US Fed

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