Roger J Kerr says if there was a high probability of a global economic recession over the next 12 months, a bellwether commodity price such as copper would be plummeting in value - but it is rising
Roger J Kerr says if there was a high probability of a global economic recession over the next 12 months, a bellwether commodity price such as copper would be plummeting in value - but it is rising
Roger J Kerr says the AUD is poised to make gains from a recovering China, as well as the expected safe haven capital flows trying to avoid the banking sector issues in the US and Europe
Roger J Kerr says the AUD is poised to make gains from a recovering China, as well as the expected safe haven capital flows trying to avoid the banking sector issues in the US and Europe
Roger J Kerr sees the American Fed decisions driven by employment & wage trends, deficit & debt ceiling issues, credit stress, and US rent trends. Fed hawkishness and USD strength has run its course, he says
Roger J Kerr sees the American Fed decisions driven by employment & wage trends, deficit & debt ceiling issues, credit stress, and US rent trends. Fed hawkishness and USD strength has run its course, he says
Roger J Kerr says Australia will out-perform New Zealand in the GDP economic growth stakes this year, but the interest rate differential will remain in favour of NZ over coming months with our wage-push and sticky inflation problem
Roger J Kerr says Australia will out-perform New Zealand in the GDP economic growth stakes this year, but the interest rate differential will remain in favour of NZ over coming months with our wage-push and sticky inflation problem
Roger J Kerr sees the Kiwi dollar rising against the American currency again over coming weeks and months; says NZ needs a net inflow of 60,000 migrants per year
Roger J Kerr sees the Kiwi dollar rising against the American currency again over coming weeks and months; says NZ needs a net inflow of 60,000 migrants per year
Roger J Kerr suggests four actions that could address our current inflation problem. He also is sanguine about how the US debt ceiling problem resolution. And he is highly critical of how the RBA is foreseeing its developing issues
Roger J Kerr suggests four actions that could address our current inflation problem. He also is sanguine about how the US debt ceiling problem resolution. And he is highly critical of how the RBA is foreseeing its developing issues
Roger J Kerr returns for 2023 with his views on currency movements and strategies. He notes it is rare or the NZD/USD rate to deviate from general USD movements. He also observes the NZD/AUD seems oversold
Roger J Kerr returns for 2023 with his views on currency movements and strategies. He notes it is rare or the NZD/USD rate to deviate from general USD movements. He also observes the NZD/AUD seems oversold
Roger J Kerr says the implications of a different inflation/interest rate track for New Zealand is that the Kiwi dollar may well once again attract 'carry-trade' offshore investors
Roger J Kerr says the implications of a different inflation/interest rate track for New Zealand is that the Kiwi dollar may well once again attract 'carry-trade' offshore investors
Roger J Kerr says the recent signs are encouraging for the Kiwi dollar to recover to back above 0.6000 against the USD as fast as it dived from 0.6000 to 0.5550 in mid to late September
Roger J Kerr says the recent signs are encouraging for the Kiwi dollar to recover to back above 0.6000 against the USD as fast as it dived from 0.6000 to 0.5550 in mid to late September
Roger J Kerr sees “extreme and excessive” geopolitical, economic, and financial/investment market situations globally that make decision-making difficult for businesses, investors, and governments alike
Roger J Kerr sees “extreme and excessive” geopolitical, economic, and financial/investment market situations globally that make decision-making difficult for businesses, investors, and governments alike