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Newstalk ZB 12-07-2024

JMI Wealth Director Andrew Kelleher reviews the latest Selected Price Indexes for June 2024 released by Stats NZ, examining the price changes for various goods and services. Next, he discusses the current issues facing Synlait Milk, including challenges with debt repayments and profitability. Then, onto market figures.

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Newstalk ZB 11-07-2024

JMI Wealth Director Andrew Kelleher examines yesterday’s announcement from the Reserve Bank of New Zealand to maintain the Official Cash Rate at 5.5% and the subsequent market reaction. He then covers the latest immigration update, highlighting the current trend and the increasing number of New Zealanders heading to Australia. Then, onto market figures.

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Newstalk ZB 10-07-2024

JMI Wealth Director Andrew Kelleher discusses Australian Business Confidence and Consumer Confidence, noting an increase in consumer pessimism alongside a rise in business conditions. He also talks about the Reserve Bank of New Zealand and the Official Cash Rate (OCR) Review, exploring whether the OCR will remain unchanged or experience a shift. Then, onto market figures.

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Newstalk ZB 09-07-2024

JMI Wealth Director Andrew Kelleher shares positive news from Contact Energy regarding Tuahara, their geothermal plant focused on increasing renewable generation and how this is expected to increase dividends. Next, he reviews the ongoing UK and French elections, discussing the political risks for financial markets and the potential for unexpected outcomes and changes. Then, onto market figures.

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Newstalk ZB 05-07-2024

JMI Wealth Director Andrew Kelleher reviews the trading update from Summerset Group Holdings Limited, noting the company's report of record first-half sales. He also shares promising news for Infratil shareholders regarding the recent announcement for a revaluation of their CDC Datacentre investment. Additionally, he examines the ASB Household Sector Outlook released yesterday, discussing a potential reset for the sector and 12-month forecast. Then, onto market figures.

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Newstalk ZB 04-07-2024

JMI Wealth Director Andrew Kelleher discusses the latest insights from Westpac NZ and Worldline NZ regarding consumer retail spending habits for the months of May and June. He also discusses which region has taken the top spot in ASB’s Economic Regional Scoreboard and the sector playing a key role in this outcome. Then onto market figures.

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Newstalk ZB 03-07-2024

JMI Wealth Director Andrew Kelleher discusses the sharp shift in the Global Dairy Trade Price Index. He also delves further into the NZIER Quarterly Survey of Business Opinion (QSBO), examining business confidence and potential adjustments to the OCR. Then, onto market figures.

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Newstalk ZB - 02-07-2024

JMI Wealth Director Andrew Kelleher examines Stats NZ’s employment indicators for May 2024, providing insights into the current job market. He also explores the latest findings from the Quarterly Survey of Business Opinion (QSBO). Additionally, he discusses the recent rise in China’s Caixin PMI and its potential impact on the Chinese economy. Then, onto market figures.

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Newstalk ZB 25-06-2024

JMI Wealth Director Andrew Kelleher reviews Stats NZ’s most recent overseas merchandise trade figures and discusses shifts in the wine market. Additionally, he addresses the recent data released by The Warehouse, highlighting expectations of ongoing challenging trading conditions. Then, onto market figures.

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Newstalk ZB 24-06-2024

JMI Wealth Director Andrew Kelleher reviews the latest international data on the Services and Manufacturing sectors, comparing these findings with those from New Zealand. He also examines the recent figures provided by KMD Brands, discussing the impact on Kathmandu, Rip Curl, and Oboz. Then, onto market figures.

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Newstalk ZB 21-06-2024

JMI Wealth Director Andrew Kelleher discusses the GDP data provided by Stats NZ for the March 2024 Quarter, delving into contributing factors and the performance of various sectors in the economy. He also examines the statistics related to GDP per capita. Then, onto market figures.

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Newstalk ZB 20-06-2024

JMI Wealth Director Andrew Kelleher examines New Zealand's current account deficit and its implications for the country. He also addresses the recent speech made by Paul Conway from the Reserve Bank of New Zealand. Next, he reviews the latest updates regarding the carbon auction and GDP figures. Then, onto market figures.

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