JMI Wealth Market Update

Andrew Kelleher discusses the 50 basis move by the Reserve Bank yesterday and the next steps for limiting demand. He then discusses the Fletcher Building earnings report before moving on to the latest market data. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

New Zealand is the focus this morning with Andrew Kelleher as he discusses what happened at the most recent Global Dairy Trade auction, the impressive Mercury Energy earnings report, and our lack of population growth. Lastly, we hear the latest market data. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz  

Markets are happy after the US announced an 8.5% annual inflation rate. Andrew Kelleher and Mike Hosking discuss the US inflation number along with the ongoing A2 Milk saga. He then looks at the Australian bank earnings reports before moving onto the latest market data. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

The latest data from electronic card transactions has been released, how worried should we be? Andrew Kelleher discusses how it appears we’re starting to see the real impacts of high prices, higher mortgage payments, and worker shortages. Lastly, we hear the latest market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher discusses the numbers this morning from the RBNZ inflation expectations and although it seems the inflation outlook is elevated, it doesn’t appear to be trending higher. In other positive news, the US reporting season has shown largely positive earnings, although at a slower rate of growth. Lastly, we hear the latest market figures. For more market insights and for our terms and co...

Andrew Kelleher takes a look at the Australasian market as he reviews yesterday’s positive sales announcement by Briscoes Group, and comments on wage costs not being listed as a pressure point on profit margins. Next, he discusses the figures from the Australian reporting trade surplus as the Australasian market heads into reporting season. Then onto market figures. For more market insights and fo...

No shortage of data this morning as Andrew Kelleher reviews the NZ labour market statistics and comments on the labour cost index having the largest rise since June 2008. Next, he looks at A2 and their recent share price jump before moving onto today’s market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

No gold medal celebrations this morning as Andrew Kelleher reviews the numbers from last night’s Global Dairy Trade auction, as the index continues to deliver negative outcomes. He then looks globally at the RBA’s cash rate raise and the geopolitical tensions in Taiwan with the US, before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmi...

Andrew Kelleher kicks off Tuesday morning with the review of dwelling consent figures and comments on a healthy pipeline of work, following yesterday’s release by StatsNZ. Next, he discusses Pacific Edge BioTech’s situation and the challenge ahead for them, before moving onto today’s market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Welcome to Friday morning where Andrew Kelleher reviews the figures from yesterday’s release of the ANZ Business Outlook. He touches on the residential construction numbers and yesterday’s FED rally before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

This morning Andrew Kelleher discusses how the real world is hitting the profit line for the parent company of well-known brands KFC, Pizza Hut, Carls Jr, and Taco Bell. Next, we hear about the latest announcements from big names Alphabet, Coca Cola, and McDonalds. Lastly, we hear the latest market data and the impact of the Fed’s 75 basis point OCR increase over in the US. For more market insight...

Andrew Kelleher begins the day with news from the US discussing Walmart’s release of their revised profit outlook. Next, he looks at the recent report by ex-Reserve Bank Governor Graeme Wheeler titled “How central bank mistakes after 2019 led to inflation”. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

In this morning’s market update Andrew Kelleher takes a look at the Chinese property market and comments on another storm brewing as their prepay housing model starts to fall apart. Next, he heads over to the US as more major players in the S&P500 are set to release their earnings report this week. Then onto market figures for today. For more market insights and for our terms and conditions, v...

Andrew Kelleher kicks off Monday morning with the figures from the Philadelphia FED regional survey and comments that the data isn’t weak enough to be recessionary. Next, the earnings season has begun as Andrew reports on various social media platforms performing well under expectations. Then onto today’s market figures. For more market insights and for our terms and conditions, visit www.jmiwealt...

It’s been a good month so far for technology and growth investors. Andrew Kelleher discusses some positive news from the sector as Tesla’s results have exceeded expectations. He then delivers some more sobering figures with our latest overseas merchandise trade data showing we’re in a deficit of $10.5 billion. Lastly, we take a look at today’s market data. For more market insights and for our term...

This morning Andrew Kelleher touches on yesterday’s Netflix earnings announcement and why the company is calling it a success to lose almost a million subscribers. Next, is 40 the magic number in the UK? While temperatures are reaching 40 degrees, inflation is reaching 40-year highs. Lastly, he addresses yesterday’s policy changes to investor visa categories. Then onto the market data for today. F...

This morning Andrew Kelleher discusses the Global Dairy Trade auction that produced a disappointing, but not unexpected result of -5.0%. Next, Andrew discusses the start of the US company earnings season and the feeling of volatility in the air. However, with investors primed for disappointment, the market could be easily pleased. Lastly, we hear the latest market data for today. For more market i...

We received shocking news yesterday that inflation is up 7.3%, the biggest increase in 32 years. This morning Andrew Kelleher discusses the history of inflation in New Zealand and what caused yesterday's higher than expected inflation number. Next, he discusses what’s happening in our services sector before updating us with the latest market data. For more market insights and for our terms and con...

With a massive inflation number of 9.1% delivered in the US, Andrew Kelleher discusses what the messages and implications are for New Zealand. Locally he takes a look at the upcoming CPI announcement and then recaps the promising wheat, oil, copper, and aluminium prices as they fall back from their highs. Next, he discusses the good news out of Australia as they face a 48 year low in unemployment...

While there were no surprises yesterday with the 50 basis point move in the OCR, Andrew Kelleher discusses some points of interest coming from the announcement. Signs are undoubtedly pointing towards a slowing of the economy, but is there still a glimmer of hope? Overseas, the US released their CPI figures yesterday which has resulted in some weakness in the US share market. Lastly, Andrew gives u...

Is there really a brain drain? Andrew Kelleher discusses why it is a stretch to make that claim based on the latest net migration data released. He then discusses the $900 million deal Spark has made in a move to focus on being a communications company. Lastly, Andrew touches on the expected announcement from the RBNZ before updating us with the latest market data. For more market insights and for...

The beginning of an exciting week of data has Andrew Kelleher discussing electronic card transaction figures released by Stats NZ, and what that means for our economy amongst the talk of an upcoming recession. Next, Andrew discusses upcoming announcements from the RBNZ, and further afield we can expect an interesting week ahead with US company reporting season starting to kick off. Then let's hear...

Andrew Kelleher delves into commodity prices this Friday morning as he reviews the current standings for oil, copper, iron ore and aluminium. Next, he reports on Australia’s trade surplus figure exceeding market expectations before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher dials in from Dunedin to take a look at the minutes from the FED’s Open Market Committee's last meeting, and comments on the potential for even more restrictive policy’s to be implemented. Next, he touches on the US services sector and the energy market issues in Europe, before moving onto market figures for today. For more market insights and for our terms and conditions, visit ww...

In this morning’s market update Andrew Kelleher reviews the numbers from last nights Global Dairy Trade auction and reports a 4.1% fall for the index. Next, he dissects the QSBO figures and comments that this survey has confirmed the downbeat mood that has been identified from the higher frequency surveys previously discussed. Then onto market figures for today. For more market insights and for ou...