JMI Wealth

JMI Wealth Market Update

Business EN ↓ 657 episodes

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

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JMI Wealth

Episodes

10/04/2024 - NZIERQSBO - USQ1Earnings 10.04.2024 5:35

JMI Wealth Director Andrew Kelleher discussed NZIER’s recently released Quarterly Survey of Business Opinion. Next, he shares his thoughts on the first quarter results for the US earning season. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

09/04/2024 - HeartlandBank - RBNZ 09.04.2024 5:13

JMI Wealth Director Andrew Kelleher talks about the banking sector. Next, he shares his thoughts on the official cash rate review announcement due tomorrow. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

05/04/2024 - Consents - Building Materials 04.04.2024 5:41

Welcome to Friday! JMI Wealth Director Andrew Kelleher talks about building consents. Next, he shares his thoughts on announcement yesterday regarding residential building materials. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

04/04/2024 - Employment Indicators - China 04.04.2024 5:29

JMI Wealth Director Andrew Kelleher discusses some potentially interesting conclusions about Statistics New Zealand’s Monthly Employment Indicators and an estimate for the March quarter of the size of the working age population. Next, he shares his thoughts on economic data out of China. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

03/04/2024 - GDT - Synlait 03.04.2024 5:26

Some good news today! JMI Wealth Director Andrew Kelleher talks about the overnight results of the global dairy price index. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

02/04/2024 - Outlook - Confidence - US Inflation 01.04.2024 5:21

JMI Wealth Director Andrew Kelleher discusses ANZ’s Business Outlook survey for March 2024. Next, he shares his thoughts on consumer confidence and the labour market. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

28/03/2024 - Budget Statement - Truth Social 28.03.2024 5:38

JMI Wealth Director Andrew Kelleher shares his thoughts on the Budget Policy Statement published yesterday. Next, he touches on social media platform Truth Social. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

27/03/2024 - Employment Confidence - Budget 26.03.2024 5:31

Has employment confidence improved? JMI Wealth Director Andrew Kelleher discusses the contents of the Westpac McDermott Miller Consumer Confidence report from the March quarter of 2024. Next, he shares his thoughts on the anticipated Budget Policy Statement due to be published today. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

26/03/2024 - RB Note - Fletcher Building - NZX 26.03.2024 5:21

Can we see further confirmation that monetary policy is working? JMI Wealth Director Andrew Kelleher discusses the new analytical note from the Reserve Bank of New Zealand. Next, he touches on the recent result announcement from Fletcher Building. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

22/03/2024 - GDP - Fed - Aussie Unemployment 22.03.2024 5:35

It has been a big week for economic happenings. JMI Wealth Director Andrew Kelleher discusses the growth numbers that came out yesterday. Next, he touches on tourism. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

21/03/2024 - Carbon Auction - Warehouse - Deficit 21.03.2024 5:28

JMI Wealth Director Andrew Kelleher makes mention of the first carbon auction for the year. Next, he talks about the retail market, noting recent results announced from The Warehouse. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

20/03/2024 - Treasury Update - GDT - Central Banks 20.03.2024 5:58

JMI Wealth Director Andrew Kelleher discusses the latest release of the Fortnightly Economic Update. Next, he touches on the Global Dairy Trade auction. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

19/03/2024 – Services Sector – NZIER Growth 19.03.2024 5:49

Will we see the suggestion of growth later this year? JMI Wealth Director Andrew Kelleher discusses his observations of BNZ’s BusinessNZ Performance of Services Index together with the BusinessNZ Performance of Manufacturing Index. Next, he touches on the latest NZIER Consensus Forecasts. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth...

15/03/2024 - Migration - REINZ 14.03.2024 5:55

JMI Wealth Director Andrew Kelleher discusses the levels of migration and touches on tourism. Next, he talks about the housing market. Is the housing market getting ahead of steam? Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

14/03/2024 - Price Indexes - Briscoes 14.03.2024 4:59

Could there potentially be a challenge approaching for the central bank? JMI Wealth Director Andrew Kelleher discusses the outcomes of Statistics New Zealand’s selected price indexes for February. Next, he touches on retail spending and makes mention of the commentary from Briscoes. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

13/03/24 – CPI – Card Spending - Truckometer 12.03.2024 5:17

JMI Wealth Director Andrew Kelleher discusses take outs from the US economy inflation data released overnight. Next, he shares his thoughts on Statistics New Zealand’s electronic card transaction data for February. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

08/03/24 – Gold – Manufacturing 07.03.2024 5:53

Let’s talk about Gold. JMI Wealth Director Andrew Kelleher shares his thoughts on the latest gold price surge. Next, he touches on the outcome of manufacturing sales following the release of Statistics New Zealand’s business financial data for the fourth quarter. Then onto market figures today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

07/03/24 – Aussie GDP – Building 07.03.2024 5:17

JMI Wealth Director Andrew Kelleher discusses Australia’s fourth-quarter growth numbers and why we care. Next, he talks about building in the housing market here. Is it a tale of two different markets? Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

06/03/24 – GDT – CPI - Government Accounts 06.03.2024 5:20

JMI Wealth Director Andrew Kelleher discusses the outcomes of the global dairy trade auction. Next, he shares his insights on the government accounts for the seven months until the end of January. Then onto market figures today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

28/02/24 – RBNZ – Retail Spending 27.02.2024 5:59

It is all about the RBNZ today. JMI Wealth Director Andrew Kelleher shares his thoughts prior to the upcoming release of the Monetary Policy Statement and a review of the Official Cash Rate. Next, he touches on retail spending following Westpac’s recent update. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

27/02/24 – Results – Restaurant Brands – Michael Hill 26.02.2024 5:19

JMI Wealth Director Andrew Kelleher reflects on the result season so far and its recurring themes. Next, he talks about Michael Hill Jeweller, highlighting their acquisitions. Do we have money for diamonds? Ongoing security measures experienced in New Zealand had a direct impact on earnings, not in Canada or Australia, only in New Zealand. Then onto market figures for today. For more market insigh...

23/02/24 – NVIDIA – Auckland Airport - Warehouse 22.02.2024 5:45

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about NVIDIA hitting a tipping point, with demand surging all over the world. How far can this momentum go? Next, he discusses Auckland Airport with revenue much higher than last year. Will Air New Zealand be raising their prices? Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth....

22/02/24 – Tower – PPI – Government Bonds 21.02.2024 5:35

JMI Wealth Director Andrew Kelleher discusses the Tower Insurance Annual Report following the annual shareholders meeting held yesterday. With a particularly strong start to the financial year, the focus is on risk selection and premium growth. Next, he shares his insights on the Statistics New Zealand Producers Price Index release for the December quarter. With input and output costs rising sligh...

21/02/24 – Tourism Holdings – Kathmandu - Treasury 20.02.2024 5:21

JMI Wealth Director Andrew Kelleher discusses the Tourism Holdings bounce back and nuggets of good news following the results for the first half year. Kathmandu released a trading update yesterday to tell us how they are going. Unfortunately, not a positive news with their group sales lower than last year due to the iconic puffer jacket not being needed with the warmer weather in Australia. Next,...

20/02/24 – Freightways – A2 – Air New Zealand – Ryman - Service 19.02.2024 5:17

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about Freightways results for the first half of the year and how that has affected their share prices. Next, a good news story, A2 is back with share prices up 14% and improved sales. Also, insights on Air New Zealand’s earnings guidance notes, with full details being announced on the 22nd of February. Some troubles for Ryman Healthcare fol...