Roger J Kerr

Roger J Kerr worries that inflation risks loom large if our exchange rate falls, exposing us to unpleasant consequences

Roger J Kerr worries that inflation risks loom large if our exchange rate falls, exposing us to unpleasant consequences

Roger J Kerr looks at how Canada's currency has fared recently, and finds senarios that could see the NZD 'suffer' similarly. Your view?

Roger J Kerr looks at how Canada's currency has fared recently, and finds senarios that could see the NZD 'suffer' similarly. Your view?

Roger J Kerr says because the exchange rate plays a massive role in our economy, the RBNZ has only tough choices as markets expect OCR rises this year

Roger J Kerr says because the exchange rate plays a massive role in our economy, the RBNZ has only tough choices as markets expect OCR rises this year

Watch for the NZD to be sold down below 0.8200, probably before the OCR review on Thursday says Roger J Kerr

Watch for the NZD to be sold down below 0.8200, probably before the OCR review on Thursday says Roger J Kerr

Roger J Kerr says history says the NZD/AUD forays into the 0.9000’s never last long and the two economies eventually re-align

Roger J Kerr says history says the NZD/AUD forays into the 0.9000’s never last long and the two economies eventually re-align

Roger J Kerr gets specific and looks at what is in store for the NZD in the year ahead

Roger J Kerr gets specific and looks at what is in store for the NZD in the year ahead

Roger J Kerr says borrowers need to use longer dated swaps to get the positive values to immunise year to year interest costs against adverse market movements

Roger J Kerr says borrowers need to use longer dated swaps to get the positive values to immunise year to year interest costs against adverse market movements

Roger J Kerr says US bond yields could provide a surprise for the New Zealand swap market next year

Roger J Kerr says US bond yields could provide a surprise for the New Zealand swap market next year

Roger J Kerr wonders if the usual NZ dollar holiday strengthening will happen this summer

Roger J Kerr wonders if the usual NZ dollar holiday strengthening will happen this summer

Roger J Kerr says short-term interest rates will be increasing sooner and in larger jumps in 2014 if the NZ dollar depreciates

Roger J Kerr says short-term interest rates will be increasing sooner and in larger jumps in 2014 if the NZ dollar depreciates

Roger J Kerr says a frustrated RBNZ will delay OCR hikes while the NZD is this high

Roger J Kerr says a frustrated RBNZ will delay OCR hikes while the NZD is this high

Roger J Kerr says surging capacity utilisation portends an inflation burst. Get ready for OCR rate hikes

Roger J Kerr says surging capacity utilisation portends an inflation burst. Get ready for OCR rate hikes

Roger J Kerr sees the NZD falling below US$0.80 as it is dragged lower by our Tasman cousins

Roger J Kerr sees the NZD falling below US$0.80 as it is dragged lower by our Tasman cousins

Roger J Kerr says borrowers have finally realised that short-term interest rates in New Zealand are now more likely to increase by 2% over the next 18 months

Roger J Kerr says borrowers have finally realised that short-term interest rates in New Zealand are now more likely to increase by 2% over the next 18 months

Roger J Kerr says the verbal intervention from the RBA last week shows they prefer a lower currency over lower interest rates

Roger J Kerr says the verbal intervention from the RBA last week shows they prefer a lower currency over lower interest rates

Roger J Kerr says the US bond and currency markets are making life tough for the RBNZ Governor

Roger J Kerr says the US bond and currency markets are making life tough for the RBNZ Governor

Roger J Kerr says NZ dollar gains to AU$0.89 over this past week appear over-cooked and prone to reversal

Roger J Kerr says NZ dollar gains to AU$0.89 over this past week appear over-cooked and prone to reversal

Roger J Kerr says the future direction for our interest rates is now well signaled; expect them to 1% higher in one year's time

Roger J Kerr says the future direction for our interest rates is now well signaled; expect them to 1% higher in one year's time

Roger J Kerr says the stronger US economic signals will see the NZD lower vs the USD despite our own strengthening domestic economy

Roger J Kerr says the stronger US economic signals will see the NZD lower vs the USD despite our own strengthening domestic economy

Roger J Kerr says record low mortgage rates and high milk powder prices are behind our economic resurgence, aligning our stars

Roger J Kerr says record low mortgage rates and high milk powder prices are behind our economic resurgence, aligning our stars

Roger J Kerr sees the recent NZD fall as no surprise in the context of the bigger market moves of the USD

Roger J Kerr sees the recent NZD fall as no surprise in the context of the bigger market moves of the USD

Roger J Kerr sees no scenario where interest rates move lower or even stay stable; they are going up whatever way you look, he says

Roger J Kerr sees no scenario where interest rates move lower or even stay stable; they are going up whatever way you look, he says

Roger J Kerr sees the NZD returning to trade in and around 0.8000 over the balance of the year

Roger J Kerr sees the NZD returning to trade in and around 0.8000 over the balance of the year

Roger J Kerr says the NZ$ is a not a currency that would attract global money when markets capitulate

Roger J Kerr says the NZ$ is a not a currency that would attract global money when markets capitulate

Roger J Kerr says if the NZ dollar stays high the RBNZ's first OCR increase could be later than March 2014

Roger J Kerr says if the NZ dollar stays high the RBNZ's first OCR increase could be later than March 2014