US Fed

Roger J Kerr says it's no wonder that economists and market analysts are reverting to high-frequency alternative measures of economic activity

Roger J Kerr says it's no wonder that economists and market analysts are reverting to high-frequency alternative measures of economic activity

Roger J Kerr says the risk of overcooking the monetary stimulus and pushing interest rates too low is that this would stimulate another debt-fuelled housing boom

Roger J Kerr says the risk of overcooking the monetary stimulus and pushing interest rates too low is that this would stimulate another debt-fuelled housing boom

Roger J Kerr offers up some advice on the foibles and quirks of the New Zealand economy for the incoming RBNZ Governor Anna Breman

Roger J Kerr offers up some advice on the foibles and quirks of the New Zealand economy for the incoming RBNZ Governor Anna Breman

Roger J Kerr says the Reserve Bank would be wise to be very circumspect in respect to the -0.90% GDP outcome for the June quarter

Roger J Kerr says the Reserve Bank would be wise to be very circumspect in respect to the -0.90% GDP outcome for the June quarter

Roger J Kerr says the conventional wisdom that elevated political risk is negative for a particular currency has been challenged by recent events

Roger J Kerr says the conventional wisdom that elevated political risk is negative for a particular currency has been challenged by recent events

Roger J Kerr says the sharp drop in US employment takes precedence for the Fed and that is why there could be three or four interest rates cuts before the end of the year

Roger J Kerr says the sharp drop in US employment takes precedence for the Fed and that is why there could be three or four interest rates cuts before the end of the year

Roger J Kerr says the current Government has - thankfully - put out the welcome mat for offshore capital to invest here

Roger J Kerr says the current Government has - thankfully - put out the welcome mat for offshore capital to invest here

Roger J Kerr says the RBNZ's actions last week suggest it is again looking backwards at weaker than forecast economic results rather than determining policy based on forecasts of future economic conditions

Roger J Kerr says the RBNZ's actions last week suggest it is again looking backwards at weaker than forecast economic results rather than determining policy based on forecasts of future economic conditions

Roger J Kerr says the Fed will need to shift promptly from the current 'moderately restrictive' monetary policy to somewhere nearer a 'neutral' setting

Roger J Kerr says the Fed will need to shift promptly from the current 'moderately restrictive' monetary policy to somewhere nearer a 'neutral' setting

Roger J Kerr says the probability of a jumbo 0.50% US interest rate cut in September will increase if upcoming economic data prints on the softer side - which he expects it to do

Roger J Kerr says the probability of a jumbo 0.50% US interest rate cut in September will increase if upcoming economic data prints on the softer side - which he expects it to do

Roger J Kerr says the US Fed and the markets have been fed fake news and misinformation on the state of the US economy as measured by employment trends

Roger J Kerr says the US Fed and the markets have been fed fake news and misinformation on the state of the US economy as measured by employment trends

Roger J Kerr says a global trade scenario is emerging that could be of real benefit to New Zealand as an export-reliant economy

Roger J Kerr says a global trade scenario is emerging that could be of real benefit to New Zealand as an export-reliant economy

Roger J Kerr says if US inflation doesn't increase to levels feared by the Federal Reserve and financial market participants, due to Trump's import tariffs, their interest rates will be cut earlier and larger this year – devaluing the US dollar’s value

Roger J Kerr says if US inflation doesn't increase to levels feared by the Federal Reserve and financial market participants, due to Trump's import tariffs, their interest rates will be cut earlier and larger this year – devaluing the US dollar’s value

Roger J Kerr says it seems that if New Zealand house prices are not rising, the majority of the local economic commentators do not think the economy is performing - 'jaundiced and ill-informed attitudes that do not serve the public well'

Roger J Kerr says it seems that if New Zealand house prices are not rising, the majority of the local economic commentators do not think the economy is performing - 'jaundiced and ill-informed attitudes that do not serve the public well'

Roger J Kerr says the Australian equities market and the Australian dollar value would have to be considered strong candidates to meet the criteria of a relatively undervalued share market (vis-vis the US equities market) and undervalued currency level

Roger J Kerr says the Australian equities market and the Australian dollar value would have to be considered strong candidates to meet the criteria of a relatively undervalued share market (vis-vis the US equities market) and undervalued currency level