Trade

Roger J Kerr traces the US Government shifts from intervening to supporting the yen to intervening to support their own bond market

Roger J Kerr traces the US Government shifts from intervening to supporting the yen to intervening to support their own bond market

Trump’s ‘forever’ tariffs are kicking in for the long haul – and US consumers are footing the bill

Trump’s ‘forever’ tariffs are kicking in for the long haul – and US consumers are footing the bill

Roger J Kerr does a stocktake of New Zealand’s current economic fundamentals. He also sees US economic results consistently below forecasts that were overly optimistic

Roger J Kerr does a stocktake of New Zealand’s current economic fundamentals. He also sees US economic results consistently below forecasts that were overly optimistic

Roger J Kerr sees an inevitable reset in US interest rates, a NZD that is turning positive, and he reviews the prospects for the Aussie dollar

Roger J Kerr sees an inevitable reset in US interest rates, a NZD that is turning positive, and he reviews the prospects for the Aussie dollar

David Mahon argues South Pacific countries like NZ would be better off striving for non-alignment and collective regional interest rather than clinging to hopes of US altruistic leadership

David Mahon argues South Pacific countries like NZ would be better off striving for non-alignment and collective regional interest rather than clinging to hopes of US altruistic leadership

Roger J Kerr looks for the drivers of the recent US bond market rout, and notes the US dollar is sliding on their weaker economic data. He also sees our string local bounce-back of business confidence defying global uncertainty

Roger J Kerr looks for the drivers of the recent US bond market rout, and notes the US dollar is sliding on their weaker economic data. He also sees our string local bounce-back of business confidence defying global uncertainty

Roger J Kerr sees weaker US jobs growth undermining the market pricing for an inflation-fighting Fed hike, and the USD will fall too. At the same time he finds strength in recent NZ and Australian economic data

Roger J Kerr sees weaker US jobs growth undermining the market pricing for an inflation-fighting Fed hike, and the USD will fall too. At the same time he finds strength in recent NZ and Australian economic data

United States confirms new 12.5% tariff on New Zealand imports for 'failure to impose and effectively enforce a prohibition on the importation of goods produced with forced labor'

United States confirms new 12.5% tariff on New Zealand imports for 'failure to impose and effectively enforce a prohibition on the importation of goods produced with forced labor'

NZ Trade Minister Todd McClay says he expects, over the course of this week, the US will impose a 12.5% tariff on NZ imports

NZ Trade Minister Todd McClay says he expects, over the course of this week, the US will impose a 12.5% tariff on NZ imports

Roger J Kerr says NZ, Aussie and US interest rates are set to converge to the same level, while US markets underestimate the disinflationary impulse underway

Roger J Kerr says NZ, Aussie and US interest rates are set to converge to the same level, while US markets underestimate the disinflationary impulse underway

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"

David Mahon finds Chinese development like crossing a river while feeling the stones. China's objectives on the far bank remain clear, but the water level is now higher, the current stronger, and the stones beneath harder to locate

David Mahon finds Chinese development like crossing a river while feeling the stones. China's objectives on the far bank remain clear, but the water level is now higher, the current stronger, and the stones beneath harder to locate

Alistair Crozier of the New Zealand China Council explores China's AI world

Alistair Crozier of the New Zealand China Council explores China's AI world

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

Indian Prime Minister Shri Narendra Modi visiting NZ next week, Prime Minister Christopher Luxon says visit is ‘historic, with this being the first to NZ by an Indian Prime Minister in 40 years’

Indian Prime Minister Shri Narendra Modi visiting NZ next week, Prime Minister Christopher Luxon says visit is ‘historic, with this being the first to NZ by an Indian Prime Minister in 40 years’