Trade
Roger J Kerr says the still-high level of inflation that has declined a bit isn't yet cause for celebration and the RBNZ needs to explore more options to get it lower. But he sees US inflation march lower even if their economic data remains mixed
29th Jan 24, 8:30am
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Roger J Kerr says the still-high level of inflation that has declined a bit isn't yet cause for celebration and the RBNZ needs to explore more options to get it lower. But he sees US inflation march lower even if their economic data remains mixed
Roger J Kerr says weaker than expected inflation and jobs data in Australia has forced away any lingering expectations of further Reserve Bank of Australia (“RBA”) interest rate hikes
22nd Jan 24, 7:55am
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Roger J Kerr says weaker than expected inflation and jobs data in Australia has forced away any lingering expectations of further Reserve Bank of Australia (“RBA”) interest rate hikes
Roger J Kerr says there is a strong argument that the New Zealand interest rate market is pricing in far too many cuts, far too early, from the current 5.50% OCR rate
15th Jan 24, 7:46am
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Roger J Kerr says there is a strong argument that the New Zealand interest rate market is pricing in far too many cuts, far too early, from the current 5.50% OCR rate
Even though markets seem sure the US Fed Funds rate will need to fall as US inflation does - and that will make the USD weaker - Roger J Kerr warns managers to be aware of the risks to that weaker US dollar expectation
8th Jan 24, 8:51am
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Even though markets seem sure the US Fed Funds rate will need to fall as US inflation does - and that will make the USD weaker - Roger J Kerr warns managers to be aware of the risks to that weaker US dollar expectation
Siah Hwee Ang looks at what will happen in the giant Chinese economy in 2024, with a special focus on how that could affect New Zealand
7th Jan 24, 7:00am
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Siah Hwee Ang looks at what will happen in the giant Chinese economy in 2024, with a special focus on how that could affect New Zealand
Roger J Kerr says it has just taken an extraordinary length of time for the Fed and the markets to conclude that interest rates did not need to go any higher and would need to come down in 2024 to avoid a recession
18th Dec 23, 8:23am
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Roger J Kerr says it has just taken an extraordinary length of time for the Fed and the markets to conclude that interest rates did not need to go any higher and would need to come down in 2024 to avoid a recession
Roger J Kerr says the evidence from all the US economic data over the last month has to be that the risks have subsided, therefore the Fed have done enough with tight monetary policy to achieve their 2.00% inflation target
11th Dec 23, 8:15am
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Roger J Kerr says the evidence from all the US economic data over the last month has to be that the risks have subsided, therefore the Fed have done enough with tight monetary policy to achieve their 2.00% inflation target
Roger J Kerr struggles to make sense of the Reserve Bank's latest 'stringent' message
4th Dec 23, 8:02am
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Roger J Kerr struggles to make sense of the Reserve Bank's latest 'stringent' message
Sense Partners' John Ballingall says the new government should focus on making the most of our existing trade deals, rather than chasing new ones
28th Nov 23, 4:14pm
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Sense Partners' John Ballingall says the new government should focus on making the most of our existing trade deals, rather than chasing new ones
Roger J Kerr says the fundamental premise of lower US inflation, equals lower US interest rates, equals a lower US dollar still holds as compelling today as it was in early 2023
27th Nov 23, 8:52am
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Roger J Kerr says the fundamental premise of lower US inflation, equals lower US interest rates, equals a lower US dollar still holds as compelling today as it was in early 2023
Dustin Cole looks at how and why fresh water is a hidden challenge, and opportunity, for global supply chains
20th Nov 23, 2:26pm
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Dustin Cole looks at how and why fresh water is a hidden challenge, and opportunity, for global supply chains
Roger J Kerr says the continuous switching by global investors between “risk-on” and “risk-off” mode over the course of the last year is reflected in the up-down-up pattern of the US equities Dow Jones Index
13th Nov 23, 8:58am
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Roger J Kerr says the continuous switching by global investors between “risk-on” and “risk-off” mode over the course of the last year is reflected in the up-down-up pattern of the US equities Dow Jones Index
Christina Hood explains why New Zealand is one of the easiest countries in the world in which to get to net zero emissions of greenhouse gases
8th Nov 23, 2:30pm
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Christina Hood explains why New Zealand is one of the easiest countries in the world in which to get to net zero emissions of greenhouse gases
Roger J Kerr says US dollar bulls are hastily reversing their long-USD positions as the scenario for next year of US interest rates decreasing well ahead in time of all others starts to become a higher probability
6th Nov 23, 9:09am
Roger J Kerr says US dollar bulls are hastily reversing their long-USD positions as the scenario for next year of US interest rates decreasing well ahead in time of all others starts to become a higher probability
Change, along with death & taxes, is a certainty in life with none of us knowing exactly what's around the corner. So Gareth Vaughan's pleased to see at least one central banker is thinking about change
2nd Nov 23, 1:20pm
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Change, along with death & taxes, is a certainty in life with none of us knowing exactly what's around the corner. So Gareth Vaughan's pleased to see at least one central banker is thinking about change
Roger J Kerr says an RBA interest rate hike next week would certainly propel the AUD/USD exchange rate higher, and the NZD/USD rate will follow
30th Oct 23, 8:14am
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Roger J Kerr says an RBA interest rate hike next week would certainly propel the AUD/USD exchange rate higher, and the NZD/USD rate will follow
Roger J Kerr sees the US playing a very high-stakes 'game' that cannot last, raising the risks of an American recession. The USD is over-valued and until it comes down, American interest rates will stay high
23rd Oct 23, 7:00am
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Roger J Kerr sees the US playing a very high-stakes 'game' that cannot last, raising the risks of an American recession. The USD is over-valued and until it comes down, American interest rates will stay high
In our latest Of Interest podcast episode Dave Christie explains the challenges NZ's supply chains face and what can be done to improve them
19th Oct 23, 12:04pm
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In our latest Of Interest podcast episode Dave Christie explains the challenges NZ's supply chains face and what can be done to improve them
Roger J Kerr says policy initiatives from the new Government should attract inwards capital and portfolio investors
16th Oct 23, 8:37am
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Roger J Kerr says policy initiatives from the new Government should attract inwards capital and portfolio investors
Economist Brian Easton says while Singapore and New Zealand have rather different economic structures, the two small economies work together in the international political economy
9th Oct 23, 8:39am
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Economist Brian Easton says while Singapore and New Zealand have rather different economic structures, the two small economies work together in the international political economy
Roger J Kerr says part of the explanation for the recent NZ dollar stability in the face of a stronger US dollar and weaker global equity markets, is the expectation of a change of Government
9th Oct 23, 8:21am
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Roger J Kerr says part of the explanation for the recent NZ dollar stability in the face of a stronger US dollar and weaker global equity markets, is the expectation of a change of Government
Roger J Kerr says there has been a rapid shift in sentiment and direction of the Kiwi dollar over the last two weeks
2nd Oct 23, 8:35am
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Roger J Kerr says there has been a rapid shift in sentiment and direction of the Kiwi dollar over the last two weeks
Synlait says while it is confident in its strategy 'to right-size its cost base', the uncertainty of 'broader macroeconomic factors' means the company is not providing result guidance for the coming year at this stage
25th Sep 23, 11:02am
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Synlait says while it is confident in its strategy 'to right-size its cost base', the uncertainty of 'broader macroeconomic factors' means the company is not providing result guidance for the coming year at this stage
Roger J Kerr says the US bond market’s adverse reaction to the Fed's 'interest rates higher for longer' message appears to be an extreme response by bond speculators
25th Sep 23, 9:05am
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Roger J Kerr says the US bond market’s adverse reaction to the Fed's 'interest rates higher for longer' message appears to be an extreme response by bond speculators
In our latest Of Interest podcast David Mahon explains what's going on in the Chinese economy, what needs to change and when he thinks things will be looking up
19th Sep 23, 9:09am
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In our latest Of Interest podcast David Mahon explains what's going on in the Chinese economy, what needs to change and when he thinks things will be looking up