Weekly market update 21-07-2023
More falls in inflation; implications of Russia’s move to end the Ukraine grain export deal; why RBA targeting “involuntary unemployment” won’t work; why the RBA must tread carefully on jobs; and more.
Tag: Investment
Oliver’s insights Episode #77 The Watch List 7 economic indicators for investors to pay attention to
Oliver’s insights Episode #77 The Watch List 7 economic indicators for investors to pay attention to AMP’s Head of Investment Strategy and Chief Economist Dr. Shane Oliver looks at seven key indicators that investors need to keep a close eye on to understand where the investment cycle is going and what shares, in particular, are likely to do. This episode can be found on your favourite streaming platform, including Soundcloud, Spotify and Apple podcasts. For …
Oliver’s insights – rebounding investment returns
The past financial year saw a solid rebound in investment returns, after the negative returns of the 2021-22 financial year. This note reviews the past 12 months in investment markets and looks at the outlook.
Weekly market update 30-06-2023
The 2022-23 financial year looks to have seen a solid rebound in superannuation returns; falling inflation & still hawkish central banks; its a close call but RBA likely to hike again; why RBA GovernerLowe should stay; more on the potential ‘TSwift economy lift’.
Weekly market update 23-06-2023
Shares still at risk of a correction; central banks signalling more work to do; and high recession risk in Australia.
Weekly market update 12-05-2023
Over the week, US and Aus sharemakets were flat; Aus Fed Budget will not add to inflation; US CPI moving in the right direction; and more.
Economic implications Fed Budget 2023-24
Read about the economic and investment market implications of the 2023-24 Federal Budget announcements
Weekly market update 21-04-2023
Globally inflation is still falling, while Australia’s inflation is set to fall but RBA still looks hawkish; anticipated changes coming to the RBA – but will it be worth it?; strong China rebound is observed; and more.
Oliver’s Insights – five charts on investing to keep in mind
Five charts focusing on critical aspects of investing that are insightful in times of market stress
Econosights – how important is the banking sector to the economy?
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.