Business Confidence
Roger J Kerr says the Reserve Bank are still full of inflation problems, but offer no solutions
27th Feb 23, 7:48am
3
Roger J Kerr says the Reserve Bank are still full of inflation problems, but offer no solutions
Roger J Kerr sees the Kiwi dollar rising against the American currency again over coming weeks and months; says NZ needs a net inflow of 60,000 migrants per year
20th Feb 23, 8:01am
11
Roger J Kerr sees the Kiwi dollar rising against the American currency again over coming weeks and months; says NZ needs a net inflow of 60,000 migrants per year
Roger J Kerr has a look at the alternative strategies and tactics the RBNZ could adopt
13th Feb 23, 8:31am
6
Roger J Kerr has a look at the alternative strategies and tactics the RBNZ could adopt
Roger J Kerr says monetary tightening to bring down inflation always seems to require a higher exchange rate
6th Feb 23, 9:00am
20
Roger J Kerr says monetary tightening to bring down inflation always seems to require a higher exchange rate
Roger J Kerr suggests four actions that could address our current inflation problem. He also is sanguine about how the US debt ceiling problem resolution. And he is highly critical of how the RBA is foreseeing its developing issues
30th Jan 23, 8:30am
8
Roger J Kerr suggests four actions that could address our current inflation problem. He also is sanguine about how the US debt ceiling problem resolution. And he is highly critical of how the RBA is foreseeing its developing issues
Roger J Kerr says the sentiment towards, and direction of, the US dollar currency value remains firmly negative
23rd Jan 23, 8:39am
1
Roger J Kerr says the sentiment towards, and direction of, the US dollar currency value remains firmly negative
[updated]
National's finance spokesperson scalds Government after long-running NZIER business survey records the weakest result in its history; ASB economists say economy has 'run into a brick wall'; BNZ economists see 'stagflation on steroids'
17th Jan 23, 10:23am
188
National's finance spokesperson scalds Government after long-running NZIER business survey records the weakest result in its history; ASB economists say economy has 'run into a brick wall'; BNZ economists see 'stagflation on steroids'
Roger J Kerr says 'choppy and sideways' looks like the order of the day for the markets this year
16th Jan 23, 8:08am
2
Roger J Kerr says 'choppy and sideways' looks like the order of the day for the markets this year
Roger J Kerr returns for 2023 with his views on currency movements and strategies. He notes it is rare or the NZD/USD rate to deviate from general USD movements. He also observes the NZD/AUD seems oversold
9th Jan 23, 8:50am
4
Roger J Kerr returns for 2023 with his views on currency movements and strategies. He notes it is rare or the NZD/USD rate to deviate from general USD movements. He also observes the NZD/AUD seems oversold
Firms are looking ahead with trepidation for the general economy, and they are looking at their own prospects much more negatively now too. It's a widespread malaise
20th Dec 22, 1:43pm
26
Firms are looking ahead with trepidation for the general economy, and they are looking at their own prospects much more negatively now too. It's a widespread malaise
Roger J Kerr wraps up the currency year from his perspective, and hands out his 'awards' with his politics on his sleeve
19th Dec 22, 8:00am
5
Roger J Kerr wraps up the currency year from his perspective, and hands out his 'awards' with his politics on his sleeve
Roger J Kerr sees coming flows of capital back to Europe and this will force the value of the US dollar lower
12th Dec 22, 8:05am
Roger J Kerr sees coming flows of capital back to Europe and this will force the value of the US dollar lower
Roger J Kerr ponders on how New Zealand will get its economic mojo back
Latest ANZ Business Outlook Survey shows a sharp drop in confidence and own activity readings, while sentiment in the residential construction sector has 'tanked' and 'could hardly be lower'
30th Nov 22, 1:27pm
26
Latest ANZ Business Outlook Survey shows a sharp drop in confidence and own activity readings, while sentiment in the residential construction sector has 'tanked' and 'could hardly be lower'
Roger J Kerr says the monetary policy 'penny-dropped' in both Wellington and New York for the RBNZ and US Federal Reserve respectively last week
28th Nov 22, 8:18am
10
Roger J Kerr says the monetary policy 'penny-dropped' in both Wellington and New York for the RBNZ and US Federal Reserve respectively last week
Roger J Kerr says the implications of a different inflation/interest rate track for New Zealand is that the Kiwi dollar may well once again attract 'carry-trade' offshore investors
21st Nov 22, 8:44am
6
Roger J Kerr says the implications of a different inflation/interest rate track for New Zealand is that the Kiwi dollar may well once again attract 'carry-trade' offshore investors
Roger J Kerr says, it needed a special catalyst to break the US dollar bulls and stimulate aggressive USD selling
14th Nov 22, 8:29am
2
Roger J Kerr says, it needed a special catalyst to break the US dollar bulls and stimulate aggressive USD selling
Roger J Kerr says the next RBNZ monetary policy statement on 23 November will be a difficult one for our central bank
7th Nov 22, 8:22am
32
Roger J Kerr says the next RBNZ monetary policy statement on 23 November will be a difficult one for our central bank
Roger J Kerr says the recent signs are encouraging for the Kiwi dollar to recover to back above 0.6000 against the USD as fast as it dived from 0.6000 to 0.5550 in mid to late September
31st Oct 22, 8:20am
4
Roger J Kerr says the recent signs are encouraging for the Kiwi dollar to recover to back above 0.6000 against the USD as fast as it dived from 0.6000 to 0.5550 in mid to late September
Latest ANZ Business Outlook Survey shows a drop in business confidence and activity levels - but inflation expectations have risen again
26th Oct 22, 1:33pm
60
Latest ANZ Business Outlook Survey shows a drop in business confidence and activity levels - but inflation expectations have risen again
Roger J Kerr sees “extreme and excessive” geopolitical, economic, and financial/investment market situations globally that make decision-making difficult for businesses, investors, and governments alike
24th Oct 22, 8:30am
10
Roger J Kerr sees “extreme and excessive” geopolitical, economic, and financial/investment market situations globally that make decision-making difficult for businesses, investors, and governments alike
Roger J Kerr says it would be a mistake for the Fed to maintain tight monetary policy just because core inflation is not reducing as fast as they would like
17th Oct 22, 8:05am
3
Roger J Kerr says it would be a mistake for the Fed to maintain tight monetary policy just because core inflation is not reducing as fast as they would like
Roger J Kerr says a major financial collapse due to someone’s failure to meet cash margin calls on extreme leveraged positions in equities or bonds is the sort of risk event just waiting to happen
10th Oct 22, 8:55am
12
Roger J Kerr says a major financial collapse due to someone’s failure to meet cash margin calls on extreme leveraged positions in equities or bonds is the sort of risk event just waiting to happen
Latest NZIER Quarterly Survey of Business Opinion suggests that shortages for both skilled and unskilled labour are easing from the historically high levels of the past year
4th Oct 22, 10:31am
37
Latest NZIER Quarterly Survey of Business Opinion suggests that shortages for both skilled and unskilled labour are easing from the historically high levels of the past year
Roger J Kerr says Kiwi dollar selling is typically very short-term and speculative in nature, often triggered by global events and economic shocks
3rd Oct 22, 8:35am
32
Roger J Kerr says Kiwi dollar selling is typically very short-term and speculative in nature, often triggered by global events and economic shocks