Roger J Kerr

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

Roger J Kerr points to seven things that just do not add up, seemingly showing that markets seem unable to price risk properly

Roger J Kerr points to seven things that just do not add up, seemingly showing that markets seem unable to price risk properly

Roger J Kerr is frustrated the kiwi dollar remains so high for exporters, especially as the RBNZ spurns every opportunity to encourage realignment to more sustainable levels

Roger J Kerr is frustrated the kiwi dollar remains so high for exporters, especially as the RBNZ spurns every opportunity to encourage realignment to more sustainable levels

Roger J Kerr asks whether monetary policy should be tightened when the majority of the inflation pressures are coming from a single source, construction costs

Roger J Kerr asks whether monetary policy should be tightened when the majority of the inflation pressures are coming from a single source, construction costs

Roger J Kerr says the return of the NZD to 80 USc has been postponed in timing by RBNZ policy choices but not fundamentally changed

Roger J Kerr says the return of the NZD to 80 USc has been postponed in timing by RBNZ policy choices but not fundamentally changed

Roger J Kerr says the RBNZ has invited global financial markets awash with cash to buy more NZ dollars to gain a higher yield return

Roger J Kerr says the RBNZ has invited global financial markets awash with cash to buy more NZ dollars to gain a higher yield return

Roger J Kerr says respite is on the way for exporters; the USD is strengthening and milk powder prices are falling

Roger J Kerr says respite is on the way for exporters; the USD is strengthening and milk powder prices are falling

Roger J Kerr says the RBNZ needs to be innovative if it wants to rein in the strong NZ dollar

Roger J Kerr says the RBNZ needs to be innovative if it wants to rein in the strong NZ dollar

Roger J Kerr says the RBNZ can only retain credibility for its warnings of divergence between dairy prices and the NZD if it acts to get the currency realigned

Roger J Kerr says the RBNZ can only retain credibility for its warnings of divergence between dairy prices and the NZD if it acts to get the currency realigned

Roger J Kerr says the low 2/10 differential is just not sustainable in the medium to longer term, presenting options for borrowers with fixed rate swaps maturing over the next 2 years

Roger J Kerr says the low 2/10 differential is just not sustainable in the medium to longer term, presenting options for borrowers with fixed rate swaps maturing over the next 2 years