Latest from the blog...
Weekly market update 03-05-2024
03 May 2024 | Blog Fed less hawkish than feared; US stagflation or just getting back on track?; RBA to hold, with a tightening bias; Aust consumer remains weak; Aust budget preview. Read moreEconosights - positive supply shocks
02 May 2024 | Blog Post pandemic, the supply of labour has increased in many major economies, including the US and Australia, through elevated immigration and a lift in the participation rate to a record high. Read moreRetail spending declines in March
30 April 2024 | Blog Retail spending declines in February, reversing Swift Lift in Feb and indicating that consumers still under pressure. Not consistent with an economy that needs higher interest rates. Read moreOliver's insights - the art of happiness
29 April 2024 | Blog This article looks at happiness and whether economics is failing us with its focus on GDP and consumption. Read moreWeekly market update 26-04-2024
26 April 2024 | Blog Dr Shane Oliver notes that shares have bounced but is the correction over?; strong US earnings; US PCE less bad than feared; Australian rate cuts delayed, another rate hike is a high risk; and more. Read moreWeekly market update 19-04-2024
19 April 2024 | Blog Dr Shane Oliver comments on the correction time for shares; escalation risk in Israel's counter-retaliation; rate cut delays but inflation still falling ex US; supply boost helping cool Aust labour market; expect Aust Q1 CPI to slow to 3.4%yoy; and more. Read moreEconosights - does the Federal Reserve have to cut rates first?
17 April 2024 | Blog In this Econosights we look at whether the US Federal Reserve will be the first major central bank to cut interest rates in this cycle. Read moreOliver's insights - shares are vulnerable
16 April 2024 | Blog The obvious issue is how vulnerable are shares? Could the bull market that got under way from the inflation and interest rate lows of 2022 (that has seen global shares rise 42% and Australian shares rise 23%) be over? Read moreEconosights - Australia and US inflation
15 April 2024 | Blog The latest March US consumer price data showed that the progress in reducing the pace of US inflation has stalled. Does the recent uptick in US inflation data mean that Australian inflation will also remain higher than expected in 2024? We look at this issue in this Econosights. Read moreWeekly market update 12-04-2024
12 April 2024 | Blog Higher bond yields pressuring shares; local money markets overreacting to US inflation; RBA does not have to wait for the Fed to cut - Aust economy is weaker; back to the future with made in Australia; why higher petrol prices? Read moreOliver's insights - Australian property market
09 April 2024 | Blog The Australian housing market has started the year on a solid note with national home prices up 1.6% over the first three months according to CoreLogic. We had thought the drag of high mortgage rates would get the upper hand again but the supply shortfall is continuing to dominate. Read moreWeekly market update 05-04-2024
05 April 2024 | Blog Global sharemarkets under pressure this week; oil prices up; metals prices surging; Fed Chair Powell sounds like he still wants to cut rates later this year; and more. Read moreWhat you need to know
The credit provider for all banking products is AMP Bank Limited ABN 15 081 596 009, AFSL and Australian Credit Licence 234517. Approval is subject to AMP Bank guidelines. Terms and conditions apply and are available at amp.com.au/bankterms or by calling 13 30 30. Fees and charges are payable.
Any advice and information is provided by AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121 (AWM Services) and is general in nature. It hasn’t taken your financial or personal circumstances into account.
It’s important to consider your particular circumstances and read the relevant product disclosure statement, Target Market Determination or terms and conditions, available from AMP at amp.com.au, or by calling 131 267, before deciding what’s right for you.
You can read our Financial Services Guide online for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relation to products and services provided to you. You can also ask us for a hardcopy.
All information on this website is subject to change without notice. AWM Services is part of the AMP group.