JMI Wealth Market Update

In today’s market update Andrew Kelleher discusses the RBA’s recent inflation announcement and the potential impact on mortgage rates. Next, he discusses Alphabet and Microsoft’s results from the US earnings season before moving 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 delves into Elon Musk’s recent purchase of Twitter and the potential outlook for the company. Next, he touches on the RBNZ’s credit card data released yesterday and the potential takeover of Pushpay before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher spends Tuesday morning discussing US market’s and the rising concern over interest rates. Next, he comments on last week’s announcement by Indonesia to ban the export of cooking and palm oil products before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Happy Friday! Andrew Kelleher covers various topics regarding inflation. He continues to talk about the big increase in Tesla’s first quarter profit. Then onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Welcome to Thursday morning as Andrew Kelleher discusses the upcoming CPI announcement and a more technical view on the types of inflation we might start to experience in NZ. He then delves into the recent plunge in Netflix’s stock as their latest earnings report falls short of analysts’ expectations. Then onto market figures. For more market insights and for our terms and conditions, visit www.jm...

This morning Andrew Kelleher discusses the fall in the Global Dairy Trade Auctions index price overnight with lockdowns in China noting the most significant external impact. He then delves into the recent OCR review before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Listen in this morning as Andrew Kelleher dives into the potential for more inflationary pressures and supply chain disruption, as China continues to pursue an elimination strategy to battle COVID-19. He then discusses the upcoming season of US earnings before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

In the words of the RBNZ “It is appropriate to tighten monetary policy at pace”, Andrew Kelleher delves into yesterday’s OCR announcement and comments on market pricing not being what the economist thought. Next, he discusses the local and global food price rise and touches on the outlook for NZ King Salmon, before moving onto market figures. For more market insights and for our terms and conditio...

In this morning’s market update Andrew Kelleher discusses the results from the Quarterly Survey of Business Opinion and identifies some clear signals that inflationary and labour pressures are becoming extreme. Next, he touches on today’s upcoming OCR announcement before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Spending, spending, spending, are we splashing the plastic? Andrew Kelleher discusses the answer after yesterday’s release of the electronic card spending data by Stats NZ. Next, he expands on Napier Port’s trading update and USA’s expected elevation of CPI inflation, before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Welcome to Friday morning as Andrew Kelleher discusses the recent lockdown in Shanghai China, and how these significant lockdown restrictions could impact local and global economic activity. Next, he comments on the situation in Russia and the potential for technical default before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth....

In today’s market update Andrew Kelleher reviews the minutes from the Federal Reserve Bank’s March meeting and comments on the more aggressive approach towards normalising monetary policy. Next, he discusses very healthy employment numbers following the release of the BNZ Seek Employment Report, before moving onto market figures. For more market insights and for our terms and conditions, visit www...

Listen in this morning as Andrew Kelleher discusses what a rights issue from Air New Zealand means for investors, and explains how the market prices this in. He then touches on last night’s Global Dairy Trade Auction before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

This morning Andrew Kelleher delves into the recent trading activity for Air New Zealand after their recent rights issue, with the verdict being overwhelmingly positive. He then discusses the looming Brain drain trend, as ANZ Australia announce job ads are up 57.5% since pre pandemic levels. Then onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co...

In this morning’s market update Andrew Kelleher discusses what is the first performance benchmark of the year both locally and globally. Next, he touches on Air New Zealand’s fall in share price before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Welcome to Thursday morning where Andrew Kelleher discusses Air New Zealand’s recent refinancing decision and how it impacts their shareholders. Next, he talks through yesterday’s release of the ANZ Business Outlook Survey as business confidence recovers slightly, but is very much in short supply. Then onto market figures. For more market insights and for our terms and conditions, visit www.jmiwea...

In this morning’s market update Andrew Kelleher is blown away with yesterday’s announcement by NZ Super Fund’s to enter a joint venture to investigate a wind energy development in South Taranaki. Next, he touches on Australian retail figures building good momentum before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

In today’s market update Andrew Kelleher shares some uplifting data sets as employment confidence across the nation is looking very healthy. Next, he discusses the weaponisation of finance as the West lowers the economic iron curtain on Russia before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher casts his lens at local markets as he discusses yesterday’s release of Fisher and Paykel Healthcare’s revenue guidance. Next, he unpacks Kathmandu’s change of brand name and their profit results for the first half of the year before moving 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 the economic warning lights are flashing as Andrew Kelleher unpacks the figures from the Westpac McDermott Miller Regional Economic Confidence survey. He comments on consumer confidence being at the lowest level since the Global Financial Crisis before discussing The Warehouse's first half results. For more market insights and for our terms and conditions, visit www...

Welcome to Tuesday Morning where Andrew Kelleher unpacks yesterday’s Monthly Merchandise Trade Data released by Stats NZ and comments on February 2022 being the biggest deficit we’ve ever seen. Next, he touches on Russia’s repayments and the possibility of default before moving onto markets figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Friday mornings’ market update has Andrew Kelleher discussing yesterday’s Federal Reserve bank announcement and comments on the FED’s shift to a more aggressive position. Next, he touches on the nation’s GDP numbers falling slightly below market forecast before moving 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 discusses the FED’s upcoming announcement where he expects interest rates to go up for the first time since 2018. Next, he touches on today’s 4th quarter GDP release and the nation’s current account deficit being the widest since 2009. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.c...

Wednesday morning kicks off with a discussion of the fall in the Global Dairy Trade auction overnight, with Andrew Kelleher pondering if the growth rate in China has fed into the GDT dip. Next, he unpacks the heart-breaking PSI numbers for the services sector 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 talks about shuffling within the fuel retail space and discusses Ampol's recent sale agreement of Gull, in hopes of acquiring Z-Energy. Next, he delves into falling house prices and what it means for sentiment, before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz