Are we spending up? Andrew Kelleher reviews the figures from yesterday’s release of retail sales by StatsNZ. He comments on the gap between values and volume before discussing Genesis Energy’s strong earnings result and their 75 million dollar plan to drill another well in the Kupe gas fields.

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What will it be? 25? 50? We can only speculate as Andrew Kelleher talks to Mike Hosking on the upcoming Monetary Policy review set to release later today. Next, he touches on the post Cyclone Gabrielle situation for Delegates Group and Comvita before moving onto today’s market figures.

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It’s an ongoing process for Ryman Healthcare as they are in the midst of a significant capital raise, Andrew Kelleher discusses Ryman’s completion of the institutional component and what this means for their investors. Next, he unpacks the situation for Scales Corporation before touching on the US PCE due later this week.

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It’s been a week since Cyclone Gabrielle and three since the Auckland floods, this morning Andrew Kelleher wonders are we starting to count the cost and will we ever know the full cost? Next, he discusses inflation across various sectors and touches on infrastructure in New Zealand already operating at full capacity. Then onto market figures for today.

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In this morning’s market update Andrew Kelleher talks migration numbers as he comments on a positive trend over the last four months. Next, he touches on the Crown's accounts before moving onto market figures for today.

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We are in the midst of reporting season here in NZ as Andrew Kelleher talks to Mike Hosking about Ryman Healthcare and the concerns around their level of debt. Next, he discusses the tourism sector and comments on Tourism Holdings recent merge with company Apollo Tourism & Leisure.

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We have hit the trifecta of data this morning as Andrew Kelleher unpacks the figures from the recent food and rental price reports as well as the RBNZ Survey of Expectations. He comments on the double figure raise in food prices and poses the question will the Auckland floods and cyclone Gabrielle fundamentally change the way people view property? Then onto the latest market figures.

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This morning Andrew Kelleher shares his thoughts on Mainfreight’s recent market update as well as the index figures from the ANZ Truckometer survey. Then onto market numbers.

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This morning Andrew Kelleher unpacks the details from FED Chair Jerome Powell’s speech and connects the dots and details from Powell’s August 2022 speech. Next, he discusses the minimum wage lift and poses the questions what will this do to inflationary expectations? What is the mechanism for reigning it in?

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It’s a farmer’s morning as Andrew Kelleher reviews the outcome of last night’s Global Dairy Trade auction, commenting on the 3.2% rise being the first rise after 3 auctions of a falling index. Next, he takes a look at the Federated Farmers survey and unpacks the reported lowest level of confidence seen since the survey began in 2009. Then onto market figures.

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