Business Confidence

Roger J Kerr says the prolonged period of NZ dollar weakness has given a major boost to our export sector with substantially higher export commodity prices. "We will now see NZD appreciation in its own right, returning all the currency cross-rates higher"

Roger J Kerr says the prolonged period of NZ dollar weakness has given a major boost to our export sector with substantially higher export commodity prices. "We will now see NZD appreciation in its own right, returning all the currency cross-rates higher"

Roger J Kerr assesses what the relative performances of the NZ and AU economies mean for the NZD/AUD cross-rate. And he notes financial markets start to rethink the Fed’s next move with interest rates

Roger J Kerr assesses what the relative performances of the NZ and AU economies mean for the NZD/AUD cross-rate. And he notes financial markets start to rethink the Fed’s next move with interest rates

Businesses more confident as inflation expectations decline, ANZ Business Outlook Survey shows

Businesses more confident as inflation expectations decline, ANZ Business Outlook Survey shows

Roger J Kerr has two good reasons as to why the FX markets, in buying up the USD, have misread the Fed. He also sees the Aussie dollar pulling back, but retaining its yield advantage

Roger J Kerr has two good reasons as to why the FX markets, in buying up the USD, have misread the Fed. He also sees the Aussie dollar pulling back, but retaining its yield advantage

Roger J Kerr sees a hawkish Kevin Warsh but one who kicks the can on Fed reforms. He also sees a local economy doing better than most realise

Roger J Kerr sees a hawkish Kevin Warsh but one who kicks the can on Fed reforms. He also sees a local economy doing better than most realise

Roger J Kerr sees the pullback in the Aussie dollar as a healthy market flush-out. And he is watching what the markets will be telling Kevin Warsh at his first US Fed meeting

Roger J Kerr sees the pullback in the Aussie dollar as a healthy market flush-out. And he is watching what the markets will be telling Kevin Warsh at his first US Fed meeting

Roger J Kerr says oil price movements likely to outweigh US economic data as a determinant for NZD/USD rate direction

Roger J Kerr says oil price movements likely to outweigh US economic data as a determinant for NZD/USD rate direction

Roger J Kerr sees a growing probability that the NZD will rise to 'well above 60 USc'. As oil prices fall away (in USD), the cost in NZD will fall faster. He also sees a new era of transparency and accountability at the RBNZ

Roger J Kerr sees a growing probability that the NZD will rise to 'well above 60 USc'. As oil prices fall away (in USD), the cost in NZD will fall faster. He also sees a new era of transparency and accountability at the RBNZ

Although the Reserve Bank is caught between a rock and a hard place, its priority should be not making things worse, Brian Fallow says

Although the Reserve Bank is caught between a rock and a hard place, its priority should be not making things worse, Brian Fallow says

Roger J Kerr has 12 factors likely to influence the near-term Kiwi dollar direction

Roger J Kerr has 12 factors likely to influence the near-term Kiwi dollar direction

Roger J Kerr is watching global financial markets starting to capitulate as they see rising downsides from Trump's policies & actions. Locally he thinks the negative views of our economy are overblown

Roger J Kerr is watching global financial markets starting to capitulate as they see rising downsides from Trump's policies & actions. Locally he thinks the negative views of our economy are overblown

Roger J Kerr sees a return to underlying economic fundamentals and changing interest rate differentials as reasons to buy or sell any particular currency, likely to boost the NZD

Roger J Kerr sees a return to underlying economic fundamentals and changing interest rate differentials as reasons to buy or sell any particular currency, likely to boost the NZD

Roger J Kerr says watch the Japanese yen and the Australian dollar for signals about how our currency will move. But the US signals are too confusing at present to make much sense out of

Roger J Kerr says watch the Japanese yen and the Australian dollar for signals about how our currency will move. But the US signals are too confusing at present to make much sense out of

ANZ business confidence survey warns of ‘wall of worry’, uncertainty likely to put some hiring and investment decisions 'on ice'

ANZ business confidence survey warns of ‘wall of worry’, uncertainty likely to put some hiring and investment decisions 'on ice'

Roger J Kerr says a “quick end to the war” scenario appears more likely than alternatives. And he thinks that capital inflows to New Zealand might start exceeding outflows, positive for the NZD

Roger J Kerr says a “quick end to the war” scenario appears more likely than alternatives. And he thinks that capital inflows to New Zealand might start exceeding outflows, positive for the NZD