US Federal Reserve
John Mauldin describes how he thinks we will get from the credit crisis he believes is coming in the next 12–18 months, to what he's terming the Great Reset
21st May 18, 9:25am
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John Mauldin describes how he thinks we will get from the credit crisis he believes is coming in the next 12–18 months, to what he's terming the Great Reset
John Mauldin begins a delve into what he sees as a rapidly approaching train wreck; 'Something is on the tracks ahead and I don't see how we'll avoid hitting it'
16th May 18, 10:59am
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John Mauldin begins a delve into what he sees as a rapidly approaching train wreck; 'Something is on the tracks ahead and I don't see how we'll avoid hitting it'
Interpretation of Orr's first MPS has been unrealisticaly conservative, ignoring the realities of our economy, says James Riley. The most likely direction of the NZD is up
14th May 18, 8:29am
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Interpretation of Orr's first MPS has been unrealisticaly conservative, ignoring the realities of our economy, says James Riley. The most likely direction of the NZD is up
New Zealand benchmark yields are now lower than US equivalents, and even Australian ones. It's highly unusual. We reveal what is happening and search for reasons and drivers
13th May 18, 12:29pm
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New Zealand benchmark yields are now lower than US equivalents, and even Australian ones. It's highly unusual. We reveal what is happening and search for reasons and drivers
Roger J Kerr analyses the likely range of trading for the Kiwi dollar in coming months and the reasons why
7th May 18, 9:02am
Roger J Kerr analyses the likely range of trading for the Kiwi dollar in coming months and the reasons why
Roger J Kerr looks at some of the factors that have combined to turn the tide with the New Zealand dollar
30th Apr 18, 9:11am
Roger J Kerr looks at some of the factors that have combined to turn the tide with the New Zealand dollar
Roger J Kerr says the unwinding of speculative currency market positions is now threatening to send the Kiwi dollar lower still in the near term
23rd Apr 18, 11:43am
Roger J Kerr says the unwinding of speculative currency market positions is now threatening to send the Kiwi dollar lower still in the near term
Roger J Kerr says offshore investors looking to put capital into New Zealand would be fully justified in hesitating from doing so in the current political and regulatory environment
16th Apr 18, 9:58am
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Roger J Kerr says offshore investors looking to put capital into New Zealand would be fully justified in hesitating from doing so in the current political and regulatory environment
Roger J Kerr says the foreign exchange markets have been slow to recognise the downside to the NZ economy from the escalating US/China trade war
9th Apr 18, 9:07am
Roger J Kerr says the foreign exchange markets have been slow to recognise the downside to the NZ economy from the escalating US/China trade war
Roger J Kerr says expected gains in the value of the US currency should be sufficient to cause a more permanent 'step down' in the value of the Kiwi dollar against its American counterpart
3rd Apr 18, 10:39am
Roger J Kerr says expected gains in the value of the US currency should be sufficient to cause a more permanent 'step down' in the value of the Kiwi dollar against its American counterpart
Roger J Kerr says for an export/import economy like New Zealand relying on free global trading conditions, the recent development toward outright trade wars is very bad news indeed
26th Mar 18, 8:23am
Roger J Kerr says for an export/import economy like New Zealand relying on free global trading conditions, the recent development toward outright trade wars is very bad news indeed
With the latest hike in the US Fed funds benchmark, we are now in territory not seen in decades. Can low NZ rates be sustained in the face of these changes?
22nd Mar 18, 7:34am
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With the latest hike in the US Fed funds benchmark, we are now in territory not seen in decades. Can low NZ rates be sustained in the face of these changes?
Roger J Kerr says escalating global trade tensions are weighing the New Zealand dollar down
19th Mar 18, 9:01am
Roger J Kerr says escalating global trade tensions are weighing the New Zealand dollar down
Roger J Kerr says in the very short term the release of GDP figures this week could drive the New Zealand dollar lower
12th Mar 18, 9:24am
Roger J Kerr says in the very short term the release of GDP figures this week could drive the New Zealand dollar lower
Roger J Kerr says further NZ dollar depreciation to 0.7100 is a greater probability than renewed strength in the current economic and financial market environment
5th Mar 18, 9:29am
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Roger J Kerr says further NZ dollar depreciation to 0.7100 is a greater probability than renewed strength in the current economic and financial market environment
Roger J Kerr says there does not seem to be any further upside for the NZ economy - and therefore the currency - as far as offshore investors are concerned
26th Feb 18, 11:56am
Roger J Kerr says there does not seem to be any further upside for the NZ economy - and therefore the currency - as far as offshore investors are concerned
Westpac economists say many are getting it wrong expecting interest rates to rise soon; they don't see a rise till late next year; a subdued housing market will be a key reason why
19th Feb 18, 11:14am
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Westpac economists say many are getting it wrong expecting interest rates to rise soon; they don't see a rise till late next year; a subdued housing market will be a key reason why
Roger J Kerr says world markets are now clearly focusing on the long term economic determinants of the US dollar's value
19th Feb 18, 9:26am
Roger J Kerr says world markets are now clearly focusing on the long term economic determinants of the US dollar's value
Roger J Kerr sees external factors turning against the New Zealand dollar
12th Feb 18, 8:13am
Roger J Kerr sees external factors turning against the New Zealand dollar
Roger J Kerr says the fresh global market 'risk-off' sentiment is negative for the New Zealand currency
5th Feb 18, 12:47pm
Roger J Kerr says the fresh global market 'risk-off' sentiment is negative for the New Zealand currency
Roger J Kerr says the weight of probability favours the NZ dollar retreating to the US71c to US72c range
30th Jan 18, 10:52am
Roger J Kerr says the weight of probability favours the NZ dollar retreating to the US71c to US72c range
Roger J Kerr questions the global sell-off of the American currency
Roger J Kerr says global economic and financial market shifts are pushing the Kiwi up - but he sees likely downside from here
15th Jan 18, 10:20am
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Roger J Kerr says global economic and financial market shifts are pushing the Kiwi up - but he sees likely downside from here
Roger J Kerr looks at the key things likely to determine the direction of the New Zealand dollar in the year ahead
18th Dec 17, 8:58am
Roger J Kerr looks at the key things likely to determine the direction of the New Zealand dollar in the year ahead
Roger J Kerr says there has not been sufficient adverse or positive economic/financial market news to move the NZ dollar out of its groove
11th Dec 17, 10:47am
Roger J Kerr says there has not been sufficient adverse or positive economic/financial market news to move the NZ dollar out of its groove