Roger J Kerr

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

Roger J Kerr says the Trade Weighted Index is looking down the barrel of a significant drop

Roger J Kerr says the Trade Weighted Index is looking down the barrel of a significant drop

Roger J Kerr says because mortgage holders aren't fixing long, OCR increases this year and next will bite the retail and housing sectors earlier and harder

Roger J Kerr says because mortgage holders aren't fixing long, OCR increases this year and next will bite the retail and housing sectors earlier and harder

Roger J Kerr says it would be more effective for the RBNZ to not increase the OCR in April, surprise the markets causing NZD selling and depreciation

Roger J Kerr says it would be more effective for the RBNZ to not increase the OCR in April, surprise the markets causing NZD selling and depreciation

Roger J Kerr looks at the official interest rate 'forecasts' by the RBNZ and sees them more as working assumptions, changeable as circumstances alter

Roger J Kerr looks at the official interest rate 'forecasts' by the RBNZ and sees them more as working assumptions, changeable as circumstances alter

Roger J Kerr says that Yellen's timing and the wholemilk powder prices drops are not positive for the Kiwi dollar

Roger J Kerr says that Yellen's timing and the wholemilk powder prices drops are not positive for the Kiwi dollar

Roger J Kerr says there's a major inflation problem in the NZ economy that the RBNZ seems unable or unwilling to address

Roger J Kerr says there's a major inflation problem in the NZ economy that the RBNZ seems unable or unwilling to address

Roger J Kerr sees the lack of flow-through since the OCR decision as confirming offshore investors are wary of the high NZD

Roger J Kerr sees the lack of flow-through since the OCR decision as confirming offshore investors are wary of the high NZD

Roger J Kerr looks at the risks or developments that could force the RBNZ to re-assess and adjust the expected pace of OCR increases

Roger J Kerr looks at the risks or developments that could force the RBNZ to re-assess and adjust the expected pace of OCR increases

Roger J Kerr expects the long-term resistance for the NZ dollar around US85c to prevail again

Roger J Kerr expects the long-term resistance for the NZ dollar around US85c to prevail again

Roger J Kerr sees US growth, capacity utilisation and inflation as the main drivers of global interest rate directions and he sees big rises over the next year

Roger J Kerr sees US growth, capacity utilisation and inflation as the main drivers of global interest rate directions and he sees big rises over the next year

Roger J Kerr says despite the diverging economic paths, the NZD and the AUD will both find their own separate lower levels against the USD

Roger J Kerr says despite the diverging economic paths, the NZD and the AUD will both find their own separate lower levels against the USD

Roger J Kerr sees a lot of interest rate risk being taken with mortgages, which may foreshadow subdued consumer spending over the next two years

Roger J Kerr sees a lot of interest rate risk being taken with mortgages, which may foreshadow subdued consumer spending over the next two years

Roger J Kerr finds that smaller exporters with NZD/AUD risks manage their financial affairs in a superior manner to the big boys

Roger J Kerr finds that smaller exporters with NZD/AUD risks manage their financial affairs in a superior manner to the big boys

Roger J Kerr tells Graeme Wheeler to take the slow boat to the normalisation of our short-term interest rates

Roger J Kerr tells Graeme Wheeler to take the slow boat to the normalisation of our short-term interest rates

Roger J Kerr reminds us that our structural current account deficit requires NZ to be liked by foreign investors; he warns of consequences from arbitary political change

Roger J Kerr reminds us that our structural current account deficit requires NZ to be liked by foreign investors; he warns of consequences from arbitary political change

Roger J Kerr looks at why the NZD has not fallen to US$0.80 yet and what is ahead

Roger J Kerr looks at why the NZD has not fallen to US$0.80 yet and what is ahead

Roger J Kerr looks at the underlying reasons long term base rates and related spreads are set to increase

Roger J Kerr looks at the underlying reasons long term base rates and related spreads are set to increase