Australian housing slowdown Q&A – What impact will higher interest rates have? How far will prices fall? Key Points Australian home prices are likely to fall by 10% to 15% into 2024 primarily as a result of poor affordability and rising interest rates. The negative wealth effect from falling home prices should help limit how much the RBA raises rates. A change in Government is unlikely to significantly affect the outlook for home prices, but …
Econosights: Four reasons to expect a softer US economy in 2022 Key points The US economy is facing numerous headwinds in 2022 which will slow US economic growth. Inflation is too high, interest rates are going to rise, the value of the Fed’s balance sheet will fall and fiscal “thrust” has turned negative. These factors are also leading to a peak in earnings growth. We expect lower equity returns in the US market in 2022 …
Market Update 04 September 2020 Investment markets and key developments over the past week US shares hit another record high mid-week only to be reversed by the end of the week because of a big fall in tech shares, which have been driving the rebound in US equities since the March lows. The US S&P is down by 1.5% over the week, with the tech sector (which has the biggest weight in the index) down …
ECONOMICS & MARKETS After the Bell: daily market update, July 8 08 Jul, 2020 Another fall on the ASX today, and Victoria is coming to terms with new lockdown orders from Dan Andrews. Talking through the day that was, and the potential impact of this new lockdown, is our senior economist Diana Mousina. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 …
ECONOMICS & MARKETS After the Bell: daily market update, May 1 01 May, 2020 Big fall in Aussie markets today and some rattles in global markets as Trump stirs up talks of tariffs. We speak to portfolio analyst Brad Creighton about the day that was in markets and the week that was in data. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 …
Why the $A is likely to fall further and shorting it is good protection against things going wrong globally Key points The downtrend in the $A from 2011 likely has more to go. The $A is near fair value, but the increasing negative interest rate gap to the US & a messy outlook for commodities suggest a fall to $US0.70 by year end. Given the downside risks for the $A and that being short the …
