Roger J Kerr

Roger J Kerr says the NZ dollar now looks undervalued again, with the major downside risk being if the Reserve Bank is gloomier at its OCR review this week than the market expects

Roger J Kerr says the NZ dollar now looks undervalued again, with the major downside risk being if the Reserve Bank is gloomier at its OCR review this week than the market expects

Roger J Kerr says the US Fed Reserve will likely cut interest rates this week; the accompanying rhetoric on economic risks and future rate cuts will determine whether the US dollar holds its recent gains or recoils

Roger J Kerr says the US Fed Reserve will likely cut interest rates this week; the accompanying rhetoric on economic risks and future rate cuts will determine whether the US dollar holds its recent gains or recoils

Roger J Kerr says spectacular increases in iron ore, coal and gold prices are producing massive positive cash flows and profits for the mining companies and boosting Aussie government royalty revenue inflows and stimulating investment into new mines

Roger J Kerr says spectacular increases in iron ore, coal and gold prices are producing massive positive cash flows and profits for the mining companies and boosting Aussie government royalty revenue inflows and stimulating investment into new mines

Roger J Kerr says conventional economic “cause and effect” paradigms are out the window and the currency markets are just one part of the jig-saw trying to work out what it means for them

Roger J Kerr says conventional economic “cause and effect” paradigms are out the window and the currency markets are just one part of the jig-saw trying to work out what it means for them

Roger J Kerr says the strong US jobs figures in June will not in themselves be enough to deter the Federal Reserve from cutting American interest rates

Roger J Kerr says the strong US jobs figures in June will not in themselves be enough to deter the Federal Reserve from cutting American interest rates

Roger J Kerr says the negative forces on the NZ dollar have reduced in intensity, while the economy’s relative performance is still pretty good, so, further gains to above 0.6800 seem likely  

Roger J Kerr says the negative forces on the NZ dollar have reduced in intensity, while the economy’s relative performance is still pretty good, so, further gains to above 0.6800 seem likely  

Roger J Kerr reckons something positive has already happened behind the scenes that we haven't yet been told about in the US-China trade dispute and he sees upcoming developments as positive for our currency

Roger J Kerr reckons something positive has already happened behind the scenes that we haven't yet been told about in the US-China trade dispute and he sees upcoming developments as positive for our currency

Roger J Kerr says Thursday's GDP figures may be a key short term factor in whether the New Zealand dollar can push back upwards again

Roger J Kerr says Thursday's GDP figures may be a key short term factor in whether the New Zealand dollar can push back upwards again

Roger J Kerr says changing interest rate market pricing in the US has caused the American dollar to lose ground

Roger J Kerr says changing interest rate market pricing in the US has caused the American dollar to lose ground

Roger J Kerr says selling of the Antipodean currencies may be exhausted, and the US greenback's rise could well prompt traders to reprise using the AUD and NZD as part of a safe haven strategy again

Roger J Kerr says selling of the Antipodean currencies may be exhausted, and the US greenback's rise could well prompt traders to reprise using the AUD and NZD as part of a safe haven strategy again

Roger J Kerr says low inflation has only come about through the global technology revolution - but this has not stopped the price of household staple items increasing at a much faster rate

Roger J Kerr says low inflation has only come about through the global technology revolution - but this has not stopped the price of household staple items increasing at a much faster rate

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

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

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

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

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

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

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

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

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

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'

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

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

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

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