JMI Wealth Director Andrew Kelleher covers the start of 2025 for retailer Briscoes, analysing their quarterly sales report. He also provides an update on building consents, highlighting the shift in December compared to previous months. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher analyses the fallout from Trump’s tariff decision, unpicking the market’s reaction and its broader implications. He then shifts focus to the household living-cost price indexes released by Stats NZ, highlighting the changes in the data and the impact on older and lower-income households. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher comments on Trump’s recent executive order to impose tariffs on Canada, Mexico, and China and explores the potential impact on global share markets and New Zealand. He also reviews the latest ANZ-Roy Morgan Consumer Confidence survey, focusing on the most recent data changes. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher reviews the latest trade data from Stats NZ, noting that the US became New Zealand’s second-largest export market in 2024, and considers how US tariffs might impact this trade. He also discusses the recently released ANZ Business Outlook survey, which sheds light on business confidence and own activity for 2025. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher covers the topic of inflation in Australia, noting positive trends and what this could signal for a potential interest rate drop. He then shifts focus to the Federal Reserve and discusses the potential outcome of their upcoming meeting today. He also comments on a recent speech by the Reserve Bank of New Zealand’s Chief Economist, Paul Conway, where he discussed economic growth and the outlook for interest rates. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher follows up on yesterday’s discussion about DeepSeek, analysing the market reaction and its impact on US tech companies. He also examines the December employment indicators from Stats NZ, offering insights into the current state of the labour market. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher discusses the market's response to Trump's first week in office, highlighting a shift in sentiment. He also briefly comments on DeepSeek, the new AI chatbot that's creating unease among major AI investors. Additionally, he provides insights into the latest employment data, focusing on the unemployment rate. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher delves into the release of the Half Yearly Economic and Fiscal Update, analysing key figures. He then explains what these numbers reveal about the economy and explores their broader implications. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher reviews Stats NZ's figures on electronic card transactions, noting that retail spending remains subdued and how November fared in comparison to previous months. He then shifts focus to the Australian jobs market, highlighting a fall in the unemployment rate and discusses what this means for a potential interest rate cut. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher discusses inflation in the US, providing an analysis of the latest CPI figures. He then shifts focus to New Zealand, where he delves into the Business Financial Data from Stats NZ and examines the current trends in manufacturing activity. Next, he comments on ANZ’s Truckometer and the shifts observed in both the Light and Heavy Traffic Index. Then, onto market figures.

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