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

Andrew Kelleher discusses the familiar topic of inflation as he reports on the biggest quarterly rise since 1987 after reviewing the third quarter inflation number 18.10.2021 4:53

Andrew Kelleher discusses the familiar topic of inflation as he reports on the biggest quarterly rise since 1987 after reviewing the third quarter inflation number. Next, he touches on the data from the BNZ Performance of Services Index before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

It’s about the hass and the house as Andrew Kelleher reviews number from the September REINZ Monthly Property Report 14.10.2021 5:24

It’s about the hass and the house as Andrew Kelleher reviews number from the September REINZ Monthly Property Report. Next, he discusses the avocado production surge in Australia before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Auckland businesses are holding their nerve as Andrew Kelleher reviews the numbers from the preliminary reading of the ANZ Business Outlook Opinion 13.10.2021 5:07

Auckland businesses are holding their nerve as Andrew Kelleher reviews the numbers from the preliminary reading of the ANZ Business Outlook Opinion. Next, he touches on food price inflation and the impact supply chain issues, labour shortages and production cost increases has had. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co....

Andrew Kelleher kicks off Wednesday morning with the review of the New Zealand Government’s financial statements for the 12 months ending in June 2021 12.10.2021 5:16

Andrew Kelleher kicks off Wednesday morning with the review of the New Zealand Government’s financial statements for the 12 months ending in June 2021. Next, he touches on Card Spending data through the lockdown period before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher discusses further developments on the ongoing takeover of Z Energy from Ampol 11.10.2021 5:15

In today’s market update Andrew Kelleher discusses further developments on the ongoing takeover of Z Energy from Ampol. Next, he touches on Kea Aerospace as they continue to work on a solar powered unmanned zero emission aircraft. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher comments on the company Infratil as they announce another investment into CDC Data Centres 08.10.2021 5:33

The wheels of commerce continue to turn as Andrew Kelleher comments on the company Infratil as they announce another investment into CDC Data Centres. Next, he reviews potential IPO’s and the effect of the rise in OCR on mortgage rates. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher reviews the Reserve Bank’s announcement to raise the OCR and discusses the price rise of natural gas across the globe 06.10.2021 5:26

In today’s market update Andrew Kelleher reviews the Reserve Bank’s announcement to raise the OCR and discusses the price rise of natural gas across the globe. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher discusses last night’s Global Dairy Trade auction and how its outcome supports New Zealand’s Farmgate Milk Price 05.10.2021 5:30

Prices are steady and you can’t get flatter than that, this morning Andrew Kelleher discusses last night’s Global Dairy Trade auction and how its outcome supports New Zealand’s Farmgate Milk Price. Next, he reviews the numbers from the recent QSBO survey and projects his predictions for the upcoming OCR announcement. Then onto market figures for today. For more market insights and for our terms an...

Andrew Kelleher discusses the company Infratil and their recent investment into Auckland Radiology 04.10.2021 4:56

In this morning’s market update Andrew Kelleher discusses the company Infratil and their recent investment into Auckland Radiology. Then he touches on potential upcoming IPO’s before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher reviews figures from the ANZ Business Outlook survey and identifies the impact cost and pricing pressures are having on business confidence 30.09.2021 5:31

In today’s market update Andrew Kelleher reviews figures from the ANZ Business Outlook survey and identifies the impact cost and pricing pressures are having on business confidence. Next, he comments on the growing dwelling consent numbers across the nation before moving 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 on a positive note reporting a strong profit for The Warehouse Group as their 2021 financial year has come to a close 29.09.2021 5:23

Andrew Kelleher kicks off Thursday morning on a positive note reporting a strong profit for The Warehouse Group as their 2021 financial year has come to a close. Next, he considers a possible global growth slow down for share markets locally and globally before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher discusses the latest flare up in oil price and identifies an ongoing theme of how the movement to a carbon neutral world is impacting investment decision making 28.09.2021 5:24

In today’s market update Andrew Kelleher discusses the latest flare up in oil price and identifies an ongoing theme of how the movement to a carbon neutral world is impacting investment decision making. Next, he expands on the regulatory changes to the property market and its effect on landlords and tenants before onto market figures for today. For more market insights and for our terms and condit...

Andrew Kelleher discusses the recent German election and considers the potential impact on the fiscal policy radar in Europe 27.09.2021 5:18

Good morning and welcome to Tuesday, Andrew Kelleher discusses the recent German election and considers the potential impact on the fiscal policy radar in Europe. Next, he reviews pre lockdown data for the ASB Regional Economic Scoreboard 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 the week confidently with a review of the Westpac McDermott Miller Regional Economic Confidence survey released last Friday 26.09.2021 5:10

Andrew Kelleher begins the week confidently with a review of the Westpac McDermott Miller Regional Economic Confidence survey released last Friday. Next, his lens focuses in on China as he touches on the Evergrande saga and discusses the recent government crackdown on crypto currency trading.  For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher delves into Chinese property developer Evergrande’s current situation and considers the possible impact on the Chinese property market and individual investors 22.09.2021 5:21

Good morning, Andrew Kelleher delves into Chinese property developer Evergrande’s current situation and considers the possible impact on the Chinese property market and individual investors. Next, he touches on Fed Chairman Jerome Powell’s announcement before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher discusses last night’s Global Dairy Trade auction and what appears to be a gradual rise for the index 21.09.2021 5:15

Welcome to Wednesday morning, Andrew Kelleher discusses last night’s Global Dairy Trade auction and what appears to be a gradual rise for the index. Next, he reviews RBNZ’s Deputy Government Christian Hawkesby’s speech “A least regrets approach to uncertainty: Hawks, Doves and the White Heron (he Kotuku)” before moving onto market figures for today. For more market insights and for our terms and c...

Andrew Kelleher kicks off Tuesday morning with a review of BNZ’s BusinessNZ Performance of Services Index and gives listeners a look into what’s happening in the current lockdown 20.09.2021 5:10

Andrew Kelleher kicks off Tuesday morning with a review of BNZ’s BusinessNZ Performance of Services Index and gives listeners a look into what’s happening in the current lockdown. Next, he touches on the Reserve Bank’s speech this morning before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher reviews numbers from New Zealand’s second quarter GDP data reporting on strong momentum moving into the third quarter 15.09.2021 5:16

This morning Andrew Kelleher reviews numbers from New Zealand’s second quarter GDP data reporting on strong momentum moving into the third quarter. Next, he discusses the nation’s balance of payments and the likeliness of maintaining the current deficit, before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher takes a look at business confidence during the current lockdown period following the release of the ANZ Business Outlook report 13.09.2021 5:13

Happy birthday Andrew! In today’s market update Andrew Kelleher takes a look at business confidence during the current lockdown period following the release of the ANZ Business Outlook report. Next, he comments on food and rent prices before touching on the Chinese property developer Evergrande. Then onto market figures for today. For more market insights and for our terms and conditions, visit ww...

Andrew Kelleher reviews ANZ’s Truckometer data for the month of August 09.09.2021 5:32

Welcome to Friday morning, Andrew Kelleher reviews ANZ’s Truckometer data for the month of August. Then he touches on movements in the non-fungible tokens market before covering today’s market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher reviews BNZ’s Card Spending data and comments on the wider use and acceptance of online spending 09.09.2021 4:58

In this morning’s market update Andrew Kelleher reviews BNZ’s Card Spending data and comments on the wider use and acceptance of online spending. Next, he touches on El Salvador’s recent adoption of Bitcoin as legal tender 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 covers yesterday’s Global Dairy Trade Event with the index yielding a positive result after a consistent downward trend 08.09.2021 5:19

In today’s market update Andrew Kelleher covers yesterday’s Global Dairy Trade Event with the index yielding a positive result after a consistent downward trend. Next, he reviews the recent release of the 2021-2024 National Land Transport Programme before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

It’s a good time to be a tradie, in today’s market update Andrew Kelleher talks dwelling consents and reviews data from this year’s June quarter 06.09.2021 5:00

It’s a good time to be a tradie, in today’s market update Andrew Kelleher talks dwelling consents and reviews data from this year’s June quarter. Next, he covers yesterday’s release of the ANZ World Commodity Price Index and touches on NZ’s currency strengthening before moving onto market figures for the day. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher starts Friday morning with a review of New Zealand’s Terms of Trade data for the second quarter 03.09.2021 5:16

Andrew Kelleher starts Friday morning with a review of New Zealand’s Terms of Trade data for the second quarter. Next, he updates listeners on New Zealand’s free trade agreement with the UK before moving 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 ANZ Business Outlook survey released yesterday 01.09.2021 5:14

Andrew Kelleher kicks off Thursday morning with a review of the ANZ Business Outlook survey released yesterday. Then he discusses the rise in building consents across the nation before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz