Economic implications Fed Budget 2023-24
Read about the economic and investment market implications of the 2023-24 Federal Budget announcements
Category: E – Insights Papers
Econosights – US debt ceiling
Issues around the US debt ceiling have started to make headlines again. In this Econosights we look at what the US debt ceiling is, the history of it, the current issues around the debt ceiling and the implications for markets.
Econosights – inflation trends
The anticipated fall in inflation is occurring across the advanced world, thanks to a decline in commodity prices and slowing in goods inflation. But, sticky services inflation is keeping the overall rate of inflation elevated and well above central bank inflation targets.
Oliver’s insights – house price outlook
Australian home prices rose again in April & along with other indicators suggest the home price downturn is over, but we must now watch rates and unemployment
Oliver’s insights – RBA review
This article takes a look at the recommendations of the independent Reivew of the RBA and it’s not clear the proposed reforms will lead to a better outcome for the Australian economy.
Weekly market update 21-04-2023
Globally inflation is still falling, while Australia’s inflation is set to fall but RBA still looks hawkish; anticipated changes coming to the RBA – but will it be worth it?; strong China rebound is observed; and more.
Oliver’s Insights – five charts on investing to keep in mind
Five charts focusing on critical aspects of investing that are insightful in times of market stress
Econosights – how important is the banking sector to the economy?
In this Econosights we look at the role of the banking sector in an economy and how the recent developments risk a further negative flow-on impact to the rest of the economy.
Weekly market update 24-03-2023
Dr Shane Oliver discusses how bank turmoil is still providing a roller coaster ride for investors; case for an RBA pause remains strong; PMIs show easing Aust inflation pressure; and more.
Oliver’s insights – house prices
Dr Shane Oliver looks at the outlook for Australian property prices, particuarly given the bounce in prices over the last month or so.