Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the reaction to Air New Zealand’s earnings downgrade and whether there is any brightness on the horizon. He also discusses a rather flat retail sales print but better news on the trade front, especially for the kiwifruit exporters!

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Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about what drove an 18% surge in A2 Milk’s share price. He also discusses why Gap shares are coming back into fashion with investors and what a major US consumer survey says about the outlook for inflation under a Trump Presidency.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the impact of a strong retail sales print in the US, and in China where the data has been mixed otherwise. He also discusses the reality check provided by the latest survey on the kiwi manufacturing sector which has now been in contraction for 20 months.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the overwhelmingly positive reaction of US stock markets to the election result and why things might be about to get ‘spicy’ at the Fed. He also looks at how the Kiwi market reacted, along with two interesting updates from the retail sector, and outlines why markets were disappointed by China’s US$1.4 trillion stimulus package.

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Devon Funds Head of Retail Greg Smith speaks to ZB’s Mike Hosking about why the markets reacted positively to a very weak jobs report. He also discusses the latest batch of earnings from the tech sector, with Amazon and Intel impressing, while Apple fell flat with investors. Back home he looks at the latest housing consent numbers which show some green shoots appearing.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about what drove the huge rally in Tesla shares, and discusses results from economic bellwether UPS. He also dissects a speech made by RBNZ Governor Adrian Orr to see whether the probability has increased of a 0.75% rate cut in November.

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Devon Funds Head of Retail Greg Smith talks to Mike Hosking about what we learned from earnings reports from Coca-Cola, Starbucks and Boeing. He also looks at why Tokyo Metro, Japan’s largest IPO in six years, acted more like a bullet train, jumping 45% on debut. Back home he picks through the takeaways from four AGM’s, with Freightways being one of the clear highlights.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the strong, AI-fuelled, results from software giant SAP as well as better than expected numbers from bellwethers General Motors and 3M. He also looks at what drove some very positive news on the NZ trade front, with September’s deficit narrowing, and exports the second highest ever recorded.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the growing awareness around the role nuclear energy can play as part of the energy transition, and as evidenced by recent moves by big tech. He also discusses why the trading update from Genesis Energy highlighted some issues with New Zealand’s own energy security.

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Devon Funds Head of Retail Greg Smith discusses with ZB’s Mike Hosking why numbers from Netflix made for such great viewing. He also looks at the eye-watering levels of US debt and the positives and negatives from China’s latest data dump.

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