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
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RBNZ Governor’s dilemma even more acute

23 Apr 13, 9:30am

Roger J Kerr

Roger J Kerr says Governor Wheeler will be criticised no matter what he decides, but the high currency is doing more damage than inflation
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RBNZ dilemma becoming acute

15 Apr 13, 9:45am

Roger J Kerr

1 comment

Roger J Kerr says both the housing and currency bubbles need to be deflated - but he wonders if the RBNZ knows how to do this
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Lower US bond yields unlikely to be sustained

9 Apr 13, 9:35am

Roger J Kerr

1 comment

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
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Planning the timing of OCR increases

25 Mar 13, 4:28pm

Roger J Kerr

4 comments

Roger J Kerr says Governor Wheeler will face many variables and conditions, and he will be watching Canada first. You agree?
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Watch US data to find NZ interest rate direction: Kerr

19 Mar 13, 10:09am

Roger J Kerr

1 comment

Roger J Kerr says our long-term interest rates are likely to be pulled up by US property, retail and jobs markets no matter what we do
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Steeper yield curve points to the inevitable

11 Mar 13, 2:02pm

Roger J Kerr

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?
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Interest rate market pricing reflects new uncertainties on NZ economic outlook

5 Mar 13, 9:16am

Roger J Kerr

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?
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Only NZD currency depreciation can push short-term interest rates higher

26 Feb 13, 9:45am

Roger J Kerr

1 comment

Roger J Kerr sees the exchange rate as the main determinant of future inflation and growth, and therefore our interest rates. You agree?
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High NZ dollar artificially holding interest rates down

19 Feb 13, 9:08am

Roger J Kerr

2 comments

Roger J Kerr wants the RBNZ to state clearly it will not raise interest rates and it will introduce macro-prudential measures. You agree?
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Official employment data should be ignored

11 Feb 13, 2:26pm

Roger J Kerr

7 comments

Roger J Kerr says the Q4 employment data may be suspect but it is a lagging indicator anyway pointing backwards not forwards. You agree?
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Historically low interest rates nearing their end

4 Feb 13, 10:30am

Roger J Kerr

12 comments

Roger J Kerr says our swap rates can and will move higher soon for as range of reasons and interest rates are about to rise. Are you prepared?
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Mortgage fixing demand could become a stampede

29 Jan 13, 2:40pm

Roger J Kerr

19 comments

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?
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Inflation result clouds interest rate outlook

21 Jan 13, 1:31pm

Roger J Kerr

1 comment

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?
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NZ$ major determinant of NZ monetary conditions

14 Jan 13, 2:57pm

Roger J Kerr

6 comments

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?
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'Our 2012 economic performance superior to most prior forecasts'

18 Dec 12, 9:47am

Roger J Kerr

5 comments

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?
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