Dairy prices
Roger J Kerr says the RBNZ will be forced by the data to revise their inflation forecasts higher, and it will be impossible for them to maintain their overtly dovish tone of recent statements.
29th Oct 18, 9:37am
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Roger J Kerr says the RBNZ will be forced by the data to revise their inflation forecasts higher, and it will be impossible for them to maintain their overtly dovish tone of recent statements.
Guy Trafford assesses the mess the US dairy industry is in from the recent unintended consequences of bad trade policies. He also reviews Canterbury dairy farm sales activity
25th Oct 18, 10:54am
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Guy Trafford assesses the mess the US dairy industry is in from the recent unintended consequences of bad trade policies. He also reviews Canterbury dairy farm sales activity
Roger J Kerr says the strong performance of the Kiwi dollar recently underlines how oversold it had become. Its rise against the AUD deserves special mention
23rd Oct 18, 8:00am
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Roger J Kerr says the strong performance of the Kiwi dollar recently underlines how oversold it had become. Its rise against the AUD deserves special mention
Guy Trafford reviews the latest dairy price signals and updates the mycoplasma bovis situation
18th Oct 18, 8:43am
Guy Trafford reviews the latest dairy price signals and updates the mycoplasma bovis situation
ASB economists now see a milk price for this season of $6.25 per kilogram of milk solids, down from a previous forecast of $6.50; see farmer net earnings as about $240 million lower
17th Oct 18, 2:10pm
ASB economists now see a milk price for this season of $6.25 per kilogram of milk solids, down from a previous forecast of $6.50; see farmer net earnings as about $240 million lower
Roger J Kerr says the big sell-off that has been seen in the Kiwi dollar is really due to the falling Australian dollar - which itself is a reflection of the weaker Chinese economy
15th Oct 18, 8:13am
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Roger J Kerr says the big sell-off that has been seen in the Kiwi dollar is really due to the falling Australian dollar - which itself is a reflection of the weaker Chinese economy
Guy Trafford reviews and updates a series of changes affecting the dairy industry and how they will impact those affected
10th Oct 18, 10:11am
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Guy Trafford reviews and updates a series of changes affecting the dairy industry and how they will impact those affected
Fonterra says it's now forecasting a milk price for farmers this season of between $6.25 and $6.50 per kilogram of milk solids, down from its previous forecast of $6.75
10th Oct 18, 8:57am
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Fonterra says it's now forecasting a milk price for farmers this season of between $6.25 and $6.50 per kilogram of milk solids, down from its previous forecast of $6.75
Roger J Kerr says the next significant event for the Kiwi dollar on its own account will be the CPI data for the September quarter released on Tuesday 16 October
8th Oct 18, 9:29am
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Roger J Kerr says the next significant event for the Kiwi dollar on its own account will be the CPI data for the September quarter released on Tuesday 16 October
Dairy eyes are on the weather, especially in Australia where stress is building fast. NZ in good shape so far. Prices subject to international milk flow changes
4th Oct 18, 11:01am
Dairy eyes are on the weather, especially in Australia where stress is building fast. NZ in good shape so far. Prices subject to international milk flow changes
Rabobank trims its dairy payout forecast even though world supply growth will only be modest because the fast rising US dollar and potential trade war consequences will limit what export customers can afford to pay
4th Oct 18, 10:58am
Rabobank trims its dairy payout forecast even though world supply growth will only be modest because the fast rising US dollar and potential trade war consequences will limit what export customers can afford to pay
Economists say milk production levels this season will be crucial, with the strong start already putting pressure on prices
3rd Oct 18, 4:40pm
Economists say milk production levels this season will be crucial, with the strong start already putting pressure on prices
Roger J Kerr says the rising global oil prices we are seeing have direct implications for currency values
1st Oct 18, 8:29am
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Roger J Kerr says the rising global oil prices we are seeing have direct implications for currency values
BNZ senior economist Doug Steel sees Fonterra's $6.75 milk price forecast as difficult to achieve without an improvement in international product prices
27th Sep 18, 4:16pm
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BNZ senior economist Doug Steel sees Fonterra's $6.75 milk price forecast as difficult to achieve without an improvement in international product prices
Westland Milk turnaround begins. Fonterra board elections get interesting. Canterbury sheep milk industry gets started
27th Sep 18, 9:44am
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Westland Milk turnaround begins. Fonterra board elections get interesting. Canterbury sheep milk industry gets started
Roger J Kerr says the outstanding GDP figures will prompt speculators to reverse their positions in the Kiwi dollar; RBNZ may be forced to change its tune on the economy and inflation
24th Sep 18, 8:34am
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Roger J Kerr says the outstanding GDP figures will prompt speculators to reverse their positions in the Kiwi dollar; RBNZ may be forced to change its tune on the economy and inflation
Further falls in the global price of dairy products indicate its now more when than if Fonterra reduces its forecast milk price below the current $6.75; Westpac has dropped its forecast to $6.25 from $6.50
19th Sep 18, 2:03pm
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Further falls in the global price of dairy products indicate its now more when than if Fonterra reduces its forecast milk price below the current $6.75; Westpac has dropped its forecast to $6.25 from $6.50
Roger J Kerr says exporters who budgeted US dollar export receipts at US70c and above now have the opportunity to significantly reduce future currency risk and lock-in company profitability over several years
17th Sep 18, 8:40am
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Roger J Kerr says exporters who budgeted US dollar export receipts at US70c and above now have the opportunity to significantly reduce future currency risk and lock-in company profitability over several years
Fonterra's woes seem to boil down to the tension between executing its long term market strategies, and maximising short term farmer returns. Updating governance the new focus
14th Sep 18, 1:43pm
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Fonterra's woes seem to boil down to the tension between executing its long term market strategies, and maximising short term farmer returns. Updating governance the new focus
David Hargreaves thinks the struggling Fonterra dairy co-operative will need a close eye keeping on it as it endeavours to get its wobbly milk cart back on the trail
13th Sep 18, 5:02pm
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David Hargreaves thinks the struggling Fonterra dairy co-operative will need a close eye keeping on it as it endeavours to get its wobbly milk cart back on the trail
Fonterra holds milk price forecast at $6.75; forecasts earnings per share of 25c-35c this year; to review investments including Beingmate; full year loss of $196 million reported
13th Sep 18, 9:13am
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Fonterra holds milk price forecast at $6.75; forecasts earnings per share of 25c-35c this year; to review investments including Beingmate; full year loss of $196 million reported
Roger J Kerr says classifying the NZ and Aussie economies/currencies in the same mould as Turkey and Argentina would be a plainly ridiculous perspective that will not be sustainable
10th Sep 18, 8:43am
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Roger J Kerr says classifying the NZ and Aussie economies/currencies in the same mould as Turkey and Argentina would be a plainly ridiculous perspective that will not be sustainable
Dairy pices fall on higher WMP offerings, and despite EU production drop. Politics and regulation gnaw at irrigation. Weather change puts back El Nino-effect prediction
6th Sep 18, 9:08am
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Dairy pices fall on higher WMP offerings, and despite EU production drop. Politics and regulation gnaw at irrigation. Weather change puts back El Nino-effect prediction
Roger J Kerr says unless you firmly believe that the US dollar is about to take off and dairy prices are about to collapse, it is hard to fathom how forecasts of the NZ dollar falling to US60c will be proven to be accurate
3rd Sep 18, 8:39am
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Roger J Kerr says unless you firmly believe that the US dollar is about to take off and dairy prices are about to collapse, it is hard to fathom how forecasts of the NZ dollar falling to US60c will be proven to be accurate
Guy Trafford confronts the challenges of extensive milk regulations, and relates that to the incidence of Listeriosis and its fatal outcomes
30th Aug 18, 8:47am
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Guy Trafford confronts the challenges of extensive milk regulations, and relates that to the incidence of Listeriosis and its fatal outcomes