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 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 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
Roger J Kerr offers his forecasts for currency movements in 2015, sees global risk sentiment turning negative, US raising rates in Q3, WMP prices recovering
Roger J Kerr offers his forecasts for currency movements in 2015, sees global risk sentiment turning negative, US raising rates in Q3, WMP prices recovering
Roger J Kerr sees the NZD falling below current ranges and RBNZ following the US Fed in raising interest rates, thereby avoiding holding the NZD higher based on rate rises
Roger J Kerr sees the NZD falling below current ranges and RBNZ following the US Fed in raising interest rates, thereby avoiding holding the NZD higher based on rate rises
Roger J Kerr says he likelihood of a deterioration in our economic fundamentals over the next 12 months 'appear remote', so more falls by the NZD seem unlikley
Roger J Kerr says he likelihood of a deterioration in our economic fundamentals over the next 12 months 'appear remote', so more falls by the NZD seem unlikley
Roger J Kerr says the kiwi dollar and NZ will still be a reasonably attractive destination for global funds as our interest rates remain 4% above the alternatives
Roger J Kerr says the kiwi dollar and NZ will still be a reasonably attractive destination for global funds as our interest rates remain 4% above the alternatives
Roger J Kerr says that despite an expected dovish RBNZ Statement this week, 3% economic growth when inflation is 1% means real wealth is being created and that will support the NZD
Roger J Kerr says that despite an expected dovish RBNZ Statement this week, 3% economic growth when inflation is 1% means real wealth is being created and that will support the NZD
Roger J Kerr reviews a bond market on edge, spooked by many things including some non-economic ones. But it is economic fundamentals that show the real direction
Roger J Kerr reviews a bond market on edge, spooked by many things including some non-economic ones. But it is economic fundamentals that show the real direction