Oliver’s Insights – five charts on investing to keep in mind

Five charts focusing on critical aspects of investing that are insightful in times of market stress

Econosights – how important is the banking sector to the economy?

In this Econosights we look at the role of the banking sector in an economy and how the recent developments risk a further negative flow-on impact to the rest of the economy.

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.

Oliver’s insights – house prices

Dr Shane Oliver looks at the outlook for Australian property prices, particuarly given the bounce in prices over the last month or so.

Econosights – recession risks

Forecasts of a looming recession in 2023 or early 2024 in major economies have become consensus

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.

Oliver’s insights – lessons for today

Dr Shane Oliver highlights nine key lessons for today from the 1970s, 80s and 90s

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.