Roger J Kerr

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

Roger J Kerr says retreat by the NZD has been due to unwinding of carry trades and NZD/AUD speculative positions

Roger J Kerr says retreat by the NZD has been due to unwinding of carry trades and NZD/AUD speculative positions

Roger J Kerr says lower dairy income and lower growth means that the RBNZ won't be as aggressive with their OCR hikes

Roger J Kerr says lower dairy income and lower growth means that the RBNZ won't be as aggressive with their OCR hikes

Roger J Kerr says the FX markets are waiting to be told that the NZ economic fundamentals have weakened

Roger J Kerr says the FX markets are waiting to be told that the NZ economic fundamentals have weakened

Roger J Kerr says our economy is highly dependent on climate, export prices and currency and therefore has high vulerabilities and economic risk

Roger J Kerr says our economy is highly dependent on climate, export prices and currency and therefore has high vulerabilities and economic risk

Roger J Kerr sees the tide turning in favour of the USD internationally; the local FX market is now expects the RBNZ to revise down their GDP growth and inflation forecasts

Roger J Kerr sees the tide turning in favour of the USD internationally; the local FX market is now expects the RBNZ to revise down their GDP growth and inflation forecasts

Roger J Kerr sees interest rate yield curve steepening giving a good opportunity to fix more debt or extend the maturity on existing fixed rate debt

Roger J Kerr sees interest rate yield curve steepening giving a good opportunity to fix more debt or extend the maturity on existing fixed rate debt

Roger J Kerr says if the markets don't rescue the RBNZ they could surprise by cancelling the June OCR increase. That would get their attention

Roger J Kerr says if the markets don't rescue the RBNZ they could surprise by cancelling the June OCR increase. That would get their attention

Roger J Kerr sees a market opportunity that should not be missed by borrowers with a high level of swap maturities over the next 12 to 24 months

Roger J Kerr sees a market opportunity that should not be missed by borrowers with a high level of swap maturities over the next 12 to 24 months

Roger J Kerr says the RBNZ may consider cancelling OCR increases in June/July if the exchange rate stays high

Roger J Kerr says the RBNZ may consider cancelling OCR increases in June/July if the exchange rate stays high

Roger J Kerr sees the golden run ending as the 'upcoming winter months may be somewhat tougher for the economy than most expect'

Roger J Kerr sees the golden run ending as the 'upcoming winter months may be somewhat tougher for the economy than most expect'

Roger J Kerr says both the upcoming US jobs report and the Aussie budget are likely to be negative for the NZD, reinforcing the drop in milk powder prices

Roger J Kerr says both the upcoming US jobs report and the Aussie budget are likely to be negative for the NZD, reinforcing the drop in milk powder prices

Roger J Kerr advises the RBNZ to select their words much more carefully this time than they did in March as the currency needs to follow dairy prices down

Roger J Kerr advises the RBNZ to select their words much more carefully this time than they did in March as the currency needs to follow dairy prices down

Roger J Kerr reminds us that the demand to invest into NZ’s higher yields dissipates quickly if the currency ceases to appreciate and starts to depreciate

Roger J Kerr reminds us that the demand to invest into NZ’s higher yields dissipates quickly if the currency ceases to appreciate and starts to depreciate

Roger J Kerr warns that interest rate increases could be a lot sooner and more severe if the NZ dollar falls sharply

Roger J Kerr warns that interest rate increases could be a lot sooner and more severe if the NZ dollar falls sharply

Roger J Kerr says a surprise 'no change' OCR decision would be much more effective to pull the NZ dollar down than jawboning

Roger J Kerr says a surprise 'no change' OCR decision would be much more effective to pull the NZ dollar down than jawboning

Roger J Kerr wonders who will buy US bonds now that the Fed is cutting back; selling pressure will force yields higher

Roger J Kerr wonders who will buy US bonds now that the Fed is cutting back; selling pressure will force yields higher