US political protests, inflation and rising bond yields

US political protests, inflation and rising bond yields   Key points US protests are only an issue for investment markets if they significantly impact economic activity. Global and Australian recovery will boost bond yields and there is good reason to believe that (after yet another false ending) the now nearly 40-year super cycle decline in bond yields may be at or close to over. But the end of the bond bull market is likely to …

Market Update 18 December 2020 | AMP Capital

Market Update 18 December 2020 Investment markets and key developments over the past week Global share markets pushed higher again over the last week as the roll out of vaccines and US stimulus optimism offset uncertainties about the near-term impact from lockdowns. While the latest coronavirus outbreak in Sydney weighed on Australian shares on Friday, the local share market still rose for a seventh week in a row helped by the positive global lead and stronger …

Market Update 11 December 2020

Market Update 11 December 2020 Investment markets and key developments over the past week Global share markets had a slight pull back over the last week with the absence of a new stimulus deal and still rising new coronavirus cases in the US weighing. Despite this, Australian shares rose for the sixth week in a row, albeit it was only a small gain, with a surge in the iron ore price and higher oil prices pushing …

Market Update 04 December 2020

Market Update 04 December 2020 Investment markets and key developments over the past week Global share markets mostly pushed higher again over the last week helped by reasonably good economic data, renewed stimulus talk in the US and ongoing vaccine optimism. Eurozone shares slipped a bit, but other major markets rose with US shares reaching a new record high. Reflecting the strong global lead, stronger than expected Australian economic data and a surging iron ore price …

Market Update 27 November 2020

Market Update 27 November 2020 Investment markets and key developments over the past week Global share markets pushed higher again over the last week as positive vaccine news helped offset fears about the short-term economic impact of lockdowns in the US and Europe. US shares made it to a new record high as President elect Biden’s nomination of Janet Yellen as Treasury Secretary was seen as positive. Reflecting the positive global lead Australian shares had a …

Market Update 20 November 2020

Market Update 20 November 2020   Investment markets and key developments over the past week While the US S&P 500 fell slightly over the last week on the back of rising new coronavirus cases and tightening restrictions in the US, other major global share markets rose helped by good vaccine news. Australian shares continued to recover with hopes that quick action will limit a covid outbreak in South Australia and as economic data continued to surprise …

Market Update 13 November 2020

Market Update 13 November 2020 Investment markets and key developments over the past week Global share markets rose further over the last week helped by positive news regarding a vaccine for coronavirus but gains were reduced later in the week by rising US coronavirus cases and the threat this posed to the economy with no progress on more fiscal stimulus. Australia shares rose sharply again helped by the positive global lead, a surge in energy stocks …

Market Update 6 November 2020

Market Update 6 November 2020 Investment markets and key developments over the past week Global share markets rebounded over the last week as a resolution of the US election came into sight offering more fiscal stimulus, less trade wars and likely avoiding US tax hikes. While the rebound in shares may be surprising given that the election is not fully resolved yet, US shares typically rally after close elections as we move into the stronger …

OCT 2020 – Global markets and macro update – the “recovery” from the coronavirus hit

ECONOMICS & MARKETS OCT 2020 – Global markets and macro update – the “recovery” from the coronavirus hit 29 Oct, 2020 By Dr Shane Oliver Head of Investment Strategy and Economics and Chief Economist, AMP CapitalSydney, Australia Please join Shane Oliver, Head of Investment Strategy and Chief Economist, for an update on the conditions of the macroeconomic and share markets. Important information While every care has been taken in the preparation of this video, AMP Capital …

Market Update 30 October 2020

Market Update 30 October 2020   Investment markets and key developments over the past week Global share markets mostly fell again over the past week on the back of rising new coronavirus cases in Europe and the US, new lockdowns in Europe, signs of a tightening election in the US raising the prospect of a contested election and the absence of any progress towards a pre-election fiscal stimulus in the US. Reflecting the week global lead …