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

22/11/23 – GDT – Trade – National grid 21.11.2023 5:49

JMI Wealth Director Andrew Kelleher discusses the Global Dairy Trade auction overnight. With 0.00% move in the GDT index, does this exhibit stability? Next, he talks about the trade figures released by Statistics New Zealand yesterday with the annual trade deficit shrinking since December 2022 and what this means for New Zealand export and prices. He also shares insights about the national grid a...

21/11/23 – US soft landing – Oil 20.11.2023 5:39

JMI Wealth Director Andrew Kelleher discusses the question of what is going to happen to the US economy. Looking at the ANZ data release, could the US avoid a recession? Next, he shares his insights on the oil price and what could be expected following the OPEC meeting next weekend. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.n...

17/11/23 – REINZ – Local market 16.11.2023 5:44

JMI Wealth Director Andrew Kelleher discusses house prices following yesterday’s REINZ figure release. Are house prices on the up and up? Next, some insights on the local share market and then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

16/11/23 – Migration - Card Spending Data 15.11.2023 5:12

JMI Wealth Director Andrew Kelleher discusses the impact of rising migration numbers while young Kiwis leave the country. He also reflects upon the weak card spending numbers in October. Then onto market figures for today. For more market insights and our terms and conditions, visit ⁠www.jmiwealth.co.nz⁠

15/11/23 – Food prices – USCPI – NZ data 14.11.2023 5:36

JMI Wealth Director Andrew Kelleher discusses the fall of food prices in New Zealand by 0.9% in October. How will this affect the 4th quarter inflation? Next, he shares insights on the selected price index release from Statistics New Zealand and the USCPI data. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

14/11/23 – US economy – BNZ PSI 13.11.2023 5:24

JMI Wealth Director Andrew Kelleher discusses the US economy following his attendance at the Global Investment Institute in Boston. With the main points being the recession and debt, how is this affecting borrowers? Back home, he shares his insights on the release of the BNZ PSI with the NZ economy being back in contraction. Then onto market figures for today. For more market insights and our te...

3/11/23 – NZ market - Wine 02.11.2023 5:15

JMI Wealth Director Andrew Kelleher discusses the New Zealand market following the US Federal Reserve announcement yesterday. How does this affect our longer-term interest rates? Next, he talks about Invivo & Co looking to raise money and how you can find out more details. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

2/11/23 – Jobs - China 01.11.2023 5:28

JMI Wealth Director Andrew Kelleher discusses the labour market easing following the survey data released yesterday by QES, Household Labour Force, and the Labour Cost Index. With momentum turning in the employment market will RBNZ raise the official cash rate in November? Next onto our biggest trading partner China and the stats released from the Purchasing Manager Indexes. Then onto market figur...

1/11/23 – ANZ business outlook – Building consents 31.10.2023 5:20

JMI Wealth Director Andrew Kelleher discusses yesterday’s ANZ business outlook release. With the big lift in business confidence in October, what sort of follow through will we see? Next, he touches on the Stats NZ release of latest numbers of building consents. With building consents lower and migration being higher, will there be a demand supply problem? Then onto market figures for today. For m...

31/10/23 – Building costs – Aussie retail 30.10.2023 5:08

JMI Wealth Director Andrew Kelleher discusses the housing market and the cost of building with BNZ data showing that price averages have never been higher. Across the Tasman, Aussie retail sales have surpassed expectation with spring time spending. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

27/10/23 – Freightways - US Earnings 26.10.2023 5:23

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about Freightways first quarter trading update. With trading down on last year, how is this affecting the share prices? Next, he discusses US earnings being better than expected. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

26/10/23 – Auckland Airport – Aussie CPI - Truckometer 25.10.2023 4:55

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about the customs control working well at the Auckland Airport. He also discusses the Aussie CPI release yesterday being higher than expected. Will the RBA hike the cash rate? Next, he shares his insights on the September ANZ Truckometer data. Why is ANZ calling it the “Spring Pothole? Then onto market figures for today. For more market i...

19/10/23 – US earnings – Chinese data 18.10.2023 5:46

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about the third quarter of the US company earning season. Are consumers depleting their savings? He also discusses the better than expected Chinese third quarter data. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

18/10/23 – CPI - GDT 17.10.2023 5:35

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about the inflation quarterly outcome moving in the right direction, with the lowest inflation recorded since September 2021. Next, he discusses Global Dairy Trade auction outcomes and then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

17/10/23 – PMI – PSI - FBU 16.10.2023 5:53

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about services and manufacturing following the BNZ release of Business New Zealand data. Services are returning to expansion but is manufacturing in the doldrums? Next, he discusses Fletcher Building’s market capital value and the position of its shares. Then onto market figures for today. For more market insights and our terms and conditi...

13/10/23 – FPI – FBU - Birkenstock 12.10.2023 6:01

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about the food prices after Statistics NZ released the food price data for September. With food prices increasing 8% over the last 12 months, is there any good news? Next, he touches on the Fletcher Building trading halt and their next moves. He also shares his insights on the Birkenstock opening day. Then onto market figures for today. Fo...

12/10/23 – Migration - FBU 11.10.2023 5:47

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about the migration numbers. With annual permanent long-term net migration hitting a record high, how is this affecting the underlying momentum on the economy? Next, he discusses Fletcher Building going into a trading halt yesterday and who is the root cause of the problem of leaky pipes? Then onto market figures for today. For more market...

11/10/23 – Aussie data – Bond markets 10.10.2023 5:40

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about the three Australian data survey results released yesterday. Is cost pressure and consumer confidence easing? Next, he shares his insights on global bond market sentiment. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

10/10/23 – Job ads – Israel reaction - Fonterra 09.10.2023 5:24

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about jobs following the BNZ Seek and employment report. Whilst there was a lift in job ads in August, the September trend has reversed. Is labour getting easier to find? Next, he discusses the Israel reaction and whether this is affecting oil prices. He also shares his insights on the farmgate milk price. Then onto market figures for today...

6/10/23 – CPI - Oil 05.10.2023 5:32

JMI Wealth Director Andrew Kelleher discusses the figures in the ANZ World Commodity Price Index. Next, he moves on to the oil market inflationary expectations. Is there good news at the petrol pump? Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

5/10/23 – MPR – Interest rates - USPMIs 04.10.2023 5:45

JMI Wealth Director Andrew Kelleher discusses the official cash rate review and the monetary policy, with pockets of stress emerging for some. Next, he shares his insights on longer term interest rates here NZ. Who is the biggest entity borrowing? Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

4/10/23 – Global Dairy Trade – NZ Institute of Economic Research - RBA 03.10.2023 5:25

JMI Wealth Director Andrew Kelleher discusses the heart-warming results from the global dairy trade price index. Have we got a trend? Next, he shares his insights on the NZ Institute of Economic Research Quarterly survey. He also touches on the Reserve Bank of Australia rates. Is inflation still too high? Then onto market figures for today. For more market insights and our terms and conditions, vi...

3/10/23 – Building consents – PMI – No shutdown 02.10.2023 5:06

JMI Wealth Director Andrew Kelleher updates us on the building consents release, with the number of consents falling in August. Does this suggest a downturn in building activity? Next, he discusses the release of the Purchasing Managers Index figures and the slowdown in global manufacturing activity. Then onto market figures for today. For more market insights and our terms and conditions, visit w...

29/09/23 – Business outlook – The Warehouse 28.09.2023 5:36

JMI Wealth Director Andrew Kelleher discusses the ANZ Business Outlook survey. Has headline business confidence improved? Next, he shares his insights on The Warehouse sales and profit margins. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

28/09/23 – Employment confidence – Aussie CPI 27.09.2023 5:19

JMI Wealth Director Andrew Kelleher discusses the Westpac McDermott Miller employment confidence report. With employment confidence falling 7.04 points, are New Zealander’s pessimistic or optimistic? Next, across the Tasman to the Aussie monthly annual inflation indicator. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz