Roger J Kerr

Roger J Kerr says populist politicians promising the earth to get elected, invariably get found out when they discover it is impossible to deliver on the bribes offered up to the voters

Roger J Kerr says populist politicians promising the earth to get elected, invariably get found out when they discover it is impossible to deliver on the bribes offered up to the voters

Roger J Kerr says on any measurement you care to choose, the first 100 days of the second Donald Trump Presidency has been an unmitigated disaster

Roger J Kerr says on any measurement you care to choose, the first 100 days of the second Donald Trump Presidency has been an unmitigated disaster

Roger J Kerr says markets are tiring of Trump positions that make no sense, but on watch for collision with Powell. NZD rises as local economists turn gloomy. USD nears long-term support level as it depreciates further

Roger J Kerr says markets are tiring of Trump positions that make no sense, but on watch for collision with Powell. NZD rises as local economists turn gloomy. USD nears long-term support level as it depreciates further

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