Roger J Kerr

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

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