Roger J Kerr

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

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

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 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

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

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

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

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

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

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

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

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 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

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

Roger J Kerr says when international confidence in an economy and currency is lost, its value can only go one way

Roger J Kerr says when international confidence in an economy and currency is lost, its value can only go one way

Roger J Kerr says the Trump regime appear disturbingly unaware of the damage they have created in attempting to reverse globalisation and build a protective wall around the US economy

Roger J Kerr says the Trump regime appear disturbingly unaware of the damage they have created in attempting to reverse globalisation and build a protective wall around the US economy

Roger J Kerr says what has been really surprising to see over recent months since Donald Trump came to power is the incredibly poor management of their economic policy changes

Roger J Kerr says what has been really surprising to see over recent months since Donald Trump came to power is the incredibly poor management of their economic policy changes

Roger J Kerr looks forward into the remainder of 2025 to project what the likely forces will be on the Kiwi dollar

Roger J Kerr looks forward into the remainder of 2025 to project what the likely forces will be on the Kiwi dollar

Roger J Kerr says the reign of the US dollar is now teetering

Roger J Kerr says the reign of the US dollar is now teetering

Roger J Kerr examines some of the factors behind the US dollar selling

Roger J Kerr examines some of the factors behind the US dollar selling

Roger J Kerr says markets quickly move on to the next economic development and the knee-jerk response to a non-economic shock or risk event is nearly always temporary

Roger J Kerr says markets quickly move on to the next economic development and the knee-jerk response to a non-economic shock or risk event is nearly always temporary

Roger J Kerr says many key US economic indicators are expected to print on the softer side as a result of financial pressures, as well as the Trump regime’s chainsaw attack on Federal Government institutions and jobs

Roger J Kerr says many key US economic indicators are expected to print on the softer side as a result of financial pressures, as well as the Trump regime’s chainsaw attack on Federal Government institutions and jobs

Roger J Kerr says a series of softer economic data prints, similar to the retail sales numbers last week, will lead to a rapid shift in interest rate market pricing for Fed rate cuts this year

Roger J Kerr says a series of softer economic data prints, similar to the retail sales numbers last week, will lead to a rapid shift in interest rate market pricing for Fed rate cuts this year

Roger J Kerr says there are a number of US economic data releases that have the potential to cause more USD selling than buying

Roger J Kerr says there are a number of US economic data releases that have the potential to cause more USD selling than buying

Roger J Kerr says the tariffs failed to achieve the objective last time, and the chances are that this time will be no different

Roger J Kerr says the tariffs failed to achieve the objective last time, and the chances are that this time will be no different

Roger J Kerr sees an elevated chance the US Dollar's rise may be ending and a new down trend arriving. The NZD will then rise. But he is still looking for policies that improve productivity, so any rise is sustained

Roger J Kerr sees an elevated chance the US Dollar's rise may be ending and a new down trend arriving. The NZD will then rise. But he is still looking for policies that improve productivity, so any rise is sustained

Roger J Kerr says the long USD speculative positioning on the Trump Trades has become extremely crowded and has lasted for longer than anticipated

Roger J Kerr says the long USD speculative positioning on the Trump Trades has become extremely crowded and has lasted for longer than anticipated

Roger J Kerr says current financial market sentiment, positioning and commentary would not suggest that the US dollar is about to do an “about turn” and fall away over coming months

Roger J Kerr says current financial market sentiment, positioning and commentary would not suggest that the US dollar is about to do an “about turn” and fall away over coming months