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Roger J Kerr

About

Roger J Kerr is Executive Chairman of Barrington Treasury Services NZ Limited. He has written commentaries on the NZ dollar since 1981.

Member for

16 years 7 months

Latest articles

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'
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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