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 economic impact of the current lockdown as he reviews last week’s release of the ANZ Consumer Confidence Survey 30.08.2021 5:10

This morning Andrew Kelleher discusses the economic impact of the current lockdown as he reviews last week’s release of the ANZ Consumer Confidence Survey. Next, he looks at Australia’s second quarter GDP data and the likelihood of Australia entering a technical recession. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Happy Friday! Andrew Kelleher discusses Rocket Lab’s trading movements, A2 milk’s decline in China and Air New Zealand’s report before moving onto market figures for today 27.08.2021 5:11

Happy Friday! Andrew Kelleher discusses Rocket Lab’s trading movements, A2 milk’s decline in China and Air New Zealand’s report 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 we look to the sky as Andrew Kelleher covers reporting season for the companies Sky and Sky City 25.08.2021 5:01

In today’s market update we look to the sky as Andrew Kelleher covers reporting season for the companies Sky and Sky City. Next, he reviews data from yesterday’s release of Import Export Trade for the month of July. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher reviews data from yesterday’s release of The Retail Trade Survey for the second quarter 24.08.2021 5:08

This morning Andrew Kelleher reviews data from yesterday’s release of The Retail Trade Survey for the second quarter. Then he covers reporting season with a strong report from Restaurant Brands 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 the day by looking at the retail fuel and distribution sector as he reviews Z Energy’s position after receiving a takeover proposal from Australian owned company Ampol 23.08.2021 5:20

Welcome to Tuesday morning, Andrew Kelleher starts the day by looking at the retail fuel and distribution sector as he reviews Z Energy’s position after receiving a takeover proposal from Australian owned company Ampol. Next, he considers how Z Energy and Mainfreight may have influenced the NZX50’s recent spike before moving onto market figures for today. For more market insights and for our terms...

Andrew Kelleher provides his insights on inflation, employment data and second quarter earnings for US companies 18.08.2021 5:13

Director Andrew Kelleher provides his insights on inflation, employment data and second quarter earnings for US companies. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

All the wheels of commerce are turning this morning as Andrew Kelleher reviews the Monetary Policy Committee’s statement released yesterday 18.08.2021 5:26

All the wheels of commerce are turning this morning as Andrew Kelleher reviews the Monetary Policy Committee’s statement released yesterday. Next, he covers reporting season and touches on Fletcher Building’s and Fisher & Paykel’s earnings before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

As the nation enters level 4 lockdown, what does it mean for financial markets? 18.08.2021 5:42

As the nation enters level 4 lockdown, what does it mean for financial markets? Andrew Kelleher comments on the implications of the lockdown on markets and how its duration will be key. 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 NZ and AU’s reporting season with Contact Energy being the first to release their report 17.08.2021 5:08

In today’s market update Andrew Kelleher kicks off NZ and AU’s reporting season with Contact Energy being the first to release their report. He expands on the likely focus of the future of power generation following the nation’s recent power cuts before touching on A2 milks current situation and moving onto market figures for the day. For more market insights and for our terms and conditions, visi...

Andrew Kelleher reviews the outcomes from the REINZ Monthly Property Report and the RBNZ’s survey of expectation 12.08.2021 4:47

Welcome to Friday! Andrew Kelleher reviews the outcomes from the REINZ Monthly Property Report and the RBNZ’s survey of expectation. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher dives into labour market figures following yesterday’s release of the BNZ SEEK Employment Report for July 12.08.2021 5:07

This morning Andrew Kelleher dives into labour market figures following yesterday’s release of the BNZ SEEK Employment Report for July. Next, he expresses the real upside risk around short-term fixed mortgage rates before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Let’s talk spending! Andrew Kelleher covers the recent report released by Stats NZ for July’s electronic card data numbers and how the Trans-Tasman bubble closure has affected the report. Next, he touches on the recent power outages 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 Tuesday morning with coverage of Auckland Airport’s pre and post Covid infrastructure plans before updating listeners on the current situation for private sector companies following the crackdown by Chinese authorities. Then onto market figures for the day. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher talks cars as he lists some of the classic cars set to be auctioned at this year’s Monterey Car Week in California 06.08.2021 5:21

Happy Friday, Andrew Kelleher talks cars as he lists some of the classic cars set to be auctioned at this year’s Monterey Car Week in California. Next, he covers some exciting news as he announces the second New Zealand wine to have ever received a perfect 100 point score by wine critic James Suckling. Lastly, he touches on NZX’s small connection issue before moving onto market figures for today....

Andrew Kelleher reviews the recent release of employment numbers for the nation, before expanding on labour market pressures and how vaccinations will be the key to its relief 05.08.2021 5:24

This morning Andrew Kelleher reviews the recent release of employment numbers for the nation, before expanding on labour market pressures and how vaccinations will be the key to its relief. Then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher identifies a downward trend after the latest Global Dairy Trade update 04.08.2021 5:19

Welcome to Wednesday morning, Andrew Kelleher identifies a downward trend after the latest Global Dairy Trade update. Next, he discusses the effects of the RBNZ’s latest media release on first home buyers before moving onto today’s market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

The winds of change are blowing across the buy now pay later sector in Australia 02.08.2021 5:19

The winds of change are blowing across the buy now pay later sector in Australia. In today’s market update Andrew Kelleher discusses the takeover of the Australian owned company Afterpay. Then he takes a look at Genesis Energy and their plans to work with Tilt Renewables’ new windfarm in Dargaville, before moving onto market figures for today. For more market insights and for our terms and conditi...

Andrew Kelleher reviews ANZ’s July Business Outlook Survey before covering earnings reports after a big week for offshore markets 30.07.2021 5:29

Happy Friday, Andrew Kelleher reviews ANZ’s July Business Outlook Survey before covering earnings reports after a big week for offshore markets, then onto today’s market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher covers yesterday’s Z Energy investor day as they begin to focus on a low carbon future. 29.07.2021 5:22

What does the future of fuel demand look like? Andrew Kelleher covers yesterday’s Z Energy investor day as they begin to focus on a low carbon future. Next, he touches on the outcomes of the Federal Reserve meeting before moving onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher covers Tesla’s recent earnings call and how the company is navigating the effects of current supply chain issues. 28.07.2021 5:24

Welcome to Wednesday, Andrew Kelleher covers Tesla’s recent earnings call and how the company is navigating the effects of current supply chain issues. Next, he takes a look at the decision by Chinese authorities to crack down on private sector companies, then onto market figures for today. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher considers New Zealand’s import and export data for the month of June. 27.07.2021 4:52

This morning Andrew Kelleher considers New Zealand’s import and export data for the month of June. Then he brings his scope overseas and discusses how the new Covid variant could influence the Federal Reserve meeting set for later this week. Lastly onto today’s market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher provides his insights on inflation, vaccination progress and employment. 23.07.2021 9:25

Director Andrew Kelleher provides his insights on inflation, vaccination progress and employment. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Happy Friday! Andrew Kelleher talks us through inflation figures along with Consumer and House Price Index projections for the June and September quarters. 15.07.2021 5:21

Happy Friday! Andrew Kelleher talks us through inflation figures along with Consumer and House Price Index projections for the June and September quarters. Next, he discusses the recent acquisition of a local tech company and how this case has gone against the current trend. Then onto today’s market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher kicks off Thursday morning with the results from yesterday’s Monetary Policy Review. 14.07.2021 5:26

Andrew Kelleher kicks off Thursday morning with the results from yesterday’s Monetary Policy Review. Next, he explains the data from non-citizen migration statistics and it’s affect on migrant labour supply. Then onto today’s market figures. For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz

Andrew Kelleher examines the increasing rise in housing prices, data from the Food Price Index released yesterday and the anticipated topics to be covered in today’s RBNZ Monetary Policy Review. 13.07.2021 4:56

Welcome to Wednesday morning, Andrew Kelleher examines the increasing rise in housing prices, data from the Food Price Index released yesterday and the anticipated topics to be covered in today’s RBNZ Monetary Policy Review. Then onto today’s market figures. Tune in tomorrow for a full discussion of today's upcoming Monetary Policy Review. For more market insights and for our terms and conditions,...