US
Roger J Kerr says the conventional wisdom that elevated political risk is negative for a particular currency has been challenged by recent events
15th Sep 25, 8:55am
Roger J Kerr says the conventional wisdom that elevated political risk is negative for a particular currency has been challenged by recent events
Roger J Kerr says the sharp drop in US employment takes precedence for the Fed and that is why there could be three or four interest rates cuts before the end of the year
8th Sep 25, 8:48am
Roger J Kerr says the sharp drop in US employment takes precedence for the Fed and that is why there could be three or four interest rates cuts before the end of the year
Roger J Kerr says the current Government has - thankfully - put out the welcome mat for offshore capital to invest here
1st Sep 25, 8:46am
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Roger J Kerr says the current Government has - thankfully - put out the welcome mat for offshore capital to invest here
Roger J Kerr says the RBNZ's actions last week suggest it is again looking backwards at weaker than forecast economic results rather than determining policy based on forecasts of future economic conditions
25th Aug 25, 8:36am
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Roger J Kerr says the RBNZ's actions last week suggest it is again looking backwards at weaker than forecast economic results rather than determining policy based on forecasts of future economic conditions
Brian Easton asks: What can Econ101 tell us about Trump’s tariffs?
18th Aug 25, 9:16am
Brian Easton asks: What can Econ101 tell us about Trump’s tariffs?
Roger J Kerr says the Fed will need to shift promptly from the current 'moderately restrictive' monetary policy to somewhere nearer a 'neutral' setting
18th Aug 25, 9:02am
Roger J Kerr says the Fed will need to shift promptly from the current 'moderately restrictive' monetary policy to somewhere nearer a 'neutral' setting
Roger J Kerr says the probability of a jumbo 0.50% US interest rate cut in September will increase if upcoming economic data prints on the softer side - which he expects it to do
11th Aug 25, 8:51am
Roger J Kerr says the probability of a jumbo 0.50% US interest rate cut in September will increase if upcoming economic data prints on the softer side - which he expects it to do
Roger J Kerr says the US Fed and the markets have been fed fake news and misinformation on the state of the US economy as measured by employment trends
4th Aug 25, 8:34am
1
Roger J Kerr says the US Fed and the markets have been fed fake news and misinformation on the state of the US economy as measured by employment trends
Roger J Kerr says a global trade scenario is emerging that could be of real benefit to New Zealand as an export-reliant economy
28th Jul 25, 9:02am
Roger J Kerr says a global trade scenario is emerging that could be of real benefit to New Zealand as an export-reliant economy
Roger J Kerr says if US inflation doesn't increase to levels feared by the Federal Reserve and financial market participants, due to Trump's import tariffs, their interest rates will be cut earlier and larger this year – devaluing the US dollar’s value
21st Jul 25, 8:31am
Roger J Kerr says if US inflation doesn't increase to levels feared by the Federal Reserve and financial market participants, due to Trump's import tariffs, their interest rates will be cut earlier and larger this year – devaluing the US dollar’s value
Roger J Kerr says it seems that if New Zealand house prices are not rising, the majority of the local economic commentators do not think the economy is performing - 'jaundiced and ill-informed attitudes that do not serve the public well'
14th Jul 25, 8:36am
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Roger J Kerr says it seems that if New Zealand house prices are not rising, the majority of the local economic commentators do not think the economy is performing - 'jaundiced and ill-informed attitudes that do not serve the public well'
Roger J Kerr says the Australian equities market and the Australian dollar value would have to be considered strong candidates to meet the criteria of a relatively undervalued share market (vis-vis the US equities market) and undervalued currency level
7th Jul 25, 8:48am
Roger J Kerr says the Australian equities market and the Australian dollar value would have to be considered strong candidates to meet the criteria of a relatively undervalued share market (vis-vis the US equities market) and undervalued currency level
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