Roger J Kerr

Roger J Kerr says higher inflation and a stable NZD/USD rate around 0.6500 to 0.6800 may well result in the Reserve Bank ruling out of further interest rate cuts

Roger J Kerr says higher inflation and a stable NZD/USD rate around 0.6500 to 0.6800 may well result in the Reserve Bank ruling out of further interest rate cuts

Roger J Kerr says 'the charts' provide clear blue sky for the NZ dollar to climb all the way up to 0.7000, but it does feel that the appreciation from 0.6250 to 0.6800 has been too far, too fast

Roger J Kerr says 'the charts' provide clear blue sky for the NZ dollar to climb all the way up to 0.7000, but it does feel that the appreciation from 0.6250 to 0.6800 has been too far, too fast

Roger J Kerr says the US Fed just needs to confirm that weaker September jobs data was a one-off; sees January as start point for rate rises

Roger J Kerr says the US Fed just needs to confirm that weaker September jobs data was a one-off; sees January as start point for rate rises

Roger J Kerr says the the doomsday merchants on the NZ economy have been exposed to be well wide of the mark with their views

Roger J Kerr says the the doomsday merchants on the NZ economy have been exposed to be well wide of the mark with their views

Roger J Kerr says we have an emerging economic and market environment starkly different to what the economic protagonists expected

Roger J Kerr says we have an emerging economic and market environment starkly different to what the economic protagonists expected

Roger J Kerr says credit spreads are under pressure and moving sharply higher again

Roger J Kerr says credit spreads are under pressure and moving sharply higher again

Roger J Kerr says the NZ currency is posting gains of its own accord as the market begins to re-rate it again

Roger J Kerr says the NZ currency is posting gains of its own accord as the market begins to re-rate it again

Roger J Kerr says the question for the interest rate markets is whether price increases by NZ businesses in coming months are more or less than the RBNZ is expecting

Roger J Kerr says the question for the interest rate markets is whether price increases by NZ businesses in coming months are more or less than the RBNZ is expecting

Roger J Kerr says foreign exchange markets are recognising that previous negatives for the NZ dollar and economy have reversed

Roger J Kerr says foreign exchange markets are recognising that previous negatives for the NZ dollar and economy have reversed

Roger J Kerr says the NZ economic outlook remains positive and we should look out for economic forecasters soon backtracking on predictions of a 'stalling' economy

Roger J Kerr says the NZ economic outlook remains positive and we should look out for economic forecasters soon backtracking on predictions of a 'stalling' economy

Roger J Kerr says the New Zealand dollar is showing resilience and stamina

Roger J Kerr says the New Zealand dollar is showing resilience and stamina

Roger J Kerr says recoveries in Wholemilk Powder prices and the Aussie dollar are pivotal for the NZ currency

Roger J Kerr says recoveries in Wholemilk Powder prices and the Aussie dollar are pivotal for the NZ currency

Roger J Kerr thinks another RBNZ rate cut next month is far from the 'given' event that many in the market believe and he questions if there will be any more cuts at all

Roger J Kerr thinks another RBNZ rate cut next month is far from the 'given' event that many in the market believe and he questions if there will be any more cuts at all

Roger J Kerr says China, commodity prices and the Australian dollar are all combining to push the NZ dollar lower

Roger J Kerr says China, commodity prices and the Australian dollar are all combining to push the NZ dollar lower

Roger J Kerr says the inflation outlook is no longer benign

Roger J Kerr says the inflation outlook is no longer benign

Roger J Kerr is encouraged by the NZ dollar's resilience amidst market turmoil

Roger J Kerr is encouraged by the NZ dollar's resilience amidst market turmoil

Roger J Kerr says corporate bond issuers are cashing-in on strong investor demand

Roger J Kerr says corporate bond issuers are cashing-in on strong investor demand

Roger J Kerr sees a potential double-whammy interest rate risk with NZ Govt bond yields rising from 3.25% to over 4.75% over the next year

Roger J Kerr sees a potential double-whammy interest rate risk with NZ Govt bond yields rising from 3.25% to over 4.75% over the next year

Roger J Kerr sees further gains for the NZD especially if the US Fed delays its September rate hike. The Kiwi may have passed the bottom

Roger J Kerr sees further gains for the NZD especially if the US Fed delays its September rate hike. The Kiwi may have passed the bottom

Roger J Kerr sees no return to a 2.5% OCR, with the current low interest rates "as good as it gets for borrowers", and a fourth OCR cut probably not warranted

Roger J Kerr sees no return to a 2.5% OCR, with the current low interest rates "as good as it gets for borrowers", and a fourth OCR cut probably not warranted

Roger J Kerr analyses the three main influences on the NZD/USD exchange rate and finds further weakness is the least likely probability

Roger J Kerr analyses the three main influences on the NZD/USD exchange rate and finds further weakness is the least likely probability

Roger J Kerr says markets pricing in all expected news, suggesting that they see no more significant downside from dairy

Roger J Kerr says markets pricing in all expected news, suggesting that they see no more significant downside from dairy

Roger J Kerr says key decisions from the RBNZ and US Fed next month will drive interest rate direction over the next 12 months

Roger J Kerr says key decisions from the RBNZ and US Fed next month will drive interest rate direction over the next 12 months

Roger J Kerr says those that think inflation is dead are looking backwards, not forwards

Roger J Kerr says those that think inflation is dead are looking backwards, not forwards

Roger J Kerr says the fall in the NZD is giving a real boost to local exporters. However, lower volatility may see the NZD hold, even rise from here

Roger J Kerr says the fall in the NZD is giving a real boost to local exporters. However, lower volatility may see the NZD hold, even rise from here