Econosights – trade war risks with a Trump 2.0 presidency

We recently wrote about the issues surrounding the US election. In this Econosights we look specifically at Trump’s trade policies, which may result in significant downside risk to sharemarkets, in the event of a Trump 2.0 Presidency in 2025.

Oliver’s insights – The US presidential election – implications for investors and Australia

The US presidential election – implications for investors and Australia

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.

Econosights – does the Federal Reserve have to cut rates first?

In this Econosights we look at whether the US Federal Reserve will be the first major central bank to cut interest rates in this cycle.

Weekly market update 05-04-2024

Global sharemarkets under pressure this week; oil prices up; metals prices surging; Fed Chair Powell sounds like he still wants to cut rates later this year; and more.

Econosights – financial literacy gender gap

More than one third of adults in Australia are financially illiterate, with opportunities for improvement. There is also a gender gap in financial literacy in Australia. Women tend to have lower financial literacy than men. In Australia, the gender gap is larger compared to our global peers.

Econosights – Australian household wealth

Australia ranked as having one of the lowest rates of disposable income growth per capita amongst OECD countries in mid-2023. Deputy Chief Economist, Diana Mousina examines the implications of these and what Australians may expect.

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.

Econosights – Australia’s high population growth

There has been a lot of focus on the record high level of Australia’s population growth in 2023 from the boom in immigration. We look at the impact of high population growth on the economy in this Econosights.