20th May 19, 8:10am
Roger J Kerr says the unexpected victory of the Liberal National Coalition in Australia is likely to see a number of speculative positions unwound in the FX markets, resulting in large-scale buying of the Australian dollar
Roger J Kerr says the unexpected victory of the Liberal National Coalition in Australia is likely to see a number of speculative positions unwound in the FX markets, resulting in large-scale buying of the Australian dollar
13th May 19, 8:35am
Roger J Kerr says if the RBNZ hope that lower mortgage interest rates will stimulate more consumer spending and that demand will push up prices in the economy, they will be disappointed
Roger J Kerr says if the RBNZ hope that lower mortgage interest rates will stimulate more consumer spending and that demand will push up prices in the economy, they will be disappointed
6th May 19, 8:13am
Roger J Kerr explains why he thinks neither the Reserve Bank of New Zealand nor its Australian counterpart will cut rates this week
Roger J Kerr explains why he thinks neither the Reserve Bank of New Zealand nor its Australian counterpart will cut rates this week
29th Apr 19, 7:58am
Roger J Kerr gives both the local and international reasons why the markets will be forced to rethink their view of the New Zealand currency
Roger J Kerr gives both the local and international reasons why the markets will be forced to rethink their view of the New Zealand currency
23rd Apr 19, 8:12am
Roger J Kerr gives six reasons why the Official Cash Rate should not be cut and says a reversal of the value of the New Zealand dollar upwards again is inevitable once the Reserve Bank leaves the OCR unchanged on May 8
Roger J Kerr gives six reasons why the Official Cash Rate should not be cut and says a reversal of the value of the New Zealand dollar upwards again is inevitable once the Reserve Bank leaves the OCR unchanged on May 8
15th Apr 19, 8:43am
Roger J Kerr says there a high hurdle to any reduction in the Official Cash Rate by the Reserve Bank; outlines why interest rate cuts are not warranted
Roger J Kerr says there a high hurdle to any reduction in the Official Cash Rate by the Reserve Bank; outlines why interest rate cuts are not warranted
8th Apr 19, 9:12am
Roger J Kerr says there is a fair chance Reserve Bank's next statement in May will again surprise the financial markets as being more balanced on the economic outlook than the outright dovish tone currently expected
Roger J Kerr says there is a fair chance Reserve Bank's next statement in May will again surprise the financial markets as being more balanced on the economic outlook than the outright dovish tone currently expected
1st Apr 19, 8:57am
Roger J Kerr questions the change in stance of the Reserve Bank and says conditions in the economy have not really changed to justify the renewed dovish tone
Roger J Kerr questions the change in stance of the Reserve Bank and says conditions in the economy have not really changed to justify the renewed dovish tone
25th Mar 19, 9:04am
Roger J Kerr says it will take some 'extraordinarily positive' news to propel the Kiwi dollar through the US70c barrier in coming months
Roger J Kerr says it will take some 'extraordinarily positive' news to propel the Kiwi dollar through the US70c barrier in coming months
18th Mar 19, 8:16am
Roger J Kerr says the stage is set for a big turnaround in the Australian exchange rate and when that happens the NZ dollar-Aussie dollar cross-rate will reverse back towards A93c 'as it always does'
Roger J Kerr says the stage is set for a big turnaround in the Australian exchange rate and when that happens the NZ dollar-Aussie dollar cross-rate will reverse back towards A93c 'as it always does'
11th Mar 19, 8:22am
Roger J Kerr says the current pessimism around the Australian and New Zealand currencies is not justified
Roger J Kerr says the current pessimism around the Australian and New Zealand currencies is not justified
4th Mar 19, 8:33am
Roger J Kerr says being over-reliant on a particular exchange forecast when managing FX risks has its own dangers when those forecasts suddenly change or are extreme and thus seem a long way from reality
Roger J Kerr says being over-reliant on a particular exchange forecast when managing FX risks has its own dangers when those forecasts suddenly change or are extreme and thus seem a long way from reality
25th Feb 19, 8:36am
After a wild week for the NZ dollar, Roger J Kerr says a positive trade outcome between the US and China would be good for the Kiwi currency
After a wild week for the NZ dollar, Roger J Kerr says a positive trade outcome between the US and China would be good for the Kiwi currency
18th Feb 19, 8:25am
Roger J Kerr says the 'reef fish' are still with us in the foreign exchange market and they've been forced to hastily swim back the other way
Roger J Kerr says the 'reef fish' are still with us in the foreign exchange market and they've been forced to hastily swim back the other way
16th Feb 19, 9:16am
Patrick Watson of Mauldin Economics says the assumption that the US has the military upper hand on China is just that - an assumption - and no one really knows if it is true, though some of the signs aren’t good
Patrick Watson of Mauldin Economics says the assumption that the US has the military upper hand on China is just that - an assumption - and no one really knows if it is true, though some of the signs aren’t good
11th Feb 19, 8:27am
Roger J Kerr says the latest unemployment figure seems like a 'rogue' number and he believes in time it will be proven that the labour market did not suddenly turn soft in the December quarter
Roger J Kerr says the latest unemployment figure seems like a 'rogue' number and he believes in time it will be proven that the labour market did not suddenly turn soft in the December quarter
4th Feb 19, 8:01am
Roger J Kerr says a combination of a recovering Australian dollar and a weaker American currency has helped to push the NZ dollar higher; sees further gains for the Kiwi in coming weeks and months
Roger J Kerr says a combination of a recovering Australian dollar and a weaker American currency has helped to push the NZ dollar higher; sees further gains for the Kiwi in coming weeks and months
28th Jan 19, 8:13am
Roger J Kerr says low local inflation has reduced the risk of a NZD selloff, the NZD won't fall relative to the major currencies, and the gloomy AUD view is overdone
Roger J Kerr says low local inflation has reduced the risk of a NZD selloff, the NZD won't fall relative to the major currencies, and the gloomy AUD view is overdone
21st Jan 19, 7:50am
Roger J Kerr says the NZD isn't rising on improving global risk tolerance, and upcoming inflation figures will be key to the Kiwi's direction
Roger J Kerr says the NZD isn't rising on improving global risk tolerance, and upcoming inflation figures will be key to the Kiwi's direction
14th Jan 19, 8:12am
Roger J Kerr sees the neagtives accumulating for the US dollar allowing the Kiwi dollar to rise along with a global sentiment shift
Roger J Kerr sees the neagtives accumulating for the US dollar allowing the Kiwi dollar to rise along with a global sentiment shift
