Dairy prices

8th Mar 21, 8:27am
Roger J Kerr says forex investors and traders are focused on the US dollar and not keen to buy the NZ currency at such high levels
Roger J Kerr says forex investors and traders are focused on the US dollar and not keen to buy the NZ currency at such high levels
8th Mar 21, 8:27am
5th Mar 21, 1:23pm
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
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
[Updated]
3rd Mar 21, 12:49pm
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
[Updated]
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
3rd Mar 21, 11:25am
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
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
2nd Mar 21, 9:47am
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
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
1st Mar 21, 8:14am
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
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
25th Feb 21, 1:21pm
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
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
25th Feb 21, 11:48am
Milk company a2 has downgraded its expected profits for the second time in two months after reporting a 35% drop in half-year earnings
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
22nd Feb 21, 8:28am
Roger J Kerr says a more 'dovish' than expected statement from our central bank later this week will drive the Kiwi dollar sharply lower
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
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
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
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
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
11th Feb 21, 9:42am
Guy Trafford pulls together the various strands of our developing carbon price policies as debate extends around the Climate Change Commission's draft report
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
8th Feb 21, 11:02am
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
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
4th Feb 21, 11:33am
Guy Trafford echoes those in agriculture who note that the Climate Change Commission has been unreasonably selective in apportioning responsibility for change
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
[Updated]
3rd Feb 21, 9:07am
Fonterra boosts price it expects to pay farmers by 20c per kilogram of milk solids on the back of continued global dairy price increases
[Updated]
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
1st Feb 21, 8:34am
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
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
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
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
26th Jan 21, 3:16pm
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
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
25th Jan 21, 8:12am
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
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
21st Jan 21, 12:36pm
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
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
20th Jan 21, 3:51pm
Fonterra may have to look at increasing its milk price forecast for farmers as global dairy prices continue to climb
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
18th Jan 21, 8:20am
Roger J Kerr says market conditions and incentives have shifted in favour of the American currency
Roger J Kerr says market conditions and incentives have shifted in favour of the American currency
18th Jan 21, 8:20am
11th Jan 21, 8:21am
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 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
21st Dec 20, 8:46am
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 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
14th Dec 20, 8:08am
Roger J Kerr looks at some of the candidates that might cause a downward correction for the NZ dollar
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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