JMI Wealth Market Update

Welcome to Friday Freedom Day as Auckland begins reopening its doors to the public, Andrew Kelleher discusses Apple and their share price fall. Next, he casts a somber forecast for NZ’s coffee supply as a perfect storm of events projects a price increase in the new year. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher kicks off Thursday morning with a review of the Australian third quarter GDP results commenting on the 1.9% decrease being significantly better than expected. Next, he discusses dwelling consent figures for the month of October before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Welcome to December! Andrew Kelleher discusses the state of local business in November following the release of the ANZ Business Outlook. Next, he expands on the NZX50’s gain of 1.5% yesterday and touches on the Moderna announcements 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 impact of the Omicron variant on the NZ, EU and US markets. Next, he touches on an article by the Australian Financial Review, warning Aussie’s to keep an eye on the threat to their bank’s if NZ’s housing market saw a material hit. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.j...

Welcome to Friday morning where Andrew Kelleher discusses Fisher and Paykel’s results for the first half of the year and comments on a positive share price return. Next, he touches on the data from the US noting the lowest drop in jobless claims since 1969. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Good morning and welcome to Thursday where Andrew Kelleher delves into yesterday’s release of the Reserve Bank Monetary Policy Statement and comments on the RBNZ staying true to implementing a series of measured steps. Next, he touches on Tower’s positive capital return and the MIQ changes before moving onto market figures for today. For more market insights and for our terms and conditions, visit...

In today’s market update Andrew Kelleher discusses this year's third quarter Retail Trade Sales figures released yesterday by Stats NZ. Next, he delves into the RBNZ’s upcoming monetary policy release and considers the question “What should the Reserve Bank do?”. 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 reviews the performance of the NZX and comments on the country leading the global charge on interest rate normalisation. Next, he discusses the transition of Marsden Point from an oil refinery to a facility for importing and storing transport fuels. Then onto market figures for today. For more market insights and for our terms and conditions, visit w...

The west is best! Andrew Kelleher talks “The best wine in the world” from right here in West Auckland’s Kumeu River wines. He then discusses the current top performers on the NZX before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

This morning Andrew Kelleher discusses the recent outlook for NZX-listed company A2 Milk, following yesterday’s annual shareholders meeting. He then delves into the current factors keeping housing prices strong and pushing back against the bubble debate, 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 looming cloud of Inflation, its effect on interest rates, mortgage holders and the potential decisions of the RBNZ. He then discusses the pre-Christmas positivity for Napier’s port 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 sobering data released on New Zealand’s services and manufacturing sector. He then delves into the full force of lockdown and its impact on migrant numbers before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Retail in Auckland breathes a sigh of relief as reopening commences, Andrew Kelleher discusses the increase in card spending and the future environment for consumers. He then delves into the ANZ Truckometer index 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 recent IPO of EV manufacturer Rivian, who’s valuations rival the likes of GM & Ford. He then talks us through the opening of Auckland’s retail sector after an eye-watering 12 weeks in lockdown, and it's prosperous rebound hopes. Then onto market figures.

Welcome to Friday morning where Andrew Kelleher discusses the Federal Reserve’s announcement to scale back the pandemic stimulus machine, in reducing their bond buyback programme by $15Bn November & December. He then talks about the first crypto-dedicated ETF listing on the ASX before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co....

In today’s market update Andrew Kelleher discusses New Zealand’s employment data for the September quarter and comments on the data surpassing the projected expectations. Next, he touches on the Federal Reserve Bank’s announcement and a strong Global Dairy Trade auction 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 delves into the current pressures on the New Zealand Housing Market after data released from StatsNZ shows record highs in annual dwelling consents. He then touches on the Reserve Bank of Australia’s Monetary Policy decision reporting no rate hikes before moving onto market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

In today’s market update Andrew Kelleher discusses the all too familiar global conversation of inflation. First, he expands on China’s manufacturing sector and the various supply challenges they face before touching on the upcoming US, UK and AU central bank meetings to be held this week. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwe...

In today’s market update Andrew Kelleher discusses business cyber security and it’s increasing importance during the Covid lockdown periods. Next, he discusses the takeaways from Freightways annual shareholders meeting 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 Australian inflation and interest rate numbers and comments on how these figures have affected the New Zealand market. Next, he touches on the outlook for A2 milk and Skellerup before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher begins Wednesday morning with a review of yesterday’s announcement by Fonterra, commenting on a record high Farmgate milk price for farmers. Next, he talks US earnings season with the S&P 500 having doubled since March 2020. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Welcome to Tuesday morning where Andrew Kelleher discusses Apple’s recent privacy changes and its impact on ad business for various social media platforms. Next, he touches on US earnings reports and domestic data from the ANZ Business Outlook, before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Welcome to Free Trade Friday as Andrew Kelleher unpacks New Zealand’s FTA with the United Kingdom, and its potential impact in the coming years. Next, he touches on the ongoing Evergrande saga and the rise in mortgage rates 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 US reporting season and comments on how 80% of companies that have reported earnings have beaten expectations. Next, we dip our toes into cryptocurrency as the first Pro Shares Bitcoin Strategy ETF is released into the mainstream exchange market. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth...

Welcome to Wednesday as Andrew Kelleher talks listeners through the numbers following last night’s Global Dairy Trade Auction. Next, he reviews Fletcher Building’s annual shareholder meeting commenting on a positive outlook for the company to meet their 2023 goals. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz