Business Confidence

Roger J Kerr says the latest bout of US dollar strength is likely to be as short-lived as all the previous upticks in the USD Index since the start of 2025

Roger J Kerr says the latest bout of US dollar strength is likely to be as short-lived as all the previous upticks in the USD Index since the start of 2025

Latest ANZ Business Outlook Survey shows the highest level of business confidence since early in the year

Latest ANZ Business Outlook Survey shows the highest level of business confidence since early in the year

Roger J Kerr sees markets expecting a US Fed rate cut believing the tariff-cost impact has largely passed, offset by other costs being restrained. For NZ, the bad news is now all behind us, and the NZD should rise from here

Roger J Kerr sees markets expecting a US Fed rate cut believing the tariff-cost impact has largely passed, offset by other costs being restrained. For NZ, the bad news is now all behind us, and the NZD should rise from here

Roger J Kerr says global currency markets continue to “fly blind” due to the absence of up-to-date US economic data

Roger J Kerr says global currency markets continue to “fly blind” due to the absence of up-to-date US economic data

Roger J Kerr says it's no wonder that economists and market analysts are reverting to high-frequency alternative measures of economic activity

Roger J Kerr says it's no wonder that economists and market analysts are reverting to high-frequency alternative measures of economic activity

A 50 basis-point cut to the Official Cash Rate would not be difficult to justify, economist says, as long-running NZIER Quarterly Survey of Business Opinion shows falling confidence in September quarter

A 50 basis-point cut to the Official Cash Rate would not be difficult to justify, economist says, as long-running NZIER Quarterly Survey of Business Opinion shows falling confidence in September quarter

Roger J Kerr says the risk of overcooking the monetary stimulus and pushing interest rates too low is that this would stimulate another debt-fuelled housing boom

Roger J Kerr says the risk of overcooking the monetary stimulus and pushing interest rates too low is that this would stimulate another debt-fuelled housing boom

Latest ANZ Business Outlook Survey shows the highest level of expected future activity in five months

Latest ANZ Business Outlook Survey shows the highest level of expected future activity in five months

Roger J Kerr offers up some advice on the foibles and quirks of the New Zealand economy for the incoming RBNZ Governor Anna Breman

Roger J Kerr offers up some advice on the foibles and quirks of the New Zealand economy for the incoming RBNZ Governor Anna Breman

Roger J Kerr says the Reserve Bank would be wise to be very circumspect in respect to the -0.90% GDP outcome for the June quarter

Roger J Kerr says the Reserve Bank would be wise to be very circumspect in respect to the -0.90% GDP outcome for the June quarter

Roger J Kerr says the conventional wisdom that elevated political risk is negative for a particular currency has been challenged by recent events

Roger J Kerr says the conventional wisdom that elevated political risk is negative for a particular currency has been challenged by recent events

Roger J Kerr says the sharp drop in US employment takes precedence for the Fed and that is why there could be three or four interest rates cuts before the end of the year

Roger J Kerr says the sharp drop in US employment takes precedence for the Fed and that is why there could be three or four interest rates cuts before the end of the year

Roger J Kerr says the current Government has - thankfully - put out the welcome mat for offshore capital to invest here

Roger J Kerr says the current Government has - thankfully - put out the welcome mat for offshore capital to invest here

Latest ANZ Business Outlook Survey shows business confidence generally was actually lower after the Reserve Bank's 'dovish' shift last week - but residential construction intentions were 'markedly higher'

Latest ANZ Business Outlook Survey shows business confidence generally was actually lower after the Reserve Bank's 'dovish' shift last week - but residential construction intentions were 'markedly higher'

Roger J Kerr says the RBNZ's actions last week suggest it is again looking backwards at weaker than forecast economic results rather than determining policy based on forecasts of future economic conditions

Roger J Kerr says the RBNZ's actions last week suggest it is again looking backwards at weaker than forecast economic results rather than determining policy based on forecasts of future economic conditions