Roger J Kerr says once crisis reactions settle, the underlying economic fundamentals always come through and ultimately determine exchange rate value and direction
Roger J Kerr says once crisis reactions settle, the underlying economic fundamentals always come through and ultimately determine exchange rate value and direction
Roger J Kerr assesses where the NZD stands at a time of great trade and political turbulence, and reckons the sudden re-emergence of inflation risk is a real concern
Roger J Kerr assesses where the NZD stands at a time of great trade and political turbulence, and reckons the sudden re-emergence of inflation risk is a real concern
Roger J Kerr says there is no plan for the future in NZ and there appears to be little recognition by the Ardern Government that you must get the best entrepreneurial and risk-taking business folk in the room to transform good ideas into bold action
Roger J Kerr says there is no plan for the future in NZ and there appears to be little recognition by the Ardern Government that you must get the best entrepreneurial and risk-taking business folk in the room to transform good ideas into bold action
Roger J Kerr believes RBNZ Governor Adrian Orr is using the threat of negative interest rates as part of his 'jawboning' tactic to depreciate the value of the Kiwi dollar
Roger J Kerr believes RBNZ Governor Adrian Orr is using the threat of negative interest rates as part of his 'jawboning' tactic to depreciate the value of the Kiwi dollar
Roger J Kerr sees Government guaranteed loan schemes as useful kickstarters and wants this followed up with an active effort to recruit international business operations
Roger J Kerr sees Government guaranteed loan schemes as useful kickstarters and wants this followed up with an active effort to recruit international business operations
Roger J Kerr says the economic prospects have now changed positively enough for the Government to pull back from picking winners to prevent the longterm distortions that would impose
Roger J Kerr says the economic prospects have now changed positively enough for the Government to pull back from picking winners to prevent the longterm distortions that would impose
Roger J Kerr says New Zealand has an opportunity to get an advantage from the current adversity. We have done it before. It just requires brave/bold leadership and execution
Roger J Kerr says New Zealand has an opportunity to get an advantage from the current adversity. We have done it before. It just requires brave/bold leadership and execution
Roger J Kerr says earlier tough medicine will lead to an earlier economic recovery and that the Aussie dollar will benefit from Chinese recovery stimulus - as will we
Roger J Kerr says earlier tough medicine will lead to an earlier economic recovery and that the Aussie dollar will benefit from Chinese recovery stimulus - as will we
Roger J Kerr says If the New Zealand economy can 'dodge a bullet', with relatively less negative economic impact than other economies, it is difficult to see the NZ dollar going down in value
Roger J Kerr says If the New Zealand economy can 'dodge a bullet', with relatively less negative economic impact than other economies, it is difficult to see the NZ dollar going down in value
Roger J Kerr sees China, Australia and New Zealand in much better fiscal position to battle economic effects of Covid-19, and that the greenback is starting to be seen as weakened by the crisis
Roger J Kerr sees China, Australia and New Zealand in much better fiscal position to battle economic effects of Covid-19, and that the greenback is starting to be seen as weakened by the crisis
Roger J Kerr doubts monetary policy easing will have much impact on a biologic and supply-side shock but may still happen as part of a general over-reaction by financial and investment markets
Roger J Kerr doubts monetary policy easing will have much impact on a biologic and supply-side shock but may still happen as part of a general over-reaction by financial and investment markets
Roger J Kerr believes as the coronavirus economic impact plays out foreign exchange markets will recognise that the Kiwi and Aussie dollars have been oversold in the initial negative reaction to the outbreak of the virus
Roger J Kerr believes as the coronavirus economic impact plays out foreign exchange markets will recognise that the Kiwi and Aussie dollars have been oversold in the initial negative reaction to the outbreak of the virus
Roger J Kerr says some positive economic data this week could see an end to the almost panic selling of the NZ dollar witnessed in the face of the coronavirus scare
Roger J Kerr says some positive economic data this week could see an end to the almost panic selling of the NZ dollar witnessed in the face of the coronavirus scare
Global geo-political risk events hold centre stage, but locally inflation shows it has not disappeared. Export-wise, meat shortages in China remains a massive issue
Global geo-political risk events hold centre stage, but locally inflation shows it has not disappeared. Export-wise, meat shortages in China remains a massive issue
Roger J Kerr says the environmental/climate change lobby is enforcing impositions on our major industry that if continued will lower economic growth and living standards in New Zealand
Roger J Kerr says the environmental/climate change lobby is enforcing impositions on our major industry that if continued will lower economic growth and living standards in New Zealand
Roger J Kerr examines the 'classic short-term speculative play' that has been seen in the Kiwi dollar over the past six months by offshore currency traders
Roger J Kerr examines the 'classic short-term speculative play' that has been seen in the Kiwi dollar over the past six months by offshore currency traders
Roger J Kerr says the unwinding of speculative short-sold Kiwi dollar positions caused a spectacular turn up, and fresh global geo-political risks halt the USD decline
Roger J Kerr says the unwinding of speculative short-sold Kiwi dollar positions caused a spectacular turn up, and fresh global geo-political risks halt the USD decline
Roger J Kerr says 2019 featured a misreading of the fundamentals by most economic forecasters and 2020 should be more positive for the NZD as the greenback weakens, moving the Kiwi dollar towards 70 USc
Roger J Kerr says 2019 featured a misreading of the fundamentals by most economic forecasters and 2020 should be more positive for the NZD as the greenback weakens, moving the Kiwi dollar towards 70 USc
Roger J Kerr says as 'growth and commodity' currencies, the Kiwi and Aussie dollars stand to gain as businesses around the world have the confidence to invest again as economic risk reduces
Roger J Kerr says as 'growth and commodity' currencies, the Kiwi and Aussie dollars stand to gain as businesses around the world have the confidence to invest again as economic risk reduces
Roger J Kerr says the 'inevitable' unwinding of record-high short-sold positions in the Kiwi dollar is well under way and he sees further gains in the value of our currency before year-end
Roger J Kerr says the 'inevitable' unwinding of record-high short-sold positions in the Kiwi dollar is well under way and he sees further gains in the value of our currency before year-end