PODCAST · business
JMI Wealth Market Update
by JMI Wealth
Director Andrew Kelleher talks regularly about some of the most significant factors currently influencing investment markets.For over 35 years we've helped grow generational wealth for a range of clients through responsible stewardship, careful and conservative management and high-quality service.For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz
Episodes
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Global Dairy Trade Auction - Selected Price Indexes - House Prices
JMI Wealth Director Andrew Kelleher covers the latest Fonterra Global Dairy Trade Auction results. He also examines the latest Selected Price Index figures for the month of August, noting key changes in food prices and rental costs. Additionally, he comments the latest REINZ report, pointing out...
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GDP - Federal Reserve - Australia Employment
JMI Wealth Director Andrew Kelleher provides an overview of the latest New Zealand GDP figures, highlighting weaker-than-expected growth. He also examines the market's response to the US Federal Reserve’s decision to lower interest rates. Additionally, he briefly comments on recent Australian...
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US Federal Reserve - Consumer Confidence
JMI Wealth Director Andrew Kelleher discusses the US Federal Reserve and their recent decision to cut interest rates. He also reviews the newly released Westpac McDermott Miller Consumer Confidence Index for the September quarter. Then, onto market figures. For more market insights and our terms...
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PSI - Farmers - China
JMI Wealth Director Andrew Kelleher takes a closer look at New Zealand’s services sector, unpacking the latest BNZ–BusinessNZ Performance of Services Index (PSI). He also reviews Rabobank’s Rural Confidence Survey, noting that farmers remain upbeat about the outlook for their own businesses....
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JMI Wealth Market Insights - September 2025
Curious about how recent economic shifts may affect your investments? Watch the latest JMI Wealth Market Insights video as Andrew Kelleher explores central bank strategies, market trends, and investment opportunities. Learn how these changes can affect your investment strategy. #jmiwealth...
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US Inflation - Reserve Bank of New Zealand
JMI Wealth Director Andrew Kelleher provides insight into US inflation, following the overnight release of the CPI figures. He also covers the current increased focus on the Reserve Bank of New Zealand, including remarks made by Governor Hawkesby. Then, onto market figures. For more market…
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Business and Manufacturing - Consumer Sentiment
JMI Wealth Director Andrew Kelleher discusses the recently released manufacturing and business data from Stats NZ for Q2 2025. He then moves on to Australia, covering the latest Westpac Consumer Sentiment Index. Then, onto market figures. For more market insights and our terms and conditions…
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US Inflation - NZ GDP
JMI Wealth Director Andrew Kelleher discusses concerns around inflation in the US, noting troubling labour market figures and uncertainty within the economy. He also provides a quick overview of New Zealand’s GDP, highlighting the release of the final data contributing to GDP projections. Then,...
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Building Work - Card Spending
JMI Wealth Director Andrew Kelleher reviews the latest Stats NZ figures on building work put in place, discussing both residential and non-residential construction activity. He also examines ANZ’s Merchant and Card Spending report, pointing out that consumer spending has increased. Then, onto...
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Australian GDP - Gold
JMI Wealth Director Andrew Kelleher reviews the Australian GDP results, highlighting better-than-expected growth figures. He also discusses the price of gold, which has reached a new record high. Then, onto market figures. For more market insights and our terms and conditions, visit...
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Global Dairy Trade Auction - Trade Figures
JMI Wealth Director Andrew Kelleher covers the latest Fonterra Global Dairy Trade Auction results. Additionally, he discusses trade figures released by Stats NZ for the June 2025 quarter. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
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Building Consents - Australian House Prices
JMI Wealth Director Andrew Kelleher reviews the latest building consent figures, outlining current activity in the construction sector and what it suggests about investor confidence. He also comments on Australian house prices, noting a lift in August. Then, onto market figures. For more market...
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Business Outlook - Jobs - NVIDIA
JMI Wealth Director Andrew Kelleher provides an overview of business confidence in New Zealand, following the release of the latest ANZ Business Outlook survey. He also examines Stats NZ’s Monthly Employment Indicators, offering insights into filled jobs and the broader state of the New Zealand...
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EBOS Group - Precinct Properties - Australia Inflation
JMI Wealth Director Andrew Kelleher discusses the recently released annual results from EBOS Group, highlighting the market’s reaction to the softer-than-expected outcome. He also covers Precinct Properties and inflation in Australia. Then, onto market figures. For more market insights and our...
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Restaurant Brands - Vulcan Steel - US Data
JMI Wealth Director Andrew Kelleher discusses Restaurant Brands and points out that the company’s profitability is under growing pressure. He also covers Vulcan Steel, noting the challenges in a difficult economic environment and the company’s plans for a modest capital raise. Finally, he briefly...
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Retail Spend - Turners Automotive - Steel and Tube - Scales Corporation
JMI Wealth Director Andrew Kelleher discusses the latest quarterly retail spending data released by Stats NZ’s Retail Trade Survey. He also takes a closer look at how Turners Automotive Group is tracking, along with recent results from Steel & Tube and Scales Corporation. Then, onto market…
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Fisher & Paykel Healthcare - SkyCity - Skellerup - Fonterra
JMI Wealth Director Andrew Kelleher highlights strong results from Fisher & Paykel Healthcare, with the company signalling continued positive trading momentum. He also unpacks SkyCity’s latest capital raise announcement and shares encouraging updates for both Skellerup and Fonterra. Then, onto...
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Interest Rates - Fletcher Building
JMI Wealth Director Andrew Kelleher discusses the Reserve Bank of New Zealand’s decision to cut interest rates. He also provides an update on Fletcher Building, reviewing their latest financial results. Then, onto market figures. For more market insights and our terms and conditions, visit...
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Global Dairy Trade Auction - SkyCity - Business Inflation - Interest Rates
JMI Wealth Director Andrew Kelleher covers the latest Fonterra Global Dairy Trade Auction results. Additionally, he discusses SkyCity’s trading halt ahead of a potential capital raise announcement. He also looks into business inflation, reviewing the latest Producer Price Index data. Then, onto...
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Services Sector - Freightways - A2 Milk
JMI Wealth Director Andrew Kelleher shares an overview of the New Zealand services sector, pointing to a slight improvement from the month prior. He then reviews Freightways’ latest results, which were in line with market expectations. Finally, he provides an update on A2 Milk and the company’s...
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Australian Jobs - Vista Group
JMI Wealth Director Andrew Kelleher provides an update on the latest Australian employment figures, offering insights into the current state of the labour market. He also reviews the recent earnings results from NZX-listed company Vista Group. Then, onto market figures. For more market insights…
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Card Spending - Construction Industry - CBA
JMI Wealth Director Andrew Kelleher discusses the latest electronic card transaction data from Stats NZ, highlighting the ongoing long-term trends in consumer spending. He also examines the most recent figures for ready-mixed concrete, shedding light on current activity within the construction...
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NZ Activity - RBA - US CPI
JMI Wealth Director Andrew Kelleher covers recent developments across key New Zealand companies, highlighting activity from Spark New Zealand, Alliance Group NZ, and Vulcan. He also reviews the Reserve Bank of Australia’s decision to cut interest rates yesterday, and provides insight into the...
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RBA - Australia Beef - NVIDIA - AMD
JMI Wealth Director Andrew Kelleher discusses today’s upcoming OCR decision from the Reserve Bank of Australia, followed by a look at current Australian beef prices. He also offers a brief commentary on NVIDIA and AMD, and the way in which they are obtaining export licences for the Chinese…
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EROAD - Inflation
JMI Wealth Director Andrew Kelleher discusses NZX-listed company EROAD and the recent uplift in its share price. Additionally, he reviews inflation expectations following the Reserve Bank of New Zealand’s Survey of Expectations and considers what this could mean for a potential interest rate cut....
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Unemployment - Q2 Earnings Season
JMI Wealth Director Andrew Kelleher provides insights into the current state of the New Zealand labour market, with particular focus on a better-than-expected unemployment rate. Additionally, he gives a brief recap of the US Q2 earnings season. Then, onto market figures. For more market insights...
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Global Dairy Trade Auction - Caixin - Jobs
JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. He then turns to China, focusing on the recently released Private Services PMI. Additionally, he briefly comments on the labour market. Then, onto market figures. For more market insights and our...
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Briscoe Group - THL
JMI Wealth Director Andrew Kelleher reviews Briscoe Group’s second-quarter sales, highlighting encouraging results for both the company and its shareholders. He then shifts focus to Tourism Holdings Limited (THL) and their recent takeover bid. Additionally, he offers brief commentary on US...
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Microsoft - Meta - Federal Reserve - China
JMI Wealth Director Andrew Kelleher reports on strong earnings results from Microsoft and Meta, both of which outperformed market expectations. He also reviews a statement from US Federal Reserve Chair Jerome Powell, and comments on the latest manufacturing data out of China. Then, onto market...
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Federal Reserve - Business Confidence
JMI Wealth Director Andrew Kelleher discusses the US Federal Reserve and their recent decision to keep interest rates unchanged. He also covers business confidence in New Zealand following the release of the ANZ Business Outlook survey. Then, onto market figures. For more market insights and our...
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NZ Jobs - US Data
JMI Wealth Director Andrew Kelleher provides an overview of the current labour market, after the recently released BNZ/Seek Employment Report for June. He also covers the latest US data released overnight, including updates on consumer confidence and job openings. Then, onto market figures. For...
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EU & US Trade Deal - NZ Jobs
JMI Wealth Director Andrew Kelleher shares the latest on how US and European markets are responding to ongoing EU–US trade negotiations. He also analyses the most recent filled jobs data, providing insights into the current state of the New Zealand labour market. Then, onto market figures. For…
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Market Insights July 2025
Despite ongoing geo-political and tariff uncertainties, markets are reaching new heights. Curious about the dynamics at play? Our latest video discusses economic patterns and provides investment insights from JMI Wealth. #jmiwealth #marketinsights #tariffs
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Migration - Truckometer - NVIDIA
JMI Wealth Director Andrew Kelleher provides insights into migration trends, outlining key arrival and departure figures for May. He also covers ANZ’s Truckometer, observing changes in both the Light and Heavy Traffic Index. Then, onto market figures. For more market insights and our terms and...
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Interest Rates - China Inflation - Federal Reserve
JMI Wealth Director Andrew Kelleher discusses the Reserve Bank of New Zealand’s decision to hold interest rates. He also covers inflation in China, after the release of the Consumer Price Index and Producer Price Index. Additionally, he comments on the rising political pressure on US Federal...
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Interest Rates - Reserve Bank of Australia
JMI Wealth Director Andrew Kelleher discusses the Reserve Bank of New Zealand and comments on possible changes to the official cash rate in today’s review. Additionally, he covers the Reserve Bank of Australia’s latest decision to keep interest rates unchanged. Then, onto market figures. For more...
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Trade - RBA
JMI Wealth Director Andrew Kelleher provides an update on the latest developments in US and global trade policy, noting that this week marks the original deadline for ending the controversial pause on reciprocal tariffs. He also touches on the Reserve Bank of Australia’s expected cash rate cut...
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THL - Skellerup - WeekAhead
JMI Wealth Director Andrew Kelleher discusses the updates from Tourism Holdings and Skellerup Holdings. Additionally, he provides a brief overview of the latest on tariffs. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
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Non Farm Payrolls - US Data
JMI Wealth Director Andrew Kelleher discusses the US labour market in light of the latest Non-farm Payrolls report for June. Additionally, he provides a brief overview of recent US data. Then, onto market figures. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
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Canterbury - House Prices - US Data
JMI Wealth Director Andrew Kelleher discusses business confidence in Canterbury, drawing on recent findings from Business Canterbury. He also shares insights into the New Zealand property market, following the latest report from Barfoot & Thompson. Additionally, he provides a brief update on US...
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Global Dairy Trade Auction - NZIER Quarterly Survey of Business Opinion
JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. Additionally, he examines the latest NZIER Quarterly Survey of Business Opinion, highlighting shifts in business confidence. Then, onto market figures. For more market insights and our terms and...
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Business Confidence - Labour Market
JMI Wealth Director Andrew Kelleher discusses business confidence in New Zealand following the release of the ANZ Business Outlook survey. Additionally, he reviews the latest filled jobs data, providing insights into the current state of the labour market. Then, onto market figures. For more…
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Federal Reserve Chair - Data
JMI Wealth Director Andrew Kelleher discusses the ongoing tensions between Donald Trump and Federal Reserve Chair Jerome Powell. Additionally, he provides a brief update on US economic data released overnight. Then, onto market figures. For more market insights and our terms and conditions, visit...
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Australia CPI - Xero Limited - Virgin Australia
JMI Wealth Director Andrew Kelleher reviews the latest Consumer Price Index (CPI) figures for Australia, drawing comparisons with New Zealand and exploring the implications for a potential interest rate cut. He also provides an update on two ASX-listed companies: Xero Limited and Virgin…
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Fletcher Building - JMI Wealth
JMI Wealth Director Andrew Kelleher reviews the key takeaways from Fletcher Building’s investor day, including major updates and insights. He also discusses JMI Wealth’s parent company, Investment Services Group, and its successful partnership with Shaw and Partners – one of Australia’s…
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Iran Reaction - Oil Price
JMI Wealth Director Andrew Kelleher discusses the recent military tensions between Iran and the United States, with a particular focus on how financial markets have reacted. He also provides an update on oil markets amid the ongoing conflict. Then, onto market figures. For more market insights…
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Market Insights - June
May was a highlight for US share markets, but what's next? Director Andrew Kelleher examines the possibilities and what this means for your investments. Get the latest insights from JMI Wealth. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz
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Building Work - Gas
JMI Wealth Director Andrew Kelleher reviews the latest Stats NZ figures on building work put in place, discussing both commercial and residential construction activity. He also briefly comments on yesterday’s announcement from the Ministry of Business, Innovation and Employment regarding the...
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Australia GDP - Virgin Australia
JMI Wealth Director Andrew Kelleher discusses the Australian GDP results, highlighting lower-than-expected growth figures. He also talks about Virgin Australia and its plans to return to the Australian stock market, following the recent announcement of its initial public offering. Then, onto…
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Global Dairy Trade Auction - China Caixin
JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. Additionally, he discusses the manufacturing sector in China, noting a decrease in the Caixin China General Manufacturing PMI. Then, onto market figures. For more market insights and our terms and...
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ABOUT THIS SHOW
Director Andrew Kelleher talks regularly about some of the most significant factors currently influencing investment markets.For over 35 years we've helped grow generational wealth for a range of clients through responsible stewardship, careful and conservative management and high-quality service.For more market insights and for our terms and conditions, visit www.jmiwealth.co.nz
HOSTED BY
JMI Wealth
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How many episodes does JMI Wealth Market Update have?
JMI Wealth Market Update currently has 657 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is JMI Wealth Market Update about?
Director Andrew Kelleher talks regularly about some of the most significant factors currently influencing investment markets.For over 35 years we've helped grow generational wealth for a range of clients through responsible stewardship, careful and conservative management and high-quality...
How often does JMI Wealth Market Update release new episodes?
JMI Wealth Market Update releases new episodes frequently with a large back catalog of 657 episodes. Check the episode list for recent publication dates.
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Who hosts JMI Wealth Market Update?
JMI Wealth Market Update is created and hosted by JMI Wealth.
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