Roger J Kerr

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

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