Dairy prices
Roger J Kerr says global currency markets will be heavily focused on the trade relationships between the US and China this week
3rd Apr 17, 9:50am
Roger J Kerr says global currency markets will be heavily focused on the trade relationships between the US and China this week
Keith Woodford says Fonterra’s half-year results are solid but it is not all plain sailing ahead
27th Mar 17, 8:13pm
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Keith Woodford says Fonterra’s half-year results are solid but it is not all plain sailing ahead
Roger J Kerr sees the positives and negatives for the New Zealand currency as balanced
27th Mar 17, 9:21am
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Roger J Kerr sees the positives and negatives for the New Zealand currency as balanced
ANZ reduces its Fonterra 2016/17 milk price forecast, although it still remains above the co-operative's own forecast
24th Mar 17, 2:41pm
ANZ reduces its Fonterra 2016/17 milk price forecast, although it still remains above the co-operative's own forecast
Fonterra set to pay out unchanged dividend of 40c a share; Milk price forecast also unchanged at $6
22nd Mar 17, 8:56am
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Fonterra set to pay out unchanged dividend of 40c a share; Milk price forecast also unchanged at $6
Results at the latest global dairy auction were far better than had been indicated ahead of time, with overall prices firming 1.7% and the key Whole Milk Powder rising 2.9%
22nd Mar 17, 8:18am
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Results at the latest global dairy auction were far better than had been indicated ahead of time, with overall prices firming 1.7% and the key Whole Milk Powder rising 2.9%
Roger J Kerr says dairy prices remain the wildcard in the performance of the NZ currency against its US counterpart
20th Mar 17, 1:47pm
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Roger J Kerr says dairy prices remain the wildcard in the performance of the NZ currency against its US counterpart
Roger J Kerr believes the Kiwi dollar selling interest is all but exhausted for the meantime
13th Mar 17, 11:28am
Roger J Kerr believes the Kiwi dollar selling interest is all but exhausted for the meantime
Keith Woodford says the latest downturn in milk powder prices suggests considerable caution is appropriate for next season’s budgets
13th Mar 17, 10:42am
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Keith Woodford says the latest downturn in milk powder prices suggests considerable caution is appropriate for next season’s budgets
A 12.4% plunge in the price of Whole Milk Powder leads overall dairy prices down 6.3%; analysts see any recovery in prices as difficult while there is a surplus of supply; economists downgrade milk price forecasts
8th Mar 17, 8:12am
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A 12.4% plunge in the price of Whole Milk Powder leads overall dairy prices down 6.3%; analysts see any recovery in prices as difficult while there is a surplus of supply; economists downgrade milk price forecasts
BNZ economists first among the major banks to lower their milk price forecast for farmers ahead of an anticipated fall in global dairy prices at this week's auction
6th Mar 17, 2:31pm
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BNZ economists first among the major banks to lower their milk price forecast for farmers ahead of an anticipated fall in global dairy prices at this week's auction
Roger J Kerr says the rapidly closing interest rate differential between the US and NZ currencies is coming right back into the market’s focus and prompting Kiwi dollar selling
6th Mar 17, 1:01pm
Roger J Kerr says the rapidly closing interest rate differential between the US and NZ currencies is coming right back into the market’s focus and prompting Kiwi dollar selling
Roger J Kerr says New Zealand companies manage their currency risks more actively than companies elsewhere
27th Feb 17, 12:55pm
Roger J Kerr says New Zealand companies manage their currency risks more actively than companies elsewhere
Whole Milk Powder price drops 3.7% as Fonterra makes more available for sale; economists still see likely increase in forecast milk price from Fonterra very soon
22nd Feb 17, 8:28am
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Whole Milk Powder price drops 3.7% as Fonterra makes more available for sale; economists still see likely increase in forecast milk price from Fonterra very soon
Roger J Kerr says the forces affecting the New Zealand dollar are evenly balanced
20th Feb 17, 9:14am
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Roger J Kerr says the forces affecting the New Zealand dollar are evenly balanced
Roger J Kerr says the Reserve Bank finally got the NZ dollar to behave the way it wanted
13th Feb 17, 3:06pm
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Roger J Kerr says the Reserve Bank finally got the NZ dollar to behave the way it wanted
Dairy prices eke out a small gain; economists see an extended period of consolidation as 'possible'
8th Feb 17, 8:21am
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Dairy prices eke out a small gain; economists see an extended period of consolidation as 'possible'
Roger J Kerr believes the Kiwi dollar will fall from its current highs; sees potential weakness in dairy prices at this week's auction
7th Feb 17, 2:42pm
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Roger J Kerr believes the Kiwi dollar will fall from its current highs; sees potential weakness in dairy prices at this week's auction
Roger J Kerr says it will be interesting to see what the Reserve Bank says next week about the New Zealand dollar, which is much higher than our central bank was forecasting
31st Jan 17, 10:18am
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Roger J Kerr says it will be interesting to see what the Reserve Bank says next week about the New Zealand dollar, which is much higher than our central bank was forecasting
Roger J Kerr says Trumponomics are likely to further strengthen the US dollar
What happened while this newsletter has been away: UDC sold, mortgage rates hiked, bank executive appointments, property market cools & more
23rd Jan 17, 11:35am
What happened while this newsletter has been away: UDC sold, mortgage rates hiked, bank executive appointments, property market cools & more
ASB economists believe attempts to take advantage of higher Whole Milk Powder prices by offering bigger volumes for sale have come at a cost
18th Jan 17, 8:26am
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ASB economists believe attempts to take advantage of higher Whole Milk Powder prices by offering bigger volumes for sale have come at a cost
Business confidence ended 2016 on a high, NZIER says, with pricing indicators pointing to an increase in inflation
17th Jan 17, 10:15am
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Business confidence ended 2016 on a high, NZIER says, with pricing indicators pointing to an increase in inflation
Roger J Kerr says it is hard to say the NZ dollar should be declining as the economy stays strong, while questions are being asked whether the new US administration can deliver on election promises
16th Jan 17, 1:25pm
Roger J Kerr says it is hard to say the NZ dollar should be declining as the economy stays strong, while questions are being asked whether the new US administration can deliver on election promises
Despite the speed of rising dairy prices in 2016, Rabobank sees more to come as supply is constrained in many countries. But affordability may also become an issue for consumers
10th Jan 17, 6:26pm
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Despite the speed of rising dairy prices in 2016, Rabobank sees more to come as supply is constrained in many countries. But affordability may also become an issue for consumers