Roger J Kerr
Roger J Kerr remains of the view that the US dollar currency value is 'primed for another significant leg downwards'
17th Apr 23, 8:04am
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Roger J Kerr remains of the view that the US dollar currency value is 'primed for another significant leg downwards'
Roger J Kerr notes that the NZD stays within its trading range despite the RBNZ's OCR surprise. And the “Fed vs the markets” battle of wills continues
10th Apr 23, 8:10am
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Roger J Kerr notes that the NZD stays within its trading range despite the RBNZ's OCR surprise. And the “Fed vs the markets” battle of wills continues
Roger J Kerr says if there was a high probability of a global economic recession over the next 12 months, a bellwether commodity price such as copper would be plummeting in value - but it is rising
3rd Apr 23, 8:15am
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Roger J Kerr says if there was a high probability of a global economic recession over the next 12 months, a bellwether commodity price such as copper would be plummeting in value - but it is rising
Roger J Kerr says the US Federal Reserve has adopted a measured middle path – and the net/net result is that it remains US dollar negative
27th Mar 23, 8:07am
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Roger J Kerr says the US Federal Reserve has adopted a measured middle path – and the net/net result is that it remains US dollar negative
Roger J Kerr says the AUD is poised to make gains from a recovering China, as well as the expected safe haven capital flows trying to avoid the banking sector issues in the US and Europe
20th Mar 23, 7:45am
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Roger J Kerr says the AUD is poised to make gains from a recovering China, as well as the expected safe haven capital flows trying to avoid the banking sector issues in the US and Europe
Roger J Kerr sees the American Fed decisions driven by employment & wage trends, deficit & debt ceiling issues, credit stress, and US rent trends. Fed hawkishness and USD strength has run its course, he says
13th Mar 23, 8:41am
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Roger J Kerr sees the American Fed decisions driven by employment & wage trends, deficit & debt ceiling issues, credit stress, and US rent trends. Fed hawkishness and USD strength has run its course, he says
Roger J Kerr says Australia will out-perform New Zealand in the GDP economic growth stakes this year, but the interest rate differential will remain in favour of NZ over coming months with our wage-push and sticky inflation problem
6th Mar 23, 8:04am
Roger J Kerr says Australia will out-perform New Zealand in the GDP economic growth stakes this year, but the interest rate differential will remain in favour of NZ over coming months with our wage-push and sticky inflation problem
Roger J Kerr says the Reserve Bank are still full of inflation problems, but offer no solutions
27th Feb 23, 7:48am
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Roger J Kerr says the Reserve Bank are still full of inflation problems, but offer no solutions
Roger J Kerr sees the Kiwi dollar rising against the American currency again over coming weeks and months; says NZ needs a net inflow of 60,000 migrants per year
20th Feb 23, 8:01am
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Roger J Kerr sees the Kiwi dollar rising against the American currency again over coming weeks and months; says NZ needs a net inflow of 60,000 migrants per year
Roger J Kerr has a look at the alternative strategies and tactics the RBNZ could adopt
13th Feb 23, 8:31am
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Roger J Kerr has a look at the alternative strategies and tactics the RBNZ could adopt
Roger J Kerr says monetary tightening to bring down inflation always seems to require a higher exchange rate
6th Feb 23, 9:00am
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Roger J Kerr says monetary tightening to bring down inflation always seems to require a higher exchange rate
Roger J Kerr suggests four actions that could address our current inflation problem. He also is sanguine about how the US debt ceiling problem resolution. And he is highly critical of how the RBA is foreseeing its developing issues
30th Jan 23, 8:30am
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Roger J Kerr suggests four actions that could address our current inflation problem. He also is sanguine about how the US debt ceiling problem resolution. And he is highly critical of how the RBA is foreseeing its developing issues
Roger J Kerr says the sentiment towards, and direction of, the US dollar currency value remains firmly negative
23rd Jan 23, 8:39am
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Roger J Kerr says the sentiment towards, and direction of, the US dollar currency value remains firmly negative
Roger J Kerr says 'choppy and sideways' looks like the order of the day for the markets this year
16th Jan 23, 8:08am
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Roger J Kerr says 'choppy and sideways' looks like the order of the day for the markets this year
Roger J Kerr returns for 2023 with his views on currency movements and strategies. He notes it is rare or the NZD/USD rate to deviate from general USD movements. He also observes the NZD/AUD seems oversold
9th Jan 23, 8:50am
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Roger J Kerr returns for 2023 with his views on currency movements and strategies. He notes it is rare or the NZD/USD rate to deviate from general USD movements. He also observes the NZD/AUD seems oversold
Roger J Kerr wraps up the currency year from his perspective, and hands out his 'awards' with his politics on his sleeve
19th Dec 22, 8:00am
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Roger J Kerr wraps up the currency year from his perspective, and hands out his 'awards' with his politics on his sleeve
Roger J Kerr sees coming flows of capital back to Europe and this will force the value of the US dollar lower
12th Dec 22, 8:05am
Roger J Kerr sees coming flows of capital back to Europe and this will force the value of the US dollar lower
Roger J Kerr ponders on how New Zealand will get its economic mojo back
Roger J Kerr says the monetary policy 'penny-dropped' in both Wellington and New York for the RBNZ and US Federal Reserve respectively last week
28th Nov 22, 8:18am
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Roger J Kerr says the monetary policy 'penny-dropped' in both Wellington and New York for the RBNZ and US Federal Reserve respectively last week
Roger J Kerr says the implications of a different inflation/interest rate track for New Zealand is that the Kiwi dollar may well once again attract 'carry-trade' offshore investors
21st Nov 22, 8:44am
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Roger J Kerr says the implications of a different inflation/interest rate track for New Zealand is that the Kiwi dollar may well once again attract 'carry-trade' offshore investors
Roger J Kerr says, it needed a special catalyst to break the US dollar bulls and stimulate aggressive USD selling
14th Nov 22, 8:29am
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Roger J Kerr says, it needed a special catalyst to break the US dollar bulls and stimulate aggressive USD selling
Roger J Kerr says the next RBNZ monetary policy statement on 23 November will be a difficult one for our central bank
7th Nov 22, 8:22am
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Roger J Kerr says the next RBNZ monetary policy statement on 23 November will be a difficult one for our central bank
Roger J Kerr says the recent signs are encouraging for the Kiwi dollar to recover to back above 0.6000 against the USD as fast as it dived from 0.6000 to 0.5550 in mid to late September
31st Oct 22, 8:20am
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Roger J Kerr says the recent signs are encouraging for the Kiwi dollar to recover to back above 0.6000 against the USD as fast as it dived from 0.6000 to 0.5550 in mid to late September
Roger J Kerr sees “extreme and excessive” geopolitical, economic, and financial/investment market situations globally that make decision-making difficult for businesses, investors, and governments alike
24th Oct 22, 8:30am
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Roger J Kerr sees “extreme and excessive” geopolitical, economic, and financial/investment market situations globally that make decision-making difficult for businesses, investors, and governments alike
Roger J Kerr says it would be a mistake for the Fed to maintain tight monetary policy just because core inflation is not reducing as fast as they would like
17th Oct 22, 8:05am
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Roger J Kerr says it would be a mistake for the Fed to maintain tight monetary policy just because core inflation is not reducing as fast as they would like