Roger J Kerr
Roger J Kerr says the RBNZ has invited global financial markets awash with cash to buy more NZ dollars to gain a higher yield return
16th Jun 14, 2:32pm
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Roger J Kerr says the RBNZ has invited global financial markets awash with cash to buy more NZ dollars to gain a higher yield return
Roger J Kerr says respite is on the way for exporters; the USD is strengthening and milk powder prices are falling
16th Jun 14, 1:31pm
Roger J Kerr says respite is on the way for exporters; the USD is strengthening and milk powder prices are falling
Roger J Kerr says the RBNZ needs to be innovative if it wants to rein in the strong NZ dollar
9th Jun 14, 11:29am
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Roger J Kerr says the RBNZ needs to be innovative if it wants to rein in the strong NZ dollar
Roger J Kerr says the RBNZ can only retain credibility for its warnings of divergence between dairy prices and the NZD if it acts to get the currency realigned
9th Jun 14, 11:20am
Roger J Kerr says the RBNZ can only retain credibility for its warnings of divergence between dairy prices and the NZD if it acts to get the currency realigned
Roger J Kerr says the low 2/10 differential is just not sustainable in the medium to longer term, presenting options for borrowers with fixed rate swaps maturing over the next 2 years
4th Jun 14, 9:24am
Roger J Kerr says the low 2/10 differential is just not sustainable in the medium to longer term, presenting options for borrowers with fixed rate swaps maturing over the next 2 years
Roger J Kerr says retreat by the NZD has been due to unwinding of carry trades and NZD/AUD speculative positions
4th Jun 14, 9:03am
Roger J Kerr says retreat by the NZD has been due to unwinding of carry trades and NZD/AUD speculative positions
Roger J Kerr says lower dairy income and lower growth means that the RBNZ won't be as aggressive with their OCR hikes
26th May 14, 3:30pm
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Roger J Kerr says lower dairy income and lower growth means that the RBNZ won't be as aggressive with their OCR hikes
Roger J Kerr says the FX markets are waiting to be told that the NZ economic fundamentals have weakened
26th May 14, 1:36pm
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Roger J Kerr says the FX markets are waiting to be told that the NZ economic fundamentals have weakened
Roger J Kerr says our economy is highly dependent on climate, export prices and currency and therefore has high vulerabilities and economic risk
19th May 14, 3:00pm
Roger J Kerr says our economy is highly dependent on climate, export prices and currency and therefore has high vulerabilities and economic risk
Roger J Kerr sees the tide turning in favour of the USD internationally; the local FX market is now expects the RBNZ to revise down their GDP growth and inflation forecasts
19th May 14, 1:53pm
Roger J Kerr sees the tide turning in favour of the USD internationally; the local FX market is now expects the RBNZ to revise down their GDP growth and inflation forecasts
Roger J Kerr sees interest rate yield curve steepening giving a good opportunity to fix more debt or extend the maturity on existing fixed rate debt
12th May 14, 12:13pm
Roger J Kerr sees interest rate yield curve steepening giving a good opportunity to fix more debt or extend the maturity on existing fixed rate debt
Roger J Kerr says if the markets don't rescue the RBNZ they could surprise by cancelling the June OCR increase. That would get their attention
12th May 14, 11:53am
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Roger J Kerr says if the markets don't rescue the RBNZ they could surprise by cancelling the June OCR increase. That would get their attention
Roger J Kerr sees a market opportunity that should not be missed by borrowers with a high level of swap maturities over the next 12 to 24 months
5th May 14, 9:35am
Roger J Kerr sees a market opportunity that should not be missed by borrowers with a high level of swap maturities over the next 12 to 24 months
Roger J Kerr says the RBNZ may consider cancelling OCR increases in June/July if the exchange rate stays high
5th May 14, 8:06am
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Roger J Kerr says the RBNZ may consider cancelling OCR increases in June/July if the exchange rate stays high
Roger J Kerr sees the golden run ending as the 'upcoming winter months may be somewhat tougher for the economy than most expect'
28th Apr 14, 10:35am
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Roger J Kerr sees the golden run ending as the 'upcoming winter months may be somewhat tougher for the economy than most expect'
Roger J Kerr says both the upcoming US jobs report and the Aussie budget are likely to be negative for the NZD, reinforcing the drop in milk powder prices
28th Apr 14, 8:15am
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Roger J Kerr says both the upcoming US jobs report and the Aussie budget are likely to be negative for the NZD, reinforcing the drop in milk powder prices
Roger J Kerr advises the RBNZ to select their words much more carefully this time than they did in March as the currency needs to follow dairy prices down
22nd Apr 14, 2:00pm
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Roger J Kerr advises the RBNZ to select their words much more carefully this time than they did in March as the currency needs to follow dairy prices down
Roger J Kerr reminds us that the demand to invest into NZ’s higher yields dissipates quickly if the currency ceases to appreciate and starts to depreciate
22nd Apr 14, 10:55am
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Roger J Kerr reminds us that the demand to invest into NZ’s higher yields dissipates quickly if the currency ceases to appreciate and starts to depreciate
Roger J Kerr warns that interest rate increases could be a lot sooner and more severe if the NZ dollar falls sharply
14th Apr 14, 3:30pm
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Roger J Kerr warns that interest rate increases could be a lot sooner and more severe if the NZ dollar falls sharply
Roger J Kerr says a surprise 'no change' OCR decision would be much more effective to pull the NZ dollar down than jawboning
14th Apr 14, 12:18pm
Roger J Kerr says a surprise 'no change' OCR decision would be much more effective to pull the NZ dollar down than jawboning
Roger J Kerr wonders who will buy US bonds now that the Fed is cutting back; selling pressure will force yields higher
7th Apr 14, 12:53pm
Roger J Kerr wonders who will buy US bonds now that the Fed is cutting back; selling pressure will force yields higher
Roger J Kerr says the Trade Weighted Index is looking down the barrel of a significant drop
7th Apr 14, 11:57am
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Roger J Kerr says the Trade Weighted Index is looking down the barrel of a significant drop
Roger J Kerr says because mortgage holders aren't fixing long, OCR increases this year and next will bite the retail and housing sectors earlier and harder
1st Apr 14, 5:00am
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Roger J Kerr says because mortgage holders aren't fixing long, OCR increases this year and next will bite the retail and housing sectors earlier and harder
Roger J Kerr says it would be more effective for the RBNZ to not increase the OCR in April, surprise the markets causing NZD selling and depreciation
31st Mar 14, 5:10pm
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Roger J Kerr says it would be more effective for the RBNZ to not increase the OCR in April, surprise the markets causing NZD selling and depreciation
Roger J Kerr looks at the official interest rate 'forecasts' by the RBNZ and sees them more as working assumptions, changeable as circumstances alter
24th Mar 14, 5:36pm
Roger J Kerr looks at the official interest rate 'forecasts' by the RBNZ and sees them more as working assumptions, changeable as circumstances alter