Dairy prices
Roger J Kerr tackles the nitty gritty on our current handling of the Covid pandemic, the direction of the economy and what it all means for the future value of the NZ dollar
13th Sep 21, 8:19am
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Roger J Kerr tackles the nitty gritty on our current handling of the Covid pandemic, the direction of the economy and what it all means for the future value of the NZ dollar
A projected drop in Chinese import demand for dairy products sees Rabobank lower its farmgate milk price forecast for the 2021/2022 season
11th Sep 21, 9:27am
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A projected drop in Chinese import demand for dairy products sees Rabobank lower its farmgate milk price forecast for the 2021/2022 season
Despite all the external political pressures, buyers want our dairy products and are bidding up prices, reports Guy Trafford. Sadly, Synlait isn't benefiting
9th Sep 21, 4:11pm
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Despite all the external political pressures, buyers want our dairy products and are bidding up prices, reports Guy Trafford. Sadly, Synlait isn't benefiting
Encouraged by a strong global dairy auction this week, BNZ economists have raised their milk price pick by 50c to $8.30
9th Sep 21, 9:49am
Encouraged by a strong global dairy auction this week, BNZ economists have raised their milk price pick by 50c to $8.30
Roger J Kerr says our currency seems to have 'zoomed' up too far and too fast, so, a fall seems likely in coming days
6th Sep 21, 8:30am
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Roger J Kerr says our currency seems to have 'zoomed' up too far and too fast, so, a fall seems likely in coming days
Roger J Kerr suggests John Key and Bill English would have done a better job of managing the current Covid crisis
30th Aug 21, 9:25am
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Roger J Kerr suggests John Key and Bill English would have done a better job of managing the current Covid crisis
a2 Milk Company remains 'confident in the underlying fundamentals' of its business after seeing profits slashed by nearly 80% in the latest financial year
26th Aug 21, 10:31am
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a2 Milk Company remains 'confident in the underlying fundamentals' of its business after seeing profits slashed by nearly 80% in the latest financial year
Roger J Kerr sees a likely 'sideways shuffle' in the value of the Kiwi dollar and then rising back above US70c in the medium to longer term
23rd Aug 21, 7:59am
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Roger J Kerr sees a likely 'sideways shuffle' in the value of the Kiwi dollar and then rising back above US70c in the medium to longer term
Guy Trafford reports on the latest dairy auction, and reviews some recent market research showing more of household budgets are being spent on delivered food and trying meat alternatives
19th Aug 21, 8:58am
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Guy Trafford reports on the latest dairy auction, and reviews some recent market research showing more of household budgets are being spent on delivered food and trying meat alternatives
Roger J Kerr says the 'reconnecting to the world' plan announced last week had no targets, no milestones and no objectives that business folk could plan around themselves
16th Aug 21, 8:16am
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Roger J Kerr says the 'reconnecting to the world' plan announced last week had no targets, no milestones and no objectives that business folk could plan around themselves
Roger J Kerr says the stronger US dollar he has consistently expected is now back on track
9th Aug 21, 8:30am
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Roger J Kerr says the stronger US dollar he has consistently expected is now back on track
Guy Trafford notes that China's 'dual circulation' policy development may crimp their dairy imports as they push a Five Year Plan goal of more local supply. Rising Chinese production may already be suppressing GDT results
6th Aug 21, 9:27am
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Guy Trafford notes that China's 'dual circulation' policy development may crimp their dairy imports as they push a Five Year Plan goal of more local supply. Rising Chinese production may already be suppressing GDT results
Westpac economists trim their forecast for the milk price payout this season and say the outlook in global markets remains uncertain
5th Aug 21, 9:13am
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Westpac economists trim their forecast for the milk price payout this season and say the outlook in global markets remains uncertain
Roger J Kerr says 'there is no question' global FX markets are differentiating between economies that are highly Covid-vaccinated and those that are not
2nd Aug 21, 8:40am
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Roger J Kerr says 'there is no question' global FX markets are differentiating between economies that are highly Covid-vaccinated and those that are not
Roger J Kerr says the rapid spread of the delta strain has suddenly overshadowed any expectations that the RBNZ will act to tighten monetary policy and increase the OCR at their upcoming meeting on 18 August
26th Jul 21, 8:53am
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Roger J Kerr says the rapid spread of the delta strain has suddenly overshadowed any expectations that the RBNZ will act to tighten monetary policy and increase the OCR at their upcoming meeting on 18 August
The chairman of the management company for the Fonterra Shareholders' Fund units 'expects a clear position' to be stated on the future of the fund
21st Jul 21, 4:36pm
The chairman of the management company for the Fonterra Shareholders' Fund units 'expects a clear position' to be stated on the future of the fund
A further fall in global dairy auction prices - even after Fonterra cut back the amount of product it offered - has got economists questioning whether a $8 price for farmers can be achieved this season
21st Jul 21, 2:52pm
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A further fall in global dairy auction prices - even after Fonterra cut back the amount of product it offered - has got economists questioning whether a $8 price for farmers can be achieved this season
The Fonterra board has pledged to provide extra, forward-looking, information on the co-operative over the next two months as it continues with capital restructuring plans
20th Jul 21, 3:45pm
The Fonterra board has pledged to provide extra, forward-looking, information on the co-operative over the next two months as it continues with capital restructuring plans
Roger J Kerr says New Zealand will not achieve the 4% to 5% growth the RBNZ and all the banks are forecasting; says it would be a mistake of RBNZ to 'bow' to NZ economists' thinking
12th Jul 21, 8:30am
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Roger J Kerr says New Zealand will not achieve the 4% to 5% growth the RBNZ and all the banks are forecasting; says it would be a mistake of RBNZ to 'bow' to NZ economists' thinking
Roger J Kerr says there are just too many constraints on the NZ economy at this time to produce the higher GDP growth trajectory this year that the RBNZ and the banks are forecasting
5th Jul 21, 8:50am
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Roger J Kerr says there are just too many constraints on the NZ economy at this time to produce the higher GDP growth trajectory this year that the RBNZ and the banks are forecasting
Jarden head of research Arie Dekker says it is important for confidence and accountability that Fonterra gives 'some milestones and numbers for the next three years' before farmers vote on its capital structure
30th Jun 21, 12:22pm
Jarden head of research Arie Dekker says it is important for confidence and accountability that Fonterra gives 'some milestones and numbers for the next three years' before farmers vote on its capital structure
Roger J Kerr says our slow vaccination rollout means we are going to be a long way behind the rest of the world in becoming fully functional again with international business and tourism travel and our economy will lag
28th Jun 21, 8:38am
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Roger J Kerr says our slow vaccination rollout means we are going to be a long way behind the rest of the world in becoming fully functional again with international business and tourism travel and our economy will lag
Roger J Kerr says the currency market landscape has dramatically changed in the past week
21st Jun 21, 8:46am
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Roger J Kerr says the currency market landscape has dramatically changed in the past week
Roger J Kerr says the US dollar has seemingly broken out of its shackles of recent weeks
14th Jun 21, 8:19am
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Roger J Kerr says the US dollar has seemingly broken out of its shackles of recent weeks
The speed of the US economic recovery slower than what financial markets expected, says Roger J Kerr. But the expected strength will come, and force the Fed's hand to raise interest rates and therefore the USD
7th Jun 21, 7:43am
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The speed of the US economic recovery slower than what financial markets expected, says Roger J Kerr. But the expected strength will come, and force the Fed's hand to raise interest rates and therefore the USD