Economy
Roger J Kerr sees intervention and interference in the financial markets now the norm in the US, and now foreign investors reducing their exposure. He also sees the Yen carry trades starting to unwind
1
Roger J Kerr sees intervention and interference in the financial markets now the norm in the US, and now foreign investors reducing their exposure. He also sees the Yen carry trades starting to unwind
Roger J Kerr traces the conflicts building in the US between monetary and fiscal authorities, conflicts and changeable directions in Australia, but sees no conflicts in New Zealand
Roger J Kerr traces the conflicts building in the US between monetary and fiscal authorities, conflicts and changeable directions in Australia, but sees no conflicts in New Zealand
Air New Zealand's departing chief financial officer says the airline's domestic customers are starting to 'become accustomed' to the higher fares required to offset Air NZ's recent cost pressures
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Air New Zealand's departing chief financial officer says the airline's domestic customers are starting to 'become accustomed' to the higher fares required to offset Air NZ's recent cost pressures
New Zealand’s national airline says the full-year net loss of $242 million was largely driven by increased fuel prices, engine availability issues, maintenance costs and aviation system costs rising at a rate well above inflation
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New Zealand’s national airline says the full-year net loss of $242 million was largely driven by increased fuel prices, engine availability issues, maintenance costs and aviation system costs rising at a rate well above inflation
[updated]
Statistics NZ’s retail trade survey finds squeezed household budgets caused a 0.5% drop in seasonally adjusted retail sales volumes in the June quarter, the first quarterly fall since December 2024
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Statistics NZ’s retail trade survey finds squeezed household budgets caused a 0.5% drop in seasonally adjusted retail sales volumes in the June quarter, the first quarterly fall since December 2024
Roger J Kerr traces the US Government shifts from intervening to supporting the yen to intervening to support their own bond market
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Roger J Kerr traces the US Government shifts from intervening to supporting the yen to intervening to support their own bond market
The global long term financial climate is changing to a 'hotter' environment where the cost of money will be higher. We review why and how it will affect us
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The global long term financial climate is changing to a 'hotter' environment where the cost of money will be higher. We review why and how it will affect us
Roger J Kerr does a stocktake of New Zealand’s current economic fundamentals. He also sees US economic results consistently below forecasts that were overly optimistic
Roger J Kerr does a stocktake of New Zealand’s current economic fundamentals. He also sees US economic results consistently below forecasts that were overly optimistic
Former Prime Minister John Key talks NZ’s financial services, the country’s future, Donald Trump, and how the economy is going to be the big election issue
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Former Prime Minister John Key talks NZ’s financial services, the country’s future, Donald Trump, and how the economy is going to be the big election issue
Roger J Kerr sees an inevitable reset in US interest rates, a NZD that is turning positive, and he reviews the prospects for the Aussie dollar
1
Roger J Kerr sees an inevitable reset in US interest rates, a NZD that is turning positive, and he reviews the prospects for the Aussie dollar
Roger J Kerr looks for the drivers of the recent US bond market rout, and notes the US dollar is sliding on their weaker economic data. He also sees our string local bounce-back of business confidence defying global uncertainty
Roger J Kerr looks for the drivers of the recent US bond market rout, and notes the US dollar is sliding on their weaker economic data. He also sees our string local bounce-back of business confidence defying global uncertainty
Consumer NZ calls for changes to electricity market saying NZ can continue to patch over the problems, or it can redesign the electricity system around customers
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Consumer NZ calls for changes to electricity market saying NZ can continue to patch over the problems, or it can redesign the electricity system around customers
Roger J Kerr sees weaker US jobs growth undermining the market pricing for an inflation-fighting Fed hike, and the USD will fall too. At the same time he finds strength in recent NZ and Australian economic data
2
Roger J Kerr sees weaker US jobs growth undermining the market pricing for an inflation-fighting Fed hike, and the USD will fall too. At the same time he finds strength in recent NZ and Australian economic data
[updated]
‘Not simply a matter of publishing the existing CPI more often’: Statistics New Zealand to release monthly CPI inflation data from July 2027
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‘Not simply a matter of publishing the existing CPI more often’: Statistics New Zealand to release monthly CPI inflation data from July 2027
Roger J Kerr says NZ, Aussie and US interest rates are set to converge to the same level, while US markets underestimate the disinflationary impulse underway
Roger J Kerr says NZ, Aussie and US interest rates are set to converge to the same level, while US markets underestimate the disinflationary impulse underway