Weekly market update 23-08-2024

This weekly market update covers the oncoming signals from Fed at Jackson Hole; payrolls revision is not a big deal in the context of other labour market data; RBA still pushing back on rate cut views; Kamala Harris momentum fading; and more.

Weekly market update 09-08-2024

This week Dr Shane Oliver discusses the worries about a US recession and how shares remain at high risk of further falls over the next few months, RBA rates on hold and seven reasons why they have peaked and more.

The five reasons why the $A is likely to rise further – if recession is avoided

The five reasons why the $A is likely to rise further – if recession is avoided Key points – After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look likely to shift in favour of Australia; sentiment towards the $A is negative; commodities still look to have entered a new super cycle; and Australia is a long way from the …

Oliver’s insights – Australian dollar

Five reasons to expect the Australian dollar to rise into next year: it’s undervalued; short term interest rate differentials look likely to shift in favour of Australia; sentiment towards the $A is negative; commodities still look to have entered a new super cycle; and Australia has a solid current account surplus.

Oliver’s insights – goldilocks versus recession

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

Oliver’s insights podcast: Episode #81: Have we dodged the recession bullet?

As rapid monetary tightening means a high risk of recession continues to persist, growth has generally been more resilient than expected. AMP’s chief economist Dr. Shane Oliver looks at five key reasons for why we could still avoid recession. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general …

Oliver’s insights – Australian recession Q&A

Recession has been a recurring theme over the last year or so but has intensified lately. But what’s driving it? How serious is the risk of recession? And what would it mean for Australians and investors?

Econosights – recession risks

Forecasts of a looming recession in 2023 or early 2024 in major economies have become consensus

Oliver’s insights – shares hit another bout of turbulence

Shares have hit turbulence again with worries about inflation, interest rates, recession and, now, problems in US banks. Read more to learn what this means for investors.

2021-22 saw poor investment returns – the bad news and the good | AMP Capital

2021-22 saw poor investment returns – the bad news and the good   Key points 2021-22 was a rough year for investors as high inflation, rising interest rates and recession fears impacted. Shares could still fall further as interest rates continue to rise and recession risks are high. However, inflation pressures are showing some signs of easing which may take pressure off central banks from later this year. Some key things for investors to keep …