MARKETWEEK: Looking beyond the current crisis

28.3.26 WARREN HEAD The frequent flurries of uncertainty that are sweeping commodity, currency and equity markets will have the phones ringing in the offices of equity advisors and fund managers. No...

MARKETWEEK: Kiwi investors adopting a unflustered attitude

21.3.26 Warren Head   The first time I was gripped by petrol prices was when I ran my older brother’s car dry as a teenager; again in 1979, and during the Iraq War … but not since until this...

MARKETWEEK: Dividend flow will cushion NZ investors

Briscoe Greoup's revenue score is remarkable WARREN HEAD New Zealand equity investors have for the most part held their breath and hope to be breathing out next week – should there be a halt in the...

Soaring jet fuel costs ground Air NZ guidance

10.3.26 Unprecedented volatility in global jet fuel markets following the recent escalation of conflict in the Middle East, has seen Air New Zealand suspend the earnings guidance it issued on just...

Equity markets twitchy on Middle East war

PICTURED; Jebel Ali container terminal in the UAE   //    WARREN HEAD Against a background of war breaking out between Israel and Iran, and supply chains tightened financial markets have been...

MARKETWEEK:Geopolitical events rear across markets

1.3.26  //      Warren Head    // Global markets closed off a volatile February’s trading with another drop in confidence by markets related to the tremendous diversion of capital into the expansion...

MARKETWEEK:  Market results lean into a turnaround

Auckland Airport Arrivals 21.2.26 //      Warren Head   At the end of a mixed week of corporate results, and an encouraging tone from the Reserve Bank, the NZX equity market brought improved...

MARKETWEEK: Poised for a torrent of market interims.

South Port result will register improved NZAS 14-15.2. 2026 The December interim report season holds the key to the direction of investor portfolios in the short-term. The report season for some 60...

MARKETWEEK: Late rally carries the Dow to 50,000

It has been a bumpy ride to peak cycle   7.2.26   //   WARREN HEAD //  Weeks of equity markets being subjected to the uncertainty of ongoing geopolitical riddles, minerals and metals price...

MARKETWEEK:  Global markets run low on propellant

  //       Warren Head   //   There was a risk-off tone across global equity markets led by US technology stocks over the week. Global equities dragged following weakness in Microsoft’s...

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MARKETWEEK: Looking beyond the current crisis

28.3.26 WARREN HEAD The frequent flurries of uncertainty that are sweeping commodity, currency and equity markets will have the phones ringing in the offices of equity advisors and fund managers. No matter that experienced advisors are constantly suggesting that...

Govt rolls out fuels plan ‘just in case’

27.3.26 While there is currently no need for fuel restrictions, but would be if fuel shipments to NZ peter out, the government is putting the nation onto a readiness footing. ‘the public can be assured that the Government is planning carefully, acting early and making...

NZ fuel stocks remain ‘healthy’

25.3.26 The fuels price spike and associated supply disruption from the Middle East war remains a fast-moving situation internationally. However, MBIE reported in midweek that fuel supply into New Zealand remains stable, and onshore and incoming stocks are healthy....

SITUATION REPORT: Oil up, markets down

  27.3.26 Ceasefire negotiations between the US and Iran appear to have stalled  - if they ever really got started – and the paperwork  in the form of lists of reciprocal demands appears a pointless exercise. President Trump warned Iran to "get serious" about...

Bottom-line bounce for Warehouse

Despite a challenging retail environment and ongoing cost-of-living pressures on households, The Warehouse Group recorded sales of $1,612.1m in the six months to 1 February 2026, up 0.3% on 1H25. Like for like same store sales increased 0.5%, while improving...

ASB support for weather-hit customers

27.3.26 ASB is offering support options for customers who are impacted by severe weather in the North Island. Targeted support for personal, farming and business customers will be offered on a case-by-case basis, with options including: Deferring home loan repayments...

Oil rises and NZ dollar ebbs

27.3.26 Oil prices, the US dollar, and bond yields all rose amid market scepticism that a de-escalation in the Iran war was likely soon, reports Westpac this morning. Currencies: “The US dollar index is up 0.3% on the day. EUR fell from 1.1570 to 1.1523. USD/JPY rose...

RBNZ vigilant on Inflation spike risk

26.3.26 The Reserve Bank of New Zealand (RBNZ) is well positioned to handle the challenges to price stability and financial stability mandates caused by the ongoing conflict in the Middle East, Governor Anna Breman said in a speech this week aimed at calming market...

Record high generation from renewables

26.3.26 The December 2025 quarter delivered a record high share of renewable electricity generation at 96.4%, up 2.1 percentage points on the December 2024 quarter. “Driving this was strong hydro output and increases in solar capacity over the past year,” recordced...

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