Coronavirus
ANZ economists are optimistic the Reserve Bank will be in a position to cut the Official Cash Rate 'considerably earlier' than August next year as the RBNZ currently expects
27th Jun 24, 1:28pm
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ANZ economists are optimistic the Reserve Bank will be in a position to cut the Official Cash Rate 'considerably earlier' than August next year as the RBNZ currently expects
Roger J Kerr says the RBNZ has refused to orchestrate a higher NZ dollar currency value to force tradable inflation down to offset the non-tradeable inflation it has no control over
24th Jun 24, 8:48am
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Roger J Kerr says the RBNZ has refused to orchestrate a higher NZ dollar currency value to force tradable inflation down to offset the non-tradeable inflation it has no control over
Roger J Kerr says Fed members with their individual quarterly 'dot-plot' interest rate forecasts have been as unpredictable, fickle, changeable and inconsistent as the interest rate and FX markets, in wildly adjusting their outlook
17th Jun 24, 8:49am
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Roger J Kerr says Fed members with their individual quarterly 'dot-plot' interest rate forecasts have been as unpredictable, fickle, changeable and inconsistent as the interest rate and FX markets, in wildly adjusting their outlook
Roger J Kerr says to understand and interpret FX markets you must consistently monitor the sentiment, views and reasons as to why the traders, speculators and investors are increasing or decreasing their currency positions
10th Jun 24, 8:52am
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Roger J Kerr says to understand and interpret FX markets you must consistently monitor the sentiment, views and reasons as to why the traders, speculators and investors are increasing or decreasing their currency positions
Roger J Kerr sees the USD weakening from here after recent soft data. Markets expect the ECB to deliver their signaled rate cut this week. Eyes on the RBA, anticipating a harder line against inflation's extended pressure
3rd Jun 24, 8:00am
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Roger J Kerr sees the USD weakening from here after recent soft data. Markets expect the ECB to deliver their signaled rate cut this week. Eyes on the RBA, anticipating a harder line against inflation's extended pressure
ANZ economists say their latest Business Outlook Survey 'makes for grim reading' but is encouraging for the Reserve Bank in its inflation battle
29th May 24, 1:23pm
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ANZ economists say their latest Business Outlook Survey 'makes for grim reading' but is encouraging for the Reserve Bank in its inflation battle
Roger J Kerr is pleased the sticky inflation problem is getting acknowledged by the RBNZ. And he reviews where the US Fed is at in its assessments of inflation-control progress
27th May 24, 9:11am
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Roger J Kerr is pleased the sticky inflation problem is getting acknowledged by the RBNZ. And he reviews where the US Fed is at in its assessments of inflation-control progress
Roger J Kerr says the constant stream of weaker economic outcomes in New Zealand has not resulted in a weaker NZ dollar over the last 12 months because NZ interest rates are expected to stay higher for longer, relative to US interest rates
20th May 24, 8:30am
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Roger J Kerr says the constant stream of weaker economic outcomes in New Zealand has not resulted in a weaker NZ dollar over the last 12 months because NZ interest rates are expected to stay higher for longer, relative to US interest rates
Influential RBNZ survey shows another decisive drop in the expectation of future levels of inflation in a result that will give the RBNZ comfort ahead of its Official Cash Rate decision next week
13th May 24, 3:41pm
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Influential RBNZ survey shows another decisive drop in the expectation of future levels of inflation in a result that will give the RBNZ comfort ahead of its Official Cash Rate decision next week
Roger J Kerr sees a favourable case for further appreciation of the NZ dollar to the mid-0.6000s over coming months on the back of lower US interest rates (weaker USD) and higher Australian interest rates (stronger AUD)
13th May 24, 8:08am
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Roger J Kerr sees a favourable case for further appreciation of the NZ dollar to the mid-0.6000s over coming months on the back of lower US interest rates (weaker USD) and higher Australian interest rates (stronger AUD)
Our new vaccine could protect against coronaviruses that haven’t even emerged yet – new study
9th May 24, 8:49am
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Our new vaccine could protect against coronaviruses that haven’t even emerged yet – new study
Roger J Kerr says American currency 'bulls' will again be reviewing their positions as unsustainable, adding to the general US dollar selling pressure
6th May 24, 8:49am
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Roger J Kerr says American currency 'bulls' will again be reviewing their positions as unsustainable, adding to the general US dollar selling pressure
Roger J. Kerr says the RBA needs to rethink its approach to taming inflation, US economic grows slows, and the Japanese have been restrained so far on intervention on behalf of the yen
29th Apr 24, 8:15am
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Roger J. Kerr says the RBA needs to rethink its approach to taming inflation, US economic grows slows, and the Japanese have been restrained so far on intervention on behalf of the yen
Roger J. Kerr takes an experienced look behind the headlines of recent economic data to distill what the essential trends are telling him
22nd Apr 24, 8:15am
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Roger J. Kerr takes an experienced look behind the headlines of recent economic data to distill what the essential trends are telling him
Roger J. Kerr sees another bout of US dollar strength as markets re-price Fed interest rate cuts. But will the higher US inflation continue?, he asks
15th Apr 24, 7:43am
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Roger J. Kerr sees another bout of US dollar strength as markets re-price Fed interest rate cuts. But will the higher US inflation continue?, he asks
Roger J Kerr notes another blockbuster US jobs rise. And looks at what is driving the rise of the USD. He also wonders if the RBNZ will push-back against market interest rate pricing
8th Apr 24, 9:18am
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Roger J Kerr notes another blockbuster US jobs rise. And looks at what is driving the rise of the USD. He also wonders if the RBNZ will push-back against market interest rate pricing
Roger J Kerr says US bond market worries about inflation should start to abate as they become more comfortable that the decline in inflation is not stalling and the Fed will be cutting interest rates in June. He also looks at US job data
1st Apr 24, 9:00am
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Roger J Kerr says US bond market worries about inflation should start to abate as they become more comfortable that the decline in inflation is not stalling and the Fed will be cutting interest rates in June. He also looks at US job data
ANZ economists say the recent published drop in GDP data 'seems to have given things a decent shunt south' in respect to business confidence
28th Mar 24, 1:23pm
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ANZ economists say the recent published drop in GDP data 'seems to have given things a decent shunt south' in respect to business confidence
Roger J Kerr says the root cause of the current economic downturn has to be sheeted home to just bad management – particularly Government fiscal policy management and RBNZ monetary policy management in response to the Covid pandemic
25th Mar 24, 8:17am
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Roger J Kerr says the root cause of the current economic downturn has to be sheeted home to just bad management – particularly Government fiscal policy management and RBNZ monetary policy management in response to the Covid pandemic
Roger J Kerr says the Fed will not be changing their view or stance due to recent oil price-induced increases in wholesale prices
18th Mar 24, 9:11am
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Roger J Kerr says the Fed will not be changing their view or stance due to recent oil price-induced increases in wholesale prices
Roger J Kerr says US rate cuts are going to happen and that confirms continuing USD depreciation as the Feds cuts well ahead of all other central banks
11th Mar 24, 8:14am
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Roger J Kerr says US rate cuts are going to happen and that confirms continuing USD depreciation as the Feds cuts well ahead of all other central banks
Roger J Kerr says from past performances we all should have known that Governor Orr would take the opportunity to, yet again, wrong-foot the markets
4th Mar 24, 8:51am
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Roger J Kerr says from past performances we all should have known that Governor Orr would take the opportunity to, yet again, wrong-foot the markets
ANZ economists continue to think there’s a high chance that forthcoming data will show more work needs to be done by the Reserve Bank to return inflation to its target in an acceptable time frame
29th Feb 24, 1:27pm
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ANZ economists continue to think there’s a high chance that forthcoming data will show more work needs to be done by the Reserve Bank to return inflation to its target in an acceptable time frame
Roger J Kerr says the Australia-US exchange rate is likely to surge higher faster and further than the NZ dollar-US dollar rate over coming months
26th Feb 24, 8:08am
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Roger J Kerr says the Australia-US exchange rate is likely to surge higher faster and further than the NZ dollar-US dollar rate over coming months
Our national airline says it is 'leaning into the reality of a worsening revenue and cost environment'
22nd Feb 24, 9:34am
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Our national airline says it is 'leaning into the reality of a worsening revenue and cost environment'