Andrew Kelleher discusses the latest data from the Global Dairy Trade auction which has made for an ugly morning. Next, he explains that while everything is telling us that residential construction will soften, none of this is flowing into building consent data. Lastly, we hear the latest market figures.

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The battle lines have been drawn and monetary policy has its armour on, Andrew Kelleher discusses the big week ahead. The RBNZ is currently reviewing their monetary policy committee remit, and some interesting points have been made in Treasury’s advice to Grant Robertson.

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Welcome to Friday morning where Andrew Kelleher discusses the outcomes from the latest Fletcher Building annual meeting, and comments on the small uplift on their 2023 financial year guidance for profit. Next, he takes a look at the dip for big tech across the globe and weighs up the metaverse lifestyle, before moving onto market figures for today.

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Capital travels to where it is needed, but it stays where it is welcome. This Thursday morning Andrew Kelleher discusses the results from the ANZ Business Outlook survey, and comments on businesses feeling much more negative than their actual own activity indicates. Lastly we hear the latest market figures.

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Auckland International Airport is making a stronger than expected rebound after business more or less came to a grinding halt during the pandemic. Andrew Kelleher then discusses the tough year it’s been for markets, when will it end?

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Andrew Kelleher discusses British politics this morning, which is a bit like watching a reality TV series. Back home, he discusses the movement in wholesale interest rates and why mortgage rates have no where to go but up. Lastly, we hear the latest market figures.

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In amongst a quiet week of local data we got a red flag from our Balance of Trade results for the month. Then, if we thought Evergrande was bad, there’s worse news for Russia. Lastly, have a listen to the latest market data.

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This morning Andrew Kelleher discusses how we’re all out and about doing more, tourists are back (albeit in small numbers), and the result is strength in our services sector. This supports what is likely to be a mildly positive result for our third quarter GDP read. Then, there was some positive news from Tower before we hear the latest market figures.

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Food glorious food is on the cards this morning with Andrew Kelleher. Then, he discusses the highest increase in the US core CPI since August 1982 and the baffling market reaction. Lastly, we hear the latest market figures.

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This morning Andrew Kelleher discusses what he thinks is an orderly decline in the housing market, the question is, will it continue? Then, the borders are open, and we are leaving. Next, Andrew discusses the key takeaways from the net migration data released before moving onto today’s market figures.

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