19th Oct 20, 8:29am
China leads a recovery in export trade by Asian nations which is keeping some currencies elevated. Alex Ross expects our new government to prioritise exports and want to keep the NZD lower
China leads a recovery in export trade by Asian nations which is keeping some currencies elevated. Alex Ross expects our new government to prioritise exports and want to keep the NZD lower
12th Oct 20, 8:07am
Asian currencies double down on a Democrat clean sweep in the US. Alex Ross is also watching how central banks react to a slowing velocity of money, and whether a reflation is really coming
Asian currencies double down on a Democrat clean sweep in the US. Alex Ross is also watching how central banks react to a slowing velocity of money, and whether a reflation is really coming
5th Oct 20, 8:14am
Alex Ross finds that a rising Chinese yuan is keeping the NZD competitive in the China trade. But can it last? One big bank is now shorting the NZD
Alex Ross finds that a rising Chinese yuan is keeping the NZD competitive in the China trade. But can it last? One big bank is now shorting the NZD
28th Sep 20, 7:55am
New contributor Alex Ross assesses the currency pressures on the NZD and looks how the majors will move over the coming week, from the USD, CNY, INR, and other Asian influences
New contributor Alex Ross assesses the currency pressures on the NZD and looks how the majors will move over the coming week, from the USD, CNY, INR, and other Asian influences
6th Apr 20, 8:16am
Roger J Kerr wonders if New Zealand's perceived agility will enable an earlier economic recovery for us
Roger J Kerr wonders if New Zealand's perceived agility will enable an earlier economic recovery for us
30th Mar 20, 8:18am
Roger J Kerr says If the New Zealand economy can 'dodge a bullet', with relatively less negative economic impact than other economies, it is difficult to see the NZ dollar going down in value
Roger J Kerr says If the New Zealand economy can 'dodge a bullet', with relatively less negative economic impact than other economies, it is difficult to see the NZ dollar going down in value
23rd Mar 20, 7:44am
Roger J Kerr says the Kiwi dollar is caught in the crossfire of US investors retreating to home base
Roger J Kerr says the Kiwi dollar is caught in the crossfire of US investors retreating to home base
16th Mar 20, 7:15am
Roger J Kerr says the pandemic panic will keep the Kiwi dollar under pressure (and watch out for incoming billionaires)
Roger J Kerr says the pandemic panic will keep the Kiwi dollar under pressure (and watch out for incoming billionaires)
9th Mar 20, 7:24am
Roger J Kerr sees China, Australia and New Zealand in much better fiscal position to battle economic effects of Covid-19, and that the greenback is starting to be seen as weakened by the crisis
Roger J Kerr sees China, Australia and New Zealand in much better fiscal position to battle economic effects of Covid-19, and that the greenback is starting to be seen as weakened by the crisis
2nd Mar 20, 7:30am
Roger J Kerr doubts monetary policy easing will have much impact on a biologic and supply-side shock but may still happen as part of a general over-reaction by financial and investment markets
Roger J Kerr doubts monetary policy easing will have much impact on a biologic and supply-side shock but may still happen as part of a general over-reaction by financial and investment markets
24th Feb 20, 8:54am
Roger J Kerr says despite the current turbulence in global markets, New Zealand's relative economic position is not diminished
Roger J Kerr says despite the current turbulence in global markets, New Zealand's relative economic position is not diminished
17th Feb 20, 8:43am
Roger J Kerr believes as the coronavirus economic impact plays out foreign exchange markets will recognise that the Kiwi and Aussie dollars have been oversold in the initial negative reaction to the outbreak of the virus
Roger J Kerr believes as the coronavirus economic impact plays out foreign exchange markets will recognise that the Kiwi and Aussie dollars have been oversold in the initial negative reaction to the outbreak of the virus
10th Feb 20, 8:22am
Roger J Kerr assesses the impact of another pivotal change in Australian monetary policy management
Roger J Kerr assesses the impact of another pivotal change in Australian monetary policy management
3rd Feb 20, 8:05am
Roger J Kerr says some positive economic data this week could see an end to the almost panic selling of the NZ dollar witnessed in the face of the coronavirus scare
Roger J Kerr says some positive economic data this week could see an end to the almost panic selling of the NZ dollar witnessed in the face of the coronavirus scare
27th Jan 20, 8:05am
Global geo-political risk events hold centre stage, but locally inflation shows it has not disappeared. Export-wise, meat shortages in China remains a massive issue
Global geo-political risk events hold centre stage, but locally inflation shows it has not disappeared. Export-wise, meat shortages in China remains a massive issue
20th Jan 20, 7:48am
Roger J Kerr says the environmental/climate change lobby is enforcing impositions on our major industry that if continued will lower economic growth and living standards in New Zealand
Roger J Kerr says the environmental/climate change lobby is enforcing impositions on our major industry that if continued will lower economic growth and living standards in New Zealand
13th Jan 20, 7:29am
Roger J Kerr examines the 'classic short-term speculative play' that has been seen in the Kiwi dollar over the past six months by offshore currency traders
Roger J Kerr examines the 'classic short-term speculative play' that has been seen in the Kiwi dollar over the past six months by offshore currency traders
16th Dec 19, 7:31am
Roger J Kerr says as 'growth and commodity' currencies, the Kiwi and Aussie dollars stand to gain as businesses around the world have the confidence to invest again as economic risk reduces
Roger J Kerr says as 'growth and commodity' currencies, the Kiwi and Aussie dollars stand to gain as businesses around the world have the confidence to invest again as economic risk reduces
9th Dec 19, 7:51am
Roger J Kerr says the 'inevitable' unwinding of record-high short-sold positions in the Kiwi dollar is well under way and he sees further gains in the value of our currency before year-end
Roger J Kerr says the 'inevitable' unwinding of record-high short-sold positions in the Kiwi dollar is well under way and he sees further gains in the value of our currency before year-end
2nd Dec 19, 7:46am
Roger J Kerr says the widely forecast (though not by him) slowdown in the economy never eventuated and more positive economic news is to be expected along with an upward move in the value of the NZ dollar
Roger J Kerr says the widely forecast (though not by him) slowdown in the economy never eventuated and more positive economic news is to be expected along with an upward move in the value of the NZ dollar
25th Nov 19, 8:22am
Roger J Kerr expects that the 'political protest vote' from business people against the Labour Coalition government in business confidence surveys will now dissipate
Roger J Kerr expects that the 'political protest vote' from business people against the Labour Coalition government in business confidence surveys will now dissipate
18th Nov 19, 7:54am
Roger J Kerr says the move by the Reserve Bank from an overly dovish approach signals a central bank getting a better handle on what's really going on in the economy
Roger J Kerr says the move by the Reserve Bank from an overly dovish approach signals a central bank getting a better handle on what's really going on in the economy
11th Nov 19, 8:30am
Roger J Kerr examines the three factors in the run-up to Christmas that will decide whether the NZ currency can break out of its recent trading range
Roger J Kerr examines the three factors in the run-up to Christmas that will decide whether the NZ currency can break out of its recent trading range
4th Nov 19, 8:06am
Roger J Kerr says the largest 'cause and effect' variable on the New Zealand economy next year will be the increase in pork, beef, lamb and chicken prices
Roger J Kerr says the largest 'cause and effect' variable on the New Zealand economy next year will be the increase in pork, beef, lamb and chicken prices
29th Oct 19, 8:17am
Roger J Kerr says a bold NZ government would take the lead and invite in large Korean or Chinese construction conglomerates to deliver turn-key infrastructure projects
Roger J Kerr says a bold NZ government would take the lead and invite in large Korean or Chinese construction conglomerates to deliver turn-key infrastructure projects
