Weekly market update 13-09-2024
13 September 2024 | Blog US debate leaves Harris "victorious" (for now), US inflation data leaves Fed on track to cut next week, Aust Govt vs RBA tensions continue. Read more
Weekly market update 06-09-2024
06 September 2024 | Blog Shares down over the week; US data shows slowing but not collapsing activity; Australian per capita recession continues but RBA giving more weight to inflation risks; and more. Read more
Weekly market update 30-08-2024
30 August 2024 | Blog Dr Shane Oliver observes that shares had a great comeback in August, but near term risks remain high; July Australian inflation = no hike but no imminent cut; tax cut saved so far; and more. Read more
Oliver's insights - house price crash calls
27 August 2024 | Blog Apart from “what will home prices do?" and "where are the best places to buy a property?" the main debate around the Australian housing market has been about poor housing affordability, occasionally interspersed with a scare that home prices will crash. Read more
Weekly market update 23-08-2024
23 August 2024 | Blog This weekly market update covers the oncoming signals from Fed at Jackson Hole; payrolls revision is not a big deal in the context of other labour market data; RBA still pushing back on rate cut views; Kamala Harris momentum fading; and more. Read more
Oliver's insights - super for the long term
20 August 2024 | Blog This week we take a look at why shares and other growth assets really are long term investments. In other words, its not just marketing spin to be wheeled out after sharp falls in share markets like we saw two weeks ago. Read more
Weekly market update 16-08-2024
16 August 2024 | Blog Dr Shane Oliver recounts over the last week, share markets have continued their recovery; a third of central banks now cutting rates; Australian jobs and wages data support RBA on hold; and more. Read more
Econosights - economists and forecasting
15 August 2024 | Blog In this edition of Econosights we look at the key areas of the economy that we have a different outlook on, compared to the RBA. Read more
Weekly market update 09-08-2024
09 August 2024 | Blog This week Dr Shane Oliver discusses the worries about a US recession and how shares remain at high risk of further falls over the next few months, RBA rates on hold and seven reasons why they have peaked and more. Read more
Econosights - What is going on with the US labour market?
07 August 2024 | Blog There is currently a lot of concern around the state of the US labour market. We go through these issues in this edition of Econosights. Read more
Oliver's insights - recession fears and market falls
06 August 2024 | Blog Share markets have seen big falls on the back of rising recession fears. For the last two years there has been constant fears of a recession – or a contraction in economic activity – on the back of central bank rate hikes. Read more
Weekly market update 02-08-2024
02 August 2024 | Blog This week Dr Shane Oliver observes a correction to be getting underway; recession worries with soft US data; global rate cutting cycle gathers pace; ABS should ditch the Monthly CPI; RBA to hold; and more. Read more
Econosights - state housing
29 July 2024 | Blog Most of the usual analysis on the Australian housing market focusses on the national problem of housing undersupply. However, this disguises the mixed outcomes across the states and territories which influence housing values and rents across capital and regional cities. Read more
Weekly market update 26-07-2024
26 July 2024 | Blog Dr Shane Oliver discusses the risk off as tech hit continues; correction risks into August/September; global rate cutting cycle underway; Australian June quarter CPI to rise but the hurdle to another RBA rate hike should be high; and more. Read more
Oliver's insights - rise of populism and bigger government
24 July 2024 | Blog This article takes a look at the rise of populism and what it means for economic policies and investors. Read more
Weekly market update 19-07-2024
19 July 2024 | Blog This week shares are down; US election/Trump prospects starting to impact; global rates easing cycle on track; China Plenum; Australian jobs still tight but easing so RBA needs to be careful; and more. Read more
Oliver's insights - Australian shares at new record highs
17 July 2024 | Blog This article looks at the outlook for the Australian share market which has risen to new record highs above the 8000 level for the ASX 200. Read more
Econosights - interest rate expectations
16 July 2024 | Blog Why is there a difference in interest rate expectations between Australia and other major global economies? We look at this issue in this Econosights. Read more
Weekly market update 12-07-2024
12 July 2024 | Blog Disinflation resumes in the US, RBNZ pivots = positive signs for the RBA; Australian shares hit record, year end forecast revised to 8100; surge in shipping costs less threatening than 3 yrs ago; and more. Read more
Oliver's insights - five reasons why the $A is likely to rise further
10 July 2024 | Blog After a soft patch since 2021, there is good reason to expect the $A to rise into next year. Read more
Weekly market update 05-07-2024
05 July 2024 | Blog This weekly economic and market report reviews the key developments of the past week for investment markets and the outlook. Read more
Financial year end performance update - July 2024
04 July 2024 | Blog Hear from Stuart Eliot, Head of Portfolio, Stephen Flegg, Senior Portfolio Manager and My Bui, Economist at AMP Investments as they will provide an overview of the financial year end performance for June 2024, and discuss the key drivers and trends in the economy. Read more
Oliver's insights - strong investment returns
02 July 2024 | Blog There has been a wall of worry for investors over the last year but as is often the case share markets climbed it. This resulted in another financial year of strong investment returns in 2023-24. But can it continue? Read more
Weekly market update 28-06-2024
28 June 2024 | Blog Dr Shane Oliver observes strong financial year returns - but can it continue?; Trump odds up after debate - watch trade war risks; risk of another RBA hike up but not fait accompli; Australian jobs market cooling; another big Australian budget surplus and more. Read more
Oliver's insights - investing 40 years
25 June 2024 | Blog Dr Shane Oliver shaes his nine most important lessons from investing over the past 40 years. Read more
Weekly market update 21-06-2024
21 June 2024 | Blog This week, narrowing US share gains; drip feed of falling global inflation & rates is good sign for RBA; Federal & state governments making the RBA's job harder; the pros & cons of nuclear; and more. Read more
Econosights - trade war risks with a Trump 2.0 presidency
20 June 2024 | Blog We recently wrote about the issues surrounding the US election. In this Econosights we look specifically at Trump’s trade policies, which may result in significant downside risk to sharemarkets, in the event of a Trump 2.0 Presidency in 2025. Read more
Oliver's insights - French elections and the Eurozone
19 June 2024 | Blog This edition of Oliver's insights looks at the fallout from the recent European Union parliamentary elections and the calling of parliamentary elections in France. Read more
Weekly market update 14-06-2024
14 June 2024 | Blog US shares up on better inflation data, Eurozone shares down after Parliamentary Elections and France election uncertainty, Australian shares still under-performing and more. Read more
Weekly market update 07-06-2024
07 June 2024 | Blog Shares up/bond yields down as central banks cut rates; Australian GDP close to stalling & wages growth slowing lean dovish on RBA rates; Fed to hold but still signal easing Read moreSubscribe to our newsletter
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