US Fed

Roger J Kerr says the US is now seriously lagging behind in monetary easing cycles

Roger J Kerr says the US is now seriously lagging behind in monetary easing cycles

Roger J Kerr warns about the risks to the US economy if foreign investors adjust their holdings - that brings a massive US$250 bln selling pressure for every 1% shifted

Roger J Kerr warns about the risks to the US economy if foreign investors adjust their holdings - that brings a massive US$250 bln selling pressure for every 1% shifted

Roger J Kerr sees three strands of economic stimulus coming for the local economy. Meanwhile, bond markets react to compounding fiscal risks. And the RBA starts to yoyo exactly as the RBNZ has flip-flopped in the past

Roger J Kerr sees three strands of economic stimulus coming for the local economy. Meanwhile, bond markets react to compounding fiscal risks. And the RBA starts to yoyo exactly as the RBNZ has flip-flopped in the past

Roger J Kerr says wild volatility from tariffs has left central banks in a total quandary on how to manage monetary policy

Roger J Kerr says wild volatility from tariffs has left central banks in a total quandary on how to manage monetary policy

Roger J Kerr outlines why the US dollar is still at risk to a further leg downwards from current levels

Roger J Kerr outlines why the US dollar is still at risk to a further leg downwards from current levels

Roger J Kerr says populist politicians promising the earth to get elected, invariably get found out when they discover it is impossible to deliver on the bribes offered up to the voters

Roger J Kerr says populist politicians promising the earth to get elected, invariably get found out when they discover it is impossible to deliver on the bribes offered up to the voters

Roger J Kerr says on any measurement you care to choose, the first 100 days of the second Donald Trump Presidency has been an unmitigated disaster

Roger J Kerr says on any measurement you care to choose, the first 100 days of the second Donald Trump Presidency has been an unmitigated disaster

Roger J Kerr says markets are tiring of Trump positions that make no sense, but on watch for collision with Powell. NZD rises as local economists turn gloomy. USD nears long-term support level as it depreciates further

Roger J Kerr says markets are tiring of Trump positions that make no sense, but on watch for collision with Powell. NZD rises as local economists turn gloomy. USD nears long-term support level as it depreciates further

Roger J Kerr says when international confidence in an economy and currency is lost, its value can only go one way

Roger J Kerr says when international confidence in an economy and currency is lost, its value can only go one way

Roger J Kerr says the Trump regime appear disturbingly unaware of the damage they have created in attempting to reverse globalisation and build a protective wall around the US economy

Roger J Kerr says the Trump regime appear disturbingly unaware of the damage they have created in attempting to reverse globalisation and build a protective wall around the US economy

Roger J Kerr says what has been really surprising to see over recent months since Donald Trump came to power is the incredibly poor management of their economic policy changes

Roger J Kerr says what has been really surprising to see over recent months since Donald Trump came to power is the incredibly poor management of their economic policy changes

Roger J Kerr looks forward into the remainder of 2025 to project what the likely forces will be on the Kiwi dollar

Roger J Kerr looks forward into the remainder of 2025 to project what the likely forces will be on the Kiwi dollar

Roger J Kerr says the reign of the US dollar is now teetering

Roger J Kerr says the reign of the US dollar is now teetering

Roger J Kerr examines some of the factors behind the US dollar selling

Roger J Kerr examines some of the factors behind the US dollar selling

Roger J Kerr says markets quickly move on to the next economic development and the knee-jerk response to a non-economic shock or risk event is nearly always temporary

Roger J Kerr says markets quickly move on to the next economic development and the knee-jerk response to a non-economic shock or risk event is nearly always temporary