Roger J Kerr

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 lower AUD and much more upside in Australian equities relative to other markets will boost the Aussie currency in 2015

Roger J Kerr thinks the lower AUD and much more upside in Australian equities relative to other markets will boost the Aussie currency in 2015

There's no certainty the 4 key prices for the NZ economy will just trend lower, Roger J Kerr argues

There's no certainty the 4 key prices for the NZ economy will just trend lower, Roger J Kerr argues

Roger J Kerr wonders how Graeme Wheeler can call the NZD 'unjustifiably high' when it is now back to the levels they were targeting

Roger J Kerr wonders how Graeme Wheeler can call the NZD 'unjustifiably high' when it is now back to the levels they were targeting

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 thinks the NZ dollar could start rising again on Thursday as markets discover the RBNZ is not about to become complacent on inflation

Roger J Kerr thinks the NZ dollar could start rising again on Thursday as markets discover the RBNZ is not about to become complacent on inflation

Roger J Kerr does not expect a dovish stance from the RBNZ on Thursday and does not expect him to follow the Canadians

Roger J Kerr does not expect a dovish stance from the RBNZ on Thursday and does not expect him to follow the Canadians

Roger J Kerr thinks currency markets have already priced in the lower values for the euro ahead of the ECB announcement

Roger J Kerr thinks currency markets have already priced in the lower values for the euro ahead of the ECB announcement

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

Kiwi dollar continuing to outperform all other currencies against a stronger greenback

Kiwi dollar continuing to outperform all other currencies against a stronger greenback

Inflation doves need to look beyond low historical numbers, says Roger J Kerr

Inflation doves need to look beyond low historical numbers, says 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