On Point

Craigs Investment Partners
On Point
Latest episode

373 episodes

  • On Point

    ep 376 | The week ahead - Oil prices crash as the Strait of Hormuz reopens

    27/06/2026 | 12 mins.
    Oil prices fell 10% on the back of hopes for a sustained resolution in the Middle East grew. That saw US crude finish the week just below US$70, almost 40% below last month’s peak and the lowest since late February. Are we out of the woods when it comes to inflation and rising interest rate risk?
  • On Point

    ep 375 | Deals and dots mean changes for central banks

    22/06/2026 | 6 mins.
    A few different balls are up in the air across the central banking world, and change is afoot. Recent declines in oil prices have seen the odds of OCR hikes change, while the Federal Reserve in the US has entered a new era with Kevin Warsh as Chair. We’ll get a useful sense check in a fortnight from the Reserve Bank, while the evolution of the Fed will be a longer-term theme to monitor.
  • On Point

    ep 374 | Should we worry about rising government debt?

    17/06/2026 | 7 mins.
    Investors often ask us how worried they should be about rising government debt. It’s a very fair question, and Budget 2026 showed that New Zealand’s books remain under pressure. If you or I live beyond our means, borrow too much and can’t repay our debts, we’ll eventually run out of options. However, governments aren’t households and that’s an important distinction. How should investors think about what this means for their portfolios?
  • On Point

    ep 373 | The week ahead - The Kevin Warsh era begins at the Fed

    13/06/2026 | 14 mins.
    Central banks will be in focus this week, with the Federal Reserve's latest monetary policy decision the highlight on Thursday morning (NZ time). As well as being Kevin Warsh's inaugural meeting as Chair, we'll also get a fresh Summary of Economic Projections from the Fed. Monetary policy decisions are also due in Australia, Japan and the UK.
  • On Point

    ep 372 | The SpaceX IPO is bigger than you think

    09/06/2026 | 6 mins.
    SpaceX is about to become one of the largest listed companies in the world, with an estimated valuation of almost US$1.8 trillion. Whether this valuation is justified is an area of intense debate right now. Some see an extraordinary growth story spanning launch services, satellite communications and artificial intelligence. Others are questioning whether a company that is not yet profitable should command such a lofty price tag. However, the more interesting story is what the SpaceX IPO tells us about the way financial markets themselves are evolving.
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About 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.
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