Roger J Kerr

Roger J Kerr argues it's hard to see the NZ$ plummeting another 10c against the US$ as it has done since mid-July

Roger J Kerr argues it's hard to see the NZ$ plummeting another 10c against the US$ as it has done since mid-July

Roger J Kerr sees business-as-usual post election, with the NZD weakening, exports and investment rising, and inflation risk higher. Interest rates are going up

Roger J Kerr sees business-as-usual post election, with the NZD weakening, exports and investment rising, and inflation risk higher. Interest rates are going up

Roger J Kerr says expect a short-term surge of appreciation for the NZ dollar over coming days, potentially up one cent

Roger J Kerr says expect a short-term surge of appreciation for the NZ dollar over coming days, potentially up one cent

Roger J Kerr sees "one hell of a turnaround" by the RBNZ in the way they look at their 90-day interest rate projections

Roger J Kerr sees "one hell of a turnaround" by the RBNZ in the way they look at their 90-day interest rate projections

Roger J Kerr explains why the international sentiment has recently turned against the Kiwi dollar, and despite this turn why there won't be a 'massive currency devaluation'

Roger J Kerr explains why the international sentiment has recently turned against the Kiwi dollar, and despite this turn why there won't be a 'massive currency devaluation'

Roger J Kerr says there could be a similar pattern of OCR increases from the RBNZ next year as there has been this year

Roger J Kerr says there could be a similar pattern of OCR increases from the RBNZ next year as there has been this year

Roger J Kerr says offshore investors now have a completely changed perception of the NZ economy and are now prioritising Australia

Roger J Kerr says offshore investors now have a completely changed perception of the NZ economy and are now prioritising Australia

Roger J Kerr sees a sharp slowdown coming, probably with inflation. He says borrowers should fix, investors should stay short

Roger J Kerr sees a sharp slowdown coming, probably with inflation. He says borrowers should fix, investors should stay short

Roger J Kerr sees the NZD at 78 USc in a few weeks as the lower dairy prices bite and the US dollar strengthens - and lower still if there is political uncertainty

Roger J Kerr sees the NZD at 78 USc in a few weeks as the lower dairy prices bite and the US dollar strengthens - and lower still if there is political uncertainty

Roger J Kerr says 'market interest rate pricing is far too low in my book'. Once investors get over their geopolitical worries, they will see 'upward momentum is just so compelling'

Roger J Kerr says 'market interest rate pricing is far too low in my book'. Once investors get over their geopolitical worries, they will see 'upward momentum is just so compelling'

Roger J Kerr says that without rising interest rates to bolster it, the NZD direction will take its cues from commodity prices

Roger J Kerr says that without rising interest rates to bolster it, the NZD direction will take its cues from commodity prices

Roger J Kerr says interest rate risks are moving for more than just the geopolitical aspects; expectations of Yellen's next signals are part of it as well, he says

Roger J Kerr says interest rate risks are moving for more than just the geopolitical aspects; expectations of Yellen's next signals are part of it as well, he says

Roger J Kerr looks at what is in store for the NZD after the RBNZ rate hike pause and lower dairy prices, both of which now appear to be factored in to current pricing

Roger J Kerr looks at what is in store for the NZD after the RBNZ rate hike pause and lower dairy prices, both of which now appear to be factored in to current pricing

Roger J Kerr says interest rate risks have shifted from the short-end to the long-end of the yield curve; rates will rise as the geopolitical risks recede

Roger J Kerr says interest rate risks have shifted from the short-end to the long-end of the yield curve; rates will rise as the geopolitical risks recede

Roger J Kerr says when there is a decisive break to the downside below 84 USc it will trigger a whole series of stop-loss NZD sell orders as carry-trade investors exit

Roger J Kerr says when there is a decisive break to the downside below 84 USc it will trigger a whole series of stop-loss NZD sell orders as carry-trade investors exit

Roger J Kerr looks at the likelihood the risk premium for New Zealand debt could change if we get either a change of Government or a different set of coalition partners

Roger J Kerr looks at the likelihood the risk premium for New Zealand debt could change if we get either a change of Government or a different set of coalition partners

Roger J Kerr says investors will soon get the idea that the once attractive yield return is not enough to outweigh the risk of currency depreciation

Roger J Kerr says investors will soon get the idea that the once attractive yield return is not enough to outweigh the risk of currency depreciation

Roger J Kerr says the next push upwards in US yields will be the real deal as bond investors seek better real returns

Roger J Kerr says the next push upwards in US yields will be the real deal as bond investors seek better real returns

Roger J Kerr says because of hedging, the NZD can depreciate significantly over the next 6-12 months and the impact on inflation will be muted

Roger J Kerr says because of hedging, the NZD can depreciate significantly over the next 6-12 months and the impact on inflation will be muted

Roger J Kerr says confidence levels remaining high is understandable, however not that sensible. But he also sees an 'unexpected' opportunity to fix interest rates long-term

Roger J Kerr says confidence levels remaining high is understandable, however not that sensible. But he also sees an 'unexpected' opportunity to fix interest rates long-term

Roger J Kerr says our 'rock star' economy is suffering from smaller audiences and declining fan interest because our rosy economic picture has wilted

Roger J Kerr says our 'rock star' economy is suffering from smaller audiences and declining fan interest because our rosy economic picture has wilted

Roger J Kerr sees six reasons consumer demand, labour market conditions and supply-side inflation pressures should be seen by the RBNZ as more important than high house prices

Roger J Kerr sees six reasons consumer demand, labour market conditions and supply-side inflation pressures should be seen by the RBNZ as more important than high house prices

Roger J Kerr says the 'stark reality' is the strong NZ dollar is causing weaker economic fundamentals which are about to hit the economy

Roger J Kerr says the 'stark reality' is the strong NZ dollar is causing weaker economic fundamentals which are about to hit the economy

Roger J Kerr says migration trends have been misinterpreted and housing activity levels are moderating; prices follow the activity levels. He doubts that inflation risks have increased

Roger J Kerr says migration trends have been misinterpreted and housing activity levels are moderating; prices follow the activity levels. He doubts that inflation risks have increased

Roger J Kerr says lower commodity prices, a slowing housing market, and better US prospects should have the RBNZ aggressively talking down the NZD

Roger J Kerr says lower commodity prices, a slowing housing market, and better US prospects should have the RBNZ aggressively talking down the NZD