Dairy prices
Roger J Kerr reflects on the positives and negatives for New Zealand during a most tumultuous year
30th Nov 20, 8:54am
3
Roger J Kerr reflects on the positives and negatives for New Zealand during a most tumultuous year
Roger J Kerr says the probability of Reserve Bank Governor Adrian Orr making a special statement to jawbone the NZD down overtly and deliberately over the next few weeks has gone up several notches
23rd Nov 20, 8:22am
11
Roger J Kerr says the probability of Reserve Bank Governor Adrian Orr making a special statement to jawbone the NZD down overtly and deliberately over the next few weeks has gone up several notches
Westpac economists have had their first go at picking the milk price for farmers in 2022 and they are picking exactly the same price as for this year
18th Nov 20, 1:37pm
2
Westpac economists have had their first go at picking the milk price for farmers in 2022 and they are picking exactly the same price as for this year
Roger J Kerr says the Reserve Bank are already past that point of no return with too much stimulus for the current and future economic conditions
16th Nov 20, 8:20am
17
Roger J Kerr says the Reserve Bank are already past that point of no return with too much stimulus for the current and future economic conditions
Roger J Kerr says any NZ dollar sell-off as a result of Reserve Bank currency jawboning this week will again be very short-lived and not sustainable against the more positive wider forces
9th Nov 20, 8:29am
4
Roger J Kerr says any NZ dollar sell-off as a result of Reserve Bank currency jawboning this week will again be very short-lived and not sustainable against the more positive wider forces
Roger J Kerr says the RBNZ appear to be assuming that exporters are not hedged and thus a higher currency vale will hinder our economic recovery
2nd Nov 20, 8:42am
6
Roger J Kerr says the RBNZ appear to be assuming that exporters are not hedged and thus a higher currency vale will hinder our economic recovery
The New Zealand currency has made good gains since the election, especially against the AUD. Now Roger J Kerr is expecting the RBNZ to face up to their excessively negative forecasting
26th Oct 20, 8:59am
1
The New Zealand currency has made good gains since the election, especially against the AUD. Now Roger J Kerr is expecting the RBNZ to face up to their excessively negative forecasting
Roger J Kerr says the stunning New Zealand election result which sees the Labour Party assume ultimate power has removed one risk that could have pushed the NZ dollar lower in the short-term
19th Oct 20, 8:39am
1
Roger J Kerr says the stunning New Zealand election result which sees the Labour Party assume ultimate power has removed one risk that could have pushed the NZ dollar lower in the short-term
Fonterra's now picking a milk price for the current season in a higher range of $6.30 to $7.30 per kilogram of milk solids, giving a 'midpoint' forecast of $6.80
15th Oct 20, 8:53am
3
Fonterra's now picking a milk price for the current season in a higher range of $6.30 to $7.30 per kilogram of milk solids, giving a 'midpoint' forecast of $6.80
Roger J Kerr says the foreign exchange markets are not showing any great nervousness ahead of the election
12th Oct 20, 8:51am
1
Roger J Kerr says the foreign exchange markets are not showing any great nervousness ahead of the election
Fonterra says sale of the China farm interests will allow the co-op to 'prioritise the areas of its business where it has competitive advantages'
5th Oct 20, 9:15am
20
Fonterra says sale of the China farm interests will allow the co-op to 'prioritise the areas of its business where it has competitive advantages'
Roger J Kerr says we are in for a wild and volatile ride over coming weeks as the markets attempt to fathom out what all this means for the Presidential election
5th Oct 20, 8:41am
Roger J Kerr says we are in for a wild and volatile ride over coming weeks as the markets attempt to fathom out what all this means for the Presidential election
Roger J Kerr says it was not just one factor that sparked the Kiwi dollar turnaround in direction of travel, but an amalgamation of events occurring at the same time
28th Sep 20, 8:42am
9
Roger J Kerr says it was not just one factor that sparked the Kiwi dollar turnaround in direction of travel, but an amalgamation of events occurring at the same time
Roger J Kerr says the anticipated fall in the value of the New Zealand dollar is not materialising to date
21st Sep 20, 8:43am
3
Roger J Kerr says the anticipated fall in the value of the New Zealand dollar is not materialising to date
The surprise rise in dairy prices emphasises just how abnormal trading has become for all agricultural products, as local distortions produce supply and price reactions in distant markets
17th Sep 20, 9:01am
16
The surprise rise in dairy prices emphasises just how abnormal trading has become for all agricultural products, as local distortions produce supply and price reactions in distant markets
Westpac's senior agri economist Nathan Penny says latest dairy auction results are consistent with a milk price of $6.50 for the current season, though he cautions that it is still early days yet
16th Sep 20, 10:20am
1
Westpac's senior agri economist Nathan Penny says latest dairy auction results are consistent with a milk price of $6.50 for the current season, though he cautions that it is still early days yet
Roger J Kerr says a lot of people will be asking whether our 'health first' strategy has delivered the results expected or did we get the balance between health and the economy somewhat skewed?
14th Sep 20, 8:29am
13
Roger J Kerr says a lot of people will be asking whether our 'health first' strategy has delivered the results expected or did we get the balance between health and the economy somewhat skewed?
Roger J Kerr says how two global prices play out over coming weeks will determine whether the NZD/USD exchange rate has a chance of pulling back to the US64c region
7th Sep 20, 8:52am
9
Roger J Kerr says how two global prices play out over coming weeks will determine whether the NZD/USD exchange rate has a chance of pulling back to the US64c region
Dairy price falls get analysts' attention. Fonterra slips in the pecking order. Ship disaster hardens attitudes to live animal exports
4th Sep 20, 12:36pm
10
Dairy price falls get analysts' attention. Fonterra slips in the pecking order. Ship disaster hardens attitudes to live animal exports
Westpac's senior agri economist Nathan Penny says Covid has been the 'key driver' in the reduction in the price premium of milk fat over protein
2nd Sep 20, 11:57am
5
Westpac's senior agri economist Nathan Penny says Covid has been the 'key driver' in the reduction in the price premium of milk fat over protein
Roger J Kerr says we know for sure that mortgaging the future to have a consumer spending party today has to come to an end very soon
31st Aug 20, 9:05am
17
Roger J Kerr says we know for sure that mortgaging the future to have a consumer spending party today has to come to an end very soon
Roger J Kerr says the current monetary policy settings are not changing any behaviour in the economy and thus are ineffective and impotent
24th Aug 20, 8:25am
17
Roger J Kerr says the current monetary policy settings are not changing any behaviour in the economy and thus are ineffective and impotent
Guy Trafford explains how the Commerce Commission DIRA review worked out this year, and focuses on Fonterra's push for rights to refuse milk supply
20th Aug 20, 10:05am
Guy Trafford explains how the Commerce Commission DIRA review worked out this year, and focuses on Fonterra's push for rights to refuse milk supply
Sharemarket darling a2 Milk Company has increased its profits by 34% and is expressing confidence about prospects in the year ahead
19th Aug 20, 9:46am
14
Sharemarket darling a2 Milk Company has increased its profits by 34% and is expressing confidence about prospects in the year ahead
Roger J Kerr says two major NZ dollar vulnerabilities lie ahead, including Covid damage and what the solutions are for the NZ economy
17th Aug 20, 8:20am
2
Roger J Kerr says two major NZ dollar vulnerabilities lie ahead, including Covid damage and what the solutions are for the NZ economy