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.
Tag: Shares
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 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’.
Sell in May and go away? The worry list for shares (and the good news!
Sell in May and go away? The worry list for shares (and the good news! Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Key points – Shares are vulnerable to a pull back in the months ahead reflecting the rising risk of recession on the back of central bank tightening and weak seasonal influences. – Falling inflation should enable central banks, including the RBA, to start easing from later this year or early …
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.
Oliver’s insights – Australian v global shares
Dr Shane Oliver explains seven reasons why Australian shares are likely to outperform global shares over the medium term
Shares sliding again – what’s driving it and is there any light at the end of the tunnel? | AMP Capital
Shares sliding again – what’s driving it and is there any light at the end of the tunnel? Key points Share markets remain under pressure from high inflation, rising rates & bond yields and the rising risk of recession and the threat that poses to company profits. With the rising risk of global recession, global and Australian shares are at high risk of further falls in the short term. However, it’s not all negative. Pipeline …
Seven key charts for investors to keep an eye on in assessing the investment outlook | AMP Capital
Seven key charts for investors to keep an eye on in assessing the investment outlook Key points While we are optimistic on a 12-month horizon, shares are at high risk of further falls and a re-test of their June lows in the short term given hawkish central banks, heightened recession risks and geopolitical risks. Seven key global charts worth keeping an eye on by investors are: global business conditions PMIs; US inflation and our …
Market Update 29 July 2022 | AMP Capital
Market Update 29 July 2022 Investment markets & key developments The bounce back in shares continued over the last week on hopes that slowing growth will see central banks ease up on the pace of monetary tightening helped along by mostly good earnings results. However, while US and European shares rose, Japanese and Chinese shares fell. The positive global lead along with a less bad than feared CPI result reducing the risk of a …