Chris Day Forsyth Barr Investment Adviser

08/09/2026

Head of Research Andy Bowley speaks with Mike Hosking Newstalk ZB on an NZ reporting season with more companies beating forecast than missing.
🇳🇿 Gradual acceleration of corporate profitability over the last 12-18 months, coming from a long period of flat earnings
📈 Signs of growth coming, but it's unlikely to be uniform by company or sector
🛢️ Middle East conflict and energy impact was less than expected overall, but significant for sectors like aviation
https://www.newstalkzb.co.nz/on-air/mike-hosking-breakfast/audio/andy-bowley-forsyth-barr-head-of-research-chats-economy-bounce-back/

08/09/2026

08/09/2026

- Global markets split as AI enthusiasm sent South Korean and Japanese technology stocks surging, while Europe remained cautious ahead of the ECB decision and US markets were closed for Labor Day. Escalating US–Iran strikes and fading hopes for a nuclear deal kept oil prices elevated and inflation risks in focus.

Read the full report: https://ow.ly/IKMo50ZKrie

08/09/2026

- Higher oil prices and renewed inflation concerns weighed on global equities, with fresh attacks on Saudi energy infrastructure pushing Brent crude towards US$100 a barrel. Wall Street fell as investors also absorbed escalating US–Canada trade tensions, while Europe finished broadly flat after recovering from earlier losses.

Read the full report: https://ow.ly/tOnB50ZL2CX

06/09/2026

- Global markets mostly advanced as easing US rate-hike expectations boosted risk appetite, driving gains across Wall Street and Europe. Technology and crypto stocks outperformed in the US, while Asia-Pacific was mixed as a stronger yen pressured Japan despite gains in South Korea and Australia.

Read the full report: https://ow.ly/UAmq50ZJ2bi

06/09/2026

- Global markets diverged as stronger-than-expected US payrolls revived September rate-hike expectations, pushing Treasury yields higher and weighing on Wall Street, with Tesla and Lululemon among the largest decliners.

Read the full report: https://ow.ly/gsFa50ZJXrn

03/09/2026

- Global markets diverged as stabilising Treasury yields and easing rate-hike concerns helped Wall Street rebound, while elevated borrowing costs pressured Europe. Asia-Pacific fell sharply as surging oil prices and yields hit Japan and South Korea, although New Zealand rallied following a less hawkish RBNZ rate hike.

Read the full report: https://ow.ly/XFyP50ZItLB

02/09/2026

- Global equities weakened as renewed US–Iran hostilities pushed oil prices and longer-term bond yields higher, reviving inflation and interest-rate concerns. Wall Street and Europe fell, while Asia-Pacific markets were mixed and New Zealand equities rallied on month-end index rebalancing. Despite the softer final session, most major equity markets still finished August higher.

Read the full report: https://ow.ly/2q9f50ZHuMm