Roger J Kerr

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

Roger J Kerr thinks we need to be watching 'the three Cs'; says nobody believes interest rates are going to stay low now - the only question is how much they will rise by

Roger J Kerr thinks we need to be watching 'the three Cs'; says nobody believes interest rates are going to stay low now - the only question is how much they will rise by

Roger J Kerr expects the New Zealand dollar will remain comfortably above US70c in coming months

Roger J Kerr expects the New Zealand dollar will remain comfortably above US70c in coming months

Roger J Kerr doesn't see the 'geo-political risk' inspired reversal of interest rates continuing for long, but says the recent drop has provided an opportunity

Roger J Kerr doesn't see the 'geo-political risk' inspired reversal of interest rates continuing for long, but says the recent drop has provided an opportunity

Roger J Kerr says periods of escalated geo-political tensions generally translate into a stronger US dollar

Roger J Kerr says periods of escalated geo-political tensions generally translate into a stronger US dollar

Roger J Kerr says with price pressures building in the domestic economy, non-tradable inflation will not continue to decline as it has done over recent times and the RBNZ may have to bring forward the timing for interest rate rises

Roger J Kerr says with price pressures building in the domestic economy, non-tradable inflation will not continue to decline as it has done over recent times and the RBNZ may have to bring forward the timing for interest rate rises

Roger J Kerr says global currency markets will be heavily focused on the trade relationships between the US and China this week

Roger J Kerr says global currency markets will be heavily focused on the trade relationships between the US and China this week

Roger J Kerr says residential property developers with land and consents in hand are now turning to the non-bank lending providers to source the finance they need to make the projects happen

Roger J Kerr says residential property developers with land and consents in hand are now turning to the non-bank lending providers to source the finance they need to make the projects happen

Roger J Kerr sees the positives and negatives for the New Zealand currency as balanced

Roger J Kerr sees the positives and negatives for the New Zealand currency as balanced

Roger J Kerr says borrowers should be taking advantage of the recent pull-back in US long-term bond yields

Roger J Kerr says borrowers should be taking advantage of the recent pull-back in US long-term bond yields

Roger J Kerr says dairy prices remain the wildcard in the performance of the NZ currency against its US counterpart

Roger J Kerr says dairy prices remain the wildcard in the performance of the NZ currency against its US counterpart

Roger J Kerr says the real conundrum facing the Reserve Bank this week when looking at inflation forecasts is deciding when we will see wage increases feeding into higher costs

Roger J Kerr says the real conundrum facing the Reserve Bank this week when looking at inflation forecasts is deciding when we will see wage increases feeding into higher costs

Roger J Kerr believes the Kiwi dollar selling interest is all but exhausted for the meantime

Roger J Kerr believes the Kiwi dollar selling interest is all but exhausted for the meantime

Roger J Kerr says if the $NZ exchange rate stays at current lower levels inflation may lift a lot quicker than everyone expected

Roger J Kerr says if the $NZ exchange rate stays at current lower levels inflation may lift a lot quicker than everyone expected

Roger J Kerr says the rapidly closing interest rate differential between the US and NZ currencies is coming right back into the market’s focus and prompting Kiwi dollar selling

Roger J Kerr says the rapidly closing interest rate differential between the US and NZ currencies is coming right back into the market’s focus and prompting Kiwi dollar selling

Roger J Kerr says interest rate fixing decisions just got harder

Roger J Kerr says interest rate fixing decisions just got harder

Roger J Kerr says New Zealand companies manage their currency risks more actively than companies elsewhere

Roger J Kerr says New Zealand companies manage their currency risks more actively than companies elsewhere