Roger J Kerr

Roger J Kerr now sees several factors leaving the New Zealand dollar open to a sell-off in FX markets; one factor not being reflected in the market yet is the possibility of a hung Parliament after September 23

Roger J Kerr now sees several factors leaving the New Zealand dollar open to a sell-off in FX markets; one factor not being reflected in the market yet is the possibility of a hung Parliament after September 23

Roger J Kerr says a combination of the pay equity adjustment in the public sector and shortages of skilled workers across multiple industries 'must certainly lead to upward wage pressures'

Roger J Kerr says a combination of the pay equity adjustment in the public sector and shortages of skilled workers across multiple industries 'must certainly lead to upward wage pressures'

Roger J Kerr says the US Fed is correct on the economic outlook and believes the US dollar should recover

Roger J Kerr says the US Fed is correct on the economic outlook and believes the US dollar should recover

Roger J Kerr sees high food prices likely leaving CPI inflation above Reserve Bank forecast levels

Roger J Kerr sees high food prices likely leaving CPI inflation above Reserve Bank forecast levels

Roger J Kerr says the 'risk/reward equation' suggests profit-taking from speculators will send the New Zealand dollar lower over coming weeks and months

Roger J Kerr says the 'risk/reward equation' suggests profit-taking from speculators will send the New Zealand dollar lower over coming weeks and months

Roger J Kerr examines whether increasing wages and inflation are simply delayed or, for some reason, won't happen at all

Roger J Kerr examines whether increasing wages and inflation are simply delayed or, for some reason, won't happen at all

Roger J Kerr says political opinion polls will be as important as economic indicators in setting the direction of the Kiwi dollar in coming months

Roger J Kerr says political opinion polls will be as important as economic indicators in setting the direction of the Kiwi dollar in coming months

Roger J Kerr says recent sharp drops in oil prices support the Reserve Bank's view that inflation will ease again; current high value of NZ dollar has monetary conditions too tight

Roger J Kerr says recent sharp drops in oil prices support the Reserve Bank's view that inflation will ease again; current high value of NZ dollar has monetary conditions too tight

Roger J Kerr says the only thing that will drive the NZ currency back below US70 now would be a resurging American dollar

Roger J Kerr says the only thing that will drive the NZ currency back below US70 now would be a resurging American dollar

Roger J Kerr believes markets will be forced to change their current stance and move future pricing of interest rates to higher levels

Roger J Kerr believes markets will be forced to change their current stance and move future pricing of interest rates to higher levels

Roger J Kerr says with all the good news for the NZ economy already out, it's questionable how much better things can get for the NZ dollar

Roger J Kerr says with all the good news for the NZ economy already out, it's questionable how much better things can get for the NZ dollar

Roger J Kerr says a resurgence of new issues of corporate bonds is to be expected, with the current levels of supply not meeting strong investor demand

Roger J Kerr says a resurgence of new issues of corporate bonds is to be expected, with the current levels of supply not meeting strong investor demand

Roger J Kerr looks at the choices large bond fund managers are facing, wondering how these will impact our long term interest rates

Roger J Kerr looks at the choices large bond fund managers are facing, wondering how these will impact our long term interest rates

If the NZD was a share price for our economy, it would be a firm 'buy' or 'hold' recommendation. But the question is, are all the gains now priced in, asks Roger J Kerr

If the NZD was a share price for our economy, it would be a firm 'buy' or 'hold' recommendation. But the question is, are all the gains now priced in, asks Roger J Kerr

Roger J Kerr sees an opportunity now to lock in low borrowing rates ahead of a period when public policy actions are likely to take rates higher

Roger J Kerr sees an opportunity now to lock in low borrowing rates ahead of a period when public policy actions are likely to take rates higher

Roger J Kerr says the respective AU and NZ government budgets during May highlight the contrasts between the two economies, and currency markets are marking New Zealand as the clear winner

Roger J Kerr says the respective AU and NZ government budgets during May highlight the contrasts between the two economies, and currency markets are marking New Zealand as the clear winner

Roger J Kerr says international FX markets have reduced their US dollar exposures as the post election 'Trump rally' unwinds

Roger J Kerr says international FX markets have reduced their US dollar exposures as the post election 'Trump rally' unwinds

Roger J Kerr doesn't see any new collapse in oil prices and therefore wonders where the price falls the RBNZ is predicting over the next 12 months will come from

Roger J Kerr doesn't see any new collapse in oil prices and therefore wonders where the price falls the RBNZ is predicting over the next 12 months will come from

Roger J Kerr doesn't expect the current divergence between the rising value of our commodity export prices and the value of the Kiwi dollar to continue for long

Roger J Kerr doesn't expect the current divergence between the rising value of our commodity export prices and the value of the Kiwi dollar to continue for long

Roger J Kerr disagrees with the Reserve Bank's benign view of inflation and believes the recent jump up in tradable inflation is not a temporary one-off that will rapidly reverse

Roger J Kerr disagrees with the Reserve Bank's benign view of inflation and believes the recent jump up in tradable inflation is not a temporary one-off that will rapidly reverse

Roger J Kerr says several factors are holding back the NZ dollar at the moment, but he does see it rising back over US70c eventually

Roger J Kerr says several factors are holding back the NZ dollar at the moment, but he does see it rising back over US70c eventually

Roger J Kerr wants to know why the RBNZ gives so much credence to its survey of inflationary expectations

Roger J Kerr wants to know why the RBNZ gives so much credence to its survey of inflationary expectations

Roger J Kerr says the risk of increased global trade barriers was seen as more of a medium to longer term downside risk to the NZ dollar, however the impact has come about much sooner than expected with the US lumber and dairy tariffs

Roger J Kerr says the risk of increased global trade barriers was seen as more of a medium to longer term downside risk to the NZ dollar, however the impact has come about much sooner than expected with the US lumber and dairy tariffs

Roger J Kerr believes that both tradable and non-tradable inflation will move higher still during the remainder of this year

Roger J Kerr believes that both tradable and non-tradable inflation will move higher still during the remainder of this year

Roger J Kerr says higher commodity prices and inflation are positive for the Kiwi dollar

Roger J Kerr says higher commodity prices and inflation are positive for the Kiwi dollar