Roger J Kerr

Roger J Kerr wraps up the currency year from his perspective, and hands out his 'awards' with his politics on his sleeve

Roger J Kerr wraps up the currency year from his perspective, and hands out his 'awards' with his politics on his sleeve

Roger J Kerr sees coming flows of capital back to Europe and this will force the value of the US dollar lower

Roger J Kerr sees coming flows of capital back to Europe and this will force the value of the US dollar lower

Roger J Kerr ponders on how New Zealand will get its economic mojo back

Roger J Kerr ponders on how New Zealand will get its economic mojo back

Roger J Kerr says the monetary policy 'penny-dropped' in both Wellington and New York for the RBNZ and US Federal Reserve respectively last week

Roger J Kerr says the monetary policy 'penny-dropped' in both Wellington and New York for the RBNZ and US Federal Reserve respectively last week

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, it needed a special catalyst to break the US dollar bulls and stimulate aggressive USD selling

Roger J Kerr says, it needed a special catalyst to break the US dollar bulls and stimulate aggressive USD selling

Roger J Kerr says the next RBNZ monetary policy statement on 23 November will be a difficult one for our central bank

Roger J Kerr says the next RBNZ monetary policy statement on 23 November will be a difficult one for our central bank

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

Roger J Kerr says it would be a mistake for the Fed to maintain tight monetary policy just because core inflation is not reducing as fast as they would like

Roger J Kerr says it would be a mistake for the Fed to maintain tight monetary policy just because core inflation is not reducing as fast as they would like

Roger J Kerr says a major financial collapse due to someone’s failure to meet cash margin calls on extreme leveraged positions in equities or bonds is the sort of risk event just waiting to happen

Roger J Kerr says a major financial collapse due to someone’s failure to meet cash margin calls on extreme leveraged positions in equities or bonds is the sort of risk event just waiting to happen

Roger J Kerr says Kiwi dollar selling is typically very short-term and speculative in nature, often triggered by global events and economic shocks

Roger J Kerr says Kiwi dollar selling is typically very short-term and speculative in nature, often triggered by global events and economic shocks

Roger J Kerr explains the changed Fed stance, why the Japanese intervened in currency markets, why NZ monetary policy needs to be tighter, and why the NZD has fallen more than some peers

Roger J Kerr explains the changed Fed stance, why the Japanese intervened in currency markets, why NZ monetary policy needs to be tighter, and why the NZD has fallen more than some peers

Roger J Kerr points to evidence that rising interest rates have already 'smashed' the US housing market and inflation will soon follow sharply lower

Roger J Kerr points to evidence that rising interest rates have already 'smashed' the US housing market and inflation will soon follow sharply lower

Roger J Kerr questions whether the historical paradigm that the USD currency value has a reliable inverse price relationship with crude oil prices is broken

Roger J Kerr questions whether the historical paradigm that the USD currency value has a reliable inverse price relationship with crude oil prices is broken

Roger J Kerr says until there is a change in direction to lower US bond yields and higher US equity markets, the NZD/USD exchange rate will struggle to make meaningful gains

Roger J Kerr says until there is a change in direction to lower US bond yields and higher US equity markets, the NZD/USD exchange rate will struggle to make meaningful gains

Roger J Kerr says given the much more stable food and energy prices, the US Fed’s inflation problem is already solving itself

Roger J Kerr says given the much more stable food and energy prices, the US Fed’s inflation problem is already solving itself

Roger J Kerr says the markets are potentially under-estimating how quickly inflation could reduce over the second half of the year and, in turn, prompt central banks to ease their foot off the tight monetary policy brake a lot sooner than most imagined

Roger J Kerr says the markets are potentially under-estimating how quickly inflation could reduce over the second half of the year and, in turn, prompt central banks to ease their foot off the tight monetary policy brake a lot sooner than most imagined

Roger J Kerr says instead of harking for an independent enquiry into past RBNZ past decisions, our energy and intellectual horsepower is better off addressing changes we could make that result in us being less vulnerable to boom/bust cycles

Roger J Kerr says instead of harking for an independent enquiry into past RBNZ past decisions, our energy and intellectual horsepower is better off addressing changes we could make that result in us being less vulnerable to boom/bust cycles

Roger J Kerr says the reversal in US bond yields is telling us that the sentiment and expectations from both bond investors and borrowers is that they see lower inflation and lower interest rates in the future

Roger J Kerr says the reversal in US bond yields is telling us that the sentiment and expectations from both bond investors and borrowers is that they see lower inflation and lower interest rates in the future

Roger J Kerr says US inflation has not quite peaked yet, but the peak is not far away

Roger J Kerr says US inflation has not quite peaked yet, but the peak is not far away

Roger J Kerr asks: Why would the NZ dollar be on the same footing as the Japanese Yen?

Roger J Kerr asks: Why would the NZ dollar be on the same footing as the Japanese Yen?

Roger J Kerr says just why New Zealand would be taking up such an aggressive foreign policy stance against our largest export/import trading partner, China, beggars belief

Roger J Kerr says just why New Zealand would be taking up such an aggressive foreign policy stance against our largest export/import trading partner, China, beggars belief

Roger J Kerr says some cracks are starting to appear in the 'mighty US dollar' story

Roger J Kerr says some cracks are starting to appear in the 'mighty US dollar' story

Roger J Kerr says the Fed appear to be unbelievably slow in reading the lead indicators for the US economy

Roger J Kerr says the Fed appear to be unbelievably slow in reading the lead indicators for the US economy