Oliver’s insights – leading and lagging indicators
This article takes a look at the currently confusing economic landscape with some indicators being very strong and others very weak.
Tag: leading
Econosights: Implications from Australia’s energy “crisis” | AMP Capital
Econosights: Implications from Australia’s energy “crisis” Key points Australian electricity and gas price increases will impact most consumers from 1 July 2022. We expect the increase in energy prices to add 1 percentage points to headline inflation. We now see headline inflation peaking at 7% in the September quarter and trimmed mean inflation peaking at 5.5% in the December quarter. There are no changes to our expectations for the cash rate from the lift in …
Econosights: The economics of COVID-19 lockdowns | AMP Capital
Econosights: The economics of COVID-19 lockdowns Key points Rising COVID-19 cases around the world is leading to questions about the need for another round of government lockdowns to stop the spread of the virus. Lockdowns lead to closed businesses, lower household spending and higher unemployment. But a lot of these outcomes would still occur without a lockdown as households self-regulate their behaviour. Sweden is evidence of this. It has pursued a herd immunity strategy, …