Oliver’s insights:- China’s big stimulus – will it work? And what does it mean for Australia?
This week’s edition looks at China’s pivot from incremental and modest policy stimulus to providing more aggressive support for its economy.
Tag: stimulus
Econosights: China – lockdowns, policy stimulus and regulatory burdens | AMP Capital
Econosights: China – lockdowns, policy stimulus and regulatory burdens Key points There are reasons to be optimistic on China: lockdowns are easing which will help to abate supply-chain related inflation, policy stimulus measures have significantly ramped up and more can be done and geopolitical tensions have room to improve with the change of government in Australia and potential roll-back of US tariffs before the November mid-term election. Chinese shares have been hit hard in recent …
Central banks – including the RBA and Fed – gradually removing monetary stimulus is more good news than bad | AMP Capital
Central banks – including the RBA and Fed – gradually removing monetary stimulus is more good news than bad Key Points The march of central banks towards removing monetary stimulus is continuing with the RBA bringing forward its guidance regarding the first rate hike and the Fed set to commence tapering. We expect both to start raising rates later next year. The shift towards monetary tightening signals slower more constrained share market returns – but …
Market Update 09 October 2020
Market Update 09 October 2020 Investment markets and key developments over the past week Share markets rose solidly over the past week on hopes for a stimulus deal in the US, whether before the election or after if there is a Democrat clean sweep. Australian shares benefitted from the positive global lead but also from fiscal stimulus in the Budget with the ASX seeing strong gains across all sectors but particularly in energy, financial, IT, material …
After the Bell: daily market update, June 16 | AMP Capital
ECONOMICS & MARKETS After the Bell: daily market update, June 16 16 Jun, 2020 Big rally on the ASX today, as speculation surfaces that another stimulus package will be released in the US. Our senior economist, Diana Mousina, explains the day that was. Important information While every care has been taken in the preparation of this video, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN …
Econosights: Will fiscal stimulus lead to a global debt problem? | AMP Capital
Econosights: Will fiscal stimulus lead to a global debt problem? Key points Record-like levels of fiscal stimulus to combat the economic shock from the Covid-19 pandemic will add large amounts to government debt. Rising debt could become inflationary but only if demand starts outstripping supply. For now, the enormous amount of spare capacity and “free” government services mean deflation is more likely in the short-term. Public debt levels become unsustainable when government bond yields outstrip …