Weekly market update 06-10-2023
Global share market fell again over the last week; investor sentiment has fallen sharply; concerning signs in RBA Financial Stability Review; slowing consumer spending in Australia; and more.
Tag: again
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.
Oliver’s insights – Australian recession Q&A
Recession has been a recurring theme over the last year or so but has intensified lately. But what’s driving it? How serious is the risk of recession? And what would it mean for Australians and investors?
Econosights – US debt ceiling
Issues around the US debt ceiling have started to make headlines again. In this Econosights we look at what the US debt ceiling is, the history of it, the current issues around the debt ceiling and the implications for markets.
Oliver’s insights – shares hit another bout of turbulence
Shares have hit turbulence again with worries about inflation, interest rates, recession and, now, problems in US banks. Read more to learn what this means for investors.
The RBA hikes rates by 0.25%. Here are five reasons why the RBA was right to slowdown and the top is near | AMP Capital
The RBA hikes rates by 0.25%. Here are five reasons why the RBA was right to slowdown and the top is near Key points The RBA sensibly dropped back to a 0.25% hike this month taking the cash rate to 2.6%. Its still signalling more hikes ahead though. Slowing the pace of rate hikes makes sense: the RBA needs to allow time to assess the impact of rate hikes so far given that they impact …
Shares sliding again – what’s driving it and is there any light at the end of the tunnel? | AMP Capital
Shares sliding again – what’s driving it and is there any light at the end of the tunnel? Key points Share markets remain under pressure from high inflation, rising rates & bond yields and the rising risk of recession and the threat that poses to company profits. With the rising risk of global recession, global and Australian shares are at high risk of further falls in the short term. However, it’s not all negative. Pipeline …
Market Update 23 September 2022 | AMP Capital
Market Update 23 September 2022 Investment markets & key developments Share markets fell sharply again over the last week in response to another round of hawkish rate hikes pushing up bond yields and adding to recession fears and with a threatened intensification of the war in Ukraine adding to worries. Reflecting the poor global lead Australian shares fell around another 2.7% with falls led by interest sensitive IT, property, utility and retail shares. Bond yields …
Five reasons why the RBA cash rate is likely to peak (or should peak) with a 2 in front of it rather than a 3 (or more) | AMP Capital
Five reasons why the RBA cash rate is likely to peak (or should peak) with a 2 in front of it rather than a 3 (or more) Key points The RBA has hiked the cash rate by another 0.5% taking it to 1.85% and signalling more hikes ahead. We see the cash rate peaking around 2.6% which is at the low end of market and economists’ expectations. Market & consensus expectations for rates to rise …
Market Update 22 July 2022 | AMP Capital
Market Update 22 July 2022 Investment markets and key developments over the past week Global sharemarkets have rallied again this week with US up 3.5%, Australia 2.9%, Europe 3.4%, Japan 3.8% while Chinese stocks are down by 0.3%. Positive gains in most sharemarkets recently after weeks of declines is leading to questions about whether we have seen the low in markets. Our view has not changed – we think the risk is of more downside …