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 t...
ep 246 | Should we let Trump put us off investing?
We’re a month into President Trump's second term and there’s 47 more to go, which means investors need to make peace with a less predictable market backdrop and get on with it. While sitting on the sidelines for the next four years is one strategy, it’s unlikely to be a very good one. Don't forget, the S&P 500 increased 58 per cent during Trump’s first term despite plenty of twists and turns, and there’s every chance you’ll be rewarded for keeping your cool this time around too.
--------
6:26
ep 245 | The week ahead - Another bumper OCR cut, and maybe the RBA's first move?
This week’s economic highlight will be the global flash PMIs for February, which are due on Friday. Last month these pointed to a good start to year for the global economy, and we'll be watching for further improvements, particularly in Europe. There'll be plenty of action in this part of the world too. Another 50-basis point cut to the OCR is expected here in New Zealand on Wednesday, while we're also expecting the first rate cut of this cycle across the Tasman, which would be an important milestone for the Australian economy and sharemarket.
--------
14:08
ep 244 | Will we see some green shoots this earnings season?
The local reporting season begins this week, and we've got high hopes for a more optimistic tone. It’s been a very difficult couple of years for most businesses, but things are getting better. The period this reporting season will cover is close to the maximum pain point for our economy, but there are plenty of bright spots emerging. Investors should brace themselves for another batch of uninspiring results, while putting more emphasis on the encouraging comments we hope to hear about how this year is shaping up.
--------
5:09
ep 243 | The week ahead - US inflation, Jerome Powell and (sigh) more tariff talk!
Looking ahead, this week’s economic highlights will include the latest inflation report in the US, as well as the NFIB survey and the retail sales report for January. On the central banking front, investors will be watching the semi-annual testimonies by Federal Reserve Chair Jerome Powell to the Senate Banking Committee and the House Financial Services Committee on Tuesday and Wednesday. Investors will also be watching for more tariff talk, after US President Donald Trump said he was planning reciprocal tariffs on US trading partners, which would mean raising the level to match what the US is charged by others.
--------
14:11
ep 242 | Where's the New Zealand economy at right now?
The OCR has fallen from its peak, but unemployment is up and it still feels like we're in recession. Meanwhile, the currency is in a slump and we're facing international challenges as tariffs threaten to derail the global growth story. Can we still expect the economy to recover, how long will we need to wait for lower mortgage rates to have an impact, and are there any bright spots on the horizon?
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.
New Zealand