Roger J Kerr

Roger J Kerr says when international confidence in an economy and currency is lost, its value can only go one way

Roger J Kerr says when international confidence in an economy and currency is lost, its value can only go one way

Roger J Kerr says the Trump regime appear disturbingly unaware of the damage they have created in attempting to reverse globalisation and build a protective wall around the US economy

Roger J Kerr says the Trump regime appear disturbingly unaware of the damage they have created in attempting to reverse globalisation and build a protective wall around the US economy

Roger J Kerr says what has been really surprising to see over recent months since Donald Trump came to power is the incredibly poor management of their economic policy changes

Roger J Kerr says what has been really surprising to see over recent months since Donald Trump came to power is the incredibly poor management of their economic policy changes

Roger J Kerr looks forward into the remainder of 2025 to project what the likely forces will be on the Kiwi dollar

Roger J Kerr looks forward into the remainder of 2025 to project what the likely forces will be on the Kiwi dollar

Roger J Kerr says the reign of the US dollar is now teetering

Roger J Kerr says the reign of the US dollar is now teetering

Roger J Kerr examines some of the factors behind the US dollar selling

Roger J Kerr examines some of the factors behind the US dollar selling

Roger J Kerr says markets quickly move on to the next economic development and the knee-jerk response to a non-economic shock or risk event is nearly always temporary

Roger J Kerr says markets quickly move on to the next economic development and the knee-jerk response to a non-economic shock or risk event is nearly always temporary

Roger J Kerr says many key US economic indicators are expected to print on the softer side as a result of financial pressures, as well as the Trump regime’s chainsaw attack on Federal Government institutions and jobs

Roger J Kerr says many key US economic indicators are expected to print on the softer side as a result of financial pressures, as well as the Trump regime’s chainsaw attack on Federal Government institutions and jobs

Roger J Kerr says a series of softer economic data prints, similar to the retail sales numbers last week, will lead to a rapid shift in interest rate market pricing for Fed rate cuts this year

Roger J Kerr says a series of softer economic data prints, similar to the retail sales numbers last week, will lead to a rapid shift in interest rate market pricing for Fed rate cuts this year

Roger J Kerr says there are a number of US economic data releases that have the potential to cause more USD selling than buying

Roger J Kerr says there are a number of US economic data releases that have the potential to cause more USD selling than buying

Roger J Kerr says the tariffs failed to achieve the objective last time, and the chances are that this time will be no different

Roger J Kerr says the tariffs failed to achieve the objective last time, and the chances are that this time will be no different

Roger J Kerr sees an elevated chance the US Dollar's rise may be ending and a new down trend arriving. The NZD will then rise. But he is still looking for policies that improve productivity, so any rise is sustained

Roger J Kerr sees an elevated chance the US Dollar's rise may be ending and a new down trend arriving. The NZD will then rise. But he is still looking for policies that improve productivity, so any rise is sustained

Roger J Kerr says the long USD speculative positioning on the Trump Trades has become extremely crowded and has lasted for longer than anticipated

Roger J Kerr says the long USD speculative positioning on the Trump Trades has become extremely crowded and has lasted for longer than anticipated

Roger J Kerr says current financial market sentiment, positioning and commentary would not suggest that the US dollar is about to do an “about turn” and fall away over coming months

Roger J Kerr says current financial market sentiment, positioning and commentary would not suggest that the US dollar is about to do an “about turn” and fall away over coming months

Roger J Kerr sees the US Fed continuing to change its dot-plots in 2025. He also thinks most local analysts are missing the importance of our much better terms of trade

Roger J Kerr sees the US Fed continuing to change its dot-plots in 2025. He also thinks most local analysts are missing the importance of our much better terms of trade

Roger J Kerr looks at the rollercoaster ride the New Zealand dollar has been on since it was unshackled after the 1984 election

Roger J Kerr looks at the rollercoaster ride the New Zealand dollar has been on since it was unshackled after the 1984 election

Roger J Kerr offers an 'alternative' view of how the New Zealand economy will fare over the coming year

Roger J Kerr offers an 'alternative' view of how the New Zealand economy will fare over the coming year

Roger J Kerr says the one-way hurtle up the hill for the US dollar on the Trump election euphoria is displaying distinct signs of spluttering and stalling

Roger J Kerr says the one-way hurtle up the hill for the US dollar on the Trump election euphoria is displaying distinct signs of spluttering and stalling

Roger J Kerr expects the US Fed will continue to cut interest rates by 0.25% at each meeting over coming months as the US annual inflation rate (PCE measure) slides below 2.00%

Roger J Kerr expects the US Fed will continue to cut interest rates by 0.25% at each meeting over coming months as the US annual inflation rate (PCE measure) slides below 2.00%

Roger J Kerr says speculators are sitting on large profits and he wonders when they will cash up

Roger J Kerr says speculators are sitting on large profits and he wonders when they will cash up

Roger J Kerr examines some of the questions posed in the aftermath of the US election

Roger J Kerr examines some of the questions posed in the aftermath of the US election

Roger J Kerr examines the scenarios for the forthcoming election and the potential impact on the US and Kiwi dollars

Roger J Kerr examines the scenarios for the forthcoming election and the potential impact on the US and Kiwi dollars

Roger J Kerr looks at what betting markets are indicating and what traders are thinking. Self-interested bias with OPM? Meanwhile, Japanese political turmoil confuses the interest rate and Yen currency outlook

Roger J Kerr looks at what betting markets are indicating and what traders are thinking. Self-interested bias with OPM? Meanwhile, Japanese political turmoil confuses the interest rate and Yen currency outlook

Roger J Kerr looks at the scenarios and potential outcome of the US election

Roger J Kerr looks at the scenarios and potential outcome of the US election

Roger J Kerr says the the reality is that the New Zealand economy still has a major problem with sticky/high non-tradable inflation from the public sector and non-competitive sectors of the economy

Roger J Kerr says the the reality is that the New Zealand economy still has a major problem with sticky/high non-tradable inflation from the public sector and non-competitive sectors of the economy