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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.

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.

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.

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.