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Roger J Kerr examines some of the questions posed in the aftermath of the US election
11th Nov 24, 8:22am
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Roger J Kerr examines some of the questions posed in the aftermath of the US election
Roger J Kerr examines the scenarios for the forthcoming election and the potential impact on the US and Kiwi dollars
4th Nov 24, 8:16am
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Roger J Kerr examines the scenarios for the forthcoming election and the potential impact on the US and Kiwi dollars
Labour market figures to be released in the coming week are expected to show sharply higher numbers of people out of work, but David Hargreaves says it would take a very substantial increase to surprise the Reserve Bank
3rd Nov 24, 7:00am
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Labour market figures to be released in the coming week are expected to show sharply higher numbers of people out of work, but David Hargreaves says it would take a very substantial increase to surprise the Reserve Bank
Roger J Kerr looks at what betting markets are indicating and what traders are thinking. Self-interested bias with OPM? Meanwhile, Japanese political turmoil confuses the interest rate and Yen currency outlook
28th Oct 24, 9:10am
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Roger J Kerr looks at what betting markets are indicating and what traders are thinking. Self-interested bias with OPM? Meanwhile, Japanese political turmoil confuses the interest rate and Yen currency outlook
Roger J Kerr looks at the scenarios and potential outcome of the US election
Roger J Kerr says the the reality is that the New Zealand economy still has a major problem with sticky/high non-tradable inflation from the public sector and non-competitive sectors of the economy
14th Oct 24, 8:59am
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Roger J Kerr says the the reality is that the New Zealand economy still has a major problem with sticky/high non-tradable inflation from the public sector and non-competitive sectors of the economy
[updated]
Statistics New Zealand figures show household net worth dropped by $47 billion in the June quarter, while total income fell for the first time since this data series began in 2016
10th Oct 24, 11:30am
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Statistics New Zealand figures show household net worth dropped by $47 billion in the June quarter, while total income fell for the first time since this data series began in 2016
Roger J Kerr says the latest US jobs data leaves unanswered questions
Roger J Kerr outlines why the New Zealand dollar has been rising
Roger J Kerr says what is important for the future NZ dollar direction is whether the US dollar continues to depreciate and how much the Australian dollar and Japanese Yen - which the NZD follows - benefit from that
23rd Sep 24, 8:28am
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Roger J Kerr says what is important for the future NZ dollar direction is whether the US dollar continues to depreciate and how much the Australian dollar and Japanese Yen - which the NZD follows - benefit from that
Roger J Kerr says the historical correlation would suggest the Japanese Yen still has a lot further to appreciate towards 130.00 and even lower as the bond differential heads to 2.50% through higher Japanese yields and lower US yields
16th Sep 24, 8:26am
Roger J Kerr says the historical correlation would suggest the Japanese Yen still has a lot further to appreciate towards 130.00 and even lower as the bond differential heads to 2.50% through higher Japanese yields and lower US yields
Roger J Kerr says all the economic indicators and financial market direction in the US point to continuing lower interest rates and a depreciating US dollar value
9th Sep 24, 8:27am
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Roger J Kerr says all the economic indicators and financial market direction in the US point to continuing lower interest rates and a depreciating US dollar value
Roger J Kerr says if the US had up-to-date and accurate economic measures of rents and jobs in the US economy, the Fed would have cut interest rates many months earlier
2nd Sep 24, 8:27am
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Roger J Kerr says if the US had up-to-date and accurate economic measures of rents and jobs in the US economy, the Fed would have cut interest rates many months earlier
Our national airline is not providing any profit guidance for the new financial year in which it expects the 'tougher economic backdrop' of the past year to continue
29th Aug 24, 9:50am
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Our national airline is not providing any profit guidance for the new financial year in which it expects the 'tougher economic backdrop' of the past year to continue
Roger J Kerr says the US dollar has further to fall as the Fed commence the interest rate cutting cycle
26th Aug 24, 8:42am
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Roger J Kerr says the US dollar has further to fall as the Fed commence the interest rate cutting cycle
Roger J Kerr says the RBNZ claim of victory over inflation may be premature
David Hargreaves says it might be in everyone's best interests if the Reserve Bank finds a less blunt way of communicating its thoughts on the future levels of the Official Cash Rate
18th Aug 24, 6:30am
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David Hargreaves says it might be in everyone's best interests if the Reserve Bank finds a less blunt way of communicating its thoughts on the future levels of the Official Cash Rate
Roger J Kerr believes the likely outcome of this week's Official Cash Rate review is that Reserve Bank Governor Adrian Orr 'will keep the markets guessing for a while longer'
12th Aug 24, 8:33am
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Roger J Kerr believes the likely outcome of this week's Official Cash Rate review is that Reserve Bank Governor Adrian Orr 'will keep the markets guessing for a while longer'
Roger J Kerr says the full extent of the USD depreciation has not (yet) been reflected in the NZD/USD exchange rate
5th Aug 24, 8:44am
Roger J Kerr says the full extent of the USD depreciation has not (yet) been reflected in the NZD/USD exchange rate
Labour market figures out in the coming week are universally expected to show higher numbers of people out of work, but David Hargreaves says it would need surprisingly high numbers to get the Reserve Bank to cut interest rates as soon as this month
4th Aug 24, 6:00am
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Labour market figures out in the coming week are universally expected to show higher numbers of people out of work, but David Hargreaves says it would need surprisingly high numbers to get the Reserve Bank to cut interest rates as soon as this month
Roger J Kerr says the Yen carry-trade unwinding may have run its course, meaning expectation is the Kiwi and Australian dollars should stabilise and reverse back upwards over coming weeks
29th Jul 24, 8:46am
Roger J Kerr says the Yen carry-trade unwinding may have run its course, meaning expectation is the Kiwi and Australian dollars should stabilise and reverse back upwards over coming weeks
In the latest episode of our Of Interest podcast, Steven Hail gives the MMT perspective on the monetary system, inflation, climate change & more
27th Jul 24, 9:14am
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In the latest episode of our Of Interest podcast, Steven Hail gives the MMT perspective on the monetary system, inflation, climate change & more
Roger J Kerr says “the Donald” has delivered an unmistakable signal that, should he win the Presidency, weakening the value of the US dollar would be a priority policy
22nd Jul 24, 8:55am
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Roger J Kerr says “the Donald” has delivered an unmistakable signal that, should he win the Presidency, weakening the value of the US dollar would be a priority policy
Roger J Kerr says the monetary policy path ahead is looking considerably more certain in the US than it is here
15th Jul 24, 7:39am
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Roger J Kerr says the monetary policy path ahead is looking considerably more certain in the US than it is here
ASB economists say they hope that households will base their future decisions 'on a more realistic outlook' for household incomes, house prices and borrowing costs
9th Jul 24, 8:25am
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ASB economists say they hope that households will base their future decisions 'on a more realistic outlook' for household incomes, house prices and borrowing costs