Devon Funds Management Market Update

Devon's Head of Retail Greg Smith talks to Mike Hosking about falling inflation expectations in the US. He also discusses the tepid growth rate in the UK economy which faces a heavy cost from the Queen's funeral but some assistance from initiatives being put through by new PM Liz Truss. Back in NZ, Greg discusses the 'baby steps' that have been taken in the renewal of A2's infant milk product registration in China.

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Devon’s Head of Retail Greg Smith talks to Mike Hosking about some encouraging news from China, where inflation has eased significantly. He also looks at the reasons behind Fonterra’s earnings guidance upgrade, and why kiwi card spending has hit a record, despite falling fuel prices.

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Devon’s Head of Retail Greg Smith speaks with Mike Hosking about the latest jobs report in the US, and what it means for markets. He also discusses what to expect from a couple of big central bank meetings this week with both the ECB and RBA set to make rate decisions.

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Devon's Head of Retail Greg Smith talks to Mike Hosking about the sell-off in US markets on Friday following Jerome Powell's speech at Jackson Hole. Back home he delves into results from Port of Tauranga, which has been doing well, and could be doing even better if the port extension wasn't being held back by government red-tape. Greg also discusses the significance of a drop in the forecast milk pay-out by Fonterra.

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Devon Head of Retail Greg Smith speaks to Mike Hosking about Warren Buffett’s latest acquisition, with plans to buy up to 50% of a major energy player. Back home he delves into an earnings downgrade from Fisher & Paykel Healthcare, along with a strong set of results from stock exchange operator NZX.

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Devon Head of Retail Greg Smith discusses why something has to give in China following the latest weak economic data prints. He also looks at the start of the kiwi earnings season with well-received numbers from Contact which is leading the country’s decarbonisation drive. Across the Tasman he delves into how JB Hi-Fi, and another pandemic beneficiary, are faring.

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Devon Head of Retail Greg Smith talks to Mike Hosking about another data print which suggests that inflation has peaked. Much of this has to do with falling energy prices. On that note he also looks at results from Saudi Aramco which has delivered the biggest quarterly profit of any company globally. Back home Greg discusses a billion dollar deal in the life insurance sector.

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Devon Head of Retail Greg Smith talks to Mike Hosking about yet more evidence that inflation is heading down in the US, with the latest wholesale price index. He also recaps on a ‘wonderful’ set of results from Disney, with streaming numbers charging ahead. Across the Tasman he discusses results from Telstra which look to be a great swansong to outgoing CEO Andy Penn.

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Devon Head of Retail Greg Smith talks to Mike Hosking about the latest red-hot jobs numbers in the US and what this says about a US economy that is allegedly in recession. He also covers Warren Buffett’s view on the June quarter’s volatility following Berkshire Hathaway’s results. Also up for discussion is China, which has come in with a record trade surplus, with exports trouncing expectations.

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Devon Head of Retail Greg Smith talks to Mike Hosking about the huge rebound in US markets in July. A strong earnings season has been one of the drivers, with Amazon and Apple the latest big tech companies to come in ahead of expectations. Up for discussion as well is the European economy, with the latest growth forecasts coming in way above forecasts. What recession?

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