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

27/09/23 – Truckometer – US economy 26.09.2023 5:33

JMI Wealth Director Andrew Kelleher discusses counting cars and trucks with the ANZ Truckometer. How are these index trends affecting the economy? Next, he discusses the US Treasury interest rates being the highest since 2007. Does this create a good correlation back here in NZ? Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

26/09/23 – Synlait – Canterbury Business Survey 25.09.2023 5:26

JMI Wealth Director Andrew Kelleher discusses Synlait’s release of annual results for the 2023 year. Next, he touches on the material slump in the quarterly Canterbury Business Survey. Is there a worry with consumer confidence and demand? Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

22/09/23 – GDP – Fonterra – Fed reaction 21.09.2023 6:04

JMI Wealth Director Andrew Kelleher shares his insights on the GDP outcome being much stronger than expected. Next, he discusses the Fonterra 2023 results. Are they looking more robust? He also touches on the Fed reaction and then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

21/09/23 – Fed Funds – Current Account - Kathmandu 20.09.2023 5:33

JMI Wealth Director Andrew Kelleher discusses the Federal Reserve announcement of Fed Funds. Are there any surprises in the forecast for 2024? Next, he shares his insights on the Current Account deficit. He also comments on the Kathmandu share price and sales. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

20/09/23 – Global Dairy Trade Auction – RBA release of minutes 19.09.2023 5:24

JMI Wealth Director Andrew Kelleher discusses the Global Dairy Trade index price rise. Will farmers be cheered? Next, he shares his insights on the RBA’s release of minutes and the relevant comments for the New Zealand situation. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

19/09/23 – PSI – A2 Milk - Synlait 18.09.2023 5:38

JMI Wealth Director Andrew Kelleher discusses the BNZ BusinessNZ Performance of Services Index. What are the long-term averages? Next, he touches on Synlait’s trading halt following the cancelling of the exclusive manufacturing supply rights by A2 Milk. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

08/09/23 – Filled Jobs - RBA 07.09.2023 5:06

JMI Wealth Director Andrew Kelleher discusses the Statistics New Zealand release of business employment data. Are migration numbers contributing to the positive lift in filled jobs? Next, he shares his insights on RBA’s Philip Lowe’s valedictory speech. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

07/09/23 – Building - ETS 06.09.2023 5:24

JMI Wealth Director Andrew Kelleher discusses residential building consents following yesterday’s release of data from Statistics New Zealand. Next, he reviews the ETS scheme auction. Why did it fail to clear? Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

06/09/23 – GDT – Commodities - RBA 05.09.2023 5:28

JMI Wealth Director Andrew Kelleher discusses the sigh of relief coming from rural New Zealand after the recent slump in Fonterra global prices. What are the GDT trends moving forward? Next, he reviews the ANZ world commodity price index. He also shares insights on the Reserve Bank of Australia's official cash rate. Then onto market figures for today. For more market insights and our terms an...

05/09/23 – International Trade Indexes – SkyCity 04.09.2023 5:30

JMI Wealth Director Andrew Kelleher discusses the terms of trade with the second quarter of the International Trade Indexes. What are the export and import volumes? He also comments on the SkyCity share price taking a tumble. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

31/08/23 – Tax policy – Building consents – Aussie inflation 30.08.2023 5:09

With the tax policy released yesterday, JMI Wealth Director Andrew Kelleher shares his insights on if there is some risk around the forecast. Next, he touches on the July 2023 building consent release with the figures being down compared to 2020 and 2021. He also comments on some positive news in the Aussie inflation, with rates being lower than expected. For more market insights and our terms and...

30/08/23 – IMF Report – Tourism Holdings Limited 29.08.2023 5:29

JMI Wealth Director Andrew Kelleher shares his insights on the IMF report and points of note in article 4. RBNZ may have to tighten monetary policy and warned that the central bank may have to consider raising interest rates. Next, he touches on the Tourism Holdings profit announcement and the expected full recovery to pre-Covid levels. For more market insights and our terms and conditions, visi...

29/08/23 – Restaurant Brands – Jobs – Jackson Hole 28.08.2023 5:42

JMI Wealth Director Andrew Kelleher discusses the Restaurants Brands results for the first half of the financial year. Next, he touches on the labour markets. Is the unemployment rate set to go up? He also comments on Jerome Powell’s symposium speech at Jackson Hole. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

25/08/23 – Truckometer – Sky TV – Auckland Airport 24.08.2023 5:09

JMI Wealth Director Andrew Kelleher discusses the release of the ANZ Truckometer outcomes. Next, he touches on Sky TV net profits. How many people have taken up the new Sky decoder box? He also comments on Auckland Airport profits and property values. Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

24/08/23 – Q2 Retail - EBOS 23.08.2023 5:24

JMI Wealth Director Andrew Kelleher discusses spending, with the Q2 retail sales released yesterday not looking pretty. Next, he touches on the EBOS shares. Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

23/08/23 – ARMIPO – NZD 22.08.2023 5:50

JMI Wealth Director Andrew Kelleher discusses Arm Holdings, the UK based designer of computer chips, making a regulatory filing ahead of an anticipated IPO. Next, he touches on the NZ dollar performance and the key issues that are currently driving our currency. Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

22/08/23 – A2 – Freightways – Chorus - PREFU 22.08.2023 5:13

JMI Wealth Director Andrew Kelleher discusses the spotlight falling on A2 milk. The result here is a story of two parts - how they have done and how they think they are going to go? Next he touches on Freightways and Chorus share prices. He also comments on the PREFU, with the last chance to look at the books before the election. Listen to the full commentary to hear Andrew’s views. For more marke...

18/08/23 – PPI – Aussie employment 17.08.2023 5:38

JMI Wealth Director Andrew Kelleher discusses the release of the Producer Price Index for the June quarter. Have the cost pressures subsided? Next, he touches on the job numbers across the Tasman with lots of kiwis looking to emigrate. Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Title for Spotify: 17/08/23 – RBNZ – Fletcher Building 16.08.2023 5:54

JMI Wealth Director Andrew Kelleher discusses the shiny new monetary policy statement following the release from RBNZ. He also shares insights on the Fletcher Building annual result. Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

16/08/23 - GDT - REINZ - OCR 15.08.2023 5:54

JMI Wealth Director Andrew Kelleher discusses the significant Global Dairy Trade price index fall. How does this affect dairy farmers? Next, he touches on some positives in the housing market recovery. Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

15/08/23 - Migration - Services Sector 14.08.2023 5:35

JMI Wealth Director Andrew Kelleher discusses the migration numbers from yesterday’s Statistics NZ release. With the largest outflow of NZ citizens since 2013, how is this affecting our economic factors? Next, he touches on the Services Sector survey activity levels – are these up-beat numbers? Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditi...

11/08/23 - Quick recap of US 2nd quarter earnings season (and others) - Inflation 10.08.2023 4:44

JMI Wealth Director Andrew Kelleher discusses the fortunes of the US sharemarkets. Next, hear about the US inflation move. Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

10/08/23 - July 2023 electronic card transaction data - RBNZ survey expectations 09.08.2023 5:17

JMI Wealth Director Andrew Kelleher discusses “spending” following the latest electronic card transaction data release. Next, hear about the RBNZ survey expectations for the future. Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

09/08/23 - New BlackRock Fund a little perplexing - China trade data 08.08.2023 5:28

JMI Wealth Director Andrew Kelleher discusses the perplexing BlackRock Fund announcement with plans to reach 100% renewable energy by 2030. But where is the needed 2 billion dollars to do so? Next, hear about the Chinese decline in economy with weak global and domestic demand. Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditions, visit www.jmi...

08/08/23 - Restaurant Brands – Government consent process fast track process becomes permanent 07.08.2023 5:21

JMI Wealth Director Andrew Kelleher discusses Restaurant Brands “doing it a bit tough” with net profits expected to fall and seeing cost increases in New Zealand. He also shares his insights on the government fast-track consenting process moving from temporary to a permanent measure. Listen to the full commentary to hear Andrew’s views. For more market insights and our terms and conditions, visit...