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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 figures.

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.

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.

The prospect of Trumps pro-growth policies, lower interest rates and better than expected economic data are all positive for global share markets. This along with NZ corporate earnings at cyclical lows should be supportive for the NZ share market also. Read here for a wrap up of the key points from November.

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.

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.

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.

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 market figures.

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 then delves into the latest producer price index figures from Stats NZ, focusing on quarterly changes and the key contributing factors. Then, onto market figures.

JMI Wealth Director Andrew Kelleher wraps up the week by examining the latest Selected Price Index figures for the month of October, noting key changes in food prices and rental costs. He also discusses the REINZ report for October, which uncovered mixed results for the housing market. Then, onto market figures.

JMI Wealth Director Andrew Kelleher reviews the latest migration data from Stats NZ, highlighting new records for Kiwi departures. He then shifts focus to Australia, noting that wage growth has fallen short of expectations and explores implications for a potential interest rate cut before Christmas. Then, onto market figures.

JMI Wealth Director Andrew Kelleher reviews Stats NZ's electronic card transaction data for October, offering an update on consumer spending trends. He then provides a brief overview of ready-mixed concrete statistics, which serve as an indicator of construction activity. He also briefly covers ANZ's Truckometer, highlighting recent changes in both the Light and Heavy Traffic Indexes. Then, onto market figures.