RBA

Roger J Kerr sees intervention and interference in the financial markets now the norm in the US, and now foreign investors reducing their exposure. He also sees the Yen carry trades starting to unwind

Roger J Kerr sees intervention and interference in the financial markets now the norm in the US, and now foreign investors reducing their exposure. He also sees the Yen carry trades starting to unwind

Roger J Kerr traces the conflicts building in the US between monetary and fiscal authorities, conflicts and changeable directions in Australia, but sees no conflicts in New Zealand

Roger J Kerr traces the conflicts building in the US between monetary and fiscal authorities, conflicts and changeable directions in Australia, but sees no conflicts in New Zealand

Roger J Kerr traces the US Government shifts from intervening to supporting the yen to intervening to support their own bond market

Roger J Kerr traces the US Government shifts from intervening to supporting the yen to intervening to support their own bond market

Roger J Kerr does a stocktake of New Zealand’s current economic fundamentals. He also sees US economic results consistently below forecasts that were overly optimistic

Roger J Kerr does a stocktake of New Zealand’s current economic fundamentals. He also sees US economic results consistently below forecasts that were overly optimistic

Roger J Kerr sees an inevitable reset in US interest rates, a NZD that is turning positive, and he reviews the prospects for the Aussie dollar

Roger J Kerr sees an inevitable reset in US interest rates, a NZD that is turning positive, and he reviews the prospects for the Aussie dollar

Roger J Kerr looks for the drivers of the recent US bond market rout, and notes the US dollar is sliding on their weaker economic data. He also sees our string local bounce-back of business confidence defying global uncertainty

Roger J Kerr looks for the drivers of the recent US bond market rout, and notes the US dollar is sliding on their weaker economic data. He also sees our string local bounce-back of business confidence defying global uncertainty

The next evolution of digital money: stablecoins, tokenised assets, and the future of treasury. A Westpac review

The next evolution of digital money: stablecoins, tokenised assets, and the future of treasury. A Westpac review

Roger J Kerr sees weaker US jobs growth undermining the market pricing for an inflation-fighting Fed hike, and the USD will fall too. At the same time he finds strength in recent NZ and Australian economic data

Roger J Kerr sees weaker US jobs growth undermining the market pricing for an inflation-fighting Fed hike, and the USD will fall too. At the same time he finds strength in recent NZ and Australian economic data

Roger J Kerr says NZ, Aussie and US interest rates are set to converge to the same level, while US markets underestimate the disinflationary impulse underway

Roger J Kerr says NZ, Aussie and US interest rates are set to converge to the same level, while US markets underestimate the disinflationary impulse underway

Roger J Kerr says the prolonged period of NZ dollar weakness has given a major boost to our export sector with substantially higher export commodity prices. "We will now see NZD appreciation in its own right, returning all the currency cross-rates higher"

Roger J Kerr says the prolonged period of NZ dollar weakness has given a major boost to our export sector with substantially higher export commodity prices. "We will now see NZD appreciation in its own right, returning all the currency cross-rates higher"

Roger J Kerr assesses what the relative performances of the NZ and AU economies mean for the NZD/AUD cross-rate. And he notes financial markets start to rethink the Fed’s next move with interest rates

Roger J Kerr assesses what the relative performances of the NZ and AU economies mean for the NZD/AUD cross-rate. And he notes financial markets start to rethink the Fed’s next move with interest rates

Roger J Kerr has two good reasons as to why the FX markets, in buying up the USD, have misread the Fed. He also sees the Aussie dollar pulling back, but retaining its yield advantage

Roger J Kerr has two good reasons as to why the FX markets, in buying up the USD, have misread the Fed. He also sees the Aussie dollar pulling back, but retaining its yield advantage

The Australian central bank struggles with the inflation surge and rising outlook as they push through their third consecutive hike

The Australian central bank struggles with the inflation surge and rising outlook as they push through their third consecutive hike

Australia's surcharge ban will make paying simpler – but not necessarily cheaper, Vibhu Arya and Wen Helena Li say

Australia's surcharge ban will make paying simpler – but not necessarily cheaper, Vibhu Arya and Wen Helena Li say

Westpac's Imre Speizer says significantly higher Australian cash rate shouldn't directly impact NZ rates if its cause is Aussie specific

Westpac's Imre Speizer says significantly higher Australian cash rate shouldn't directly impact NZ rates if its cause is Aussie specific