JMI Wealth Market Update

JMI Wealth Director Andrew Kelleher discusses Ryman Healthcare and their $1 billion capital raise announcement yesterday, noting the market’s reaction. He also examines retail trade in Q4, referencing the latest Stats NZ figures and compares performance to previous quarters. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher reviews Auckland Airport’s recently announced earnings report, offering insights into the results and the market’s reaction. He also discusses SkyCity’s latest earnings, highlighting their performance and pointing out a softer than expected outcome. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher yesterday's rate cut by the Reserve Bank of New Zealand, exploring the market’s reaction and the possibility of additional rate cuts in 2025. He also examines the January REINZ report, which revealed a decline in house sales and a small dip in the House Price Index. Then, onto market figures. For more market insights and our terms and conditions, visit www.j...

JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. He also covers yesterday’s announcement by the Reserve Bank of Australia regarding interest rate cuts. Additionally, he examines the ongoing NZX reporting season and provides insights into how Heartland Bank and Turners Automotive have performed under current economic conditions. Then, onto market f...

JMI Wealth Director Andrew Kelleher discusses the latest findings from BNZ’s BusinessNZ Performance of Services Index Survey, noting that the service sector is showing positive signs of growth. He also reviews the latest migration data, highlighting new records of Kiwi departures. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher examines Stats NZ's figures on electronic card transactions, pointing out the slowdown in retail spending and how January fared in comparison to previous months. He also delves into the agriculture sector, analysing Skellerup's earnings results and the potential impact of Trump's tariffs on their business. Then, onto market figures. For more market i...

JMI Wealth Director Andrew Kelleher discusses the cooperation among competing Gentailers to extend the operational lifespan of the Huntly Power Station. He also discusses the newly released US Consumer Price Index (CPI) figures, highlighting an important takeaway from the report. Additionally, He briefly comments on ANZ's Truckometer, highlighting recent changes in both the Light and Heavy Tra...

JMI Wealth Director Andrew Kelleher reviews Vulcan Steel’s latest earnings results, discussing the impact of the Australian and New Zealand economic landscape. He provides a brief update on the New Zealand Government Bond Tender, noting positive results for the NZ Debt Management Office. Additionally, he comments on the dairy sector and provides an update on the forecast farmgate milk price. Then,...

JMI Wealth Director Andrew Kelleher gives an overview of the New Zealand Government Bond Tender launched yesterday. He then examines Trump’s tariffs on aluminium and steel, noting the potential impact on New Zealand and Australia. Additionally, he briefly comments on how markets have been reacting to Trump’s presidency. Then, onto market figures. For more market insights and our terms and conditio...

JMI Wealth Director Andrew Kelleher covers the start of 2025 for retailer Briscoes, analysing their quarterly sales report. He also provides an update on building consents, highlighting the shift in December compared to previous months. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher analyses the fallout from Trump’s tariff decision, unpicking the market’s reaction and its broader implications. He then shifts focus to the household living-cost price indexes released by Stats NZ, highlighting the changes in the data and the impact on older and lower-income households. Then, onto market figures. For more market insights and our terms and condi...

JMI Wealth Director Andrew Kelleher comments on Trump’s recent executive order to impose tariffs on Canada, Mexico, and China and explores the potential impact on global share markets and New Zealand. He also reviews the latest ANZ-Roy Morgan Consumer Confidence survey, focusing on the most recent data changes. Then, onto market figures. For more market insights and our terms and conditions, visit...

JMI Wealth Director Andrew Kelleher reviews the latest trade data from Stats NZ, noting that the US became New Zealand’s second-largest export market in 2024, and considers how US tariffs might impact this trade. He also discusses the recently released ANZ Business Outlook survey, which sheds light on business confidence and own activity for 2025. Then, onto market figures. For more market insight...

JMI Wealth Director Andrew Kelleher covers the topic of inflation in Australia, noting positive trends and what this could signal for a potential interest rate drop. He then shifts focus to the Federal Reserve and discusses the potential outcome of their upcoming meeting today. He also comments on a recent speech by the Reserve Bank of New Zealand’s Chief Economist, Paul Conway, where he discussed...

JMI Wealth Director Andrew Kelleher follows up on yesterday’s discussion about DeepSeek, analysing the market reaction and its impact on US tech companies. He also examines the December employment indicators from Stats NZ, offering insights into the current state of the labour market. 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 market's response to Trump's first week in office, highlighting a shift in sentiment. He also briefly comments on DeepSeek, the new AI chatbot that's creating unease among major AI investors. Additionally, he provides insights into the latest employment data, focusing on the unemployment rate. Then, onto market figures. For more market...

JMI Wealth Director Andrew Kelleher delves into the release of the Half Yearly Economic and Fiscal Update, analysing key figures. He then explains what these numbers reveal about the economy and explores their broader implications. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher reviews Stats NZ's figures on electronic card transactions, noting that retail spending remains subdued and how November fared in comparison to previous months. He then shifts focus to the Australian jobs market, highlighting a fall in the unemployment rate and discusses what this means for a potential interest rate cut. Then, onto market figures. For more marke...

JMI Wealth Director Andrew Kelleher discusses inflation in the US, providing an analysis of the latest CPI figures. He then shifts focus to New Zealand, where he delves into the Business Financial Data from Stats NZ and examines the current trends in manufacturing activity. Next, he comments on ANZ’s Truckometer and the shifts observed in both the Light and Heavy Traffic Index. Then, onto market f...

JMI Wealth Director Andrew Kelleher covers the Reserve Bank of Australia's recent decision to keep interest rates unchanged, discussing the market's reaction and its potential implications for New Zealand. He also explores the Reserve Bank of New Zealand's digital cash proposal and reviews the results of the public consultation. Then, onto market figures. For more market insights and our terms and...

JMI Wealth Director Andrew Kelleher discusses the upcoming OCR meeting today by the Reserve Bank of Australia (RBA) and provides insights into the Australian economy. He then shifts his focus to China, examining the ongoing deflation in Chinese producer prices. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher offers firsthand observations from the US, reflecting on the economy and sharing his experiences in South Carolina. He then shifts his focus to New Zealand, where he examines the latest figures on construction and building activity. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz

JMI Wealth Director Andrew Kelleher discusses Nvidia's impressive Q3 earnings results, emphasising their record-breaking performance and the strong demand for AI chips. He then addresses the speech delivered yesterday by the New Zealand Treasury, which focused on the country's economic activity and the outlook for 2025. Then, onto market figures. For more market insights and our terms and conditio...

JMI Wealth Director Andrew Kelleher discusses the recent upgrades to the forecast farmgate milk price, highlighting the improving outlook for the New Zealand dairy sector. He also offers insights on Nvidia, the world’s most valuable company, as anticipation builds for their upcoming quarterly results. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwe...

JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results, noting a rise in dairy prices. He then reviews the latest trading update from Kathmandu owner KMD Brands, which presented mixed results. Additionally, he examines household inflation following the release of the Household Expectations Survey by the Reserve Bank of New Zealand (RBNZ). Then, onto mark...