26th Feb 20, 9:56am
Wall Street ends Tuesday's session down sharply again, taking the two day drop to -6.3% for the S&P500 and -16 bps for the UST 10yr benchmark bond
Wall Street ends Tuesday's session down sharply again, taking the two day drop to -6.3% for the S&P500 and -16 bps for the UST 10yr benchmark bond
18th Sep 19, 5:00am
BlackRock Australia’s David Griffith says with central banks running out of ammunition, it might be time to think outside the square
BlackRock Australia’s David Griffith says with central banks running out of ammunition, it might be time to think outside the square
14th Jul 19, 6:46am
Will Christine Lagarde have the same powers over markets and politicians as the wizardly Mario Draghi? A great deal hangs on this question says Fathom's Erik Britton
Will Christine Lagarde have the same powers over markets and politicians as the wizardly Mario Draghi? A great deal hangs on this question says Fathom's Erik Britton
29th Dec 18, 2:02pm
We review what happened to underlying benchmark yields, how they moved, where they ended, and how New Zealand compares to the major reference bonds
We review what happened to underlying benchmark yields, how they moved, where they ended, and how New Zealand compares to the major reference bonds
5th Apr 18, 10:48am
Patrick Watson sees cracks appearing in the bull market and says now's the time to look for opportunities to take profits and reduce exposure
Patrick Watson sees cracks appearing in the bull market and says now's the time to look for opportunities to take profits and reduce exposure
8th Jul 17, 8:27am
Milford's Paul Morris investigates why interest rates have been drifting higher even as the OCR has stayed low. Borrowers may find the availability of credit to be 'more selective'
Milford's Paul Morris investigates why interest rates have been drifting higher even as the OCR has stayed low. Borrowers may find the availability of credit to be 'more selective'
11th May 15, 3:01pm
Roger J Kerr says he doubts recent economic developments will suddenly change the RBNZ’s official line of completely stable OCR interest rates over the next 12 months
Roger J Kerr says he doubts recent economic developments will suddenly change the RBNZ’s official line of completely stable OCR interest rates over the next 12 months
4th May 15, 11:23am
Roger J Kerr says the risk of increasing three to 10 year interest rates is very real and immediately upon us
Roger J Kerr says the risk of increasing three to 10 year interest rates is very real and immediately upon us
28th Apr 15, 3:25pm
Roger J Kerr says Governor Wheeler has three options now, but only one will bring the lowest 'collateral damage'
Roger J Kerr says Governor Wheeler has three options now, but only one will bring the lowest 'collateral damage'
20th Apr 15, 2:44pm
Roger J Kerr says in 12 to 18 months lower rural incomes will start feeding through to the 'bubble sub-economies' of Auckland and Christchurch
Roger J Kerr says in 12 to 18 months lower rural incomes will start feeding through to the 'bubble sub-economies' of Auckland and Christchurch
13th Apr 15, 1:07pm
Roger J Kerr says low interest rates won't last forever and when they reverse the impact could be 'swift and severe'
Roger J Kerr says low interest rates won't last forever and when they reverse the impact could be 'swift and severe'
7th Apr 15, 8:28am
Cheaper money will be here for a long time says Roger J Kerr. That means investment hurdle rates can be lower. Now is the time to take advantage he says
Cheaper money will be here for a long time says Roger J Kerr. That means investment hurdle rates can be lower. Now is the time to take advantage he says
31st Mar 15, 6:32am
Inflation is not dead, it is heading for 5% says Roger J Kerr who has 'a thousand words' to support that in two short images
Inflation is not dead, it is heading for 5% says Roger J Kerr who has 'a thousand words' to support that in two short images
23rd Mar 15, 9:04am
Roger J Kerr says local importers should be topping-up hedging levels with current NZD/USD rates near the top end of the range
Roger J Kerr says local importers should be topping-up hedging levels with current NZD/USD rates near the top end of the range
16th Mar 15, 4:36pm
Roger J Kerr says the risk of medium to long term rates increasing is dependent upon US bond market movements, not the RBNZ or the NZ economy or our inflation
Roger J Kerr says the risk of medium to long term rates increasing is dependent upon US bond market movements, not the RBNZ or the NZ economy or our inflation
10th Mar 15, 8:55am
Don't allow deflation doomsayers to dissuade you from prudent risk management of interest costs, says Roger J Kerr
Don't allow deflation doomsayers to dissuade you from prudent risk management of interest costs, says Roger J Kerr
2nd Mar 15, 3:05pm
Roger J Kerr asks how sustainable the current totally “flat” NZ interest rate yield curve is
Roger J Kerr asks how sustainable the current totally “flat” NZ interest rate yield curve is
23rd Feb 15, 12:35pm
Roger J Kerr points out that there is likely a big jump coming in longer tenor swap rates and that creates opportunities for wholesale borrowers
Roger J Kerr points out that there is likely a big jump coming in longer tenor swap rates and that creates opportunities for wholesale borrowers
16th Feb 15, 3:36pm
Adopting a 'heat map' approach, Roger J Kerr assesses whether the 'heat' is coming on for interest rate trends to reverse
Adopting a 'heat map' approach, Roger J Kerr assesses whether the 'heat' is coming on for interest rate trends to reverse
2nd Feb 15, 1:57pm
Roger J Kerr wonders how Graeme Wheeler can call the NZD 'unjustifiably high' when it is now back to the levels they were targeting
Roger J Kerr wonders how Graeme Wheeler can call the NZD 'unjustifiably high' when it is now back to the levels they were targeting
27th Jan 15, 2:24pm
Roger J Kerr does not expect a dovish stance from the RBNZ on Thursday and does not expect him to follow the Canadians
Roger J Kerr does not expect a dovish stance from the RBNZ on Thursday and does not expect him to follow the Canadians
19th Jan 15, 11:30am
Roger J Kerr does not see the current fall in benchmark bond yields and the rush to safety resulting in lower New Zealand interest rates nor a slowing local economy
Roger J Kerr does not see the current fall in benchmark bond yields and the rush to safety resulting in lower New Zealand interest rates nor a slowing local economy
12th Jan 15, 12:51pm
Inflation doves need to look beyond low historical numbers, says Roger J Kerr
Inflation doves need to look beyond low historical numbers, says Roger J Kerr
17th Sep 13, 5:19pm
Subscription service launched offering detailed weekly analysis of Australian fixed income markets
Subscription service launched offering detailed weekly analysis of Australian fixed income markets
24th Apr 13, 12:20pm
A key long-term Government bond yield falls to a 28-year low following OCR review
A key long-term Government bond yield falls to a 28-year low following OCR review
