E – Economics – Page 18

Investment outlook Q&A – inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues | AMP Capital

Investment outlook Q&A – inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues Key Points Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term. Wages growth is likely to pick up to 3% this year. A Russian invasion of Ukraine risks a short term hit to shares followed by recovery over the next 3 to 12 mths. Australian home …

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Market Update 11 February 2022 | AMP Capital

Market Update 11 February 2022 Investment markets and key developments over the past week Share markets started the week on a positive note, clawing back some of the declines that occurred in January. However, the elevated US inflation data worried investors about fast interest rate rises from the US Fed. US share markets fell after the inflation data but were still up by 0.1% over the week (a the time of writing). Australian shares managed …

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Oliver’s Insights – The RBA ends bond buying – but remains “patient” on rates. We expect the first rate hike in August

Oliver’s Insights – The RBA ends bond buying – but remains “patient” on rates. We expect the first rate hike in August Key points The RBA will end quantitative easing this month. While it now sees unemployment falling below 4% and higher inflation it is prepared to be “patient” for now. We expect rate hikes to commence in August. Ultimately, we see the cash rate rising to around 1.5 to 2% in the years ahead …

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Corrections, gummy bears and grizzly bears in shares | AMP Capital

Corrections, gummy bears and grizzly bears in shares Key Points Shares have had a good rebound but could still fall further in the short term as risks remain high around monetary tightening and geopolitical tensions. However, a deep bear market is unlikely as US, global and Australian recessions are unlikely to be imminent. Introduction While shares have had a nice rebound from their January lows helped in part by some good earnings news – reversing …

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Market Update 4 February | AMP Capital

Market Update 4 February Source: Bloomberg, FXStreet, AMP Investment markets & key developments Share markets saw another volatile week. Shares initially rose from oversold conditions helped by good US earnings results, but rate hike expectations, particularly in Europe and in the US after very strong US payrolls and divergent tech sector earnings news, added to volatility. Despite a hit from an earnings-miss by Facebook, US shares rose around 1.6% for the week and Japanese shares gained …

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The RBA ends bond buying – but remains “patient” on rates. We expect the first rate hike in August | AMP Capital

The RBA ends bond buying – but remains “patient” on rates. We expect the first rate hike in August Key Points The RBA will end quantitative easing this month. While it now sees unemployment falling below 4% and higher inflation it is prepared to be “patient” for now. We expect rate hikes to commence in August. Ultimately, we see the cash rate rising to around 1.5 to 2% in the years ahead but it’s …

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Oliver’s Insights – Share market falls – seven things for investors to keep in mind

Oliver’s Insights – Share market falls – seven things for investors to keep in mind Key points Share markets have fallen in recent weeks on the back of worries about inflation, monetary tightening, the Omicron disruption and the rising risk of a Russian invasion of Ukraine. it’s too early to say markets have bottomed. Key things for investors to bear in mind are that: corrections are healthy and normal; in the absence of a renewed …

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Market Update 28 January | AMP Capital

Market Update 28 January Investment markets & key developments Global share markets saw another rough week as concerns about inflation and monetary tightening intensified against the backdrop of ongoing Russian tensions over Ukraine and Omicron disruptions. However, there was a decent bounce in Australian and Japanese shares at the end of the week from oversold conditions helped by an Apple earnings beat. From their highs to their lows US and Australian shares have now had 10% …

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Econosights: Impacts to Australia from Chinese trade restrictions | AMP Capital

Econosights: Impacts to Australia from Chinese trade restrictions Key points The total value of Australian exports to China impacted by trade disputes (which started in 2019) is $23bn (4.5% of total exports or 1% of GDP). The impact to the Australian economy from Chinese trade bans has been mild because the value of affected exports is low and as most sectors have been able to find alternative export markets. Coal, beef, copper ore, cotton, …

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Share market falls – seven things for investors to keep in mind | AMP Capital

Share market falls – seven things for investors to keep in mind Key Points Share markets have fallen in recent weeks on the back of worries about inflation, monetary tightening, the Omicron disruption and the rising risk of a Russian invasion of Ukraine. Its too early to say markets have bottomed. Key things for investors to bear in mind are that: corrections are healthy and normal; in the absence of a renewed recession share market …