WMP
Roger J Kerr says the sharp recent revival of the New Zealand currency is due to a combination of factors
12th Nov 18, 8:03am
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Roger J Kerr says the sharp recent revival of the New Zealand currency is due to a combination of factors
An independent report prepared for farmer shareholders shows a $2 billion 'opportunity cost' in foregone earnings during Fonterra's 17 years of existence; 'value-added' business returns 'significantly below' what is needed
8th Nov 18, 12:08pm
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An independent report prepared for farmer shareholders shows a $2 billion 'opportunity cost' in foregone earnings during Fonterra's 17 years of existence; 'value-added' business returns 'significantly below' what is needed
Fonterra offering an 'indicative margin' of 1.25% to 1.35% on the new seven-year bonds
6th Nov 18, 10:36am
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Fonterra offering an 'indicative margin' of 1.25% to 1.35% on the new seven-year bonds
Fonterra says it's considering a bond offer to raise up to $150 million that will be used 'for general corporate purposes'
5th Nov 18, 9:13am
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Fonterra says it's considering a bond offer to raise up to $150 million that will be used 'for general corporate purposes'
Roger J Kerr sees more positives for the Kiwi dollar from global developments but believes the currency may give back some of its recent gains if the Reserve Bank 'inexplicably' maintains its 'overtly dovish economic outlook'
5th Nov 18, 8:09am
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Roger J Kerr sees more positives for the Kiwi dollar from global developments but believes the currency may give back some of its recent gains if the Reserve Bank 'inexplicably' maintains its 'overtly dovish economic outlook'
Roger J Kerr says the RBNZ will be forced by the data to revise their inflation forecasts higher, and it will be impossible for them to maintain their overtly dovish tone of recent statements.
29th Oct 18, 9:37am
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Roger J Kerr says the RBNZ will be forced by the data to revise their inflation forecasts higher, and it will be impossible for them to maintain their overtly dovish tone of recent statements.
Roger J Kerr says the strong performance of the Kiwi dollar recently underlines how oversold it had become. Its rise against the AUD deserves special mention
23rd Oct 18, 8:00am
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Roger J Kerr says the strong performance of the Kiwi dollar recently underlines how oversold it had become. Its rise against the AUD deserves special mention
ASB economists now see a milk price for this season of $6.25 per kilogram of milk solids, down from a previous forecast of $6.50; see farmer net earnings as about $240 million lower
17th Oct 18, 2:10pm
ASB economists now see a milk price for this season of $6.25 per kilogram of milk solids, down from a previous forecast of $6.50; see farmer net earnings as about $240 million lower
Roger J Kerr says the big sell-off that has been seen in the Kiwi dollar is really due to the falling Australian dollar - which itself is a reflection of the weaker Chinese economy
15th Oct 18, 8:13am
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Roger J Kerr says the big sell-off that has been seen in the Kiwi dollar is really due to the falling Australian dollar - which itself is a reflection of the weaker Chinese economy
Fonterra says it's now forecasting a milk price for farmers this season of between $6.25 and $6.50 per kilogram of milk solids, down from its previous forecast of $6.75
10th Oct 18, 8:57am
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Fonterra says it's now forecasting a milk price for farmers this season of between $6.25 and $6.50 per kilogram of milk solids, down from its previous forecast of $6.75
Roger J Kerr says the next significant event for the Kiwi dollar on its own account will be the CPI data for the September quarter released on Tuesday 16 October
8th Oct 18, 9:29am
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Roger J Kerr says the next significant event for the Kiwi dollar on its own account will be the CPI data for the September quarter released on Tuesday 16 October
Economists say milk production levels this season will be crucial, with the strong start already putting pressure on prices
3rd Oct 18, 4:40pm
Economists say milk production levels this season will be crucial, with the strong start already putting pressure on prices
Roger J Kerr says the rising global oil prices we are seeing have direct implications for currency values
1st Oct 18, 8:29am
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Roger J Kerr says the rising global oil prices we are seeing have direct implications for currency values
BNZ senior economist Doug Steel sees Fonterra's $6.75 milk price forecast as difficult to achieve without an improvement in international product prices
27th Sep 18, 4:16pm
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BNZ senior economist Doug Steel sees Fonterra's $6.75 milk price forecast as difficult to achieve without an improvement in international product prices
Roger J Kerr says the outstanding GDP figures will prompt speculators to reverse their positions in the Kiwi dollar; RBNZ may be forced to change its tune on the economy and inflation
24th Sep 18, 8:34am
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Roger J Kerr says the outstanding GDP figures will prompt speculators to reverse their positions in the Kiwi dollar; RBNZ may be forced to change its tune on the economy and inflation
Further falls in the global price of dairy products indicate its now more when than if Fonterra reduces its forecast milk price below the current $6.75; Westpac has dropped its forecast to $6.25 from $6.50
19th Sep 18, 2:03pm
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Further falls in the global price of dairy products indicate its now more when than if Fonterra reduces its forecast milk price below the current $6.75; Westpac has dropped its forecast to $6.25 from $6.50
Roger J Kerr says exporters who budgeted US dollar export receipts at US70c and above now have the opportunity to significantly reduce future currency risk and lock-in company profitability over several years
17th Sep 18, 8:40am
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Roger J Kerr says exporters who budgeted US dollar export receipts at US70c and above now have the opportunity to significantly reduce future currency risk and lock-in company profitability over several years
David Hargreaves thinks the struggling Fonterra dairy co-operative will need a close eye keeping on it as it endeavours to get its wobbly milk cart back on the trail
13th Sep 18, 5:02pm
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David Hargreaves thinks the struggling Fonterra dairy co-operative will need a close eye keeping on it as it endeavours to get its wobbly milk cart back on the trail
Fonterra holds milk price forecast at $6.75; forecasts earnings per share of 25c-35c this year; to review investments including Beingmate; full year loss of $196 million reported
13th Sep 18, 9:13am
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Fonterra holds milk price forecast at $6.75; forecasts earnings per share of 25c-35c this year; to review investments including Beingmate; full year loss of $196 million reported
Roger J Kerr says classifying the NZ and Aussie economies/currencies in the same mould as Turkey and Argentina would be a plainly ridiculous perspective that will not be sustainable
10th Sep 18, 8:43am
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Roger J Kerr says classifying the NZ and Aussie economies/currencies in the same mould as Turkey and Argentina would be a plainly ridiculous perspective that will not be sustainable
Roger J Kerr says unless you firmly believe that the US dollar is about to take off and dairy prices are about to collapse, it is hard to fathom how forecasts of the NZ dollar falling to US60c will be proven to be accurate
3rd Sep 18, 8:39am
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Roger J Kerr says unless you firmly believe that the US dollar is about to take off and dairy prices are about to collapse, it is hard to fathom how forecasts of the NZ dollar falling to US60c will be proven to be accurate
Roger J Kerr says it would be dangerous for exporters and importers to automatically assume the Kiwi dollar will continue to decline against the American currency
27th Aug 18, 8:31am
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Roger J Kerr says it would be dangerous for exporters and importers to automatically assume the Kiwi dollar will continue to decline against the American currency
Further falls in global dairy prices indicate that even a $6.50 farmgate milk price could be in doubt
22nd Aug 18, 4:31pm
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Further falls in global dairy prices indicate that even a $6.50 farmgate milk price could be in doubt
Roger J Kerr says the timing of the legislation banning some foreigners from buying real estate here confirms the negative sentiment towards the New Zealand currency
20th Aug 18, 9:03am
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Roger J Kerr says the timing of the legislation banning some foreigners from buying real estate here confirms the negative sentiment towards the New Zealand currency
David Hargreaves argues the Government needs to concede that the creation of Fonterra was the wrong thing to do and start again
17th Aug 18, 12:01pm
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David Hargreaves argues the Government needs to concede that the creation of Fonterra was the wrong thing to do and start again