Devon Funds Management Market Update

Devon Funds Management Market Update

By Devon Funds ManagementBusinessInvesting
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Devon Funds Management Market Update episodes

  • NZ Inflation - US Results - Ryanair

    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.

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


    6 min
  • Netflix - Burberry - Netflix Consumer Sentiment

    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.

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

    6 min
  • Cost of Living - Australia Employment - US Retail Sales

    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


    6 min
  • US Banks - US Inflation - NZ Electricity

    Devon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the latest round of bank earnings in the US and what a lower than expected wholesale inflation print means for the interest rate outlook. Locally he discusses updates from two big gentailers and the implications of an announcement by the Electricity Authority regarding off-peak power rates.

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

    7 min
  • US Inflation - Bank Earnings - Real Estate NZ

    Devon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the latest US inflation print which shows the impact of tariffs to the world's largest economy. He also covers off the key takeaways from the earnings releases of four big US banks. Locally he looks at the latest REINZ data which indicated a subdued housing market.

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

    6 min
  • Services Sector - Retail Sales - Trade Data

    Devon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the extended contraction in the kiwi services sector, along with slightly more positive news on retail sales. He also looks at why the latest trade data out of China is encouraging, but also needs to be taken with a pinch of salt.

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

    7 min
  • Tariff Tensions - Levi's - NZ Manufacturing Data

    Devon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the latest escalation of tariff tensions by Donald Trump and what this means for markets. He also looks at why Levis Strauss is coping well with the trade tensions, and the latest kiwi manufacturing data which has reminded how tough things are for our economy.

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


    6 min
  • US Markets - Nike - Kiwi Consumers

    Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about why the S&P500 has hit a record high despite lingering trade front and geopolitical uncertainties. He also discusses why Nike's results got a big tick from investors, and why Kiwi consumers are feeling a little bit more chipper.

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

    7 min
  • Iran - UK Retail - Japan Inflation

    Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the possible fallout to markets from Donald Trump's decision to launch strikes on Iran over the weekend. He also discusses why UK consumers are feeling the pinch, and why the Bank of Japan is in a bind with inflation at the highest in 2 years.

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

    6 min
  • Trade - Federal Reserve - Oil Demand

    Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the latest positive news on the trade front with NZ's current account deficit narrowing, and the key takeaways from this morning's Fed meeting. He also discusses claims that global oil demand has peaked.

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

    7 min

About Devon Funds Management Market Update

From the publisher's feed

Head of Retail Greg Smith discusses some of the most significant factors currently impacting investment markets.