On Point

Hosted by Craigs Investment Partners

Business Investing

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Episodes

388

Latest episode

Aug 2026

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EN-NZ

About the show

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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60 recent

August 22, 202613 min

ep 391 | The week ahead - Rising bond yields rattle global markets

It was a highly eventful week across financial markets, with equity markets mixed and long bond yields rising further. The S&P 500 index broke a three-week winning streak while the local NZX 50 posted its third consecutive weekly rise. Central banks will be in focus this week, with the annual symposium in Jackson Hole taking place from Thursday through Saturday. The corporate calendar will also be busy everywhere, with plenty of local results due as well as the latest earnings release from NVIDIA in the US.

August 18, 20266 min

ep 390 | Are sharemarket valuations too high?

There’s lots of nervousness about sharemarket valuationsat the moment. That’s understandable, especially regarding the US market which has more than tripled in value since the end of 2018. How should investors be thinking about valuations right now, and is it a good time to put capital towork?

August 15, 202612 min

ep 389 | The week ahead - Local earnings deluge incoming

We'll get a raft of local releases this week, with Selected Price Indexes and the Performance of Services Index for July due Monday, before the results of a dairy auction on Wednesday. However, the main event will be the earnings season which ramps up in a big way on the NZX. We're hoping for some solid results, while outlook commentaries will be in focus to help gauge the state of the broader economy and the health of our listed corporates.

August 11, 202610 min

ep 388 | What should we expect this earnings season?

The local earnings season is upon us, with a plethora of listed companies due to announce results this month. This will offer some valuable insights into the state of corporate New Zealand and the broader economy, after a mixed bag of indicators in recent months.

August 8, 202611 min

ep 387 | The week ahead - Will US inflation fall enough for the Fed?

The economic highlight of the week will be the CPI inflation report in the US, which covers the month of July and is out on Wednesday. This release takes on greater importance after the soft jobs report, which saw expectations for further Federal Reserve rate hikes fall back sharply. Markets now see a greater chance of no change at the September meeting.

August 6, 202625 min

ep 386 | Spotlight on the US equity market

There's a lot going on in the US at the moment, from monetary policy and midterms, to earnings releases and market leadership rotations. We spoke to a US equities expert at JPMorgan Asset Management to answer some of our questions and provide some insights into the investment outlook.

August 4, 20265 min

ep 385 | Big market moves under the hood

If you’ve only glanced at the S&P 500 index in the US these past few months, you might conclude it’s been a relatively quiet period. The market is up around 11 per cent this year, just slightly below its all-time high. Nothing to see here. Look under the hood, however, and it’s a completely different story.

August 1, 202615 min

ep 384 | The week ahead - Earnings roll on as markets endure massive volatility

It’ll be another busy week of corporate earnings releases too, with close to 140 more S&P 500 companies scheduled to report. A wide range of sectors will be represented, with some of the highlights likely to be Caterpillar, McDonald's,Disney, Uber and Republic Services. SpaceX will announce its inaugural result as a listed company, while we'll also hear from healthcare heavyweights Eli Lilly and Novo Nordisk.

July 28, 202610 min

ep 383 | The OCR is headed higher, but is the economy?

The dust has settled on the Reserve Bank’s July hike in the Official Cash Rate, the first in three years. There’s been plenty of debate about whether that was the right move or not, but developments since then (like stronger inflation and a rise in oil prices) suggest it probably was. However, we've also seen some early signs of recovery across the economy, which might put us in good stead to withstand higher borrowing costs.

July 25, 202616 min

ep 382 | The week ahead - Oil prices surge ahead of the Fed meeting

A busy week looms, with monetary policy decisions due in the US, UK and Japan. Corporate earnings releases will also be closely watched, with some 180 S&P 500 companies scheduled to report. Tech will be very much in the spotlight as we hear from US heavyweights Microsoft, Meta, Apple and Amazon, as well as Samsung Electronics and SK Hynix in South Korea.