JMI Wealth Director Andrew Kelleher talks to Mike Hosking about services and manufacturing following the BNZ release of Business New Zealand data.  Services are returning to expansion but is manufacturing in the doldrums? Next, he discusses Fletcher Building’s market capital value and the position of its shares. Then onto market figures for today.

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JMI Wealth Director Andrew Kelleher talks to Mike Hosking about the food prices after Statistics NZ released the food price data for September. With food prices increasing 8% over the last 12 months, is there any good news? Next, he touches on the Fletcher Building trading halt and their next moves.  He also shares his insights on the Birkenstock opening day. Then onto market figures for today.

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JMI Wealth Director Andrew Kelleher talks to Mike Hosking about the migration numbers. With annual permanent long-term net migration hitting a record high, how is this affecting the underlying momentum on the economy? Next, he discusses Fletcher Building going into a trading halt yesterday and who is the root cause of the problem of leaky pipes? Then onto market figures for today.

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JMI Wealth Director Andrew Kelleher talks to Mike Hosking about the three Australian data survey results released yesterday. Is cost pressure and consumer confidence easing? Next, he shares his insights on global bond market sentiment. Then onto market figures for today.

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JMI Wealth Director Andrew Kelleher talks to Mike Hosking about jobs following the BNZ Seek and employment report. Whilst there was a lift in job ads in August, the September trend has reversed. Is labour getting easier to find? Next, he discusses the Israel reaction and whether this is affecting oil prices. He also shares his insights on the farmgate milk price. Then onto market figures for today.

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JMI Wealth Director Andrew Kelleher discusses the figures in the ANZ World Commodity Price Index.  Next, he moves on to the oil market inflationary expectations.  Is there good news at the petrol pump? Then onto market figures for today.

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JMI Wealth Director Andrew Kelleher discusses the official cash rate review and the monetary policy, with pockets of stress emerging for some.  Next, he shares his insights on longer term interest rates here NZ.  Who is the biggest entity borrowing? Then onto market figures for today.

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JMI Wealth Director Andrew Kelleher discusses the heart-warming results from the global dairy trade price index. Have we got a trend? Next, he shares his insights on the NZ Institute of Economic Research Quarterly survey. He also touches on the Reserve Bank of Australia rates. Is inflation still too high? Then onto market figures for today.

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JMI Wealth Director Andrew Kelleher updates us on the building

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JMI Wealth Director Andrew Kelleher discusses the ANZ Business Outlook survey. Has headline business confidence improved?  Next, he shares his insights on The Warehouse sales and profit margins. Then onto market figures for today.

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