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Dairy prices

David Hargreaves hopes that Fonterra's excellent recent work to recover its position won't be blown off course by the pressure higher milk costs will put on its margins
5th Mar 21, 1:23pm
4
David Hargreaves hopes that Fonterra's excellent recent work to recover its position won't be blown off course by the pressure higher milk costs will put on its margins
Westpac economists raise their farmgate milk price forecast to $7.90, while ANZ economists lift their pick to $7.70; both prices are well ahead of Fonterra's own forecast
3rd Mar 21, 12:49pm
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Westpac economists raise their farmgate milk price forecast to $7.90, while ANZ economists lift their pick to $7.70; both prices are well ahead of Fonterra's own forecast
The latest dairy auction result is all about Chinese demand, twisted by lower northern hemisphere production forecasts, and complicated by shipping delays. The net result is sharply higher prices
3rd Mar 21, 11:25am
4
The latest dairy auction result is all about Chinese demand, twisted by lower northern hemisphere production forecasts, and complicated by shipping delays. The net result is sharply higher prices
One time glamour stock a2 Milk Company has seen its value more than halved in a little over six months and analysts believe the business has some way to go to get back on track
2nd Mar 21, 9:47am
13
One time glamour stock a2 Milk Company has seen its value more than halved in a little over six months and analysts believe the business has some way to go to get back on track
Roger J Kerr says the probability of a weaker NZ dollar has surged as US equity markets start to fall and long-term interest rates continue to climb
1st Mar 21, 8:14am
2
Roger J Kerr says the probability of a weaker NZ dollar has surged as US equity markets start to fall and long-term interest rates continue to climb
The annual report from Global Dairy Trade gives a clear view of how this trade has developed in both volume and price terms, and China's role as a buyer
25th Feb 21, 1:21pm
1
The annual report from Global Dairy Trade gives a clear view of how this trade has developed in both volume and price terms, and China's role as a buyer
Milk company a2 has downgraded its expected profits for the second time in two months after reporting a 35% drop in half-year earnings
25th Feb 21, 11:48am
8
Milk company a2 has downgraded its expected profits for the second time in two months after reporting a 35% drop in half-year earnings
Roger J Kerr says a more 'dovish' than expected statement from our central bank later this week will drive the Kiwi dollar sharply lower
22nd Feb 21, 8:28am
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Roger J Kerr says a more 'dovish' than expected statement from our central bank later this week will drive the Kiwi dollar sharply lower
As dairy prices rise again, new efforts are being made to reinvigorate the Canterbury sheep dairy capacity. Meanwhile Chinese demand drivers for dairy and sheepmeat warrant close attention
18th Feb 21, 10:26am
As dairy prices rise again, new efforts are being made to reinvigorate the Canterbury sheep dairy capacity. Meanwhile Chinese demand drivers for dairy and sheepmeat warrant close attention
Roger J Kerr says the Reserve Bank of New Zealand’s Monetary Policy Statement next stands out as a likely candidate to break the Kiwi dollar’s shackles
15th Feb 21, 7:58am
Roger J Kerr says the Reserve Bank of New Zealand’s Monetary Policy Statement next stands out as a likely candidate to break the Kiwi dollar’s shackles
Guy Trafford pulls together the various strands of our developing carbon price policies as debate extends around the Climate Change Commission's draft report
11th Feb 21, 9:42am
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Guy Trafford pulls together the various strands of our developing carbon price policies as debate extends around the Climate Change Commission's draft report
Roger J Kerr says those expecting the RBNZ to be more upbeat will be disappointed even though the string of good economic data extends. Those shorting the USD may be in for a nasty surprise
8th Feb 21, 11:02am
2
Roger J Kerr says those expecting the RBNZ to be more upbeat will be disappointed even though the string of good economic data extends. Those shorting the USD may be in for a nasty surprise
Guy Trafford echoes those in agriculture who note that the Climate Change Commission has been unreasonably selective in apportioning responsibility for change
4th Feb 21, 11:33am
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Guy Trafford echoes those in agriculture who note that the Climate Change Commission has been unreasonably selective in apportioning responsibility for change
Fonterra boosts price it expects to pay farmers by 20c per kilogram of milk solids on the back of continued global dairy price increases
3rd Feb 21, 9:07am
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Fonterra boosts price it expects to pay farmers by 20c per kilogram of milk solids on the back of continued global dairy price increases
Roger J Kerr sees the NZD dropping below 70 USc over the next six months after the US delivers much stronger data and vaccine beneits start to flow. He also sees the NZD falling as the AUD takes an iron ore price hit
1st Feb 21, 8:34am
1
Roger J Kerr sees the NZD dropping below 70 USc over the next six months after the US delivers much stronger data and vaccine beneits start to flow. He also sees the NZD falling as the AUD takes an iron ore price hit
Guy Trafford tracks the recent rises in farm gate milk prices, what the upgraded China FTA means for us, and how meat and wool prices are faring in early 2021
29th Jan 21, 10:31am
Guy Trafford tracks the recent rises in farm gate milk prices, what the upgraded China FTA means for us, and how meat and wool prices are faring in early 2021
As part of its ongoing review of capital structure Fonterra's surveying its farmer shareholders - and one question dips its toe into the vexed issue of non-farmer investment in the co-operative
26th Jan 21, 3:16pm
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As part of its ongoing review of capital structure Fonterra's surveying its farmer shareholders - and one question dips its toe into the vexed issue of non-farmer investment in the co-operative
Roger J Kerr says RBNZ economic forecasting gurus need to spend more time talking to businesses at the coal-front of the economy and less time on the theory of calibrating their econometric models to what is happening in the rest of the world
25th Jan 21, 8:12am
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Roger J Kerr says RBNZ economic forecasting gurus need to spend more time talking to businesses at the coal-front of the economy and less time on the theory of calibrating their econometric models to what is happening in the rest of the world
Guy Trafford looks ahead with some optimism, backed up by MPI's latest SOPI. However he finds a precarious situation exists for most exports as new and unexpected challenges keep popping up
21st Jan 21, 12:36pm
2
Guy Trafford looks ahead with some optimism, backed up by MPI's latest SOPI. However he finds a precarious situation exists for most exports as new and unexpected challenges keep popping up
Fonterra may have to look at increasing its milk price forecast for farmers as global dairy prices continue to climb
20th Jan 21, 3:51pm
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Fonterra may have to look at increasing its milk price forecast for farmers as global dairy prices continue to climb
Roger J Kerr says market conditions and incentives have shifted in favour of the American currency
18th Jan 21, 8:20am
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Roger J Kerr says market conditions and incentives have shifted in favour of the American currency
Roger J Kerr says positives fuelling equity markets ruled out any downward NZD correction so far, other financial market signals are mixed, and the local economic outlook is dimming
11th Jan 21, 8:21am
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Roger J Kerr says positives fuelling equity markets ruled out any downward NZD correction so far, other financial market signals are mixed, and the local economic outlook is dimming
Roger J Kerr sees the USD weakening in H1 2021, then a risk-off mood taking over and a USD recovery in H2
21st Dec 20, 8:46am
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Roger J Kerr sees the USD weakening in H1 2021, then a risk-off mood taking over and a USD recovery in H2
Roger J Kerr looks at some of the candidates that might cause a downward correction for the NZ dollar
14th Dec 20, 8:08am
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Roger J Kerr looks at some of the candidates that might cause a downward correction for the NZ dollar
Long time Kiwi dollar bull Roger J Kerr concludes that our currency has now overcooked itself at current levels
7th Dec 20, 8:30am
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Long time Kiwi dollar bull Roger J Kerr concludes that our currency has now overcooked itself at current levels