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.

Econosights – recession risks

Forecasts of a looming recession in 2023 or early 2024 in major economies have become consensus

Weekly market update 17-03-2023

This week, Dr Shane Oliver highlights the banking stress – the bad news (increased recession risk) and good news (less rate hikes); US inflation; raises the question as to whether Australian home prices bottomed; and more.