Trade
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
30
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
[updated]
Annual current account deficit falls $200 million with goods exports up $1 billion and service exports shrinking $900 million in March quarter
19th Jun 24, 11:45am
8
Annual current account deficit falls $200 million with goods exports up $1 billion and service exports shrinking $900 million in March quarter
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
3
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
The value of New Zealand's exports to China fell 8% in the past year while complications in the political relationship continue to grow
14th Jun 24, 6:39am
37
The value of New Zealand's exports to China fell 8% in the past year while complications in the political relationship continue to grow
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
4
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
3
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
Gareth Vaughan on the most compelling trade ever, winning back the people, Wall Street’s buzziest asset class, Biden's tariffs on China & chunky bank share buybacks
3rd Jun 24, 6:00am
23
Gareth Vaughan on the most compelling trade ever, winning back the people, Wall Street’s buzziest asset class, Biden's tariffs on China & chunky bank share buybacks
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
8
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
David Mahon assesses trade and geopolitical tensions between China and the US, and says New Zealand risks destroying 50 years of balanced, non-allied status in the Asia-Pacific
21st May 24, 10:55am
63
David Mahon assesses trade and geopolitical tensions between China and the US, and says New Zealand risks destroying 50 years of balanced, non-allied status in the Asia-Pacific
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
1
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
Joe Biden has raised tariffs on Chinese imports – but this ploy to win votes may spark a trade war
17th May 24, 12:36pm
6
Joe Biden has raised tariffs on Chinese imports – but this ploy to win votes may spark a trade war
Chris Trotter says attacking the smartest and most resilient people in the room is never a good idea
13th May 24, 8:24am
51
Chris Trotter says attacking the smartest and most resilient people in the room is never a good idea
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
4
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)
Robert Patman looks at three possible reasons New Zealand is taking so long to make a call on AUKUS
11th May 24, 9:21am
16
Robert Patman looks at three possible reasons New Zealand is taking so long to make a call on AUKUS
New Zealand Defence Force and the Ministry of Foreign Affairs will get more money in Budget 2024 due to the 'increasingly unstable world’
11th May 24, 9:10am
11
New Zealand Defence Force and the Ministry of Foreign Affairs will get more money in Budget 2024 due to the 'increasingly unstable world’
Jane Kelsey says the fast-track law could expose future NZ governments to expensive trade disputes
8th May 24, 1:35pm
23
Jane Kelsey says the fast-track law could expose future NZ governments to expensive trade disputes
Chris Trotter says like it or not, the Kiwis are either going into 'Pillar 2' – or they are going to China
6th May 24, 9:48am
105
Chris Trotter says like it or not, the Kiwis are either going into 'Pillar 2' – or they are going to China
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
1
Roger J Kerr says American currency 'bulls' will again be reviewing their positions as unsustainable, adding to the general US dollar selling pressure
Treasury says New Zealand faces a range of productivity problems which could lead to downgrades in future forecasts
5th May 24, 8:01am
72
Treasury says New Zealand faces a range of productivity problems which could lead to downgrades in future forecasts
[updated]
New Zealand government seeking legal advice on what it can do after saying Canada is failing to comply with a trade dispute ruling on dairy access
2nd May 24, 2:02pm
New Zealand government seeking legal advice on what it can do after saying Canada is failing to comply with a trade dispute ruling on dairy access
Which is bigger by assets, the three Chinese banks operating in NZ combined, or TSB?
29th Apr 24, 9:36am
Which is bigger by assets, the three Chinese banks operating in NZ combined, or TSB?
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
1
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
Prime Minister Christopher Luxon says New Zealand needs to demonstrate how it can contribute to security and prosperity in its own backyard or it will fall off the world map
23rd Apr 24, 2:39pm
66
Prime Minister Christopher Luxon says New Zealand needs to demonstrate how it can contribute to security and prosperity in its own backyard or it will fall off the world map
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
1
Roger J. Kerr takes an experienced look behind the headlines of recent economic data to distill what the essential trends are telling him
Prime Minister Christopher Luxon has been asked not to make ’unhelpful’ references to New Zealand in his overseas speeches
19th Apr 24, 6:46am
124
Prime Minister Christopher Luxon has been asked not to make ’unhelpful’ references to New Zealand in his overseas speeches