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.
Tag: week
Conversations with Alexis George
Earlier this week I sat down with AMP’s Deputy Chief Economist Diana Mousina to hear her reflections as we close the financial year and what’s to come. Lots of people are doing it tough with rising interest rates and inflation, and the economic volatility doesn’t look like it’s going away soon. A really insightful chat with Diana where we touch on household spending, a potential recession in Australia and what the economic environment means for …
Weekly market update 23-06-2023
Shares still at risk of a correction; central banks signalling more work to do; and high recession risk in Australia.
Weekly market update 12-05-2023
Over the week, US and Aus sharemakets were flat; Aus Fed Budget will not add to inflation; US CPI moving in the right direction; and more.
Weekly market update 21-04-2023
Globally inflation is still falling, while Australia’s inflation is set to fall but RBA still looks hawkish; anticipated changes coming to the RBA – but will it be worth it?; strong China rebound is observed; and more.
Weekly market update 24-03-2023
Dr Shane Oliver discusses how bank turmoil is still providing a roller coaster ride for investors; case for an RBA pause remains strong; PMIs show easing Aust inflation pressure; and more.
Weekly market update 17-03-2023
This week, Dr Shane Oliver highlights the banking stress – the bad news (increased recession risk) and good news (less rate hikes); US inflation; raises the question as to whether Australian home prices bottomed; and more.
Weekly market update 10-03-2023
Throughout the week, Dr Shane Oliver observes that shares are under more pressure; Fed turns more hawkish, RBA turns more dovish; China’s 5% growth target easier to beat; and more.
Weekly market update 03-03-2023
This week, Dr Shane Oliver observes that the Australian economy & inflation are slowing; RBA expected to hike +0.25% but soften its guidance; questions the saving buffers; and more changes to superannuation.
Weekly market update 17-02-2023
This week, Dr Shane Oliver talks about the RBA right to focus on getting inflation down but it may have done enough; Australian home prices; most US inflation indicators still falling; and more.