Devon Funds Management Market Update

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

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about the strong start to the US earnings season as well as some good news on inflation. Not such good news for Tesla with disappointment around the robotaxi event. Back home, Greg also discusses the reasons for fading migration tailwinds and the ongoing kiwi "brain drain."

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the knockout jobs numbers in the US, and what it means for size of the Fed’s next move. He also outlines why the RBNZ should consider a 0.75% cut at their meeting this week to deliver the real bazooka that the kiwi economy needs.

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Heather Du Plessis-Alan about the extent to which a lift in NZ consumer confidence should be celebrated. He also recaps why the latest inflation numbers in the US have driven the Dow to a record high, and why Chinese markets have enjoyed their best week in over a decade with officials delivering on calls for significant stimulus initiatives.

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the Dow hitting a new record high, and why chipmaker Intel was in demand. He also discusses the implications of a sharp fall in FedEx after the economic bellwether downgraded its revenue outlook. In central bank land he looks at the tricky balancing act for the Bank of Japan which has kept rates at the highest level since 2008.

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about what drove the best week for US markets this year, and what the Fed is likely to do this week. He also discusses why weak data in China has boosted calls for much bigger stimulus there. Back home he looks at the reasons to be positive around the NZ manufacturing sector, despite it having been in contraction for 18 consecutive months.

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

Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about why markets sold off in the wake of Friday’s US job numbers. He also discusses whether investors should be concerned about AI-related companies after a big chip name came up short on sales guidance. Across the Atlantic he looks at the good news on UK house prices but the bad news on European economic growth.

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

Devon Funds Head of Retail Greg Smith talk’s to ZB’s Mike Hosking about what to make of the softer-than expected read on the Fed’s favourite inflation gauge. He navigates the takeaways from Fletchers’ partial solution for the leaky pipe issues in Western Australia, and also discusses whether the big rise in building consents in July is a one-off.

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