Roger J Kerr

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 RBNZ holding rates and other policy settings at current levels for for good reasons; sees hikes coming when the US Fed moves

Roger J Kerr sees the RBNZ holding rates and other policy settings at current levels for for good reasons; sees hikes coming when the US Fed moves

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 healthy job market and stronger economy will boost residential property sales

Roger J Kerr says healthy job market and stronger economy will boost residential property sales

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 points out recent surveys show that NZ businesses intend to raise prices, and that as capacity constraints grow those rises are likely

Roger J Kerr points out recent surveys show that NZ businesses intend to raise prices, and that as capacity constraints grow those rises are likely

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 points out there is a good opportunity for corporates to issue significant new fixed income bonds, but he also sees the inhibitions

Roger J Kerr points out there is a good opportunity for corporates to issue significant new fixed income bonds, but he also sees the inhibitions

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

Roger J Kerr expects the NZD to stay below 80 USc and hold its own against the euro. He also warns of inflation complacency

Roger J Kerr expects the NZD to stay below 80 USc and hold its own against the euro. He also warns of inflation complacency

Roger J Kerr wonders whether the yields for US Treasury bonds are defying logic, and points to the non-economic drivers that may be behind the falls

Roger J Kerr wonders whether the yields for US Treasury bonds are defying logic, and points to the non-economic drivers that may be behind the falls

Roger J Kerr explains why the Kiwi dollar has consolidated and stabilised, and does not appear to be prone to further aggressive selling

Roger J Kerr explains why the Kiwi dollar has consolidated and stabilised, and does not appear to be prone to further aggressive selling

Roger J Kerr reminds us that nearly all our inflation comes from the supply side of the economy, so the impact of lower dairy incomes may not be as pronounced as some fear

Roger J Kerr reminds us that nearly all our inflation comes from the supply side of the economy, so the impact of lower dairy incomes may not be as pronounced as some fear

Roger J Kerr doubts the 65 USc view of John Key will be reached, suggesting most manufacturers and exporters have moved on from seeking a 'cheap dollar' strategy

Roger J Kerr doubts the 65 USc view of John Key will be reached, suggesting most manufacturers and exporters have moved on from seeking a 'cheap dollar' strategy

Roger J Kerr says fuel and freight set to rise in cost soon, other imports to follow; RBNZ taking calculated risk price hikes can be contained within policy limits

Roger J Kerr says fuel and freight set to rise in cost soon, other imports to follow; RBNZ taking calculated risk price hikes can be contained within policy limits

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