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. 1D AGO

    ep 258 | The week ahead - An OCR cut looms against a very volatile backdrop

    It was an extremely volatile week for global markets, as "Liberation Day" sent investors into a tailspin. Investors will be watching for signs of further tariff retaliation (or negotiation) this week, while US inflation figures will in focus. Another OCR cut its widely expected here in New Zealand, and on the corporate front the quarterly international earnings season kicks off with some of the US banks on Friday.

    16 min

  2. 6D AGO

    ep 257 | With Q1 behind us, what's in store for the next three months?

    The March quarter of 2025 is behind us and if it’s any guide of things to come, we’re in for an eventful year! The quarter was punctuated by policy uncertainty, shaky confidence readings and volatile markets. Which asset classes and markets were up, down or sideways, and what should investors be watching out for over the coming three months?

    7 min

  3. MAR 29

    ep 256 | The week ahead - Markets on edge as US tariffs loom in April

    The focal point of this week will be the details of US reciprocal tariffs, which are scheduled to be implemented on Wednesday (April 2). A day later, 25% tariffs on cars imported into the US will take effect. It is unclear whether the reciprocal tariffs will be broad or targeted, but the prospect of added inflationary pressures and a tariff-induced economic slowdown will keep investors on edge. In terms of global economic releases, highlights will be the US jobs report and ISM indices, while here in New Zealand the latest ANZ Business Outlook survey will take centre stage.

    15 min

  4. MAR 25

    ep 255 | What’s with the mixed messages from our economy?

    Last week's gross domestic product (GDP) report was comforting, coming in above expectations and pointing to the strongest improvement in 18 months. That was a welcome piece of good news, following a difficult February reporting season littered with cautious comments from management teams. In contrast, business confidence measures have rebounded strongly, which seems out of step with the downbeat tone we're seeing elsewhere. So what gives, and why are we getting mixed messages from some of our key economic indicators?

    7 min

  5. MAR 22

    ep 254 | The week ahead - Flash PMIs will take the pulse of global growth

    Global flash PMIs for March will be a focal point early in the week, while PCE inflation will be one of the US highlights. The Conference Board’s US consumer confidence index will be of interest on Tuesday too, following a slide in the University of Michigan measure last week. Australia's 2025/26 Federal Budget will be delivered on Tuesday evening, paving the way for the Federal Election which must occur on or before 17 May. Locally, it's a quiet week with ANZ consumer confidence for March the only notable release.

    16 min

  6. MAR 15

    ep 253 | The week ahead - Will the GDP report reflect a recovering NZ economy?

    Central banks will be in focus this week with monetary policy decisions due in the US, Japan and the UK. The Fed will be the obvious highlight and although no change to interest rates is expected, markets will be interested in the commentary and a fresh set of projections. Locally, the main event will be December quarter gross domestic product (GDP), which is due Thursday. The economy has contracted for eight consecutive quarters (on a per capita basis), and we're hoping for early signs of improvement.

    11 min

  7. MAR 13

    ep 252 | It's officially a correction, so where to from here?

    As of yesterday’s close, the S&P 500 in the US is down 10.1 per cent from its February highs. A fall of more than ten per cent is generally considered a market correction, and we’re officially in one of those now. Our crystal ball isn’t any better than yours, and we’d be lying if we said we know exactly where things go from here. However, here are four things keeping us from getting too negative too early.

    12 min

  8. MAR 10

    ep 251 | The market leading the charge as the US falters

    After two consecutive years of 25 per cent plus returns, the S&P 500 index in the US is down 2.5 per cent this year as investors fret over tariffs. However, there’s always a bull market somewhere and right now, that seems to be in Europe. European shares are up ten per cent this year, led by German shares which have surged 15.6 per cent. That’s the best start to a year in at least a decade, but the question now is whether those gains will keep on coming.

    6 min
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    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 - 2025
    • Episodes
      255
    • Rating
      Clean
    • Copyright
      © Craigs Investment Partners
    • Show Website
      On Point

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