Dairy prices
Fonterra is now forecasting a $6.75 milk price for farmers in the current season, but its earnings forecast of 45c to 55c per share is only the same as that for the previous year
27th Jul 17, 9:13am
1
Fonterra is now forecasting a $6.75 milk price for farmers in the current season, but its earnings forecast of 45c to 55c per share is only the same as that for the previous year
Roger J Kerr says the NZ dollar has surged as a result of the Reserve Bank of Australia's missteps; higher exchange rate puts pressure on RBNZ
24th Jul 17, 11:32am
Roger J Kerr says the NZ dollar has surged as a result of the Reserve Bank of Australia's missteps; higher exchange rate puts pressure on RBNZ
Roger J Kerr now sees several factors leaving the New Zealand dollar open to a sell-off in FX markets; one factor not being reflected in the market yet is the possibility of a hung Parliament after September 23
17th Jul 17, 11:42am
Roger J Kerr now sees several factors leaving the New Zealand dollar open to a sell-off in FX markets; one factor not being reflected in the market yet is the possibility of a hung Parliament after September 23
Roger J Kerr says the US Fed is correct on the economic outlook and believes the US dollar should recover
10th Jul 17, 11:04am
Roger J Kerr says the US Fed is correct on the economic outlook and believes the US dollar should recover
Aggressive buying for near term contracts sees Whole Milk Powder prices reverse some of their recent losses
5th Jul 17, 8:33am
Aggressive buying for near term contracts sees Whole Milk Powder prices reverse some of their recent losses
Roger J Kerr says the 'risk/reward equation' suggests profit-taking from speculators will send the New Zealand dollar lower over coming weeks and months
3rd Jul 17, 9:28am
1
Roger J Kerr says the 'risk/reward equation' suggests profit-taking from speculators will send the New Zealand dollar lower over coming weeks and months
Roger J Kerr says political opinion polls will be as important as economic indicators in setting the direction of the Kiwi dollar in coming months
26th Jun 17, 11:17am
Roger J Kerr says political opinion polls will be as important as economic indicators in setting the direction of the Kiwi dollar in coming months
Fonterra confirms overall milk production for the season just concluded was down by nearly 3%, but is forecasting that drop to reverse this year
22nd Jun 17, 10:14am
Fonterra confirms overall milk production for the season just concluded was down by nearly 3%, but is forecasting that drop to reverse this year
Run of six consecutive gains ended at GlobalDairyTrade auction; Whole Milk Powder prices disappoint with 3.3% fall
21st Jun 17, 8:34am
1
Run of six consecutive gains ended at GlobalDairyTrade auction; Whole Milk Powder prices disappoint with 3.3% fall
Roger J Kerr says the only thing that will drive the NZ currency back below US70 now would be a resurging American dollar
19th Jun 17, 1:12pm
Roger J Kerr says the only thing that will drive the NZ currency back below US70 now would be a resurging American dollar
Roger J Kerr says with all the good news for the NZ economy already out, it's questionable how much better things can get for the NZ dollar
12th Jun 17, 11:07am
Roger J Kerr says with all the good news for the NZ economy already out, it's questionable how much better things can get for the NZ dollar
Keith Woodford says Synlait’s purchase of canning and blending facilities is driven by exponential demand for a2 Platinum infant formula
30th May 17, 2:23pm
3
Keith Woodford says Synlait’s purchase of canning and blending facilities is driven by exponential demand for a2 Platinum infant formula
Fonterra is now forecasting a $6.15 milk price for farmers this season, up from $6; opening forecast price for next season is $6.50, which is higher than economists thought likely
24th May 17, 8:39am
8
Fonterra is now forecasting a $6.15 milk price for farmers this season, up from $6; opening forecast price for next season is $6.50, which is higher than economists thought likely
Roger J Kerr says international FX markets have reduced their US dollar exposures as the post election 'Trump rally' unwinds
22nd May 17, 9:27am
Roger J Kerr says international FX markets have reduced their US dollar exposures as the post election 'Trump rally' unwinds
ANZ economists now pick an opening forecast milk price of $6.75 per kilogram of milk solids following the fifth consecutive rise of prices at the GlobalDairyTrade auction
17th May 17, 9:01am
1
ANZ economists now pick an opening forecast milk price of $6.75 per kilogram of milk solids following the fifth consecutive rise of prices at the GlobalDairyTrade auction
Roger J Kerr doesn't expect the current divergence between the rising value of our commodity export prices and the value of the Kiwi dollar to continue for long
15th May 17, 1:33pm
Roger J Kerr doesn't expect the current divergence between the rising value of our commodity export prices and the value of the Kiwi dollar to continue for long
Roger J Kerr says several factors are holding back the NZ dollar at the moment, but he does see it rising back over US70c eventually
8th May 17, 1:08pm
10
Roger J Kerr says several factors are holding back the NZ dollar at the moment, but he does see it rising back over US70c eventually
Economists see results at latest dairy auction as boding well for the milk price to farmers in the upcoming season; overnight overall dairy prices lifted 3.6%, while Whole Milk Powder gained 5.2%
3rd May 17, 8:14am
Economists see results at latest dairy auction as boding well for the milk price to farmers in the upcoming season; overnight overall dairy prices lifted 3.6%, while Whole Milk Powder gained 5.2%
Roger J Kerr says the risk of increased global trade barriers was seen as more of a medium to longer term downside risk to the NZ dollar, however the impact has come about much sooner than expected with the US lumber and dairy tariffs
1st May 17, 12:44pm
Roger J Kerr says the risk of increased global trade barriers was seen as more of a medium to longer term downside risk to the NZ dollar, however the impact has come about much sooner than expected with the US lumber and dairy tariffs
Roger J Kerr says higher commodity prices and inflation are positive for the Kiwi dollar
24th Apr 17, 12:02pm
Roger J Kerr says higher commodity prices and inflation are positive for the Kiwi dollar
While NZ$6/kgMS will probably stay the NZ payout this season, lower global milk output, especially in China, and rising global demand is likely to provide upside for next season
18th Apr 17, 10:35am
While NZ$6/kgMS will probably stay the NZ payout this season, lower global milk output, especially in China, and rising global demand is likely to provide upside for next season
Roger J Kerr expects the New Zealand dollar will remain comfortably above US70c in coming months
18th Apr 17, 9:44am
Roger J Kerr expects the New Zealand dollar will remain comfortably above US70c in coming months
Keith Woodford says that Synlait is about to become the dominant New Zealand producer of infant formula
12th Apr 17, 8:31am
9
Keith Woodford says that Synlait is about to become the dominant New Zealand producer of infant formula
Roger J Kerr says periods of escalated geo-political tensions generally translate into a stronger US dollar
10th Apr 17, 10:54am
Roger J Kerr says periods of escalated geo-political tensions generally translate into a stronger US dollar
Results at the latest global dairy auction seen as pleasing given the extra milk powder coming on line; overall prices firmed 1.6% and the key Whole Milk Powder rose 2.4%
5th Apr 17, 8:43am
Results at the latest global dairy auction seen as pleasing given the extra milk powder coming on line; overall prices firmed 1.6% and the key Whole Milk Powder rose 2.4%