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

11/03/2022 - Card Spending - US Inflation 11.03.2022 5:33

Listen in to this morning’s commentary as Andrew Kelleher delves into the “pending winter of discontent”, as retail card spending makes its second largest fall ever. He then discusses the economic outlook over the coming months with oil, interest rates and inflation starting to bite, before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.c...

10/03/2022 - Commodities - Chinese Inflation 09.03.2022 5:38

Listen in this morning as Andrew Kelleher delves into the shifts in commodity prices overnight, with the main act being the sharp fall in Oil. He then discusses China’s recent inflation numbers before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

09/03/2022 - Stagflation - OCR 08.03.2022 5:02

In this morning’s commentary Andrew Kelleher discusses the current conundrum facing central banks as the economic period of ‘Stagflation’ looks to be on its way. He then talks about the recent OCR forecasts from ANZ before finishing off with market figures. For more market insights and for our terms and conditions, visit  www.jmiwealth.co.nz

08/03/2022 - Global Markets - Vodafone 07.03.2022 5:30

Welcome to Tuesday morning where Andrew Kelleher delves into the current strain on Oil prices, and comments on how the conflict in Ukraine may not be the only contributor. He then discusses Vodafone NZ’s recent announcement to sell off their mobile towers before moving onto market figures for today." For more market insights and for our terms and conditions, visit  www.jmiwealth.co.nz

04/03/22 - Sanctions - CPI 03.03.2022 5:20

Welcome to Friday morning where Andrew Kelleher unpacks the various sanctions received by Russia and considers the idea of the West bringing down a new Iron Curtain. Next, he talks through recent Commodity Price Index numbers before moving onto market figures for today. For more market insights and for our terms and conditions, visit  www.jmiwealth.co.nz

03/03/22 - Building Consents - Markets 02.03.2022 5:29

In today’s market update Andrew Kelleher takes a look at some local economic data and discusses January’s building consent numbers. Next, he casts his lens across the globe to touch on the pace and forecast for US interest rates, before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

02/03/22 - Global Dairy Trade - Reserve Bank of Australia 01.03.2022 5:33

Good morning and welcome to Wednesday as Andrew Kelleher reviews the powerful rise in the Global Dairy Trade Index overnight, and how Russia and Ukraine factor into the dairy supply chain. Next, he heads over the Tasman to discuss the RBA’s decision on the Australian official cash rate before moving onto market figures for today. For more market insights and for our terms and conditions, visit&nbs...

01/03/22 - Ukraine Effect - Sanctions 28.02.2022 5:46

In today’s market update Andrew Kelleher reviews the effect of rising tensions in Europe over the weekend on local and global markets. Next, he discusses the volatility of the NZ and Russian currencies before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

25/02/22 - Russia - Ukraine - Results 24.02.2022 5:23

Friday morning kicks off with Andrew Kelleher’s dissection of the market’s reaction from the situation between Ukraine and Russia. Next, he touches on a better than expected US reporting season before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

24/02/22 - RBNZ 23.02.2022 4:28

In this morning's market update the Kelleher Report Card is in following yesterday's release of the Monetary Policy Statement. He reports on the statement's focus on the OCR track rate and its potential impact on Government funding requirements. Next, he expands on the forecast for inflation and questions how much inflation is imported? Then onto market figures for today. For market insights and f...

23/02/22 - RBNZ - Offshore Markets 22.02.2022 5:35

This morning Andrew Kelleher discusses the forecast for this afternoon’s monetary policy statement announcement and shares his thoughts on the OCR projection over the next 15 months. Next, he touches on the impact of the geopolitical events in Ukraine before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

18/02/2022 - Skellerup - Retail 17.02.2022 5:28

Listen in this morning as Andrew Kelleher discusses the very strong result for NZ manufacturer Skellerup, after its delivery of a record first half net profit. He then discusses the current headwinds for NZ retailers before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

17/02/2022 - Fletcher - EBOS 16.02.2022 5:32

Welcome to Thursday morning where Andrew Kelleher dives into the strong momentum for Fletcher Building post its recent earnings release. He then discusses the recent positivity from listed company EBOS before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

16/02/2022 - Dairy - Migration 15.02.2022 5:17

This morning Andrew Kelleher dives into the positive results from the Global Dairy Trade auction overnight, with skim milk powder leading the charge. He then discusses the recent data on net migration before finishing off with market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

15/02/2022 - Sky City - Contact Energy - Food 14.02.2022 5:28

Welcome to Tuesday morning where Andrew Kelleher discusses the ongoing headwinds for Sky City Entertainment Group, which announced a significant loss in earnings yesterday. He then delves into the highest annual rise in food prices since 2011, before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

14/02/2022 - Ukraine - Oil - Kathmandu 13.02.2022 5:19

Welcome to Monday morning where Andrew Kelleher discusses the current tensions in Ukraine and how this may play on the minds of investors. He then delves into Kathmandu’s bounce back in earnings despite overseas supply issues, before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

10/02/2022 - US Reporting Season - Bank Profits 09.02.2022 5:39

This morning Andrew Kelleher talks reporting season in the US, strong sentiment arising from the fourth quarter of 2021 with two thirds of S&P500 companies reporting profits. He then delves into ASB Bank's recent earnings release before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

09/02/2022 - Contact Energy - Amazon 08.02.2022 5:19

Welcome to Wednesday morning where Andrew Kelleher discusses the prospects of Contact Energy’s new Geothermal power plant, and how its outlook seems positive despite rising headwinds. He then delves into Amazon's salary cap before finishing off with market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

08/02/2022 - US Markets - Inflation 07.02.2022 5:39

No shortage of action in global markets to start off the new year. Listen in to Andrew Kelleher as he discusses robust employment in the US, mega-cap moves and inflation updates before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher discusses the recent results for third quarter New Zealand GDP, and how the impact of lockdown has resulted in the 2nd largest quarterly fall ever 16.12.2021 5:46

Andrew Kelleher discusses the recent results for third quarter New Zealand GDP, and how the impact of lockdown has resulted in the 2nd largest quarterly fall ever. He then talks about the US Federal reserves plan to taper away their bond buyback plan sooner than expected as we anticipate 3 rate hikes for 2022. The onto market figures. For more market insights and for our terms and conditions, visi...

Welcome to Tuesday morning where Andrew Kelleher delves into the current statistics on net migration to New Zealand, and what its loss might mean for the current labour market 13.12.2021 5:26

Welcome to Tuesday morning where Andrew Kelleher delves into the current statistics on net migration to New Zealand, and what its loss might mean for the current labour market. He then discusses the strengthening headwinds for NZ house prices before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Listen in to Andrew Kelleher's discussion of the recent acquisition by Australasian group EBOS, and its continued prosperous outlook 09.12.2021 5:25

Listen in to Andrew Kelleher's discussion of the recent acquisition by Australasian group EBOS, and its continued prosperous outlook. He then delves into the current restructuring of Fonterra, what it means for farmers, shareholders and future growth 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 rocky outlook for Chinese property conglomerate Evergrande, and its speculation around missing recent payment deadlines 08.12.2021 5:12

This morning Andrew Kelleher delves into the rocky outlook for Chinese property conglomerate Evergrande, and its speculation around missing recent payment deadlines. He then highlights the continued positive performance for three NZ companies before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Welcome to Tuesday morning where Andrew Kelleher discusses the continued strength in Dairy Commodity prices after the Global Dairy Trade Auction posted positive results 08.12.2021 5:30

Welcome to Tuesday morning where Andrew Kelleher discusses the continued strength in Dairy Commodity prices after the Global Dairy Trade Auction posted positive results. He then delves into the recent surge in SKY TV’s stock price before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Listen in to Andrew Kelleher as he discusses the recent quarterly results for building work in place, and what it's decline means for NZ GDP 06.12.2021 5:29

Listen in to Andrew Kelleher as he discusses the recent quarterly results for building work in place, and what it's decline means for NZ GDP. He then pinpoints the latest positive outcomes for two NZ services before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz