E – Oliver’s Insights

Three reasons why the Coronavirus crisis might fix Australia’s housing affordability crisis | AMP Capital

Three reasons why the Coronavirus crisis might fix Australia’s housing affordability crisis Key points For more than a decade now Australia has had a chronic problem with poor housing affordability. While various things may have played a role the key driver of poor affordability in Australia has been a surge in population growth and an inadequate housing supply response. The coronavirus hit to the economy is driving yet another cyclical downturn in property prices. But …

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Four reasons why share markets can continue to hold up as COVID-19 deepens | AMP Capital

Four reasons why share markets can continue to hold up as COVID-19 deepens The news around the pandemic in past weeks has not been promising. New COVID-19 cases have shown early signs of stabilising over recent days, but it’s too soon to call a downtrend in new cases. The world’s largest economy remains under siege from COVID-19 as the virus begins to take hold in the Midwest and the Great Plains of the US. …

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Market Update 07 August 2020 | AMP Capital

Market Update 07 August 2020 Investment markets and key developments over the past week Share markets generally rose over the last week helped by a combination of better than expected earnings in the US, good economic data and positive vaccine news. This saw the US share market push up to just 1% below its February high. The positive global lead offset the blow to the economic recovery from Melbourne’s stage 4 lockdown and saw Australian shares …

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What’s on the cards for Australia now that we have a second wave? | AMP Capital

What’s on the cards for Australia now that we have a second wave? The Reserve Bank of Australia (RBA) had its August board meeting on Tuesday 4th, and though there were no real surprises, I think we can expect more out of the central bank in the coming months. In its meeting, the RBA made mention of the situation unfolding in Victoria, which is sadly seeing COVID-19 infect more people in the state now than …

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RBA holds – but more stimulus likely as Victorian lockdown to knock at least $12bn from national GDP | AMP Capital

RBA holds – but more stimulus likely as Victorian lockdown to knock at least $12bn from national GDP Key points Victoria’s tightening lockdown could knock at least $12bn off the Victorian and national economy and delay the return to positive Australian GDP growth to the December quarter. The further hit to the economy and likely additional upwards pressure on unemployment is increasing pressure for more policy stimulus. This is likely to see the federal budget …

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Market Update 31 July 2020 | AMP Capital

Market Update 31 July 2020 Investment markets and key developments over the past week Share markets were mixed over the last week with Chinese shares up solidly and US shares rising slightly on the back of good earnings results, particularly for tech stocks, but Eurozone, Japanese and Australian shares fell on uncertainty regarding the economic outlook. Australian shares were dragged lower by sharp falls in energy, financial, health, property and utility stocks. Bond yields generally fell …

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Markets craving guidance ahead of August reporting woes | AMP Capital

Markets craving guidance ahead of August reporting woes For many big corporates, the upcoming earnings season will be the first proper chance for the market to assess the damage of the COVID-19 pandemic. How will markets respond and what could investors do to insulate themselves from the fallout? With the Robin Hood rally running out of steam, swap a sword for a shield For Australian equities, the beginning of the new financial year is likely …

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Econosights: Inflation in the COVID-19 world | AMP Capital

Econosights: Inflation in the COVID-19 world Key points The money supply across major economies has skyrocketed from central bank asset purchases (or quantitative easing), government stimulus payments and wages building up in bank deposits. There is some concern that the boom in money supply growth could lead to an inflation breakout. However, prior surges in the money supply have not always led to higher inflation. Central bank quantitative easing programs are a big driver of …

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Market Update 24 July 2020

Market Update 24 July 2020 Investment markets and key developments over the past week Global share markets started the past week off strongly with US shares breaking out to new recovery highs, but gains were partly reversed later in the week on worries about the economic recovery in the face of rising coronavirus cases and increasing US/China tensions albeit this still left US, Eurozone, Japanese and Chinese shares up. Despite strength early in the week, Australian …

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Australian economic and fiscal update – record budget deficits, but more to come | AMP Capital

Australian economic and fiscal update – record budget deficits, but more to come Key points The Government expects the federal budget deficit to peak at a record $184.5bn this financial year. That’s around 9.7% of GDP, its highest since the end of WW2. Ultimately, we expect it to be around $220bn as the Government unveils more stimulus & revenue recovers more slowly than projected by the Government. The budget and associated debt blowout is unlikely …