WMP
Roger J Kerr says the stage is set for a big turnaround in the Australian exchange rate and when that happens the NZ dollar-Aussie dollar cross-rate will reverse back towards A93c 'as it always does'
18th Mar 19, 8:16am
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Roger J Kerr says the stage is set for a big turnaround in the Australian exchange rate and when that happens the NZ dollar-Aussie dollar cross-rate will reverse back towards A93c 'as it always does'
The new leadership of Fonterra will need to demonstrate at next week's half-year result announcement that they are getting a handle on the giant dairy co-operative's many problems and issues
11th Mar 19, 3:35pm
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The new leadership of Fonterra will need to demonstrate at next week's half-year result announcement that they are getting a handle on the giant dairy co-operative's many problems and issues
Roger J Kerr says the current pessimism around the Australian and New Zealand currencies is not justified
11th Mar 19, 8:22am
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Roger J Kerr says the current pessimism around the Australian and New Zealand currencies is not justified
Ratings agency Fitch says Fonterra has structural issues it needs to address; expects Fonterra to prioritise the strength of its balance sheet over payments to farmer shareholders; Hurrell gets Fonterra CEO job permanently
5th Mar 19, 10:09am
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Ratings agency Fitch says Fonterra has structural issues it needs to address; expects Fonterra to prioritise the strength of its balance sheet over payments to farmer shareholders; Hurrell gets Fonterra CEO job permanently
Roger J Kerr says being over-reliant on a particular exchange forecast when managing FX risks has its own dangers when those forecasts suddenly change or are extreme and thus seem a long way from reality
4th Mar 19, 8:33am
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Roger J Kerr says being over-reliant on a particular exchange forecast when managing FX risks has its own dangers when those forecasts suddenly change or are extreme and thus seem a long way from reality
Very mixed news for farmers as Fonterra increases the milk price forecast by possibly as much as 60c, but slashes the earnings forecast possibly more than in half; no interim dividend
28th Feb 19, 9:09am
3
Very mixed news for farmers as Fonterra increases the milk price forecast by possibly as much as 60c, but slashes the earnings forecast possibly more than in half; no interim dividend
After a wild week for the NZ dollar, Roger J Kerr says a positive trade outcome between the US and China would be good for the Kiwi currency
25th Feb 19, 8:36am
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After a wild week for the NZ dollar, Roger J Kerr says a positive trade outcome between the US and China would be good for the Kiwi currency
Roger J Kerr says the 'reef fish' are still with us in the foreign exchange market and they've been forced to hastily swim back the other way
18th Feb 19, 8:25am
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Roger J Kerr says the 'reef fish' are still with us in the foreign exchange market and they've been forced to hastily swim back the other way
Roger J Kerr says the latest unemployment figure seems like a 'rogue' number and he believes in time it will be proven that the labour market did not suddenly turn soft in the December quarter
11th Feb 19, 8:27am
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Roger J Kerr says the latest unemployment figure seems like a 'rogue' number and he believes in time it will be proven that the labour market did not suddenly turn soft in the December quarter
Roger J Kerr says a combination of a recovering Australian dollar and a weaker American currency has helped to push the NZ dollar higher; sees further gains for the Kiwi in coming weeks and months
4th Feb 19, 8:01am
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Roger J Kerr says a combination of a recovering Australian dollar and a weaker American currency has helped to push the NZ dollar higher; sees further gains for the Kiwi in coming weeks and months
Roger J Kerr says low local inflation has reduced the risk of a NZD selloff, the NZD won't fall relative to the major currencies, and the gloomy AUD view is overdone
28th Jan 19, 8:13am
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Roger J Kerr says low local inflation has reduced the risk of a NZD selloff, the NZD won't fall relative to the major currencies, and the gloomy AUD view is overdone
Roger J Kerr says the NZD isn't rising on improving global risk tolerance, and upcoming inflation figures will be key to the Kiwi's direction
21st Jan 19, 7:50am
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Roger J Kerr says the NZD isn't rising on improving global risk tolerance, and upcoming inflation figures will be key to the Kiwi's direction
Roger J Kerr sees the neagtives accumulating for the US dollar allowing the Kiwi dollar to rise along with a global sentiment shift
14th Jan 19, 8:12am
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Roger J Kerr sees the neagtives accumulating for the US dollar allowing the Kiwi dollar to rise along with a global sentiment shift
Roger J Kerr looks at the new year currency puzzle and sees the Kiwi dollar caught in the backwash of global market volatility
7th Jan 19, 7:54am
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Roger J Kerr looks at the new year currency puzzle and sees the Kiwi dollar caught in the backwash of global market volatility
Roger J Kerr ends the year with some specific predictions on how the Kiwi dollar will track in 2019. He sees a game of three halves
21st Dec 18, 10:10am
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Roger J Kerr ends the year with some specific predictions on how the Kiwi dollar will track in 2019. He sees a game of three halves
Roger J Kerr says the mood towards the US dollar value over 2019 should turn more negative, with the sharp increase in the US Government’s budget deficit cited as a reason to adjust USD currency holdings lower
17th Dec 18, 8:25am
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Roger J Kerr says the mood towards the US dollar value over 2019 should turn more negative, with the sharp increase in the US Government’s budget deficit cited as a reason to adjust USD currency holdings lower
Roger J Kerr says moves in the US and Australian currencies will determine the next direction for the New Zealand dollar
10th Dec 18, 8:08am
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Roger J Kerr says moves in the US and Australian currencies will determine the next direction for the New Zealand dollar
Westpac economists are the latest to trim their milk price forecast for this season - down to $6.10 from $6.25
5th Dec 18, 2:23pm
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Westpac economists are the latest to trim their milk price forecast for this season - down to $6.10 from $6.25
BNZ economists are the latest to lower their milk price forecast for the current season - to $6, which is below Fonterra's forecast range of $6.25 to $6.50
3rd Dec 18, 3:01pm
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BNZ economists are the latest to lower their milk price forecast for the current season - to $6, which is below Fonterra's forecast range of $6.25 to $6.50
Roger J Kerr suggests the Kiwi dollar may have struck fair equilibrium value in the US68c to US70c range
3rd Dec 18, 8:26am
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Roger J Kerr suggests the Kiwi dollar may have struck fair equilibrium value in the US68c to US70c range
Roger J Kerr examines the positives for the New Zealand dollar - and the negatives for global oil prices
26th Nov 18, 8:37am
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Roger J Kerr examines the positives for the New Zealand dollar - and the negatives for global oil prices
Guy Trafford reviews the challenges the dairy industry faces, noting a2 Milk successes stand out even as production rises and prices fall for most others
22nd Nov 18, 9:43am
Guy Trafford reviews the challenges the dairy industry faces, noting a2 Milk successes stand out even as production rises and prices fall for most others
ASB economists trim farm gate milk price forecast for the second time in a month; now see price of $6, which is below the current Fonterra forecast
21st Nov 18, 11:20am
ASB economists trim farm gate milk price forecast for the second time in a month; now see price of $6, which is below the current Fonterra forecast
David Hargreaves says Fonterra needs to find the right balance in tackling its many problems, while juggling the demands of a difficult global dairy backdrop
20th Nov 18, 12:00pm
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David Hargreaves says Fonterra needs to find the right balance in tackling its many problems, while juggling the demands of a difficult global dairy backdrop
Roger J Kerr says the NZ dollar is now likely to go above US70c in coming weeks as speculators continue to unwind 'short-sold' positions and climb back into the Kiwi
19th Nov 18, 8:16am
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Roger J Kerr says the NZ dollar is now likely to go above US70c in coming weeks as speculators continue to unwind 'short-sold' positions and climb back into the Kiwi