Roger J Kerr

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

Roger J Kerr says the expected 'V' shaped recovery in the NZD/USD rate to 0.6800 has had a set-back with this latest US inflation result

Roger J Kerr says the expected 'V' shaped recovery in the NZD/USD rate to 0.6800 has had a set-back with this latest US inflation result

Roger J Kerr sees the NZ dollar sustaining its upward momentum. He also wants to see the RBNZ's remit extended to encourage proactivity in tackling the non-tradable inflation drivers

Roger J Kerr sees the NZ dollar sustaining its upward momentum. He also wants to see the RBNZ's remit extended to encourage proactivity in tackling the non-tradable inflation drivers

Roger J Kerr says the RBNZ is demanding respect and credibility - but it needs to earn it

Roger J Kerr says the RBNZ is demanding respect and credibility - but it needs to earn it

Roger J Kerr believes the recent bout of strength in the US dollar has now run its course

Roger J Kerr believes the recent bout of strength in the US dollar has now run its course

Roger J Kerr says there is clear evidence the US inflation rate will start to move down from the peak recorded in the year to March

Roger J Kerr says there is clear evidence the US inflation rate will start to move down from the peak recorded in the year to March

Roger J Kerr asks some pertinent questions and proffers some answers on the way ahead for the New Zealand dollar

Roger J Kerr asks some pertinent questions and proffers some answers on the way ahead for the New Zealand dollar

Roger J Kerr assesses the issues causing the Kiwi dollar to be under pressure

Roger J Kerr assesses the issues causing the Kiwi dollar to be under pressure

Roger J Kerr reckons the bulk of our rapidly rising inflation can be attributed to policy positions of successive governments over the past 15 years, and the fall away of imported deflation has exposed a problem of our own making

Roger J Kerr reckons the bulk of our rapidly rising inflation can be attributed to policy positions of successive governments over the past 15 years, and the fall away of imported deflation has exposed a problem of our own making

Roger J Kerr says that although the NZ dollar is at the bottom end of its trading range, it may get a boost of Q1-2022 CPI comes in above estimates. The RBNZ needs a higher dollar to mitigate this high inflation, he says

Roger J Kerr says that although the NZ dollar is at the bottom end of its trading range, it may get a boost of Q1-2022 CPI comes in above estimates. The RBNZ needs a higher dollar to mitigate this high inflation, he says

Roger J Kerr says updated central bank messages have caused a 'boom-bust' environment for the NZ dollar

Roger J Kerr says updated central bank messages have caused a 'boom-bust' environment for the NZ dollar

Roger J Kerr says it appears that the speculative buying of the Kiwi dollar, that has dominated the local forex market recently, has run out of some steam

Roger J Kerr says it appears that the speculative buying of the Kiwi dollar, that has dominated the local forex market recently, has run out of some steam

Roger J Kerr says the high level of short-sold Australian dollar speculative positions is now proving a benefit to that currency as the unwinding of them is forcing the Aussie dollar up

Roger J Kerr says the high level of short-sold Australian dollar speculative positions is now proving a benefit to that currency as the unwinding of them is forcing the Aussie dollar up

Roger J Kerr says two of the required four pre-conditions for the New Zealand dollar to appreciate over the next 12 months are already in place

Roger J Kerr says two of the required four pre-conditions for the New Zealand dollar to appreciate over the next 12 months are already in place

Roger J Kerr says NZ exporters should not be complacent abut the financial risk of the Kiwi dollar appreciating against all currencies from current levels

Roger J Kerr says NZ exporters should not be complacent abut the financial risk of the Kiwi dollar appreciating against all currencies from current levels

Roger J Kerr says further NZ dollar gains against the Euro appear likely if the Russian invasion continues and expands

Roger J Kerr says further NZ dollar gains against the Euro appear likely if the Russian invasion continues and expands

Roger J Kerr says so far, it appears the NZ dollar may have weathered 'Putin’s War', the Russian invasion of the Ukraine storm that hit financial and investment markets last week

Roger J Kerr says so far, it appears the NZ dollar may have weathered 'Putin’s War', the Russian invasion of the Ukraine storm that hit financial and investment markets last week