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JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. He then discusses BYD’s latest fast charger announcement, assessing its potential impact on the electric vehicle sector and industry competitors. He also covers the latest rural confidence survey by Rabobank, highlighting a third consecutive quarterly shift in sentiment. 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 also reviews the February REINZ report, highlighting positive trends in the New Zealand property market, including a rise in house sales. Then, onto market figures.

JMI Wealth Director Andrew Kelleher provides an update on migration trends, outlining key arrival and departure figures for January. He also offers a brief overview of the latest tourism data for New Zealand. Additionally, he comments on the looming risk of a US government shutdown. Then, onto market figures.

JMI Wealth Director Andrew Kelleher reviews Stats NZ’s electronic card transaction data, highlighting the growth in retail spending and compares February’s performance with previous months. He also comments on ANZ’s Truckometer, observing the changes in both the Light and Heavy Traffic Index. He also analyses US inflation, offering insights into the latest CPI data. Then, onto market figures.

Andrew provides a wrap up of the markets over February with the “Magnificent 7” and some of NZ’s largest companies delivering negative returns for investors.

JMI Wealth Director Andrew Kelleher analyses US trading over the past 24 hours following a significant sell-off, highlighting specific companies within the Magnificent Seven that are underperforming. Additionally, he reviews ANZ’s Merchant and Card Spending report, noting a slight increase in overall spending. Then, onto market figures.

The shine of the US share market has dulled as uncertainty with what Trump will do next has investors wary. At the same time European share returns starts to see some life. For more detail please click here.

JMI Wealth Director Andrew Kelleher discusses Fonterra's positive update regarding its earnings guidance for the 2025 Financial Year and provides further details on the divestment of its Mainland Group. He then addresses the growing calls for increased scrutiny of the Reserve Bank of New Zealand's capital rules following the resignation of Governor Adrian Orr. Then, onto market figures.

JMI Wealth Director Andrew Kelleher examines the recent Stats NZ report on building activity for the December 2024 quarter, noting that results were weaker than expected. He also explores how escalating Trump tariffs are affecting oil prices and considers the broader global outcome. Then, onto market figures.

JMI Wealth Director Andrew Kelleher comments on the unexpected resignation of RBNZ Governor Adrian Orr and discusses the potential implications on the financial market. He then shifts focus to the recently released fourth-quarter GDP results for Australia, noting that the results were in line with market expectations. Then, onto market figures.

JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results, noting a fall in dairy prices. He also goes on to address the recent tariffs imposed by President Trump, discussing the impact on the share market and the reaction from Canada, China, and Mexico. Then, onto market figures.

JMI Wealth Director Andrew Kelleher discusses the upcoming Tariff Week, where President Trump is set to impose significant tariffs. He then covers the Terms of Trade data released by Stats NZ for the December 2024 quarter, noting a shift in export and import prices. He also reviews The Warehouse Group's preliminary first-half results and how current economic conditions have influenced their performance. Then, onto market figures.