Roger J Kerr

Roger J Kerr says markets don't expect NZD-AUD parity is sustainable because income differentials can't support it and the AUD is due for a 'long overdue' correction higher

Roger J Kerr says markets don't expect NZD-AUD parity is sustainable because income differentials can't support it and the AUD is due for a 'long overdue' correction higher

Inflation is not dead, it is heading for 5% says Roger J Kerr who has 'a thousand words' to support that in two short images

Inflation is not dead, it is heading for 5% says Roger J Kerr who has 'a thousand words' to support that in two short images

Roger J Kerr assesses how the strong greenback and its upcoming positives will impact the NZD and finds much of the USD strength already priced in, and the RBNZ looking ahead

Roger J Kerr assesses how the strong greenback and its upcoming positives will impact the NZD and finds much of the USD strength already priced in, and the RBNZ looking ahead

Roger J Kerr says local importers should be topping-up hedging levels with current NZD/USD rates near the top end of the range

Roger J Kerr says local importers should be topping-up hedging levels with current NZD/USD rates near the top end of the range

Roger J Kerr sees US rate rises just 3 or 4 months away. He is also very sceptical on 'inflation expectation' surveys, even the RBNZ's one

Roger J Kerr sees US rate rises just 3 or 4 months away. He is also very sceptical on 'inflation expectation' surveys, even the RBNZ's one

Roger J Kerr says the risk of medium to long term rates increasing is dependent upon US bond market movements, not the RBNZ or the NZ economy or our inflation

Roger J Kerr says the risk of medium to long term rates increasing is dependent upon US bond market movements, not the RBNZ or the NZ economy or our inflation

Roger J Kerr sees the NZD-USD rate holding between 72 and 76 USc and sees the reasons in the US and Australia as much as local influences

Roger J Kerr sees the NZD-USD rate holding between 72 and 76 USc and sees the reasons in the US and Australia as much as local influences

Don't allow deflation doomsayers to dissuade you from prudent risk management of interest costs, says Roger J Kerr

Don't allow deflation doomsayers to dissuade you from prudent risk management of interest costs, says Roger J Kerr

Roger J Kerr points out the strong relationship we have with rainfall and why the current dry sets the tone for the currency

Roger J Kerr points out the strong relationship we have with rainfall and why the current dry sets the tone for the currency

Roger J Kerr asks how sustainable the current totally “flat” NZ interest rate yield curve is

Roger J Kerr asks how sustainable the current totally “flat” NZ interest rate yield curve is

Roger J Kerr sees a number of balancing factors both positive and negative for the NZ dollar; meaning the currency is likely to stay in its current range

Roger J Kerr sees a number of balancing factors both positive and negative for the NZ dollar; meaning the currency is likely to stay in its current range

Roger J Kerr says you should 'sell the Kiwi against the AUD' when you see media reports predicting parity

Roger J Kerr says you should 'sell the Kiwi against the AUD' when you see media reports predicting parity

Roger J Kerr points out that there is likely a big jump coming in longer tenor swap rates and that creates opportunities for wholesale borrowers

Roger J Kerr points out that there is likely a big jump coming in longer tenor swap rates and that creates opportunities for wholesale borrowers

Adopting a 'heat map' approach, Roger J Kerr assesses whether the 'heat' is coming on for interest rate trends to reverse

Adopting a 'heat map' approach, Roger J Kerr assesses whether the 'heat' is coming on for interest rate trends to reverse

Roger J Kerr says rising dairy prices and the exit of speculators are among issues helping the value of the NZ currency - but there are still risks ahead

Roger J Kerr says rising dairy prices and the exit of speculators are among issues helping the value of the NZ currency - but there are still risks ahead

Roger J Kerr thinks the lower AUD and much more upside in Australian equities relative to other markets will boost the Aussie currency in 2015

Roger J Kerr thinks the lower AUD and much more upside in Australian equities relative to other markets will boost the Aussie currency in 2015

There's no certainty the 4 key prices for the NZ economy will just trend lower, Roger J Kerr argues

There's no certainty the 4 key prices for the NZ economy will just trend lower, Roger J Kerr argues

Roger J Kerr wonders how Graeme Wheeler can call the NZD 'unjustifiably high' when it is now back to the levels they were targeting

Roger J Kerr wonders how Graeme Wheeler can call the NZD 'unjustifiably high' when it is now back to the levels they were targeting

Roger J Kerr thinks the NZD soon will get a boost from stronger data, and the recent falls may stoke tradeable inflation fears. Time for exporters to hedge he says

Roger J Kerr thinks the NZD soon will get a boost from stronger data, and the recent falls may stoke tradeable inflation fears. Time for exporters to hedge he says

Roger J Kerr thinks the NZ dollar could start rising again on Thursday as markets discover the RBNZ is not about to become complacent on inflation

Roger J Kerr thinks the NZ dollar could start rising again on Thursday as markets discover the RBNZ is not about to become complacent on inflation

Roger J Kerr does not expect a dovish stance from the RBNZ on Thursday and does not expect him to follow the Canadians

Roger J Kerr does not expect a dovish stance from the RBNZ on Thursday and does not expect him to follow the Canadians

Roger J Kerr thinks currency markets have already priced in the lower values for the euro ahead of the ECB announcement

Roger J Kerr thinks currency markets have already priced in the lower values for the euro ahead of the ECB announcement

Roger J Kerr does not see the current fall in benchmark bond yields and the rush to safety resulting in lower New Zealand interest rates nor a slowing local economy

Roger J Kerr does not see the current fall in benchmark bond yields and the rush to safety resulting in lower New Zealand interest rates nor a slowing local economy

Kiwi dollar continuing to outperform all other currencies against a stronger greenback

Kiwi dollar continuing to outperform all other currencies against a stronger greenback

Inflation doves need to look beyond low historical numbers, says Roger J Kerr

Inflation doves need to look beyond low historical numbers, says Roger J Kerr