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

Author

JMI Wealth

Category

Business

Podcast website

podcasters.spotify.com

Latest episode

Sep 19, 2025

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Episodes

Unemployment - Q2 Earnings Season 07.08.2025

JMI Wealth Director Andrew Kelleher provides insights into the current state of the New Zealand labour market, with particular focus on a better-than-expected unemployment rate. Additionally, he gives a brief recap of the US Q2 earnings season. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Global Dairy Trade Auction - Caixin - Jobs 07.08.2025

JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. He then turns to China, focusing on the recently released Private Services PMI. Additionally, he briefly comments on the labour market. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Briscoe Group - THL 07.08.2025

JMI Wealth Director Andrew Kelleher reviews Briscoe Group’s second-quarter sales, highlighting encouraging results for both the company and its shareholders. He then shifts focus to Tourism Holdings Limited (THL) and their recent takeover bid. Additionally, he offers brief commentary on US wholesale interest rates in the wake of Friday’s unexpected non-farm payroll figures. Then, onto market figur...

Microsoft - Meta - Federal Reserve - China 01.08.2025

JMI Wealth Director Andrew Kelleher reports on strong earnings results from Microsoft and Meta, both of which outperformed market expectations. He also reviews a statement from US Federal Reserve Chair Jerome Powell, and comments on the latest manufacturing data out of China. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Federal Reserve - Business Confidence 30.07.2025

JMI Wealth Director Andrew Kelleher discusses the US Federal Reserve and their recent decision to keep interest rates unchanged. He also covers business confidence in New Zealand following the release of the ANZ Business Outlook survey. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

NZ Jobs - US Data 29.07.2025

JMI Wealth Director Andrew Kelleher provides an overview of the current labour market, after the recently released BNZ/Seek Employment Report for June. He also covers the latest US data released overnight, including updates on consumer confidence and job openings. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

EU & US Trade Deal - NZ Jobs 28.07.2025

JMI Wealth Director Andrew Kelleher shares the latest on how US and European markets are responding to ongoing EU–US trade negotiations. He also analyses the most recent filled jobs data, providing insights into the current state of the New Zealand labour market. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Market Insights July 2025 14.07.2025

Despite ongoing geo-political and tariff uncertainties, markets are reaching new heights. Curious about the dynamics at play? Our latest video discusses economic patterns and provides investment insights from JMI Wealth. #jmiwealth #marketinsights #tariffs

Migration - Truckometer - NVIDIA 10.07.2025

JMI Wealth Director Andrew Kelleher provides insights into migration trends, outlining key arrival and departure figures for May. He also covers ANZ’s Truckometer, observing changes in both the Light and Heavy Traffic Index. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Interest Rates - China Inflation - Federal Reserve 09.07.2025

JMI Wealth Director Andrew Kelleher discusses the Reserve Bank of New Zealand’s decision to hold interest rates. He also covers inflation in China, after the release of the Consumer Price Index and Producer Price Index. Additionally, he comments on the rising political pressure on US Federal Reserve Chair Jerome Powell. Then, onto market figures. For more market insights and our terms and conditio...

Interest Rates - Reserve Bank of Australia 09.07.2025

JMI Wealth Director Andrew Kelleher discusses the Reserve Bank of New Zealand and comments on possible changes to the official cash rate in today’s review. Additionally, he covers the Reserve Bank of Australia’s latest decision to keep interest rates unchanged. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Trade - RBA 08.07.2025

JMI Wealth Director Andrew Kelleher provides an update on the latest developments in US and global trade policy, noting that this week marks the original deadline for ending the controversial pause on reciprocal tariffs. He also touches on the Reserve Bank of Australia’s expected cash rate cut later today based on consensus. Then, onto market figures. For more market insights and our terms and con...

THL - Skellerup - WeekAhead 06.07.2025

JMI Wealth Director Andrew Kelleher discusses the updates from Tourism Holdings and Skellerup Holdings. Additionally, he provides a brief overview of the latest on tariffs. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Non Farm Payrolls - US Data 04.07.2025

JMI Wealth Director Andrew Kelleher discusses the US labour market in light of the latest Non-farm Payrolls report for June. Additionally, he provides a brief overview of recent US data. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Canterbury - House Prices - US Data 03.07.2025

JMI Wealth Director Andrew Kelleher discusses business confidence in Canterbury, drawing on recent findings from Business Canterbury. He also shares insights into the New Zealand property market, following the latest report from Barfoot & Thompson. Additionally, he provides a brief update on US non-farm payrolls. Then, onto market figures. For more market insights and our terms and conditions,...

Global Dairy Trade Auction - NZIER Quarterly Survey of Business Opinion 02.07.2025

JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. Additionally, he examines the latest NZIER Quarterly Survey of Business Opinion, highlighting shifts in business confidence. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Business Confidence - Labour Market 01.07.2025

JMI Wealth Director Andrew Kelleher discusses business confidence in New Zealand following the release of the ANZ Business Outlook survey. Additionally, he reviews the latest filled jobs data, providing insights into the current state of the labour market. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Federal Reserve Chair - Data 26.06.2025

JMI Wealth Director Andrew Kelleher discusses the ongoing tensions between Donald Trump and Federal Reserve Chair Jerome Powell. Additionally, he provides a brief update on US economic data released overnight. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Australia CPI - Xero Limited - Virgin Australia 25.06.2025

JMI Wealth Director Andrew Kelleher reviews the latest Consumer Price Index (CPI) figures for Australia, drawing comparisons with New Zealand and exploring the implications for a potential interest rate cut. He also provides an update on two ASX-listed companies: Xero Limited and Virgin Australia. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth...

Fletcher Building - JMI Wealth 24.06.2025

JMI Wealth Director Andrew Kelleher reviews the key takeaways from Fletcher Building’s investor day, including major updates and insights. He also discusses JMI Wealth’s parent company, Investment Services Group, and its successful partnership with Shaw and Partners – one of Australia’s pre-eminent firms in investment advice and wealth management. Then, onto market figures. For more market insight...

Iran Reaction - Oil Price 24.06.2025

JMI Wealth Director Andrew Kelleher discusses the recent military tensions between Iran and the United States, with a particular focus on how financial markets have reacted. He also provides an update on oil markets amid the ongoing conflict. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Market Insights - June 11.06.2025

May was a highlight for US share markets, but what's next? Director Andrew Kelleher examines the possibilities and what this means for your investments. Get the latest insights from JMI Wealth. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Building Work - Gas 06.06.2025

JMI Wealth Director Andrew Kelleher reviews the latest Stats NZ figures on building work put in place, discussing both commercial and residential construction activity. He also briefly comments on yesterday’s announcement from the Ministry of Business, Innovation and Employment regarding the country’s lower-than-expected gas production and reserves. Then, onto market figures. For more market insig...

Australia GDP - Virgin Australia 04.06.2025

JMI Wealth Director Andrew Kelleher discusses the Australian GDP results, highlighting lower-than-expected growth figures. He also talks about Virgin Australia and its plans to return to the Australian stock market, following the recent announcement of its initial public offering. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

Global Dairy Trade Auction - China Caixin 03.06.2025

JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. Additionally, he discusses the manufacturing sector in China, noting a decrease in the Caixin China General Manufacturing PMI. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

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