US
Roger J Kerr says the erratic Trump directly interfering in the workings of the independent Federal Reserve was just another reason for foreign investors to further reduce their confidence in the US Government and the US economy
30th Jun 25, 8:13am
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Roger J Kerr says the erratic Trump directly interfering in the workings of the independent Federal Reserve was just another reason for foreign investors to further reduce their confidence in the US Government and the US economy
David Hargreaves has a look back at the first half of 2025 and hopes that we haven’t already seen the best part of the expected economic recovery this year
25th Jun 25, 9:04am
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David Hargreaves has a look back at the first half of 2025 and hopes that we haven’t already seen the best part of the expected economic recovery this year
Roger J Kerr suggests the US Fed should be providing alternative scenarios to the markets, with likely monetary responses to each scenario
23rd Jun 25, 8:18am
Roger J Kerr suggests the US Fed should be providing alternative scenarios to the markets, with likely monetary responses to each scenario
Roger J Kerr says the lack of buying interest in the US dollar on the Middle East shock underscores just how much the attitude and sentiment of investors has changed over the last six months since Trump came to power and upended the world order
16th Jun 25, 7:59am
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Roger J Kerr says the lack of buying interest in the US dollar on the Middle East shock underscores just how much the attitude and sentiment of investors has changed over the last six months since Trump came to power and upended the world order
Roger J Kerr says the US is now seriously lagging behind in monetary easing cycles
9th Jun 25, 8:57am
Roger J Kerr says the US is now seriously lagging behind in monetary easing cycles
Roger J Kerr warns about the risks to the US economy if foreign investors adjust their holdings - that brings a massive US$250 bln selling pressure for every 1% shifted
2nd Jun 25, 8:00am
Roger J Kerr warns about the risks to the US economy if foreign investors adjust their holdings - that brings a massive US$250 bln selling pressure for every 1% shifted
Roger J Kerr sees three strands of economic stimulus coming for the local economy. Meanwhile, bond markets react to compounding fiscal risks. And the RBA starts to yoyo exactly as the RBNZ has flip-flopped in the past
26th May 25, 7:55am
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Roger J Kerr sees three strands of economic stimulus coming for the local economy. Meanwhile, bond markets react to compounding fiscal risks. And the RBA starts to yoyo exactly as the RBNZ has flip-flopped in the past
Roger J Kerr says wild volatility from tariffs has left central banks in a total quandary on how to manage monetary policy
19th May 25, 8:42am
Roger J Kerr says wild volatility from tariffs has left central banks in a total quandary on how to manage monetary policy
Roger J Kerr outlines why the US dollar is still at risk to a further leg downwards from current levels
12th May 25, 8:15am
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Roger J Kerr outlines why the US dollar is still at risk to a further leg downwards from current levels
Roger J Kerr says populist politicians promising the earth to get elected, invariably get found out when they discover it is impossible to deliver on the bribes offered up to the voters
5th May 25, 8:46am
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Roger J Kerr says populist politicians promising the earth to get elected, invariably get found out when they discover it is impossible to deliver on the bribes offered up to the voters
Brian Easton says the runup to our Budget this year is far from easy
28th Apr 25, 9:30am
Brian Easton says the runup to our Budget this year is far from easy
Roger J Kerr says on any measurement you care to choose, the first 100 days of the second Donald Trump Presidency has been an unmitigated disaster
28th Apr 25, 9:12am
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Roger J Kerr says on any measurement you care to choose, the first 100 days of the second Donald Trump Presidency has been an unmitigated disaster
Roger J Kerr says markets are tiring of Trump positions that make no sense, but on watch for collision with Powell. NZD rises as local economists turn gloomy. USD nears long-term support level as it depreciates further
21st Apr 25, 8:30am
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Roger J Kerr says markets are tiring of Trump positions that make no sense, but on watch for collision with Powell. NZD rises as local economists turn gloomy. USD nears long-term support level as it depreciates further
Brian Easton makes a modest attempt to analyse Donald Trump’s tariff policies
Roger J Kerr says when international confidence in an economy and currency is lost, its value can only go one way
14th Apr 25, 8:31am
Roger J Kerr says when international confidence in an economy and currency is lost, its value can only go one way