On Point

Craigs Investment Partners
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On Point

Stay on point with Craigs. Keep up to date with the latest developments in financial markets and the economy. Investing involves risks. You aren’t guaranteed to make money and you might lose the money you started with. Any information provided is general, current at the time and not financial advice. It doesn’t take into account your particular financial situation. We don't accept liability for results of actions taken or not taken based on information provided. Before making any investment decision we recommend you seek professional assistance from an investment adviser. Visit craigsip.com.

  1. 5 DAYS AGO

    ep 230 | Is a Kiwibank IPO on the cards, and would it be a good thing?

    Kiwibank has been in the news again, with the Government announcing it will consider tapping KiwiSaver funds and other large investors for another $500 million to inject into the business. Is this move a stepping stone on the path to a full-blown IPO and sharemarket listing, and would this be a good thing for the company, taxpayers and the market?

    6 min

  2. DEC 14

    ep 229 | The week ahead - GDP figures are due, so are we still in recession?

    There's plenty to monitor across the world this week. Flash PMIs for December will be out early in the week, while another highlight will be the PCE inflation report in the US on Friday. There are three major central banks meetings taking place, with the Federal Reserve in the US expected to cut interest rates again on Thursday morning and decisions from the Bank of Japan and Bank of England later than day. Here in New Zealand, a highlight will be the September quarter GDP report, while we'll also get update on dairy prices, business confidence and the housing market. The Half Year Economic and Fiscal Update (HYEFU) is also out on Tuesday, and is likely to reflect a challenging position and a further increase in the Government’s borrowing requirements.

    16 min

  3. DEC 10

    ep 228 | Six predictions for 2025

    As this year draws to a close, there are a raft of questions over what to expect from financial markets in 2025. Will the New Zealand economy recover from recession, how much further will interest rates fall, and what will that mean for the housing market? Investors are also pondering the outlook for the ailing local sharemarket, while speculating if the might S&P 500 can keep rising or if it's due for a fall. We'll try and answer some of those questions, with six predictions for 2025.

    12 min

  4. DEC 7

    ep 227 | The week ahead - US inflation in the spotlight ahead of next week's Fed meeting

    This week the global highlight will be the November CPI report in the US on Wednesday. This will be closely watched as investors look ahead to the final Federal Reserve meeting of the year next week, where the central bank is expected to reduce interest rates another 0.25 per cent. Markets will also be watching the latest inflation and trade data in China, monthly GDP in the UK and central bank decisions in Australia, Canada, Europe and Switzerland. On the local front, we'll get some further GDP partials ahead of the September quarter GDP report, which is scheduled for release late next week. A housing market update is due from the Real Estate Institute, while we'll also see the latest monthly migration figures.

    12 min

  5. DEC 3

    ep 226 | Stumbling Spark's string of missteps

    It’s been a good year for the local sharemarket. The NZX 50 index is up 11.0 per cent so far, which sees it on track for its best year in four. Most of our biggest companies have performed well, but one notable exception is Spark. It’s share price is down more than 40 per cent in 2024, making it one of the biggest decliners across the entire exchange. There are several reasons for the disappointing performance. Some of these are a function of the economic backdrop, while others are of the company’s own making.

    5 min

  6. NOV 30

    ep 225 | The week ahead - a crucial US jobs report in focus

    This week is a busy one in terms of international economic releases. The focus will be on the US jobs report, which is out on Friday. This will be a key piece of the puzzle ahead of the Fed's next decision on December 18 (where markets see a 65% chance of another 0.25% cut). We'll also get the latest ISM indices in the US, as well as the University of Michigan's monthly consumer survey. November PMIs will be out in China, while in Australia we'll get the GDP report for the September quarter. It'll be a quieter week here at home, although we will see the results of another dairy auction.

    15 min

  7. NOV 26

    ep 224 | Will we get a "Santa rally" in 2024?

    The US sharemarket has pushed higher since the election, building on the strong gains we saw leading up to it. The S&P 500 index is up 27 per cent (including dividends) so far in 2024, on the back of a similar rise last year. After the 60 per cent return since the end of 2022, is a traditional “Santa rally” on the cards, or will the market run out of puff?

    7 min

  8. NOV 23

    ep 223 | The week ahead - it’s RBNZ week, but will it cut by 25, 50 or 75?

    The final RBNZ meeting of 2024 is on Wednesday. Markets expect another 50-basis point cut, but could the RBNZ go bigger or smaller? We'll also get the retail sales report for the September quarter, and the latest monthly ANZ Business Outlook. There will be plenty to watch on the corporate front too, with a raft of listed companies scheduled to release earnings including Turners, Fisher & Paykel Healthcare and Ryman Healthcare.

    16 min
See All (227)

About

Stay on point with Craigs. Keep up to date with the latest developments in financial markets and the economy. Investing involves risks. You aren’t guaranteed to make money and you might lose the money you started with. Any information provided is general, current at the time and not financial advice. It doesn’t take into account your particular financial situation. We don't accept liability for results of actions taken or not taken based on information provided. Before making any investment decision we recommend you seek professional assistance from an investment adviser. Visit craigsip.com.

Information

  • Creator
    Craigs Investment Partners
  • Years Active
    2023 - 2024
  • Episodes
    227
  • Rating
    Clean
  • Copyright
    © Craigs Investment Partners
  • Show Website
    On Point

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