Oliver’s insights – goldilocks versus recession

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

Weekly market update 11-08-2023

This week Dr Shane Oliver discusses how shares remain at risk of a correction; the good news on US inflation continued; RBA Gov Lowe retains softened tightening bias & right to caution regarding the new Board; the rapidly slowing Australian consuner spendingr; and more.

Weekly market update 28-07-2023

Fed & ECB at/near the top; BoJ tweaks yield control; Aust inflation falling too; RBA to hold after lower inflation & retail sales but its a close call; and more.

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.

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 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 – house prices

Dr Shane Oliver looks at the outlook for Australian property prices, particuarly given the bounce in prices over the last month or so.

Weekly market update 10-03-2023

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.

Weekly market update 03-03-2023

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.

Weekly market update 17-02-2023

This week, Dr Shane Oliver talks about the RBA right to focus on getting inflation down but it may have done enough; Australian home prices; most US inflation indicators still falling; and more.