Roger J Kerr
Roger J Kerr explains why the international sentiment has recently turned against the Kiwi dollar, and despite this turn why there won't be a 'massive currency devaluation'
15th Sep 14, 2:38pm
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Roger J Kerr explains why the international sentiment has recently turned against the Kiwi dollar, and despite this turn why there won't be a 'massive currency devaluation'
Roger J Kerr says there could be a similar pattern of OCR increases from the RBNZ next year as there has been this year
8th Sep 14, 12:32pm
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Roger J Kerr says there could be a similar pattern of OCR increases from the RBNZ next year as there has been this year
Roger J Kerr says offshore investors now have a completely changed perception of the NZ economy and are now prioritising Australia
8th Sep 14, 12:07pm
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Roger J Kerr says offshore investors now have a completely changed perception of the NZ economy and are now prioritising Australia
Roger J Kerr sees a sharp slowdown coming, probably with inflation. He says borrowers should fix, investors should stay short
1st Sep 14, 4:05pm
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Roger J Kerr sees a sharp slowdown coming, probably with inflation. He says borrowers should fix, investors should stay short
Roger J Kerr sees the NZD at 78 USc in a few weeks as the lower dairy prices bite and the US dollar strengthens - and lower still if there is political uncertainty
1st Sep 14, 2:27pm
Roger J Kerr sees the NZD at 78 USc in a few weeks as the lower dairy prices bite and the US dollar strengthens - and lower still if there is political uncertainty
Roger J Kerr says 'market interest rate pricing is far too low in my book'. Once investors get over their geopolitical worries, they will see 'upward momentum is just so compelling'
25th Aug 14, 4:31pm
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Roger J Kerr says 'market interest rate pricing is far too low in my book'. Once investors get over their geopolitical worries, they will see 'upward momentum is just so compelling'
Roger J Kerr says that without rising interest rates to bolster it, the NZD direction will take its cues from commodity prices
25th Aug 14, 12:23pm
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Roger J Kerr says that without rising interest rates to bolster it, the NZD direction will take its cues from commodity prices
Roger J Kerr says interest rate risks are moving for more than just the geopolitical aspects; expectations of Yellen's next signals are part of it as well, he says
18th Aug 14, 3:04pm
Roger J Kerr says interest rate risks are moving for more than just the geopolitical aspects; expectations of Yellen's next signals are part of it as well, he says
Roger J Kerr looks at what is in store for the NZD after the RBNZ rate hike pause and lower dairy prices, both of which now appear to be factored in to current pricing
18th Aug 14, 2:08pm
Roger J Kerr looks at what is in store for the NZD after the RBNZ rate hike pause and lower dairy prices, both of which now appear to be factored in to current pricing
Roger J Kerr says interest rate risks have shifted from the short-end to the long-end of the yield curve; rates will rise as the geopolitical risks recede
12th Aug 14, 8:02am
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Roger J Kerr says interest rate risks have shifted from the short-end to the long-end of the yield curve; rates will rise as the geopolitical risks recede
Roger J Kerr says when there is a decisive break to the downside below 84 USc it will trigger a whole series of stop-loss NZD sell orders as carry-trade investors exit
11th Aug 14, 2:46pm
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Roger J Kerr says when there is a decisive break to the downside below 84 USc it will trigger a whole series of stop-loss NZD sell orders as carry-trade investors exit
Roger J Kerr looks at the likelihood the risk premium for New Zealand debt could change if we get either a change of Government or a different set of coalition partners
4th Aug 14, 2:57pm
Roger J Kerr looks at the likelihood the risk premium for New Zealand debt could change if we get either a change of Government or a different set of coalition partners
Roger J Kerr says investors will soon get the idea that the once attractive yield return is not enough to outweigh the risk of currency depreciation
4th Aug 14, 12:22pm
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Roger J Kerr says investors will soon get the idea that the once attractive yield return is not enough to outweigh the risk of currency depreciation
Roger J Kerr says the next push upwards in US yields will be the real deal as bond investors seek better real returns
28th Jul 14, 4:31pm
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Roger J Kerr says the next push upwards in US yields will be the real deal as bond investors seek better real returns
Roger J Kerr says because of hedging, the NZD can depreciate significantly over the next 6-12 months and the impact on inflation will be muted
28th Jul 14, 3:58pm
Roger J Kerr says because of hedging, the NZD can depreciate significantly over the next 6-12 months and the impact on inflation will be muted
Roger J Kerr says confidence levels remaining high is understandable, however not that sensible. But he also sees an 'unexpected' opportunity to fix interest rates long-term
21st Jul 14, 1:37pm
Roger J Kerr says confidence levels remaining high is understandable, however not that sensible. But he also sees an 'unexpected' opportunity to fix interest rates long-term
Roger J Kerr says our 'rock star' economy is suffering from smaller audiences and declining fan interest because our rosy economic picture has wilted
21st Jul 14, 1:20pm
Roger J Kerr says our 'rock star' economy is suffering from smaller audiences and declining fan interest because our rosy economic picture has wilted
Roger J Kerr sees six reasons consumer demand, labour market conditions and supply-side inflation pressures should be seen by the RBNZ as more important than high house prices
14th Jul 14, 1:04pm
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Roger J Kerr sees six reasons consumer demand, labour market conditions and supply-side inflation pressures should be seen by the RBNZ as more important than high house prices
Roger J Kerr says the 'stark reality' is the strong NZ dollar is causing weaker economic fundamentals which are about to hit the economy
14th Jul 14, 9:11am
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Roger J Kerr says the 'stark reality' is the strong NZ dollar is causing weaker economic fundamentals which are about to hit the economy
Roger J Kerr says migration trends have been misinterpreted and housing activity levels are moderating; prices follow the activity levels. He doubts that inflation risks have increased
7th Jul 14, 1:39pm
Roger J Kerr says migration trends have been misinterpreted and housing activity levels are moderating; prices follow the activity levels. He doubts that inflation risks have increased
Roger J Kerr says lower commodity prices, a slowing housing market, and better US prospects should have the RBNZ aggressively talking down the NZD
7th Jul 14, 11:50am
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Roger J Kerr says lower commodity prices, a slowing housing market, and better US prospects should have the RBNZ aggressively talking down the NZD
Roger J Kerr points to seven things that just do not add up, seemingly showing that markets seem unable to price risk properly
30th Jun 14, 10:45am
Roger J Kerr points to seven things that just do not add up, seemingly showing that markets seem unable to price risk properly
Roger J Kerr is frustrated the kiwi dollar remains so high for exporters, especially as the RBNZ spurns every opportunity to encourage realignment to more sustainable levels
30th Jun 14, 8:49am
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Roger J Kerr is frustrated the kiwi dollar remains so high for exporters, especially as the RBNZ spurns every opportunity to encourage realignment to more sustainable levels
Roger J Kerr asks whether monetary policy should be tightened when the majority of the inflation pressures are coming from a single source, construction costs
23rd Jun 14, 11:46am
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Roger J Kerr asks whether monetary policy should be tightened when the majority of the inflation pressures are coming from a single source, construction costs
Roger J Kerr says the return of the NZD to 80 USc has been postponed in timing by RBNZ policy choices but not fundamentally changed
23rd Jun 14, 10:59am
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Roger J Kerr says the return of the NZD to 80 USc has been postponed in timing by RBNZ policy choices but not fundamentally changed