Oliver’s insights – goldilocks versus recession

Recession versus “goldilocks” – five reasons why we could still avoid
recession

Econosights – Why is inflation declining globally but not in Australia?

Senior Economist Diana Mousina highlights the three main reasons why inflation is declining globally but not in Australia

Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism | AMP Capital

Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism Key points The news on coronavirus has been bleak again lately – with rising cases globally & the ongoing NSW lockdown. However, there are five reasons for optimism: lockdowns still work against Delta (eg, in SA & Victoria); vaccines are working; once lockdowns end economic activity rebounds quickly; the threat posed by Delta will keep fiscal & monetary …

Why the $A is likely to fall further and shorting it is good protection against things going wrong globally

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 …