Jobs and inflation to trigger higher rates? | AMP Capital

Jobs and inflation to trigger higher rates?   The labour market is strong, with higher employment levels than pre-COVID, a record participation rate and a low unemployment rate of four per cent. Alongside increasing inflation, that’s enough trigger a rise in the official cash rate by the Reserve Bank of Australia (RBA), most likely when the RBA board meets on Tuesday (3 May). The pace of Australian jobs growth slowed last month, but that was …

Market Update 1 April 2022 | AMP Capital

Market Update 1 April 2022 Investment markets and key developments over the past week It was a mixed week for markets in terms of the economic data and news flow. US equities started the week strong, but are still down by 0.3% over the week (and ~6% below January highs), European shares had a good rebound up by 0.9% (but are still 11% below January levels), Japanese shares were 1.8% lower, Chinese shares continued to …

Oliver’s Insights – Share market falls – seven things for investors to keep in mind

Oliver’s Insights – Share market falls – seven things for investors to keep in mind Key points Share markets have fallen in recent weeks on the back of worries about inflation, monetary tightening, the Omicron disruption and the rising risk of a Russian invasion of Ukraine. it’s too early to say markets have bottomed. Key things for investors to bear in mind are that: corrections are healthy and normal; in the absence of a renewed …

Share market falls – seven things for investors to keep in mind | AMP Capital

Share market falls – seven things for investors to keep in mind Key Points Share markets have fallen in recent weeks on the back of worries about inflation, monetary tightening, the Omicron disruption and the rising risk of a Russian invasion of Ukraine. Its too early to say markets have bottomed. Key things for investors to bear in mind are that: corrections are healthy and normal; in the absence of a renewed recession share market …

Oliver’s Insights – Five Reasons To Expect A Cooling In The Australian Property Market And Falling Prices In 2023

Five reasons to expect a cooling in the Australian property market and falling prices in 2023   Key Points After a 22% rise in Australian home prices this year, they are expected to slow to 5% growth in 2022 with prices likely to fall 5-10% in 2023. The main drivers behind the slowdown are: worsening affordability; rising supply; rising rates; macro prudential tightening; & a rotation in spending away from housing. The main risks on …

Five reasons to expect a cooling in the Australian property market and falling prices in 2023 | AMP Capital

Five reasons to expect a cooling in the Australian property market and falling prices in 2023 Key Points After a 22% rise in Australian home prices this year, they are expected to slow to 5% growth in 2022 with prices likely to fall 5-10% in 2023. The main drivers behind the slowdown are: worsening affordability; rising supply; rising rates; macro prudential tightening; & a rotation in spending away from housing. The main risks on the …

Rising bond yields and the end of the super cycle bull market in bonds | AMP Capital

Rising bond yields and the end of the super cycle bull market in bonds Key Points It’s normal for bond yields to rise in economic recoveries but it’s looking increasingly likely that the nearly 40-year super cycle decline in bond yields is over. This will remove a key tailwind for investment returns over the decade ahead but as we have seen this year bond yields are unlikely to go up in a straight line. Introduction …

Market Update 2 July | AMP Capital

Market Update 2 July Investment markets and key developments over the past week While the US share market rose over the last week, other global share markets fell with concerns about a renewed rise in coronavirus cases. The latest coronavirus outbreak and new lockdowns also weighed on the Australian share market with gains in telcos, retail and energy stocks offset by weakness in utilities, IT and property shares. The risk off tone saw bond yields fall, …

Market Update 26 March 2021 | AMP Capital

  Market Update 26 March 2021 Investment markets and key developments over the past week Market sentiment was more cautious this week on concern about the economic reopening from rising COVID-19 cases and vaccine delays. Seasonal impacts affect sharemarkets as well and quarter-end profit taking may also be contributing to sharemarket weakness. US shares on the S&P500 were just negative over the week at -0.1% while the heavier tech NASDAQ index was down by 1.8%. NASDAQ …

What could a Biden Presidency mean for market outcomes?

What could a Biden Presidency mean for market outcomes? Market performance in the wake of the US election has been overwhelmingly positive, with Australian and US shares up 11% in November, Japanese shares up 16% and Eurozone shares up 17%. It’s somewhat of an ironic note, given Donald Trump’s fondness to cite stock market strength as indicators of his own economic success, and yet it’s gone up on news of his election loss. There are …