Econosights – positive supply shocks
Post pandemic, the supply of labour has increased in many major economies, including the US and Australia, through elevated immigration and a lift in the participation rate to a record high.
Tag: supply
Oliver’s insights – falling inflation – what does it mean for investors?
The surge in inflation coming out of the pandemic and its subsequent fall
has been the dominant driver of investment markets over the last two
years – first depressing shares and bonds in 2022 and then enabling them
to rebound.
has been the dominant driver of investment markets over the last two
years – first depressing shares and bonds in 2022 and then enabling them
to rebound.
Sneak peek – Oliver’s insights Podcast: Ep#98
Episode #98: Australian home prices up on supply shortfall, but at risk from high rates The last three major cyclical upswings in home prices have required lower interest rates to be sustained. With rate cuts still a long way away, AMP’s Chief Economist Shane Oliver looks at why the risk of another leg down in prices is high next year, particularly if unemployment rises significantly, and the key indicators to watch in the months ahead. …
Econosights: Inflation risks: implications from Russia/Ukraine war and the floods | AMP Capital
Econosights: Inflation risks: implications from Russia/Ukraine war and the floods Key points The Russia/Ukraine war is causing a big rise across many commodity prices including gas, oil, iron ore, coal and wheat. This will flow through to consumer prices. Flooding across the east coast of Australia will also put upward pressure on fruit and vegetable prices. We have revised our inflation forecasts higher to account for these impacts. We expect headline inflation to be just …
Worker exploitation: an epidemic within a pandemic | AMP Capital
Worker exploitation: an epidemic within a pandemic In the wake of the global economic shutdown, unemployment figures are capturing the attention of most analysists. But the headline figures mask a stark reality – for some who remain in the ranks of the employed, the global pandemic is ushering in a new period of hardship at work. As our head of sustainable investing, Emily Woodland, touched on in a piece last month1, around the world, COVID-19 …