Weekly 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 moreHow to boost your retirement savings as super and tax laws change
29 March 2024 | Super If you’re looking to maximise your superannuation in the lead-up to retirement, it’s a good idea to be up to speed on any legal updates that could affect the super and tax landscape. Read moreWeekly market update 28-03-2024
28 March 2024 | Blog Shares currently at new highs; April is normally a strong month for shares; cooling Australian inflation; what happened to Swiftonomics?; Cocoa prices up three fold! and more. Read moreOliver's Insights - Seven lasting impacts from the COVID pandemic
26 March 2024 | Blog Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions; higher inflation; worse housing affordability; working from home; and a faster embrace of technology. Read moreWeekly market update 22-03-2024
22 March 2024 | Blog The Goldilocks scenario of share market growth continues; central banks heading to normalisation; RBA now neutral; benign RBA FSR but very narrow measure of household essentials; Australian population boom rages on; and more. Read moreEconosights - The outlook for services inflation in Australia
21 March 2024 | Blog There is concern that services inflation in Australia will stay high which will threaten the RBA’s 2-3% inflation target. Read moreWeekly market update 15-03-2024
15 March 2024 | Blog An overview on share market vulnerabilities; Australian shares down on banks & iron ore; hotter US inflation to keep Fed cautious; RBA to hold & retain mild tightening bias; Australian population boom & housing shortage ; and more. Read moreOliver's insights - bitcoin to infinity and beyond again
13 March 2024 | Blog Bitcoin attracts extreme views - evangelists on the one hand and agnostics and atheists on the other in contrast to other things where the debate is between bulls and bears. This note looks at what it means for investors. Read moreWeekly market update 08-03-2024
08 March 2024 | Blog US and Eurozone shares at new highs, gold & Bitcoin too; major central banks getting closer to cuts; weak Australian GDP adds to case for RBA cuts around mid year; and more. Read moreEconosights - An International Women’s Day Special
07 March 2024 | Blog The 8th March marks International Women’s Day. Some might say that International Women’s Day has only gained popularity in recent years across the Western World but it actually has historical origins back to the early 1900’s. Diana Mousina reflect on issues around gender inequality in Australia. Read moreOliver's insights - 21 great investment quotes
05 March 2024 | Blog Investing can be scary and confusing at times. But the basic principles of successful investing are timeless and quotes from experts help illuminate these. Read moreEconosights - The US labour market
04 March 2024 | Blog The outlook for services inflation is one of the key uncertainies facing central banks at the moment. In this edition of Econosights we look at US inflation as a guide for other major economies. Read moreWeekly market update 01-03-2024
01 March 2024 | Blog US, Eurozone and Japanese shares at record highs; Australian inflation still falling faster than RBA expects; has the RBA gone too far?; Australian earnings down but better than feared; revised Aust home price forecasts; and more. Read moreOliver's insights - charts for investors to watch
27 February 2024 | Blog Seven key charts worth keeping an eye on are: global business conditions PMIs; inflation; unemployment and underemployment; inflation expectations; earnings revisions; the gap between earnings yields and bond yields; and the US dollar. Read moreEconomic Forecast - 2024
23 February 2024 | Blog Dr Shane Oliver reflects on key themes from the past year and suggests what investors should look out for in 2024. Read moreWeekly market update 23-02-2024
23 February 2024 | Blog An overview on central banks & inflation; the AI boom; Swiftonomics & rate hikes (alt take); Australian wages growth peak and earnings better than feared but average; and more. Read moreEconosights - the global economy in 2024
20 February 2024 | Blog Deputy Chief Economist, Diana Mousina provides a snapshot of what you may expect in 2024's global economy and the implications for investors. Read moreWeekly market update 16-02-2024
16 February 2024 | Blog This week Dr Shane Oliver observes a US inflation blip; UK & Japan remind recession risk is high in Australia; US earnings coming better than expected and as is for Australia so far; and more. Read moreOliver's insights - investment outlook
14 February 2024 | Blog Last year shares climbed a “wall of worry” as inflation fell leading to prospects for lower interest rates ahead. But can it continue? After participating in a webinar on the investment outlook this note takes a look at the main questions investors have in a simple Q&A format. Read morePortfolio Manager Outlook 2024
13 February 2024 | Blog Hear from Stuart Eliot, Stephen Flegg and Jeronimo Harrison from the AMP Investments portfolio team on their outlook for 2024. Read moreWeekly market update 09-02-2024
09 February 2024 | Blog For the week, the US S&P hits 5000; "good news" rate cuts vs "bad"; is the China bear market over?; slightly mixed RBA messaging but still less hawkish; Australian earnings preview; and more. Read moreEconosights - inflation expectations
08 February 2024 | Blog Fears that inflation expectations will become “unanchored” and lead to prolonged high inflation has been one reason behind the aggressive stance on inflation through numerous interest rate increases across global central banks. But some interesting research in the RBA Bulletin recently shows that consumers may not have a strong understanding around the RBA’s inflation target which challenges the importance of consumer inflation expectations. Read moreOliver's insights - Australia's tax system
05 February 2024 | Blog The Australian tax system has five key problems: it’s heavily reliant on income tax; it’s complicated by numerous tax concessions; it’s highly progressive; it has ongoing problems with “bracket creep”; & suffers from several anachronisms. Read moreWeekly market update 02-02-2024
02 February 2024 | Blog Dr Shane Oliver discusses more good news on inflation and rates; Australian and US shares make record highs; concerns over US banks & commercial property, and Evergrande; RBA to hold in Feb and start cutting in June. Read moreSubscribe to our newsletter
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