AMP’s chief economist Dr. Shane Oliver explores how uncertainty around China’s outlook is a key risk for global growth and why Australia cannot rely on the China/commodity boom indefinitely. Instead, Australia needs structural reform to boost our longer-term growth potential. Read more on this episode here: https://www.amp.com.au/insights-hub/blog/investing/olivers-insights-chinas-slowdown-and-structural-challenges Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser …
Five charts focusing on critical aspects of investing that are insightful in times of market stress
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.
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.
Dr Shane Oliver looks at the outlook for Australian property prices, particuarly given the bounce in prices over the last month or so.
Forecasts of a looming recession in 2023 or early 2024 in major economies have become consensus
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.
Throughout the week, Dr Shane Oliver observes that shares are under more pressure; Fed turns more hawkish, RBA turns more dovish; China’s 5% growth target easier to beat; and more.
This week, Dr Shane Oliver observes that the Australian economy & inflation are slowing; RBA expected to hike +0.25% but soften its guidance; questions the saving buffers; and more changes to superannuation.
Dr Shane Oliver highlights nine key lessons for today from the 1970s, 80s and 90s