recession. The USD is over-valued and until it comes down, American interest rates will stay high

Roger J Kerr sees the US playing a very high-stakes 'game' that cannot last, raising the risks of an American recession. The USD is over-valued and until it comes down, American interest rates will stay high

Roger J Kerr says policy initiatives from the new Government should attract inwards capital and portfolio investors

Roger J Kerr says policy initiatives from the new Government should attract inwards capital and portfolio investors

Roger J Kerr says part of the explanation for the recent NZ dollar stability in the face of a stronger US dollar and weaker global equity markets, is the expectation of a change of Government

Roger J Kerr says part of the explanation for the recent NZ dollar stability in the face of a stronger US dollar and weaker global equity markets, is the expectation of a change of Government

Roger J Kerr says there has been a rapid shift in sentiment and direction of the Kiwi dollar over the last two weeks

Roger J Kerr says there has been a rapid shift in sentiment and direction of the Kiwi dollar over the last two weeks

Roger J Kerr says the US bond market’s adverse reaction to the Fed's 'interest rates higher for longer' message appears to be an extreme response by bond speculators

Roger J Kerr says the US bond market’s adverse reaction to the Fed's 'interest rates higher for longer' message appears to be an extreme response by bond speculators

Roger J Kerr takes issue with the Reserve Bank's 'bizarre execution' of a foreign exchange transaction to get funds from NZ into US dollars

Roger J Kerr takes issue with the Reserve Bank's 'bizarre execution' of a foreign exchange transaction to get funds from NZ into US dollars

Roger J Kerr says the opportunity will be in front of the next Government to address New Zealand’s lacklustre economic growth performance record

Roger J Kerr says the opportunity will be in front of the next Government to address New Zealand’s lacklustre economic growth performance record

Roger J Kerr says the NZ dollar has only been able to appreciate upwards on three occasions in August over the last 14 years

Roger J Kerr says the NZ dollar has only been able to appreciate upwards on three occasions in August over the last 14 years

Roger J Kerr says despite the abundance of negative economic fundamentals supposedly weighing the Kiwi dollar down, the over-powering offshore forces are likely to deliver the opposite outcome

Roger J Kerr says despite the abundance of negative economic fundamentals supposedly weighing the Kiwi dollar down, the over-powering offshore forces are likely to deliver the opposite outcome

Roger J Kerr says, looking ahead, the increase in US bond yields will not continue and the perceived China risk factor will also abate

Roger J Kerr says, looking ahead, the increase in US bond yields will not continue and the perceived China risk factor will also abate

Roger J Kerr says local NZ factors have not driven the NZD/USD exchange rate movements in recent years, however the remarkably close connection with business confidence should not be ignored

Roger J Kerr says local NZ factors have not driven the NZD/USD exchange rate movements in recent years, however the remarkably close connection with business confidence should not be ignored

Roger J Kerr says the evidence is gathering that the US labour market is finally softening and with that inflation risks decreasing

Roger J Kerr says the evidence is gathering that the US labour market is finally softening and with that inflation risks decreasing

Roger J Kerr says the pattern of lower inflation/stronger employment data in the US that has caused the repeating up/down NZD/USD movements may finally be coming to an end

Roger J Kerr says the pattern of lower inflation/stronger employment data in the US that has caused the repeating up/down NZD/USD movements may finally be coming to an end

Roger J Kerr says repatriation of NZ bank profits to Aussie parents is the likely cause of the latest NZ dollar selling

Roger J Kerr says repatriation of NZ bank profits to Aussie parents is the likely cause of the latest NZ dollar selling

Roger J Kerr says his expectation that US inflation would decrease quickly has transpired into reality, with the inevitable USD sell-off allowing the NZD/USD exchange rate to make the gains he has been expecting and forecasting

Roger J Kerr says his expectation that US inflation would decrease quickly has transpired into reality, with the inevitable USD sell-off allowing the NZD/USD exchange rate to make the gains he has been expecting and forecasting

Roger J Kerr says the belated softening in US employment may be the catalyst that propels the NZD/USD exchange rate out of the top-end of its range at 0.6350

Roger J Kerr says the belated softening in US employment may be the catalyst that propels the NZD/USD exchange rate out of the top-end of its range at 0.6350

Roger J Kerr continues to hold the view that the dominant US influence over the NZD/USD exchange rate will push the Kiwi dollar into to the high-US60c region over coming months

Roger J Kerr continues to hold the view that the dominant US influence over the NZD/USD exchange rate will push the Kiwi dollar into to the high-US60c region over coming months

Roger J Kerr says given the current evenness in the political opinion polls it is unlikely currency market participants will be placing bets either way on the Kiwi dollar over the next few months in the lead-up to the election

Roger J Kerr says given the current evenness in the political opinion polls it is unlikely currency market participants will be placing bets either way on the Kiwi dollar over the next few months in the lead-up to the election

Roger J Kerr says price action in global currency markets since the US Federal Reserve’s 'hawkish pause' on interest rates has been telling and instructive as to future direction

Roger J Kerr says price action in global currency markets since the US Federal Reserve’s 'hawkish pause' on interest rates has been telling and instructive as to future direction

Roger J Kerr says the NZ dollar's performance has been marginally better than many have expected, based on the impending economic recession in New Zealand, coupled with an external Current Account deficit blow-out

Roger J Kerr says the NZ dollar's performance has been marginally better than many have expected, based on the impending economic recession in New Zealand, coupled with an external Current Account deficit blow-out

Roger J Kerr says US interest rates are set to reverse and turn lower again while Aussie interest rates will keep pushing higher. H e says the NZD/USD will closely track the AUD moves

Roger J Kerr says US interest rates are set to reverse and turn lower again while Aussie interest rates will keep pushing higher. H e says the NZD/USD will closely track the AUD moves

After another surprise from Reserve Bank Governor Adrian Orr, Roger J Kerr asks: Where to from here?

After another surprise from Reserve Bank Governor Adrian Orr, Roger J Kerr asks: Where to from here?

Roger J Kerr says the recent rises in the US interest rates and US currency are unlikely to be sustained

Roger J Kerr says the recent rises in the US interest rates and US currency are unlikely to be sustained

Roger J Kerr says the Kiwi dollar's latest set-back appears very temporary

Roger J Kerr says the Kiwi dollar's latest set-back appears very temporary

Roger J Kerr says the only way we will attract in any foreign investment in to fund the current account deficit is to hold our interest rates substantially higher than US, European and Asian interest rates

Roger J Kerr says the only way we will attract in any foreign investment in to fund the current account deficit is to hold our interest rates substantially higher than US, European and Asian interest rates