US
Roger J Kerr sees more positives for the Kiwi dollar from global developments but believes the currency may give back some of its recent gains if the Reserve Bank 'inexplicably' maintains its 'overtly dovish economic outlook'
5th Nov 18, 8:09am
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Roger J Kerr sees more positives for the Kiwi dollar from global developments but believes the currency may give back some of its recent gains if the Reserve Bank 'inexplicably' maintains its 'overtly dovish economic outlook'
Roger J Kerr says the RBNZ will be forced by the data to revise their inflation forecasts higher, and it will be impossible for them to maintain their overtly dovish tone of recent statements.
29th Oct 18, 9:37am
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Roger J Kerr says the RBNZ will be forced by the data to revise their inflation forecasts higher, and it will be impossible for them to maintain their overtly dovish tone of recent statements.
Roger J Kerr says the strong performance of the Kiwi dollar recently underlines how oversold it had become. Its rise against the AUD deserves special mention
23rd Oct 18, 8:00am
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Roger J Kerr says the strong performance of the Kiwi dollar recently underlines how oversold it had become. Its rise against the AUD deserves special mention
Roger J Kerr says the big sell-off that has been seen in the Kiwi dollar is really due to the falling Australian dollar - which itself is a reflection of the weaker Chinese economy
15th Oct 18, 8:13am
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Roger J Kerr says the big sell-off that has been seen in the Kiwi dollar is really due to the falling Australian dollar - which itself is a reflection of the weaker Chinese economy
Roger J Kerr says the next significant event for the Kiwi dollar on its own account will be the CPI data for the September quarter released on Tuesday 16 October
8th Oct 18, 9:29am
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Roger J Kerr says the next significant event for the Kiwi dollar on its own account will be the CPI data for the September quarter released on Tuesday 16 October
John Mauldin says the Trump tariffs could end the conditions that justified them. Something similar happened before, during the most famous trade mistake in US and global history: the 1930s Smoot-Hawley tariffs
2nd Oct 18, 9:23am
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John Mauldin says the Trump tariffs could end the conditions that justified them. Something similar happened before, during the most famous trade mistake in US and global history: the 1930s Smoot-Hawley tariffs
Roger J Kerr says the rising global oil prices we are seeing have direct implications for currency values
1st Oct 18, 8:29am
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Roger J Kerr says the rising global oil prices we are seeing have direct implications for currency values
John Mauldin says it will take a long time to see how the US-China trade confrontation shakes out, and meantime we’ll see both sides alternately throwing and absorbing punches and the winner could even be a third party that may not exist yet
25th Sep 18, 7:45am
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John Mauldin says it will take a long time to see how the US-China trade confrontation shakes out, and meantime we’ll see both sides alternately throwing and absorbing punches and the winner could even be a third party that may not exist yet
Roger J Kerr says the outstanding GDP figures will prompt speculators to reverse their positions in the Kiwi dollar; RBNZ may be forced to change its tune on the economy and inflation
24th Sep 18, 8:34am
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Roger J Kerr says the outstanding GDP figures will prompt speculators to reverse their positions in the Kiwi dollar; RBNZ may be forced to change its tune on the economy and inflation
Siah Hwee Ang looks at gains and losses from the China-US trade war, US wine hanging by a thread in China, India steps up to the plate, the end of 'made in China' & more
21st Sep 18, 10:00am
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Siah Hwee Ang looks at gains and losses from the China-US trade war, US wine hanging by a thread in China, India steps up to the plate, the end of 'made in China' & more
John Mauldin relates some short stories about positive events in China, which demonstrate that China has good news, and even some fabulously great news, much of it quite compelling
17th Sep 18, 9:30am
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John Mauldin relates some short stories about positive events in China, which demonstrate that China has good news, and even some fabulously great news, much of it quite compelling
Roger J Kerr says exporters who budgeted US dollar export receipts at US70c and above now have the opportunity to significantly reduce future currency risk and lock-in company profitability over several years
17th Sep 18, 8:40am
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Roger J Kerr says exporters who budgeted US dollar export receipts at US70c and above now have the opportunity to significantly reduce future currency risk and lock-in company profitability over several years
John Mauldin delves deep into China and concludes that if it’s possible for a centrally planned economy to achieve sustainable long-term growth, China will be the one to do it
10th Sep 18, 9:18am
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John Mauldin delves deep into China and concludes that if it’s possible for a centrally planned economy to achieve sustainable long-term growth, China will be the one to do it
Roger J Kerr says classifying the NZ and Aussie economies/currencies in the same mould as Turkey and Argentina would be a plainly ridiculous perspective that will not be sustainable
10th Sep 18, 8:43am
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Roger J Kerr says classifying the NZ and Aussie economies/currencies in the same mould as Turkey and Argentina would be a plainly ridiculous perspective that will not be sustainable
Roger J Kerr says unless you firmly believe that the US dollar is about to take off and dairy prices are about to collapse, it is hard to fathom how forecasts of the NZ dollar falling to US60c will be proven to be accurate
3rd Sep 18, 8:39am
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Roger J Kerr says unless you firmly believe that the US dollar is about to take off and dairy prices are about to collapse, it is hard to fathom how forecasts of the NZ dollar falling to US60c will be proven to be accurate
Roger J Kerr says it would be dangerous for exporters and importers to automatically assume the Kiwi dollar will continue to decline against the American currency
27th Aug 18, 8:31am
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Roger J Kerr says it would be dangerous for exporters and importers to automatically assume the Kiwi dollar will continue to decline against the American currency
Roger J Kerr says the timing of the legislation banning some foreigners from buying real estate here confirms the negative sentiment towards the New Zealand currency
20th Aug 18, 9:03am
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Roger J Kerr says the timing of the legislation banning some foreigners from buying real estate here confirms the negative sentiment towards the New Zealand currency
Roger J Kerr dissects a week in which the Kiwi currency was staggered by blows firstly from the RBNZ and then worries about the escalating crisis in Turkey; he believes the currency is not down for the count however
13th Aug 18, 8:34am
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Roger J Kerr dissects a week in which the Kiwi currency was staggered by blows firstly from the RBNZ and then worries about the escalating crisis in Turkey; he believes the currency is not down for the count however
Trade Minister David Parker and Minister of Finance Grant Robertson have both expressed concerns over yet another round of US tariffs on China
8th Aug 18, 4:15pm
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Trade Minister David Parker and Minister of Finance Grant Robertson have both expressed concerns over yet another round of US tariffs on China
Grant Robertson plays down business confidence concerns and says ‘New Zealand is a good place to do business’
8th Aug 18, 9:56am
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Grant Robertson plays down business confidence concerns and says ‘New Zealand is a good place to do business’
Roger J Kerr says foreign investors are not going to be positive on the NZ economy and currency if they see that the locals are so downbeat on their own prospects
6th Aug 18, 9:01am
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Roger J Kerr says foreign investors are not going to be positive on the NZ economy and currency if they see that the locals are so downbeat on their own prospects
John Mauldin continues his 'Train Crash' series, by discussing more specific strategies that can be taken to cope with the forthcoming 'Great Reset'
30th Jul 18, 10:05am
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John Mauldin continues his 'Train Crash' series, by discussing more specific strategies that can be taken to cope with the forthcoming 'Great Reset'
Roger J Kerr outlines why oil and milk prices are important drivers of the New Zealand dollar's value
30th Jul 18, 9:21am
Roger J Kerr outlines why oil and milk prices are important drivers of the New Zealand dollar's value
Motu research analysts on starting trade wars, football, hitting a plateau in life expectancy and sports records, various office squabbles, physics envy, questions about the value of teaching, and their favourite playground for data visualisation
27th Jul 18, 10:02am
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Motu research analysts on starting trade wars, football, hitting a plateau in life expectancy and sports records, various office squabbles, physics envy, questions about the value of teaching, and their favourite playground for data visualisation
John Mauldin continues his 'Train Crash' series, this week with some things you can do to protect yourself from the coming problems
23rd Jul 18, 9:46am
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John Mauldin continues his 'Train Crash' series, this week with some things you can do to protect yourself from the coming problems