Weekly market update 13-10-2023

This week Dr Shane Oliver analyses where we have seen the bottom in shares; US September inflation will keep the Fed on edge; the impacts of the Israeli war & petrol prices; upside wage growth risks in Australia; and more.

Econosights – Australia and the Chinese economy

It is commonly accepted that Australia is highly dependent on the Chinese economy because of demand for Australian mineral resources and agriculture. Does this mean that the recent weakness in the Chinese economy will also weigh down on Australian economic growth?

Oliver’s insights – risks for shares

This edition of Oliver’s Insights looks at the impact of rising bond yields on shares, the risks flowing from the renewed conflict in Israel and comparisons to the run up to the 1987 share crash.

Weekly market update 06-10-2023

Global share market fell again over the last week; investor sentiment has fallen sharply; concerning signs in RBA Financial Stability Review; slowing consumer spending in Australia; and more.

September cash rate remains unchanged at 4.10% – Financial Partners (TAS)

For the third consecutive month, The Reserve Bank of Australia (RBA) has decided to hold the official cash rate at 4.10%. The decision to maintain the cash rate at 4.10% comes after the monthly Consumer Price Index (CPI) fell to 4.9% in July, down from a peak of 8.4% in…

Oliver’s insights – optimism as an investor

It seems that the worry list for investors has become more threatening and confusing. However, to succeed, it makes sense to err on the side of cautious optimism: otherwise, there is no point in investing; growth assets like shares have trended up over the long term; and trying to get the timing right of the 2 or 3 years out of 10 when they fall can be very hard.

Weekly market update 01-09-2023

The key developments over the past week were easing pressure on central banks; falling Australian inflation; RBA to leave rates on hold; and more.

Weekly market update 25-08-2023

This week Dr Shane Oliver discusses correction risks remain high; PMIs point to slower growth; Australian IGR means lower living standards; and more.

Episode #84: China’s slowdown & structural challenges & the implications for Australia

AMP’s chief economist Dr. Shane Oliver explores how uncertainty around China’s outlook is a key risk for global growth and why Australia cannot rely on the China/commodity boom indefinitely. Instead, Australia needs structural reform to boost our longer-term growth potential. Read more on this episode here: https://www.amp.com.au/insights-hub/blog/investing/olivers-insights-chinas-slowdown-and-structural-challenges Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser …

Oliver’s insights – China’s slowdown and structural challenges

The article looks at the current concerns about the Chinese economic outlook and how Australia can’t rely on the China/commodity boom indefinitely.