JMI Wealth
JMI Wealth Market Update
Director Andrew Kelleher talks regularly about some of the most significant factors currently influencing investment markets. For over 35 years we've helped grow generational wealth for a range of clients through responsible stewardship, careful and conservative management and high-quality service. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz
Author
JMI Wealth
Category
Podcast website
Latest episode
Sep 19, 2025
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Episodes
Global Dairy Trade Auction - Selected Price Indexes - House Prices 19.09.2025 5:51
JMI Wealth Director Andrew Kelleher covers the latest Fonterra Global Dairy Trade Auction results. He also examines the latest Selected Price Index figures for the month of August, noting key changes in food prices and rental costs. Additionally, he comments the latest REINZ report, pointing out trends in the New Zealand property market. Then, onto market figures. For more market insights and our...
GDP - Federal Reserve - Australia Employment 19.09.2025 6:13
JMI Wealth Director Andrew Kelleher provides an overview of the latest New Zealand GDP figures, highlighting weaker-than-expected growth. He also examines the market's response to the US Federal Reserve’s decision to lower interest rates. Additionally, he briefly comments on recent Australian employment data. Then, onto market figures. For more market insights and our terms and conditions, vis...
US Federal Reserve - Consumer Confidence 18.09.2025 6:08
JMI Wealth Director Andrew Kelleher discusses the US Federal Reserve and their recent decision to cut interest rates. He also reviews the newly released Westpac McDermott Miller Consumer Confidence Index for the September quarter. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
PSI - Farmers - China 16.09.2025 5:46
JMI Wealth Director Andrew Kelleher takes a closer look at New Zealand’s services sector, unpacking the latest BNZ–BusinessNZ Performance of Services Index (PSI). He also reviews Rabobank’s Rural Confidence Survey, noting that farmers remain upbeat about the outlook for their own businesses. Lastly, he offers a brief update on recent economic data out of China. Then, onto market figures. For more...
JMI Wealth Market Insights - September 2025 14.09.2025 8:48
Curious about how recent economic shifts may affect your investments? Watch the latest JMI Wealth Market Insights video as Andrew Kelleher explores central bank strategies, market trends, and investment opportunities. Learn how these changes can affect your investment strategy. #jmiwealth #marketinsights #sharemarket
US Inflation - Reserve Bank of New Zealand 11.09.2025 5:33
JMI Wealth Director Andrew Kelleher provides insight into US inflation, following the overnight release of the CPI figures. He also covers the current increased focus on the Reserve Bank of New Zealand, including remarks made by Governor Hawkesby. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Business and Manufacturing - Consumer Sentiment 10.09.2025 5:38
JMI Wealth Director Andrew Kelleher discusses the recently released manufacturing and business data from Stats NZ for Q2 2025. He then moves on to Australia, covering the latest Westpac Consumer Sentiment Index. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
US Inflation - NZ GDP 09.09.2025 5:08
JMI Wealth Director Andrew Kelleher discusses concerns around inflation in the US, noting troubling labour market figures and uncertainty within the economy. He also provides a quick overview of New Zealand’s GDP, highlighting the release of the final data contributing to GDP projections. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Building Work - Card Spending 04.09.2025 5:43
JMI Wealth Director Andrew Kelleher reviews the latest Stats NZ figures on building work put in place, discussing both residential and non-residential construction activity. He also examines ANZ’s Merchant and Card Spending report, pointing out that consumer spending has increased. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Australian GDP - Gold 04.09.2025 5:42
JMI Wealth Director Andrew Kelleher reviews the Australian GDP results, highlighting better-than-expected growth figures. He also discusses the price of gold, which has reached a new record high. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Global Dairy Trade Auction - Trade Figures 03.09.2025 6:08
JMI Wealth Director Andrew Kelleher covers the latest Fonterra Global Dairy Trade Auction results. Additionally, he discusses trade figures released by Stats NZ for the June 2025 quarter. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Building Consents - Australian House Prices 02.09.2025 5:25
JMI Wealth Director Andrew Kelleher reviews the latest building consent figures, outlining current activity in the construction sector and what it suggests about investor confidence. He also comments on Australian house prices, noting a lift in August. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Business Outlook - Jobs - NVIDIA 29.08.2025 6:01
JMI Wealth Director Andrew Kelleher provides an overview of business confidence in New Zealand, following the release of the latest ANZ Business Outlook survey. He also examines Stats NZ’s Monthly Employment Indicators, offering insights into filled jobs and the broader state of the New Zealand labour market. Additionally, he reviews NVIDIA and their recent results. Then, onto market figures. For...
EBOS Group - Precinct Properties - Australia Inflation 27.08.2025 5:39
JMI Wealth Director Andrew Kelleher discusses the recently released annual results from EBOS Group, highlighting the market’s reaction to the softer-than-expected outcome. He also covers Precinct Properties and inflation in Australia. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Restaurant Brands - Vulcan Steel - US Data 26.08.2025 5:23
JMI Wealth Director Andrew Kelleher discusses Restaurant Brands and points out that the company’s profitability is under growing pressure. He also covers Vulcan Steel, noting the challenges in a difficult economic environment and the company’s plans for a modest capital raise. Finally, he briefly highlights US data, with a particular focus on President Donald Trump and the US Federal Reserve. Then...
Retail Spend - Turners Automotive - Steel and Tube - Scales Corporation 26.08.2025 5:55
JMI Wealth Director Andrew Kelleher discusses the latest quarterly retail spending data released by Stats NZ’s Retail Trade Survey. He also takes a closer look at how Turners Automotive Group is tracking, along with recent results from Steel & Tube and Scales Corporation. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Fisher & Paykel Healthcare - SkyCity - Skellerup - Fonterra 26.08.2025 5:48
JMI Wealth Director Andrew Kelleher highlights strong results from Fisher & Paykel Healthcare, with the company signalling continued positive trading momentum. He also unpacks SkyCity’s latest capital raise announcement and shares encouraging updates for both Skellerup and Fonterra. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Interest Rates - Fletcher Building 21.08.2025 5:39
JMI Wealth Director Andrew Kelleher discusses the Reserve Bank of New Zealand’s decision to cut interest rates. He also provides an update on Fletcher Building, reviewing their latest financial results. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Global Dairy Trade Auction - SkyCity - Business Inflation - Interest Rates 19.08.2025 5:30
JMI Wealth Director Andrew Kelleher covers the latest Fonterra Global Dairy Trade Auction results. Additionally, he discusses SkyCity’s trading halt ahead of a potential capital raise announcement. He also looks into business inflation, reviewing the latest Producer Price Index data. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Services Sector - Freightways - A2 Milk 19.08.2025 5:52
JMI Wealth Director Andrew Kelleher shares an overview of the New Zealand services sector, pointing to a slight improvement from the month prior. He then reviews Freightways’ latest results, which were in line with market expectations. Finally, he provides an update on A2 Milk and the company’s recent financial results. Then, onto market figures. For more market insights and our terms and conditio...
Australian Jobs - Vista Group 14.08.2025 5:21
JMI Wealth Director Andrew Kelleher provides an update on the latest Australian employment figures, offering insights into the current state of the labour market. He also reviews the recent earnings results from NZX-listed company Vista Group. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Card Spending - Construction Industry - CBA 13.08.2025 5:36
JMI Wealth Director Andrew Kelleher discusses the latest electronic card transaction data from Stats NZ, highlighting the ongoing long-term trends in consumer spending. He also examines the most recent figures for ready-mixed concrete, shedding light on current activity within the construction sector. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwe...
NZ Activity - RBA - US CPI 13.08.2025 5:59
JMI Wealth Director Andrew Kelleher covers recent developments across key New Zealand companies, highlighting activity from Spark New Zealand, Alliance Group NZ, and Vulcan. He also reviews the Reserve Bank of Australia’s decision to cut interest rates yesterday, and provides insight into the latest US inflation data following the release of CPI figures. Then, onto market figures. For more market...
RBA - Australia Beef - NVIDIA - AMD 12.08.2025 5:25
JMI Wealth Director Andrew Kelleher discusses today’s upcoming OCR decision from the Reserve Bank of Australia, followed by a look at current Australian beef prices. He also offers a brief commentary on NVIDIA and AMD, and the way in which they are obtaining export licences for the Chinese market. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth...
EROAD - Inflation 08.08.2025 5:48
JMI Wealth Director Andrew Kelleher discusses NZX-listed company EROAD and the recent uplift in its share price. Additionally, he reviews inflation expectations following the Reserve Bank of New Zealand’s Survey of Expectations and considers what this could mean for a potential interest rate cut. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth....
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