US Federal Reserve
Roger J Kerr says the chances are now improving that the US President will finally start to heed the advice of those who view the escalating trade wars as counter-productive and hurting the US economy - and the President's re-election chances
19th Aug 19, 8:34am
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Roger J Kerr says the chances are now improving that the US President will finally start to heed the advice of those who view the escalating trade wars as counter-productive and hurting the US economy - and the President's re-election chances
Roger J Kerr says the Reserve Bank is consistently surprising the markets with statements at odds to prior expectations - but the Kiwi dollar keeps bouncing back after the shocks
12th Aug 19, 9:36am
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Roger J Kerr says the Reserve Bank is consistently surprising the markets with statements at odds to prior expectations - but the Kiwi dollar keeps bouncing back after the shocks
Roger J Kerr says the NZ dollar now looks undervalued again, with the major downside risk being if the Reserve Bank is gloomier at its OCR review this week than the market expects
5th Aug 19, 8:22am
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Roger J Kerr says the NZ dollar now looks undervalued again, with the major downside risk being if the Reserve Bank is gloomier at its OCR review this week than the market expects
Roger J Kerr says the US Fed Reserve will likely cut interest rates this week; the accompanying rhetoric on economic risks and future rate cuts will determine whether the US dollar holds its recent gains or recoils
29th Jul 19, 7:58am
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Roger J Kerr says the US Fed Reserve will likely cut interest rates this week; the accompanying rhetoric on economic risks and future rate cuts will determine whether the US dollar holds its recent gains or recoils
Roger J Kerr says spectacular increases in iron ore, coal and gold prices are producing massive positive cash flows and profits for the mining companies and boosting Aussie government royalty revenue inflows and stimulating investment into new mines
22nd Jul 19, 8:18am
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Roger J Kerr says spectacular increases in iron ore, coal and gold prices are producing massive positive cash flows and profits for the mining companies and boosting Aussie government royalty revenue inflows and stimulating investment into new mines
Roger J Kerr says conventional economic “cause and effect” paradigms are out the window and the currency markets are just one part of the jig-saw trying to work out what it means for them
15th Jul 19, 8:34am
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Roger J Kerr says conventional economic “cause and effect” paradigms are out the window and the currency markets are just one part of the jig-saw trying to work out what it means for them
Roger J Kerr says the strong US jobs figures in June will not in themselves be enough to deter the Federal Reserve from cutting American interest rates
8th Jul 19, 8:17am
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Roger J Kerr says the strong US jobs figures in June will not in themselves be enough to deter the Federal Reserve from cutting American interest rates
Roger J Kerr says the negative forces on the NZ dollar have reduced in intensity, while the economy’s relative performance is still pretty good, so, further gains to above 0.6800 seem likely
1st Jul 19, 8:21am
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Roger J Kerr says the negative forces on the NZ dollar have reduced in intensity, while the economy’s relative performance is still pretty good, so, further gains to above 0.6800 seem likely
Policy blunders have become the rule, not the exception, for the US administration. The combination of ill-timed fiscal stimulus, aggressive tariffs, and attacks on the Federal Reserve demands a far more critical assessment of Trumponomics
25th Jun 19, 1:13pm
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Policy blunders have become the rule, not the exception, for the US administration. The combination of ill-timed fiscal stimulus, aggressive tariffs, and attacks on the Federal Reserve demands a far more critical assessment of Trumponomics
Roger J Kerr reckons something positive has already happened behind the scenes that we haven't yet been told about in the US-China trade dispute and he sees upcoming developments as positive for our currency
24th Jun 19, 8:41am
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Roger J Kerr reckons something positive has already happened behind the scenes that we haven't yet been told about in the US-China trade dispute and he sees upcoming developments as positive for our currency
Interest rates around the world drop sharply - many to record lows - after the US Federal Reserve signals strongly toward a future interest rate cut
20th Jun 19, 4:00pm
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Interest rates around the world drop sharply - many to record lows - after the US Federal Reserve signals strongly toward a future interest rate cut
Roger J Kerr says Thursday's GDP figures may be a key short term factor in whether the New Zealand dollar can push back upwards again
17th Jun 19, 8:35am
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Roger J Kerr says Thursday's GDP figures may be a key short term factor in whether the New Zealand dollar can push back upwards again
Roger J Kerr says changing interest rate market pricing in the US has caused the American dollar to lose ground
10th Jun 19, 9:27am
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Roger J Kerr says changing interest rate market pricing in the US has caused the American dollar to lose ground
Roger J Kerr says selling of the Antipodean currencies may be exhausted, and the US greenback's rise could well prompt traders to reprise using the AUD and NZD as part of a safe haven strategy again
3rd Jun 19, 8:28am
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Roger J Kerr says selling of the Antipodean currencies may be exhausted, and the US greenback's rise could well prompt traders to reprise using the AUD and NZD as part of a safe haven strategy again
Roger J Kerr says low inflation has only come about through the global technology revolution - but this has not stopped the price of household staple items increasing at a much faster rate
27th May 19, 8:29am
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Roger J Kerr says low inflation has only come about through the global technology revolution - but this has not stopped the price of household staple items increasing at a much faster rate
Roger J Kerr says the unexpected victory of the Liberal National Coalition in Australia is likely to see a number of speculative positions unwound in the FX markets, resulting in large-scale buying of the Australian dollar
20th May 19, 8:10am
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Roger J Kerr says the unexpected victory of the Liberal National Coalition in Australia is likely to see a number of speculative positions unwound in the FX markets, resulting in large-scale buying of the Australian dollar
Roger J Kerr says if the RBNZ hope that lower mortgage interest rates will stimulate more consumer spending and that demand will push up prices in the economy, they will be disappointed
13th May 19, 8:35am
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Roger J Kerr says if the RBNZ hope that lower mortgage interest rates will stimulate more consumer spending and that demand will push up prices in the economy, they will be disappointed
Roger J Kerr explains why he thinks neither the Reserve Bank of New Zealand nor its Australian counterpart will cut rates this week
6th May 19, 8:13am
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Roger J Kerr explains why he thinks neither the Reserve Bank of New Zealand nor its Australian counterpart will cut rates this week
Roger J Kerr gives both the local and international reasons why the markets will be forced to rethink their view of the New Zealand currency
29th Apr 19, 7:58am
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Roger J Kerr gives both the local and international reasons why the markets will be forced to rethink their view of the New Zealand currency
Roger J Kerr gives six reasons why the Official Cash Rate should not be cut and says a reversal of the value of the New Zealand dollar upwards again is inevitable once the Reserve Bank leaves the OCR unchanged on May 8
23rd Apr 19, 8:12am
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Roger J Kerr gives six reasons why the Official Cash Rate should not be cut and says a reversal of the value of the New Zealand dollar upwards again is inevitable once the Reserve Bank leaves the OCR unchanged on May 8
Roger J Kerr says there a high hurdle to any reduction in the Official Cash Rate by the Reserve Bank; outlines why interest rate cuts are not warranted
15th Apr 19, 8:43am
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Roger J Kerr says there a high hurdle to any reduction in the Official Cash Rate by the Reserve Bank; outlines why interest rate cuts are not warranted
Roger J Kerr says there is a fair chance Reserve Bank's next statement in May will again surprise the financial markets as being more balanced on the economic outlook than the outright dovish tone currently expected
8th Apr 19, 9:12am
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Roger J Kerr says there is a fair chance Reserve Bank's next statement in May will again surprise the financial markets as being more balanced on the economic outlook than the outright dovish tone currently expected
Roger J Kerr questions the change in stance of the Reserve Bank and says conditions in the economy have not really changed to justify the renewed dovish tone
1st Apr 19, 8:57am
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Roger J Kerr questions the change in stance of the Reserve Bank and says conditions in the economy have not really changed to justify the renewed dovish tone
Global gloom following signs of falling EU and US growth drives NZ swap rate to record low
25th Mar 19, 2:37pm
Global gloom following signs of falling EU and US growth drives NZ swap rate to record low
Roger J Kerr says it will take some 'extraordinarily positive' news to propel the Kiwi dollar through the US70c barrier in coming months
25th Mar 19, 9:04am
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Roger J Kerr says it will take some 'extraordinarily positive' news to propel the Kiwi dollar through the US70c barrier in coming months