Monday Market Highlights: 4 December 2023

In this week’s Monday Market Highlights Sustainable Investment Analyst Nick Morgan looks into the October US PCE price index, which was flat month on month for October. Also in the US, he discusses the ISM manufacturing index, personal spending data and unemployment numbers. In China, Nick covers manufacturing PMI and in New Zealand he looks into the RBNZ’s interest rate decision, where they held the OCR. Lastly, Nick covers Australian retails sales for October. In equity news, Nick discusses Gentrack, Fisher & Paykel Healthcare, Collins Foods and Harvey Norman Holdings. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.