Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the market rocket fuel provided by Fed Chair Jerome Powell at Jackson Hole. He also looks at why Kiwi dairy farmers are in party mood following Fonterra's asset sale announcement and discusses the contrasting tales from the results of Sky City and Sky TV.

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Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the cause for celebration in the NZ manufacturing sector which is back in expansion mode. He also discusses the tailwinds from net migration which are now barely a stiff breeze, but are blowing strongly from tourism. Offshore he looks at why US retail sales are strong yet consumers are becoming more uneasy about tariffs.

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11 August 2025

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the differing reactions to results from travel platform Expedia, retail brand Under Amour and delivery service Instacart, and what they say about the state of the US consumer. Also up for discussion, is the tariff confusion around gold bars, and data showing that deflation might be abating in China.

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Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the big news over the weekend with the US agreeing to a deal with Europe, its biggest trading partner. He also discusses how this will be welcomed by the likes of Volkswagen which delivered a result heavily impacted by tariffs. Meanwhile, Chinese companies will also be looking for some trade relief with profits falling last month.

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Devon Head of Retail Greg Smith discusses with ZB Mike Hosking the quite different market reactions to results from mega-cap stocks Alphabet and Tesla. Also up for discussion are the numbers from computing giant IBM.

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Devon Funds Head of Retail Greg Smith speaks to ZB's Mike Hosking about how markets have celebrated a trade deal between the US and Japan, and why Japanese automakers are particularly relieved. Also, US car makers who are not so enthused as yet, with General Motors amongst those wearing a big tariff hit, however, there is a cause for optimism for the auto giant.

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Devon Funds Head of Retail Greg Smith speaks to ZB's Mike Hosking about results from Coca-Cola, and Donald Trump's influence on the beverage giant's recipe. He also discusses the implications of China's biggest project this century, and what to make of the latest Kiwi trade surplus.

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Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about what a softer than expected NZ inflation print means for the RBNZ's next move. He also discusses strong earnings reports offshore from telco Verizon, Domino's Pizza, and budget airline Ryanair.

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Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about why markets didn't react that positively to solid results from Netflix but lapped up those from luxury goods giant Burberry. He also discusses the latest read on US consumer sentiment.

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Devon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the current cost of living pressures in New Zealand, focusing on food and rent prices. He also breaks down the recent employment figures from Australia, noting shifts in part-time and full-time work. Additionally, he reviews US retail sales, highlighting good news for the world’s largest economy.

For more market insights and our terms and conditions, visit www.devonfunds.co.nz