Commodity Prices
Guy Trafford looks ahead. He sees Russia (negatively) and China (positively) having big influences of farming prospects in 2023, but local changes being less important - except for the big unknown, the weather
20th Jan 23, 11:42am
16
Guy Trafford looks ahead. He sees Russia (negatively) and China (positively) having big influences of farming prospects in 2023, but local changes being less important - except for the big unknown, the weather
Guy Trafford finds a new year arriving with weather challenges in the North, and disappointing schedule prices in the South. He hopes the gloomy start to 2023 is the low point
19th Jan 23, 9:35am
4
Guy Trafford finds a new year arriving with weather challenges in the North, and disappointing schedule prices in the South. He hopes the gloomy start to 2023 is the low point
A repeat of 1970s-style stagflation is unlikely but high inflation needs to end soon, Bank for International Settlements bulletin article argues
23rd May 22, 8:30am
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A repeat of 1970s-style stagflation is unlikely but high inflation needs to end soon, Bank for International Settlements bulletin article argues
BNZ's Stephen Toplis argues the labour market is causing RBNZ monetary policy more problems than the highest inflation in 30 years
18th May 22, 12:40pm
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BNZ's Stephen Toplis argues the labour market is causing RBNZ monetary policy more problems than the highest inflation in 30 years
CTU economist questions how government spending is supposedly lifting prices when countries that have spent less than NZ are also experiencing high inflation
20th Apr 22, 12:47pm
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CTU economist questions how government spending is supposedly lifting prices when countries that have spent less than NZ are also experiencing high inflation
Guy Trafford sees some extensive but quiet social support programs by rural firms overshadowed by the bad wastewater practices of these same firms. Farmers are making the clean-water effort, but processors are letting the side down
26th Jan 21, 9:54am
5
Guy Trafford sees some extensive but quiet social support programs by rural firms overshadowed by the bad wastewater practices of these same firms. Farmers are making the clean-water effort, but processors are letting the side down
Kiwi analyst Michael Parker argues the weak oil price is unlikely to be a systemic risk to the global economy
17th Feb 16, 5:03am
7
Kiwi analyst Michael Parker argues the weak oil price is unlikely to be a systemic risk to the global economy
Gareth Vaughan looks at how the major rural lenders are placed as the screws tighten on the dairy sector
21st Jan 16, 10:35am
1
Gareth Vaughan looks at how the major rural lenders are placed as the screws tighten on the dairy sector
RBNZ & DairyNZ article suggests vast majority of dairy farms remain viable & bank losses manageable despite surge in volume of farmers facing negative cash flow
15th Dec 15, 12:32pm
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RBNZ & DairyNZ article suggests vast majority of dairy farms remain viable & bank losses manageable despite surge in volume of farmers facing negative cash flow
Aaron Drew has a contrarian view, and says interest rates are too low in NZ if financial stability risks are taken more into account
23rd Sep 15, 9:57am
15
Aaron Drew has a contrarian view, and says interest rates are too low in NZ if financial stability risks are taken more into account
Roger J Kerr says it is not acceptable to be caught with the consequences of a high NZD when there are hedging strategies and tools easily available
13th Apr 15, 9:28am
2
Roger J Kerr says it is not acceptable to be caught with the consequences of a high NZD when there are hedging strategies and tools easily available
Roger J Kerr says markets don't expect NZD-AUD parity is sustainable because income differentials can't support it and the AUD is due for a 'long overdue' correction higher
7th Apr 15, 7:49am
Roger J Kerr says markets don't expect NZD-AUD parity is sustainable because income differentials can't support it and the AUD is due for a 'long overdue' correction higher
Roger J Kerr assesses how the strong greenback and its upcoming positives will impact the NZD and finds much of the USD strength already priced in, and the RBNZ looking ahead
30th Mar 15, 12:26pm
Roger J Kerr assesses how the strong greenback and its upcoming positives will impact the NZD and finds much of the USD strength already priced in, and the RBNZ looking ahead
Roger J Kerr sees US rate rises just 3 or 4 months away. He is also very sceptical on 'inflation expectation' surveys, even the RBNZ's one
23rd Mar 15, 8:07am
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Roger J Kerr sees US rate rises just 3 or 4 months away. He is also very sceptical on 'inflation expectation' surveys, even the RBNZ's one
Roger J Kerr sees the NZD-USD rate holding between 72 and 76 USc and sees the reasons in the US and Australia as much as local influences
16th Mar 15, 2:37pm
2
Roger J Kerr sees the NZD-USD rate holding between 72 and 76 USc and sees the reasons in the US and Australia as much as local influences
Roger J Kerr points out the strong relationship we have with rainfall and why the current dry sets the tone for the currency
9th Mar 15, 2:36pm
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Roger J Kerr points out the strong relationship we have with rainfall and why the current dry sets the tone for the currency
Roger J Kerr sees a number of balancing factors both positive and negative for the NZ dollar; meaning the currency is likely to stay in its current range
2nd Mar 15, 10:15am
Roger J Kerr sees a number of balancing factors both positive and negative for the NZ dollar; meaning the currency is likely to stay in its current range
Roger J Kerr says you should 'sell the Kiwi against the AUD' when you see media reports predicting parity
24th Feb 15, 9:45am
2
Roger J Kerr says you should 'sell the Kiwi against the AUD' when you see media reports predicting parity
Roger J Kerr says rising dairy prices and the exit of speculators are among issues helping the value of the NZ currency - but there are still risks ahead
16th Feb 15, 2:17pm
1
Roger J Kerr says rising dairy prices and the exit of speculators are among issues helping the value of the NZ currency - but there are still risks ahead
Roger J Kerr thinks the lower AUD and much more upside in Australian equities relative to other markets will boost the Aussie currency in 2015
10th Feb 15, 8:58am
Roger J Kerr thinks the lower AUD and much more upside in Australian equities relative to other markets will boost the Aussie currency in 2015
Roger J Kerr thinks the NZD soon will get a boost from stronger data, and the recent falls may stoke tradeable inflation fears. Time for exporters to hedge he says
2nd Feb 15, 12:01pm
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Roger J Kerr thinks the NZD soon will get a boost from stronger data, and the recent falls may stoke tradeable inflation fears. Time for exporters to hedge he says
Roger J Kerr thinks the NZ dollar could start rising again on Thursday as markets discover the RBNZ is not about to become complacent on inflation
27th Jan 15, 2:46pm
4
Roger J Kerr thinks the NZ dollar could start rising again on Thursday as markets discover the RBNZ is not about to become complacent on inflation
Roger J Kerr thinks currency markets have already priced in the lower values for the euro ahead of the ECB announcement
19th Jan 15, 11:35am
2
Roger J Kerr thinks currency markets have already priced in the lower values for the euro ahead of the ECB announcement
Commodity prices fall for the tenth straight month in December according to the ANZ commodity price index
7th Jan 15, 2:23pm
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Commodity prices fall for the tenth straight month in December according to the ANZ commodity price index
Roger J Kerr offers his forecasts for currency movements in 2015, sees global risk sentiment turning negative, US raising rates in Q3, WMP prices recovering
15th Dec 14, 12:26pm
Roger J Kerr offers his forecasts for currency movements in 2015, sees global risk sentiment turning negative, US raising rates in Q3, WMP prices recovering