Ep 342 | The week ahead - Is that the end of Trump's tariff plans? | Craigs On Point

Описание: Episode 342 | The week ahead - Is that the end of Trump's tariff plans?
On Point with Craig's Investment Partners

In this week’s episode, Mark Lister, Investment Director at Craigs Investment Partners, reviews a strong week across global financial markets, with US equities pushing higher despite firmer inflation data and a weaker GDP print.

Mark discusses the resilience of the S&P 500, the Supreme Court ruling on US tariffs and the potential implications for trade policy, and the latest inflation and growth data out of the United States. He also covers New Zealand’s soft housing figures, surging dairy prices and Fonterra lifting its milk price forecast. Finally, he breaks down the Reserve Bank of New Zealand OCR decision, interest rate expectations, and previews a busy week of earnings both locally and offshore.

Here’s what’s covered:
Global equity gains led by the US and Europe, with Japan easing slightly
US Supreme Court ruling on tariffs and implications for trade policy
Hotter PCE inflation and weaker GDP data in the US
Federal Reserve rate cut expectations for mid 2026
NZ housing market weakness and regional divergence
Dairy price strength and Fonterra milk price upgrade
RBNZ OCR decision and updated rate track projections
NZ dollar weakness and bond market movements
Busy earnings week across NZ, Australia and the US

Chapters / Timestamps:
00:00 – Intro and disclaimer
00:45 – Welcome and global market recap
01:40 – US tariffs ruling and market reaction
03:00 – US inflation and GDP update
05:00 – Global PMI data and growth trends
06:30 – NZ housing market update
07:40 – Dairy prices and Fonterra outlook
08:40 – RBNZ OCR decision breakdown
10:30 – Interest rates, bonds and NZ dollar moves
11:30 – Week ahead: US data and political developments
12:10 – Earnings season preview NZ, Australia and US

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