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Market Insights May 2024

After five months of market gains, April saw a pull back with most share markets delivering a negative return. Inflation and interest rates still dominates most investors thoughts. Andrew Kelleher talks about his views on where to from here in 2024.

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Newstalk ZB - 08/05/2024

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.

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Newstalk ZB - 07/05/2024

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.

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Newstalk ZB - 03/05/2024

JMI Wealth Director Andrew Kelleher talks about building consents. Next, he discusses Tourism Holdings Limited going into a trading hold. Then onto market figures.

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Newstalk ZB - 02/05/2024

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.

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Newstalk ZB - 01/03/2024

JMI Wealth Director Andrew Kelleher discusses outcomes from ANZ’s latest Business Outlook survey. Next, he comments on retail sales figures across the Tasman. Then onto market figures.

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Newstalk ZB - 30/04/2024

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.

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Newstalk ZB - 26/04/2024

JMI Wealth Director Andrew Kelleher discusses his thoughts on some of the results from the US reporting season.

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Newstalk ZB - 24/04/2024

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.

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Newstalk ZB - 22/04/2024

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.

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Newstalk ZB - 19/04/2024

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.

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Market Insights April 2024

Offshore share markets continued the positive start to 2024 in March. JMI Wealth Director Andrew Kelleher talks about why these markets have been so strong and importantly whether we will still see cuts to interest rates in 2024.

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