JMI Wealth Market Update

JMI Wealth Director Andrew Kelleher discusses consumer confidence in New Zealand for the month of May, following the release of the ANZ-Roy Morgan Consumer Confidence survey. He also comments on local and global markets, and provides an update on key developments in May. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher discusses business confidence in New Zealand following the release of the ANZ Business Outlook survey. He also covers Nvidia’s latest quarterly earnings results, which mark the tenth consecutive quarter of record revenue growth. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher addresses yesterday’s interest rate cut by the Reserve Bank of New Zealand and explores its potential impact on the economy. He also shares updates on Infratil and Fisher & Paykel Healthcare following the release of their full-year profit results. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher comments on the Reserve Bank of New Zealand and speculates on possible changes to the official cash rate in today’s review. He also provides an update on US markets following UK trade talks and looks at the impact tariffs are having on consumer confidence. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher provides an update on the tariff situation between the US and the EU, noting growing tensions surrounding trade agreements. He also discusses Turners Automotive Group’s latest financial results, highlighting a record profit amid challenging economic conditions. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth....

JMI Wealth Director Andrew Kelleher provides an overview of the current labour market, after the recently released BNZ/Seek Employment Report. He also examines the latest quarterly retail spending figures following the release of Stats NZ’s Retail Trade Survey. Additionally, he offers brief commentary on the Government’s new Investment Boost tax incentive. Then, onto market figures. For more marke...

From trade embargoes to bear markets, April's economic landscape was anything but calm. Director Andrew Kelleher discusses how global markets are reacting and what lies ahead. Stay informed with JMI Wealth. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher reviews BNZ’s BusinessNZ Performance of Manufacturing Index (PMI) survey - how are we faring on a global comparison?  Next, he highlights the outcomes from the RBNZ Survey of Expectations for May, noting inflation expectationsincreased across all the time horizons. Then, onto market figures. For more market insights and our terms and conditions, visitwww.jmiweal...

JMI Wealth Director Andrew Kelleher reviews the latest half-year results from fishing company Sanford, highlighting their strong performance. He also takes a closer look at April’s Selected Price Indexes, noting key shifts in the prices of food, petrol, and electricity. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher discusses the recently released electronic card transaction data from Stats NZ, highlighting a decline in spending for April. He also provides insights into migration trends, outlining key arrival and departure figures for the month. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher provides an update on global market reactions to the US–China trade deal. He then discusses inflation in the US, providing an analysis of the latest CPI figures. He also comments on ANZ’s Truckometer, observing the changes in both the Light and Heavy Traffic Index. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwea...

JMI Wealth Director Andrew Kelleher discusses the recent trade agreement between China and the US, highlighting a de-escalation in tensions and tariffs. He also covers the latest Ready-Mixed Concrete data from Stats NZ, offering insights into the state of the construction industry. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher discusses the US Federal Reserve's decision to keep interest rates unchanged, noting the impact of tariff uncertainty. He also provides an overview of the current labour market conditions and reviews Briscoes’ latest trading update. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher delivers positive news for the dairy industry, highlighting the latest Fonterra Global Dairy Trade Auction results. He then goes on to discuss the impact of tariffs on automotive manufacturer Ford. Additionally, he provides a brief update on SkyCity. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher comments on the US services sector following the release of the stronger-than-expected ISM Services Index for April. Additionally, he also discusses the effects of ongoing tariff uncertainty in China and across Asia. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher discusses the US labour market following the stronger-than-expected Non-farm Payrolls report for April. He also provides an update on market reactions, noting continued recovery as some indexes reach record highs. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher reviews earnings results from two of the Magnificent Seven companies — Microsoft and Meta — both of which exceeded expectations. He also shares a positive update on the NZX, which recorded a 2% gain yesterday. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher discusses the ANZ Business Outlook for April, noting weaker business confidence alongside emerging signs of economic recovery. Additionally, he offers insight into recent US economic data. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher reviews the latest filled jobs data, providing insights into the current state of the labour market. He also highlights key takeaways from yesterday’s pre-Budget announcement. Additionally, he briefly comments on recent US data. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher speculates on today’s pre-Budget announcement and how it could tie into the full Budget update in late May. He also provides a brief overview on market movements in New Zealand and Australia. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher discusses ANZ’s recent findings, which suggest that additional interest rate cuts will be required to assist economic recovery. He also comments on China’s latest GDP figures and highlights the implications of tariffs on the country’s outlook. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. He also comments on the March REINZ report, pointing out trends in the New Zealand property market. Additionally, he discusses inflation in New Zealand, reviewing the most recent Selected Price Index data. Then, onto market figures. For more market insights and our terms and conditions, visit www.jm...

JMI Wealth Director Andrew Kelleher discusses the current conditions in the services sector following the release of BNZ’s BusinessNZ Performance of Services Index survey. He also examines Stats NZ's figures on electronic card transactions, pointing out a slowdown in retail spending. Additionally, he provides an update on migration trends for February. Then, onto market figures. For more marke...

JMI Wealth Director Andrew Kelleher comments on ANZ’s Truckometer, observing the changes in both the Light and Heavy Traffic Index. He then turns his attention to Trump's trade tariffs, highlighting implications on mainland America. Additionally, he offers insights into the latest developments in the U.S. Treasury market. Then, onto market figures. For more market insights and our terms and co...

JMI Wealth Director Andrew Kelleher covers the recent updates on Trump's tariffs, offering insights into the escalating trade war with China and the President’s latest 90-day pause on reciprocal tariffs. He also addresses yesterday's dovish interest rate cut by the Reserve Bank of New Zealand. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwe...