Andrew Kelleher kicks off Tuesday morning with local results and announcements as he dives into results from Kiwi Property Group, Infratil and AFT. Next, he looks at Sanford’s plans to exit the inshore fishing business and concentrate on salmon and muscles. Lastly he covers the latest market figures.

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Welcome to Friday morning and an exciting one at that as Andrew Kelleher reviews yesterday’s release of the government’s annual budget. He comments that after 37 years of reviewing budgets this forecast can be seen as inflationary, stimulatory and mischievous. Listen to the full commentary to find out more.

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It’s budget day so what do we expect? Andrew Kelleher discusses the upcoming budget announcement set to release at 2pm today. Next, he touches on the situation with Argosy Property following the release of their results before moving onto today’s market figures.

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After two consecutive auctions with positive price movements, The Global Dairy Trade Index falls again with a 0.9% drop overnight. Next, Andrew Kelleher looks at the passenger numbers from Auckland International Airport’s report and comments on total numbers being at 80% of pre Covid levels. Then he discusses Westpac’s new Chief Economist before moving onto the latest market figures.

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The services sector has been resilient but is it under threat? Andrew Kelleher talks to Mike Hosking on the recent results from the BNZ Business NZ Performance of Services Index as it drops under 50 for the first time since February 2022. Next, he discusses the situation around US debt ceiling and comments that it is inconceivable that a deal won’t be worked out. Then onto market figures.

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Is it a green shoot? Andrew Kelleher reviews the housing data released by REINZ yesterday and reports the market looks to be stabilising, as housing value nation wide has dropped 12%. Next, there’s no relief in food price inflation as we are at 12.5% and he touches on US inflation figures before moving onto the latest market figures.

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As companies report their results Andrew Kelleher highlights the language he’s starting to see many companies use as clear evidence of the slowing economy can be seen. Next, he touches on Steel and Tube’s trading update and the unfortunate situation for Allbirds. Lastly, he looks at the recent US inflation number and comments on the April CPI figure being the first time it’s been under 5% for two years.

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It’s a morning about numbers as Andrew Kelleher reviews yesterday’s release of the Electronic Card Spending Data which looks resilient with retail spending rising 0.7%. Next, he looks into Government accounts to the end of March and comments on there being clear evidence of a slowing economy. Lastly onto the latest market figures.

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Andrew Kelleher is back in the country and dives straight into discussing the two key themes of adverse weather events and weakening economic outlook, as companies such as Tower and Westpac announce their reports. Next, he touches on his time at the Berkshire Hathaway AGM in Omaha Nebraska transcending investing as we know it, before moving onto the latest market figures.

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Live from New York City Andrew Kelleher talks to Mike Hosking on the FED’s decision of a 25 basis point move and awaits Jerome Powell’s press release to come later today. Next, he discusses what is going on in the US banking sector and comments that for a banking issue to be systemic, it needs to hit the big banks as well. Lastly onto market figures for today.

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