Roger J Kerr says the recent signs are encouraging for the Kiwi dollar to recover to back above 0.6000 against the USD as fast as it dived from 0.6000 to 0.5550 in mid to late September
Roger J Kerr says the recent signs are encouraging for the Kiwi dollar to recover to back above 0.6000 against the USD as fast as it dived from 0.6000 to 0.5550 in mid to late September
Roger J Kerr sees “extreme and excessive” geopolitical, economic, and financial/investment market situations globally that make decision-making difficult for businesses, investors, and governments alike
Roger J Kerr sees “extreme and excessive” geopolitical, economic, and financial/investment market situations globally that make decision-making difficult for businesses, investors, and governments alike
Roger J Kerr says it would be a mistake for the Fed to maintain tight monetary policy just because core inflation is not reducing as fast as they would like
Roger J Kerr says it would be a mistake for the Fed to maintain tight monetary policy just because core inflation is not reducing as fast as they would like
Roger J Kerr says a major financial collapse due to someone’s failure to meet cash margin calls on extreme leveraged positions in equities or bonds is the sort of risk event just waiting to happen
Roger J Kerr says a major financial collapse due to someone’s failure to meet cash margin calls on extreme leveraged positions in equities or bonds is the sort of risk event just waiting to happen
Roger J Kerr explains the changed Fed stance, why the Japanese intervened in currency markets, why NZ monetary policy needs to be tighter, and why the NZD has fallen more than some peers
Roger J Kerr explains the changed Fed stance, why the Japanese intervened in currency markets, why NZ monetary policy needs to be tighter, and why the NZD has fallen more than some peers
Roger J Kerr questions whether the historical paradigm that the USD currency value has a reliable inverse price relationship with crude oil prices is broken
Roger J Kerr questions whether the historical paradigm that the USD currency value has a reliable inverse price relationship with crude oil prices is broken
Roger J Kerr says until there is a change in direction to lower US bond yields and higher US equity markets, the NZD/USD exchange rate will struggle to make meaningful gains
Roger J Kerr says until there is a change in direction to lower US bond yields and higher US equity markets, the NZD/USD exchange rate will struggle to make meaningful gains
Roger J Kerr says the markets are potentially under-estimating how quickly inflation could reduce over the second half of the year and, in turn, prompt central banks to ease their foot off the tight monetary policy brake a lot sooner than most imagined
Roger J Kerr says the markets are potentially under-estimating how quickly inflation could reduce over the second half of the year and, in turn, prompt central banks to ease their foot off the tight monetary policy brake a lot sooner than most imagined
Roger J Kerr says instead of harking for an independent enquiry into past RBNZ past decisions, our energy and intellectual horsepower is better off addressing changes we could make that result in us being less vulnerable to boom/bust cycles
Roger J Kerr says instead of harking for an independent enquiry into past RBNZ past decisions, our energy and intellectual horsepower is better off addressing changes we could make that result in us being less vulnerable to boom/bust cycles
Roger J Kerr says the reversal in US bond yields is telling us that the sentiment and expectations from both bond investors and borrowers is that they see lower inflation and lower interest rates in the future
Roger J Kerr says the reversal in US bond yields is telling us that the sentiment and expectations from both bond investors and borrowers is that they see lower inflation and lower interest rates in the future
Roger J Kerr says just why New Zealand would be taking up such an aggressive foreign policy stance against our largest export/import trading partner, China, beggars belief
Roger J Kerr says just why New Zealand would be taking up such an aggressive foreign policy stance against our largest export/import trading partner, China, beggars belief
Roger J Kerr sees the NZ dollar sustaining its upward momentum. He also wants to see the RBNZ's remit extended to encourage proactivity in tackling the non-tradable inflation drivers
Roger J Kerr sees the NZ dollar sustaining its upward momentum. He also wants to see the RBNZ's remit extended to encourage proactivity in tackling the non-tradable inflation drivers