PwC
Roger J Kerr says with all the good news for the NZ economy already out, it's questionable how much better things can get for the NZ dollar
12th Jun 17, 11:07am
Roger J Kerr says with all the good news for the NZ economy already out, it's questionable how much better things can get for the NZ dollar
Roger J Kerr says a resurgence of new issues of corporate bonds is to be expected, with the current levels of supply not meeting strong investor demand
12th Jun 17, 10:46am
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Roger J Kerr says a resurgence of new issues of corporate bonds is to be expected, with the current levels of supply not meeting strong investor demand
Roger J Kerr looks at the choices large bond fund managers are facing, wondering how these will impact our long term interest rates
6th Jun 17, 2:22pm
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Roger J Kerr looks at the choices large bond fund managers are facing, wondering how these will impact our long term interest rates
If the NZD was a share price for our economy, it would be a firm 'buy' or 'hold' recommendation. But the question is, are all the gains now priced in, asks Roger J Kerr
6th Jun 17, 2:04pm
If the NZD was a share price for our economy, it would be a firm 'buy' or 'hold' recommendation. But the question is, are all the gains now priced in, asks Roger J Kerr
Roger J Kerr sees an opportunity now to lock in low borrowing rates ahead of a period when public policy actions are likely to take rates higher
29th May 17, 12:12pm
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Roger J Kerr sees an opportunity now to lock in low borrowing rates ahead of a period when public policy actions are likely to take rates higher
Roger J Kerr says the respective AU and NZ government budgets during May highlight the contrasts between the two economies, and currency markets are marking New Zealand as the clear winner
29th May 17, 11:26am
Roger J Kerr says the respective AU and NZ government budgets during May highlight the contrasts between the two economies, and currency markets are marking New Zealand as the clear winner
Our compilation of some of the key business, property, farming, retailing and economic comment made in response to the 2017 Budget
25th May 17, 4:18pm
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Our compilation of some of the key business, property, farming, retailing and economic comment made in response to the 2017 Budget
Roger J Kerr says international FX markets have reduced their US dollar exposures as the post election 'Trump rally' unwinds
22nd May 17, 9:27am
Roger J Kerr says international FX markets have reduced their US dollar exposures as the post election 'Trump rally' unwinds
Roger J Kerr doesn't see any new collapse in oil prices and therefore wonders where the price falls the RBNZ is predicting over the next 12 months will come from
22nd May 17, 9:11am
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Roger J Kerr doesn't see any new collapse in oil prices and therefore wonders where the price falls the RBNZ is predicting over the next 12 months will come from
Roger J Kerr doesn't expect the current divergence between the rising value of our commodity export prices and the value of the Kiwi dollar to continue for long
15th May 17, 1:33pm
Roger J Kerr doesn't expect the current divergence between the rising value of our commodity export prices and the value of the Kiwi dollar to continue for long
Roger J Kerr disagrees with the Reserve Bank's benign view of inflation and believes the recent jump up in tradable inflation is not a temporary one-off that will rapidly reverse
15th May 17, 12:50pm
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Roger J Kerr disagrees with the Reserve Bank's benign view of inflation and believes the recent jump up in tradable inflation is not a temporary one-off that will rapidly reverse
Roger J Kerr says several factors are holding back the NZ dollar at the moment, but he does see it rising back over US70c eventually
8th May 17, 1:08pm
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Roger J Kerr says several factors are holding back the NZ dollar at the moment, but he does see it rising back over US70c eventually
Roger J Kerr wants to know why the RBNZ gives so much credence to its survey of inflationary expectations
8th May 17, 11:44am
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Roger J Kerr wants to know why the RBNZ gives so much credence to its survey of inflationary expectations
Roger J Kerr says the risk of increased global trade barriers was seen as more of a medium to longer term downside risk to the NZ dollar, however the impact has come about much sooner than expected with the US lumber and dairy tariffs
1st May 17, 12:44pm
Roger J Kerr says the risk of increased global trade barriers was seen as more of a medium to longer term downside risk to the NZ dollar, however the impact has come about much sooner than expected with the US lumber and dairy tariffs
Roger J Kerr believes that both tradable and non-tradable inflation will move higher still during the remainder of this year
1st May 17, 11:33am
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Roger J Kerr believes that both tradable and non-tradable inflation will move higher still during the remainder of this year
Roger J Kerr says higher commodity prices and inflation are positive for the Kiwi dollar
24th Apr 17, 12:02pm
Roger J Kerr says higher commodity prices and inflation are positive for the Kiwi dollar
Roger J Kerr thinks we need to be watching 'the three Cs'; says nobody believes interest rates are going to stay low now - the only question is how much they will rise by
24th Apr 17, 10:36am
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Roger J Kerr thinks we need to be watching 'the three Cs'; says nobody believes interest rates are going to stay low now - the only question is how much they will rise by
Roger J Kerr expects the New Zealand dollar will remain comfortably above US70c in coming months
18th Apr 17, 9:44am
Roger J Kerr expects the New Zealand dollar will remain comfortably above US70c in coming months
Roger J Kerr doesn't see the 'geo-political risk' inspired reversal of interest rates continuing for long, but says the recent drop has provided an opportunity
18th Apr 17, 9:30am
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Roger J Kerr doesn't see the 'geo-political risk' inspired reversal of interest rates continuing for long, but says the recent drop has provided an opportunity
Roger J Kerr says periods of escalated geo-political tensions generally translate into a stronger US dollar
10th Apr 17, 10:54am
Roger J Kerr says periods of escalated geo-political tensions generally translate into a stronger US dollar
Roger J Kerr says with price pressures building in the domestic economy, non-tradable inflation will not continue to decline as it has done over recent times and the RBNZ may have to bring forward the timing for interest rate rises
10th Apr 17, 9:42am
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Roger J Kerr says with price pressures building in the domestic economy, non-tradable inflation will not continue to decline as it has done over recent times and the RBNZ may have to bring forward the timing for interest rate rises
Local financial services companies overestimating the impact of start-ups and underestimating the disruptive potential of themselves and their competitors, PwC says
7th Apr 17, 10:58am
Local financial services companies overestimating the impact of start-ups and underestimating the disruptive potential of themselves and their competitors, PwC says
Roger J Kerr says global currency markets will be heavily focused on the trade relationships between the US and China this week
3rd Apr 17, 9:50am
Roger J Kerr says global currency markets will be heavily focused on the trade relationships between the US and China this week
Roger J Kerr says residential property developers with land and consents in hand are now turning to the non-bank lending providers to source the finance they need to make the projects happen
3rd Apr 17, 9:11am
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Roger J Kerr says residential property developers with land and consents in hand are now turning to the non-bank lending providers to source the finance they need to make the projects happen
Roger J Kerr sees the positives and negatives for the New Zealand currency as balanced
27th Mar 17, 9:21am
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Roger J Kerr sees the positives and negatives for the New Zealand currency as balanced