JMI Wealth
JMI Wealth Market Update
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
Author
JMI Wealth
Category
Podcast website
Latest episode
Sep 19, 2025
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Episodes
SkyCity - Building Work 06.06.2024 5:22
JMI Wealth Director Andrew Kelleher discusses the recent earnings guidance update from SkyCity and its repercussions on the company’s dividends and share price. Next, he talks about the seasonally adjusted volume of building work and its impact on both residential and non-residential building activities. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Government Accounts - Australian GDP 06.06.2024 5:38
JMI Wealth Director Andrew Kelleher discusses New Zealand’s trade balance deficit and its underlying factors. Additionally, he talks about the recently released Crown Accounts that were above forecast expectations. Next, he addresses Australia's GDP growth, noting its deceleration within the Australian economy. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Global Dairy Trade Price Index - Tourism 04.06.2024 5:50
JMI Wealth Director Andrew Kelleher discusses the rise in the Global Dairy Trade Price Index. Next, he talks about the International Visitor Survey and how the spending habits of international tourists are affecting New Zealand's tourism industry. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
US Inflation - Tiwai Point 03.06.2024 5:45
JMI Wealth Director Andrew Kelleher discusses the outcome from the US’ ECE Inflation. Next, we ended the month on a positive note, where he talks about the announcement from Tiwai Point and how this will affect the power sector. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Budget 2024 30.05.2024 5:26
Listen in as JMI Wealth Director Andrew Kelleher gives Mike Hosking an update on the government Budget 2024 released yesterday and comments on tax cuts. Then onto market figures For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Business Outlook - F and P - Mainfreight 30.05.2024 5:49
JMI Wealth Director Andrew Kelleher discusses the outcome from ANZ’s Business Outlook survey. Next, he talks about Fisher & Paykel Healthcare’s recent results. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
NZ Results - Debt To Income Ratios 29.05.2024 5:10
JMI Wealth Director Andrew Kelleher discusses the outcome from New Zealand company announcements that are continuing this week, making mention of the latest from Tower Insurance. He also talks about the details from Reserve Bank of New Zealand’s Debt-To-Income restrictions. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Ryman - Vista 28.05.2024 5:11
JMI Wealth Director Andrew Kelleher discusses the outcome from the recent company results making mention of Ryman Healthcare. He also talks about the latest from Vista. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
RBNZ - Gas 23.05.2024 5:39
Some fascinating news! JMI Wealth Director Andrew Kelleher discusses the outcome from the Reserve Bank of New Zealand’s Monetary Policy Statement announcement yesterday. He also makes mention of the latest from Genesis Energy. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
China - NZ Reporting 20.05.2024 5:21
JMI Wealth Director Andrew Kelleher discusses outcome from China data released at the end of last week. He also makes mention of the announcements from a number of retail companies on Friday. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Fonterra - Roaring Kitty 17.05.2024 5:39
JMI Wealth Director Andrew Kelleher talks about the significant announcement from Fonterra yesterday. He also makes mention of Roaring Kitty being back and causing GameStop stock to jump. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
USCPI - Credit Card Data 15.05.2024 5:53
JMI Wealth Director Andrew Kelleher discusses outcomes from inflation data released from the US overnight and the latest from ANZ on spending. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Aussie Budget - Earnings 09.05.2024 5:27
Listen in as JMI Wealth Director Andrew Kelleher gives Mike Hosking a quick update of the latest from Aussie regarding their Future Made in Australia Act and recaps the earning season. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
GDT - RBA - Briscoes 07.05.2024 5:21
Listen in as JMI Wealth Director Andrew Kelleher gives Mike Hosking a quick update of the latest Fonterra Global Dairy Auction, what the Reserve Bank of Australia did to the cash rate in Australia and Briscoes beating the retail blues. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
THL - Spark - OECD Comments 07.05.2024 5:52
JMI Wealth Director Andrew Kelleher highlights the latest result announcements from Tourism Holdings (THL) and Spark. He also comments on the recent OECD report. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Consents - THL - FedRates 03.05.2024 5:25
JMI Wealth Director Andrew Kelleher talks about building consents. Next, he discusses Tourism Holdings Limited going into a trading hold. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Labour Market - Amazon - Fed 02.05.2024 5:52
JMI Wealth Director Andrew Kelleher discusses key outcomes from Statistics New Zealand’s Labour market statistics for the March quarter, released yesterday. Next, he comments on what happened at the recent Fed meeting in the US. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Jobs - Household Living 30.04.2024 5:00
JMI Wealth Director Andrew Kelleher discusses his thoughts on the upcoming data to be released regarding the labour market. Next, he talks about Statistics New Zealand's Employment indicators released yesterday for February 2024. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Retail Spending - US Earnings 24.04.2024 5:35
JMI Wealth Director Andrew Kelleher discusses his thoughts on retail spending. Next, he talks about the upcoming stock earnings for the “Magnificent 7” companies. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
Netflix - US Markets 21.04.2024 5:38
JMI Director Andrew Kelleher highlights the latest quarterly result from Netflix – and the crackdown and password sharing. He also comments on the recent weakness in US sharemarkets. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
19/04/2024 - Aussie Labour - AI Power 18.04.2024 5:54
Happy Friday! JMI Wealth Director Andrew Kelleher discusses outcomes from the Australian labour market figures. Next, he shares his thoughts on AI and the energy situation in New Zealand. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
18/04/2024 - CPI - US Fed 18.04.2024 5:39
JMI Wealth Director Andrew Kelleher shares his thoughts on domestic inflation. Next, he talks about US inflation. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
17/04/2024 - GDT - CPI - Housing Market 17.04.2024 5:32
JMI Wealth Director Andrew Kelleher discusses outcomes from the Global Dairy Trade auction. Next, he shares his thoughts on the consumer price index. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
16/04/2024 - PMI - PSI - Migration 16.04.2024 5:54
JMI Wealth Director Andrew Kelleher discusses outcomes from the BNZ’s BusinessNZ Performance of Services Index (PSI). Next, he shares his thoughts on migration and visitor numbers. Then onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
12/04/2024 - HouseholdWealth - Truckometer - China 11.04.2024 4:56
JMI Wealth Director Andrew Kelleher reviews data with Mike Hosking on national disposable income, after Statistics NZ released the latest information on what’s happening with household cashflows – and a quick update on what traffic is telling us about growth. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
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