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.

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.

Econosights – how much more excess savings do consumers have

This edition of Econosights looks at how much longer households can draw down on savings and what the outlook is for consumer spending.

Simplifying Investing Podcast

Episode #79: Addressing Australians’ financial literacy and the gender literacy gap. While Australia remains one of the richest nations in the world, a new Econosights report from AMP’s Deputy Chief Economist, Diana Mousina highlights the need to improve financial literacy standards. This episode can be found on your favourite streaming platform, including Soundcloud, Spotify and Apple podcasts. Read more here: https://www.amp.com.au/insights-hub/blog/investing/econosights-financial-literacy-gender-gap Important information: This podcast is general in nature and hasn’t taken your circumstances into …