Roger J Kerr

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

Roger J Kerr says the time has come for more local corporate debt issues, which offer much better returns than bank term deposits

Roger J Kerr says the time has come for more local corporate debt issues, which offer much better returns than bank term deposits

Roger J Kerr sees markets reacting to the threat of Labour/Green policy U-turns well ahead of our elections

Roger J Kerr sees markets reacting to the threat of Labour/Green policy U-turns well ahead of our elections

Roger J Kerr says the NZD faces two big risks; what the USD does, and market reaction to a Labour/Green poll surge

Roger J Kerr says the NZD faces two big risks; what the USD does, and market reaction to a Labour/Green poll surge

Roger J Kerr says the risks to the USD will 'soon blow over' and will resume its 'broad strengthening pathway'. He looks at the implications for the NZD

Roger J Kerr says the risks to the USD will 'soon blow over' and will resume its 'broad strengthening pathway'. He looks at the implications for the NZD

Roger J Kerr applauds the introduction of new tools such as the core funding ratio and LVR limits, chides critics

Roger J Kerr applauds the introduction of new tools such as the core funding ratio and LVR limits, chides critics

Roger J Kerr sees the USD recovering ground lost during the debt ceiling debate, sees the NZD catching the AUD decline

Roger J Kerr sees the USD recovering ground lost during the debt ceiling debate, sees the NZD catching the AUD decline

Roger J Kerr says the US bond market does not buy into Fed policy U-turn; he doesn't buy the RBNZ inflation forecast either

Roger J Kerr says the US bond market does not buy into Fed policy U-turn; he doesn't buy the RBNZ inflation forecast either

Roger J Kerr sees the NZD's relationship to the USD returning to 'normal' when positive US economic data matches positive NZ economic data

Roger J Kerr sees the NZD's relationship to the USD returning to 'normal' when positive US economic data matches positive NZ economic data

Roger J Kerr says the increase in long-term interest rates is far from over; borrowers are about to be stressed

Roger J Kerr says the increase in long-term interest rates is far from over; borrowers are about to be stressed

Roger J Kerr takes the pulse of the likely Fed decisions, our Q2 data out this week, and the Aussie election fallout on our cross-rates

Roger J Kerr takes the pulse of the likely Fed decisions, our Q2 data out this week, and the Aussie election fallout on our cross-rates