E – Market Update

Weekly market update 04-08-2023

Senior Economist Diana Mousina discusses how global shares have had a pull-back after weeks of strong gains as higher yields and US ratings downgrade sour risk sentiment, RBA growth and the little change in inflation forecasts.

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Oliver’s insights – leading and lagging indicators

This article takes a look at the currently confusing economic landscape with some indicators being very strong and others very weak.

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Weekly market update 28-07-2023

Fed & ECB at/near the top; BoJ tweaks yield control; Aust inflation falling too; RBA to hold after lower inflation & retail sales but its a close call; and more.

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The confusing economic picture

The confusing economic picture – why you need to know the difference between leading and lagging economic indicators Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Download PDF version Key points For nearly 30 years Australia had benign economic cycles so the current environment may be a bit of a shock for many. Still low unemployment and still high inflation despite slowing economic growth are not that unusual because they both normally lag …

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Weekly market update 21-07-2023

More falls in inflation; implications of Russia’s move to end the Ukraine grain export deal; why RBA targeting “involuntary unemployment” won’t work; why the RBA must tread carefully on jobs; and more.

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Oliver’s insights – seven key charts

Seven key charts worth keeping an eye on remain: global business conditions PMIs; inflation and our Inflation Indicators; unemployment and underemployment; inflation expectations; earnings revisions; the gap between earnings yields and bond yields; and the US dollar.

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Oliver’s insights – personal finance 101

Getting our personal finances right can be a challenge at times. And the surge in interest rates has arguably made it even harder for many. This article looks at some common-sense personal finance tips that may be of use.

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Oliver’s insights – rebounding investment returns

The past financial year saw a solid rebound in investment returns, after the negative returns of the 2021-22 financial year. This note reviews the past 12 months in investment markets and looks at the outlook.

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Weekly market update 30-06-2023

The 2022-23 financial year looks to have seen a solid rebound in superannuation returns; falling inflation & still hawkish central banks; its a close call but RBA likely to hike again; why RBA GovernerLowe should stay; more on the potential ‘TSwift economy lift’.

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Econosights – Australian inflation

Are there better tools available to policymakers than raising interest rates to reduce inflation? Especially as interest rate hikes are having an unequal impact across household groups.