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Devon Funds Head of Retail Greg Smith speaks to ZB's Mike Hosking about how markets have celebrated a trade deal between the US and Japan, and why Japanese automakers are particularly relieved. Also, US car makers who are not so enthused as yet, with General Motors amongst those wearing a big tariff hit, however, there is a cause for optimism for the auto giant. 

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith speaks to ZB's Mike Hosking about results from Coca-Cola, and Donald Trump's influence on the beverage giant's recipe. He also discusses the implications of China's biggest project this century, and what to make of the latest Kiwi trade surplus.

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about what a softer than expected NZ inflation print means for the RBNZ's next move. He also discusses strong earnings reports offshore from telco Verizon, Domino's Pizza, and budget airline Ryanair.

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB's Mike Hosking about why markets didn't react that positively to solid results from Netflix but lapped up those from luxury goods giant Burberry. He also discusses the latest read on US consumer sentiment. 

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the current cost of living pressures in New Zealand, focusing on food and rent prices. He also breaks down the recent employment figures from Australia, noting shifts in part-time and full-time work. Additionally, he reviews US retail sales, highlighting good news for the world’s largest economy.

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the latest round of bank earnings in the US and what a lower than expected wholesale inflation print means for the interest rate outlook. Locally he discusses updates from two big gentailers and the implications of an announcement by the Electricity Authority regarding off-peak power rates.

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the latest US inflation print which shows the impact of tariffs to the world's largest economy. He also covers off the key takeaways from the earnings releases of four big US banks. Locally he looks at the latest REINZ data which indicated a subdued housing market. 

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the extended contraction in the kiwi services sector, along with slightly more positive news on retail sales. He also looks at why the latest trade data out of China is encouraging, but also needs to be taken with a pinch of salt. 

To listen to the full market update by Greg Smith please click here.

Devon Funds Head of Retail Greg Smith talks to ZB's Heather du Plessis-Allan about the latest escalation of tariff tensions by Donald Trump and what this means for markets. He also looks at why Levi Strauss is coping well with the trade tensions, and the latest kiwi manufacturing data which has reminded how tough things are for our economy. 

To listen to the full market update by Greg Smith please click here.

An interest piece written by Greg Smith, Head of Retail at Devon Funds.