JMI Wealth Director Andrew Kelleher talks to Mike Hosking about Freightways results for the first half of the year and how that has affected their share prices. Next, a good news story, A2 is back with share prices up 14% and improved sales. Also, insights on Air New Zealand’s earnings guidance notes, with full details being announced on the 22nd of February. Some troubles for Ryman Healthcare following the announcement of profit guidance. What were the key drivers on lower than expected profit? Then onto market figures for today.

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

JMI Wealth Director Andrew Kelleher discusses last Friday’s Orr speech at the Waikato University economics forum, with a focus on core inflation. Is core inflation problematic? Next, he shares his insights on the release of the Business New Zealand BNZ manufacturing index. With improvements in January, why is the sector remaining in contraction? He also talks about US producer price inflation. Are the Feds in a hurry to cut rates? Then onto market figures for today.

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

JMI Wealth Director Andrew Kelleher unpacks Fletchers position on the share market and uncertainties about future performance. Next, he shares insights on index prices for the Q1 so far and how they relate to the OCR and then onto market figures for today.

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

JMI Wealth Director Andrew Kelleher talks about inflation, following RBNZ’s release of their survey of expectations. Is there some comfort that the current stance of monetary policy is doing the job of bringing down peoples view of where inflation is going? Next, he discusses the fall in concrete and volumes of steel since 2022. Then, onto market figures for today.

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

JMI Wealth Director Andrew Kelleher talks to Mike Hosking about interest rate expectations and the OCR following the RBNZ and the ANZ data updates. Are rate hikes necessary? Next, he discusses the Fletcher Building trading halt and the Synlait prices. Then onto market figures for today.

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

JMI Wealth Director Andrew Kelleher discusses the results from the US corporate earning season outcome, with Disney announcing good results and an exclusive Taylor Swift partnership. Next, he shares his insights on the monthly count of vehicles from the ANZ Truckometer. Why is the trend flat? Then onto market figures for today.

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

JMI Wealth Director Andrew Kelleher discusses the job numbers following the quarterly labour market data release. With employment growth at zero percent, is unemployment rising? Next, some good news for farmers with the upgrade to the Farmgate milk price forecast. He also touches on the US earning season with share prices continuing to be magnificent. Then onto market figures for today.

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

Dairy farmers will be heartened. JMI Wealth Director Andrew Kelleher discusses the very pleasing GDT numbers with a strong material price lift on the rise. He also touches on the Fletcher Building announcement made on Monday, providing an update on projects in progress. Next, he shares his insights on the RBA statement and official cash rate. Will a further increase in interest rates be ruled out?

Then onto market figures for today.

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

JMI Wealth Director Andrew Kelleher discusses Jerome Powell’s Federal Reserve announcement. With interest rates remaining steady, what is the probability of a March interest rate cut? He also talks about the BigTech, fourth quarter results. After a magnificent 2023 on the S&P500, is the gloss starting to come off? Then onto market figures for today.

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

Confidence is up! JMI Wealth Director Andrew Kelleher unpacks the ANZ Business Outlook survey data release. With business confidence bouncing sharply since the election, it is still evident in the results of the survey. Next, he shares his insights on the China economy following the release of the official manufacturing purchasing manager index and Australian inflation expectation. Then onto market figures for today.

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