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.

Econosights – rising bond yields

The rise in yields has been driven by several simultaneous factors. These will be explored in this week’s edition of Econosights and look at the impact of rising bond yields.

Weekly market update 18-08-2023

This week we take a look at the ongoing upwards pressure on bond yields and worries about poor growth and property problems in China; Australian jobs & wages data should keep RBA on hold; Australian governments to target 1.2 million new homes; and more.

Econosights – how much more excess savings do consumers have

This edition of Econosights looks at how much longer households can draw down on savings and what the outlook is for consumer spending.

Insights: Why the need to lift productivity – and why it might be hard

Why the need to lift productivity Download PDF version Insights: Why the need to lift productivity – and why it might be hard Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Key points – The last 20 years have seen a slump in productivity growth in Australia from over 2% pa to less than 1% pa. This has curtailed growth in living standards and real wages. It will adversely affect asset class returns …

Oliver’s insights – goldilocks versus recession

Recession versus “goldilocks” – five reasons why we could still avoid
recession

Weekly market update 11-08-2023

This week Dr Shane Oliver discusses how shares remain at risk of a correction; the good news on US inflation continued; RBA Gov Lowe retains softened tightening bias & right to caution regarding the new Board; the rapidly slowing Australian consuner spendingr; and more.