February 2022 – Page 2

Corrections, gummy bears and grizzly bears in shares | AMP Capital

Corrections, gummy bears and grizzly bears in shares Key Points Shares have had a good rebound but could still fall further in the short term as risks remain high around monetary tightening and geopolitical tensions. However, a deep bear market is unlikely as US, global and Australian recessions are unlikely to be imminent. Introduction While shares have had a nice rebound from their January lows helped in part by some good earnings news – reversing …

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Market Update 4 February | AMP Capital

Market Update 4 February Source: Bloomberg, FXStreet, AMP Investment markets & key developments Share markets saw another volatile week. Shares initially rose from oversold conditions helped by good US earnings results, but rate hike expectations, particularly in Europe and in the US after very strong US payrolls and divergent tech sector earnings news, added to volatility. Despite a hit from an earnings-miss by Facebook, US shares rose around 1.6% for the week and Japanese shares gained …

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The RBA ends bond buying – but remains “patient” on rates. We expect the first rate hike in August | AMP Capital

The RBA ends bond buying – but remains “patient” on rates. We expect the first rate hike in August Key Points The RBA will end quantitative easing this month. While it now sees unemployment falling below 4% and higher inflation it is prepared to be “patient” for now. We expect rate hikes to commence in August. Ultimately, we see the cash rate rising to around 1.5 to 2% in the years ahead but it’s …