Ep 338 | The week ahead - Where to next for markets, after last week's volatility? | Craigs On Point

Описание: Episode 338 | The week ahead - Where to next for markets, after last week's volatility?
On Point with Craig's Investment Partners

In this week’s episode, Mark Lister, Investment Director at Craig’s Investment Partners, reviews a busy and volatile week across global financial markets, where sharp moves beneath the surface masked relatively modest changes in headline indices.

Mark discusses the recent pullback in US growth stocks, resilience in international markets, and what the latest data from New Zealand, Australia and the United States tells us about inflation, labour markets and interest rate expectations. He also outlines what investors should watch in the week ahead, including delayed US jobs and inflation reports, Japan’s lower house elections, and a busy earnings calendar on both sides of the Tasman.

Here’s what’s covered:
Global market volatility and sector performance
US tech weakness versus broader market resilience
NZX, commodities, crypto and bond market movements
NZ dairy prices and labour market data
RBA rate hike and global central bank developments
Strong US ISM data and small cap performance
Week ahead: US jobs and inflation in the same week
Earnings season update in the US, NZ and Australia

Chapters / Timestamps:
00:00 – Intro and disclaimer
00:45 – Welcome and market overview
01:20 – US market moves and growth stock pullback
02:30 – Global markets and NZX performance
03:40 – Commodities, crypto and bond market update
04:45 – NZ dairy prices surge
05:40 – NZ labour market report breakdown
06:55 – RBA rate hike and central bank recap
08:25 – US ISM data and small caps strength
09:45 – Week ahead: US jobs and CPI preview
11:20 – Fed rate cut expectations
12:05 – NZ data, Japan election and global watchpoints
13:00 – Earnings season update: US and Australasia

______________________________

Subscribe to get the latest investing insights:
Spotify: https://bit.ly/spotify-on-point
Apple Podcasts: https://bit.ly/apple-podcast-on-point
YouTube: https://bit.ly/CraigsInvestmentPartne...
Market Insights e-newsletter - https://bit.ly/youtube-market-insights

Connect with us:
Website - https://bit.ly/cip-website
LinkedIn - https://bit.ly/cip-linkedin
Facebook - https://bit.ly/cip-facebook
Instagram - https://bit.ly/cip-instagram
______________________________

At Craigs Investment Partners, we’ve been helping New Zealanders grow and manage their wealth since 1984. With over 20 branches nationwide, we provide personalised investment advice and portfolio management tailored to your financial goals. Our services include discretionary investment management (DIMS), KiwiSaver advice, wealth planning, and access to local and global markets. Backed by one of New Zealand’s largest private wealth research teams, we offer insights and strategies designed for long-term success. Whether you’re building, preserving, or transitioning wealth, we’re here to support you every step of the way. Personal relationships. Personal wealth.


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 the results of actions taken or not taken based on the information provided. Before making any investment decision we recommend you seek professional assistance from an investment adviser. Visit craigsip.com.

#CraigsOnPoint #Ep338 #Markets #Investing #InterestRates #EarningsSeason #CraigsInvestmentPartners