Econosights – geopolitics
Weekly market update 20-10-2023
Oliver’s insights Podcast: Ep#95
Episode #95: The threat from higher oil and petrol prices Posing many humanitarian consequences, the war between Israel and Hamas could further lead to a surge in oil prices that will add to inflation, keep interest rates higher for longer and add to the risk of recession. AMP’s head of investment strategy and chief economist Dr. Shane Oliver looks at the implications for investors as well as the impact of higher oil prices on the …
Bonds are Back
Oliver’s insights – oil and petrol prices
Econosights – wages breakout
Weekly market update 13-10-2023
Econosights – Australia and the Chinese economy
Oliver’s insights Podcast: Ep#94
The rise in bond yields has left shares offering a low risk premium over bonds leaving them at risk of more softness. The conflict in Israel this week has added to the risk, although the threat should be minimal if Iran is not drawn in, avoiding a severe impact on oil supplies. AMP’s chief economist Dr. Shane Oliver looks at the parallels with the run up in bond yields prior to the 1987 crash, current …