Trade
Roger J Kerr questions whether the historical paradigm that the USD currency value has a reliable inverse price relationship with crude oil prices is broken
12th Sep 22, 8:41am
2
Roger J Kerr questions whether the historical paradigm that the USD currency value has a reliable inverse price relationship with crude oil prices is broken
Figures to be released in the coming week will likely show the country stayed well clear of recession in the June quarter - but the outlook for the economy is looking, as the Reserve Bank has indicated, pretty anaemic
11th Sep 22, 6:00am
81
Figures to be released in the coming week will likely show the country stayed well clear of recession in the June quarter - but the outlook for the economy is looking, as the Reserve Bank has indicated, pretty anaemic
Roger J Kerr says until there is a change in direction to lower US bond yields and higher US equity markets, the NZD/USD exchange rate will struggle to make meaningful gains
5th Sep 22, 8:40am
Roger J Kerr says until there is a change in direction to lower US bond yields and higher US equity markets, the NZD/USD exchange rate will struggle to make meaningful gains
Stephen Jacobi on the importance of NZ's trade relationship with China, the risks to it, and opportunities to diversify to other countries
4th Sep 22, 6:00am
39
Stephen Jacobi on the importance of NZ's trade relationship with China, the risks to it, and opportunities to diversify to other countries
Gareth Vaughan on 22% inflation & energy rationing threatening Europe, Zoltan Pozsar & trade expectations, Jackson Hole & more
2nd Sep 22, 9:50am
45
Gareth Vaughan on 22% inflation & energy rationing threatening Europe, Zoltan Pozsar & trade expectations, Jackson Hole & more
Ports of Auckland has sailed into the red in the latest financial year thanks to its axed automated container terminal project
31st Aug 22, 2:07pm
3
Ports of Auckland has sailed into the red in the latest financial year thanks to its axed automated container terminal project
Roger J Kerr says given the much more stable food and energy prices, the US Fed’s inflation problem is already solving itself
29th Aug 22, 8:26am
19
Roger J Kerr says given the much more stable food and energy prices, the US Fed’s inflation problem is already solving itself
Roger J Kerr says the markets are potentially under-estimating how quickly inflation could reduce over the second half of the year and, in turn, prompt central banks to ease their foot off the tight monetary policy brake a lot sooner than most imagined
8th Aug 22, 8:25am
9
Roger J Kerr says the markets are potentially under-estimating how quickly inflation could reduce over the second half of the year and, in turn, prompt central banks to ease their foot off the tight monetary policy brake a lot sooner than most imagined
Economist Brian Easton says an opposition caucus is a seething mass of factions, schemings, plottings and plans for coups
1st Aug 22, 8:55am
24
Economist Brian Easton says an opposition caucus is a seething mass of factions, schemings, plottings and plans for coups
Roger J Kerr says instead of harking for an independent enquiry into past RBNZ past decisions, our energy and intellectual horsepower is better off addressing changes we could make that result in us being less vulnerable to boom/bust cycles
1st Aug 22, 8:29am
10
Roger J Kerr says instead of harking for an independent enquiry into past RBNZ past decisions, our energy and intellectual horsepower is better off addressing changes we could make that result in us being less vulnerable to boom/bust cycles
Economist Brian Easton questions whether we are keeping up with the changing global trade patterns
25th Jul 22, 9:14am
1
Economist Brian Easton questions whether we are keeping up with the changing global trade patterns
Roger J Kerr says the reversal in US bond yields is telling us that the sentiment and expectations from both bond investors and borrowers is that they see lower inflation and lower interest rates in the future
25th Jul 22, 8:10am
4
Roger J Kerr says the reversal in US bond yields is telling us that the sentiment and expectations from both bond investors and borrowers is that they see lower inflation and lower interest rates in the future
Roger J Kerr says US inflation has not quite peaked yet, but the peak is not far away
18th Jul 22, 8:17am
1
Roger J Kerr says US inflation has not quite peaked yet, but the peak is not far away
David Hargreaves attempts to caution us against talking ourselves into a lingering economic downturn
12th Jul 22, 12:42pm
78
David Hargreaves attempts to caution us against talking ourselves into a lingering economic downturn
Roger J Kerr asks: Why would the NZ dollar be on the same footing as the Japanese Yen?
11th Jul 22, 8:15am
9
Roger J Kerr asks: Why would the NZ dollar be on the same footing as the Japanese Yen?
Roger J Kerr says just why New Zealand would be taking up such an aggressive foreign policy stance against our largest export/import trading partner, China, beggars belief
4th Jul 22, 8:29am
35
Roger J Kerr says just why New Zealand would be taking up such an aggressive foreign policy stance against our largest export/import trading partner, China, beggars belief
Roger J Kerr says some cracks are starting to appear in the 'mighty US dollar' story
27th Jun 22, 8:31am
5
Roger J Kerr says some cracks are starting to appear in the 'mighty US dollar' story
Roger J Kerr says the Fed appear to be unbelievably slow in reading the lead indicators for the US economy
20th Jun 22, 8:26am
10
Roger J Kerr says the Fed appear to be unbelievably slow in reading the lead indicators for the US economy
Six years on from the Brexit and Trump votes, the emerging model of globalisation means that America First is likely to be more enduring than hard Brexit
18th Jun 22, 9:30am
19
Six years on from the Brexit and Trump votes, the emerging model of globalisation means that America First is likely to be more enduring than hard Brexit
[updated]
The economy shrank in the three months to March, contrary to the expectations of the Reserve Bank, which had forecast 0.7% growth
16th Jun 22, 10:54am
203
The economy shrank in the three months to March, contrary to the expectations of the Reserve Bank, which had forecast 0.7% growth
NZIER's latest consensus forecasts show GDP growth in future years of only about 2%, while inflation's expected to now be more persistent
13th Jun 22, 2:33pm
8
NZIER's latest consensus forecasts show GDP growth in future years of only about 2%, while inflation's expected to now be more persistent
This week's release of March quarter GDP figures is likely to reflect the impact of the surge of Omicron - but the immediate prospects are for a future slowdown in any case
13th Jun 22, 10:16am
15
This week's release of March quarter GDP figures is likely to reflect the impact of the surge of Omicron - but the immediate prospects are for a future slowdown in any case
Roger J Kerr says the expected 'V' shaped recovery in the NZD/USD rate to 0.6800 has had a set-back with this latest US inflation result
13th Jun 22, 8:27am
13
Roger J Kerr says the expected 'V' shaped recovery in the NZD/USD rate to 0.6800 has had a set-back with this latest US inflation result
The Auckland port has ditched the troubled six-year project to automate its container terminal
8th Jun 22, 2:15pm
28
The Auckland port has ditched the troubled six-year project to automate its container terminal
Roger J Kerr sees the NZ dollar sustaining its upward momentum. He also wants to see the RBNZ's remit extended to encourage proactivity in tackling the non-tradable inflation drivers
6th Jun 22, 9:15am
27
Roger J Kerr sees the NZ dollar sustaining its upward momentum. He also wants to see the RBNZ's remit extended to encourage proactivity in tackling the non-tradable inflation drivers