Dairy prices
Roger J Kerr looks at the new year currency puzzle and sees the Kiwi dollar caught in the backwash of global market volatility
7th Jan 19, 7:54am
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Roger J Kerr looks at the new year currency puzzle and sees the Kiwi dollar caught in the backwash of global market volatility
Production pressure sees Rabobank lowering farm gate milk price forecast despite another small lift in recent GDT auction results
28th Dec 18, 9:31am
Production pressure sees Rabobank lowering farm gate milk price forecast despite another small lift in recent GDT auction results
Roger J Kerr ends the year with some specific predictions on how the Kiwi dollar will track in 2019. He sees a game of three halves
21st Dec 18, 10:10am
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Roger J Kerr ends the year with some specific predictions on how the Kiwi dollar will track in 2019. He sees a game of three halves
Guy Trafford finishes 2018 with a GDT review, news of a new Fish & Game river survey, calling out plant-based-milk, and an update on the MPB eradication
20th Dec 18, 10:46am
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Guy Trafford finishes 2018 with a GDT review, news of a new Fish & Game river survey, calling out plant-based-milk, and an update on the MPB eradication
Roger J Kerr says the mood towards the US dollar value over 2019 should turn more negative, with the sharp increase in the US Government’s budget deficit cited as a reason to adjust USD currency holdings lower
17th Dec 18, 8:25am
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Roger J Kerr says the mood towards the US dollar value over 2019 should turn more negative, with the sharp increase in the US Government’s budget deficit cited as a reason to adjust USD currency holdings lower
Guy Trafford reviews Fonterra's fixed milk price plan, Fed Farmers banking survey, and Simon Upton's critique of Overseer
13th Dec 18, 9:07am
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Guy Trafford reviews Fonterra's fixed milk price plan, Fed Farmers banking survey, and Simon Upton's critique of Overseer
Roger J Kerr says moves in the US and Australian currencies will determine the next direction for the New Zealand dollar
10th Dec 18, 8:08am
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Roger J Kerr says moves in the US and Australian currencies will determine the next direction for the New Zealand dollar
Guy Trafford reviews the latest auction and milk payout changes, Westland's restructure update, M bovis eradication costs
6th Dec 18, 10:14am
Guy Trafford reviews the latest auction and milk payout changes, Westland's restructure update, M bovis eradication costs
Westpac economists are the latest to trim their milk price forecast for this season - down to $6.10 from $6.25
5th Dec 18, 2:23pm
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Westpac economists are the latest to trim their milk price forecast for this season - down to $6.10 from $6.25
BNZ economists are the latest to lower their milk price forecast for the current season - to $6, which is below Fonterra's forecast range of $6.25 to $6.50
3rd Dec 18, 3:01pm
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BNZ economists are the latest to lower their milk price forecast for the current season - to $6, which is below Fonterra's forecast range of $6.25 to $6.50
Roger J Kerr suggests the Kiwi dollar may have struck fair equilibrium value in the US68c to US70c range
3rd Dec 18, 8:26am
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Roger J Kerr suggests the Kiwi dollar may have struck fair equilibrium value in the US68c to US70c range
Guy Trafford reviews the latest claims on Canterbury water quality by Fish & Game and finds misrepresented sources, misquoted facts, and no transparency around samples selected. Fish & Game respond
29th Nov 18, 10:36am
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Guy Trafford reviews the latest claims on Canterbury water quality by Fish & Game and finds misrepresented sources, misquoted facts, and no transparency around samples selected. Fish & Game respond
Roger J Kerr examines the positives for the New Zealand dollar - and the negatives for global oil prices
26th Nov 18, 8:37am
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Roger J Kerr examines the positives for the New Zealand dollar - and the negatives for global oil prices
Guy Trafford reviews the challenges the dairy industry faces, noting a2 Milk successes stand out even as production rises and prices fall for most others
22nd Nov 18, 9:43am
Guy Trafford reviews the challenges the dairy industry faces, noting a2 Milk successes stand out even as production rises and prices fall for most others
ASB economists trim farm gate milk price forecast for the second time in a month; now see price of $6, which is below the current Fonterra forecast
21st Nov 18, 11:20am
ASB economists trim farm gate milk price forecast for the second time in a month; now see price of $6, which is below the current Fonterra forecast
David Hargreaves says Fonterra needs to find the right balance in tackling its many problems, while juggling the demands of a difficult global dairy backdrop
20th Nov 18, 12:00pm
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David Hargreaves says Fonterra needs to find the right balance in tackling its many problems, while juggling the demands of a difficult global dairy backdrop
Roger J Kerr says the NZ dollar is now likely to go above US70c in coming weeks as speculators continue to unwind 'short-sold' positions and climb back into the Kiwi
19th Nov 18, 8:16am
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Roger J Kerr says the NZ dollar is now likely to go above US70c in coming weeks as speculators continue to unwind 'short-sold' positions and climb back into the Kiwi
Online dairy sales gets some exposure from China and a glimpse of the value opportunities compared with the volume strategies of the past. MPI stubs its toe over MPB again
16th Nov 18, 9:19am
Online dairy sales gets some exposure from China and a glimpse of the value opportunities compared with the volume strategies of the past. MPI stubs its toe over MPB again
Roger J Kerr says the sharp recent revival of the New Zealand currency is due to a combination of factors
12th Nov 18, 8:03am
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Roger J Kerr says the sharp recent revival of the New Zealand currency is due to a combination of factors
An independent report prepared for farmer shareholders shows a $2 billion 'opportunity cost' in foregone earnings during Fonterra's 17 years of existence; 'value-added' business returns 'significantly below' what is needed
8th Nov 18, 12:08pm
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An independent report prepared for farmer shareholders shows a $2 billion 'opportunity cost' in foregone earnings during Fonterra's 17 years of existence; 'value-added' business returns 'significantly below' what is needed
Fonterra is under attack from all sides, and now from within, as it grapples with issues that date back to 2001. These restraints allow its competitors to pick away at its good bits. China holds a tariff lever over NZ policymakers
8th Nov 18, 9:03am
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Fonterra is under attack from all sides, and now from within, as it grapples with issues that date back to 2001. These restraints allow its competitors to pick away at its good bits. China holds a tariff lever over NZ policymakers
Fonterra offering an 'indicative margin' of 1.25% to 1.35% on the new seven-year bonds
6th Nov 18, 10:36am
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Fonterra offering an 'indicative margin' of 1.25% to 1.35% on the new seven-year bonds
Fonterra says it's considering a bond offer to raise up to $150 million that will be used 'for general corporate purposes'
5th Nov 18, 9:13am
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Fonterra says it's considering a bond offer to raise up to $150 million that will be used 'for general corporate purposes'
Roger J Kerr sees more positives for the Kiwi dollar from global developments but believes the currency may give back some of its recent gains if the Reserve Bank 'inexplicably' maintains its 'overtly dovish economic outlook'
5th Nov 18, 8:09am
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Roger J Kerr sees more positives for the Kiwi dollar from global developments but believes the currency may give back some of its recent gains if the Reserve Bank 'inexplicably' maintains its 'overtly dovish economic outlook'
a2 Milk faces US challenges on claimed benefits, CPTPP benefits to start soon, huge new Canterbury dairy expansion
1st Nov 18, 4:09pm
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a2 Milk faces US challenges on claimed benefits, CPTPP benefits to start soon, huge new Canterbury dairy expansion