Roger J Kerr says it's not the retailer-generators causing power price inflation, it's the Govt-owned grid and highly regulated lines companies More...
Roger J Kerr sees the decrease in US bond yields as short-lived and upcoming US data to be better than expected, raising long-term interest rates More...
Roger J Kerr says a steepening yield curve shows interest rates will rise as borrowers re-centre their 'paying fixed' demand to the shorter end of the curve and investors hold cash waiting for the rise. You agree? More...
Roger J Kerr says borrowers who missed the bottom in swap rates just before Christmas have another opportunity to fix on this pull-back in market rates. You agree? More...
Roger J Kerr warns that the rush to fix 'which always comes' as homeowners chase low rates, will unbalance the swap market and will raise rates across the curve. Your view? More...
Roger J Kerr says the RBNZ can sit on its hands for a lot longer yet following the low inflation levels in Q4; watches bank credit margins halve. Your view? More...
Roger J Kerr says central bank monetary policy settings are important for our interest rate prospects. He assesses what lies ahead in 5 key countries. Your view? More...
Roger J Kerr sees a fairly positive outlook for 2013 and claims the doomster forecasts for 2012 that didn't materialise reinforce reasons to be upbeat. Your view? More...