Oliver’s Insights – the RBA hikes rates by another 0.25% – are we there yet?
The RBA hiked again by 0.25% taking the cash rate to 3.35%. It continues to expect to increase interest rates further.
Tag: While
Seven key charts for investors to keep an eye on in assessing the investment outlook | AMP Capital
Seven key charts for investors to keep an eye on in assessing the investment outlook Key points While we are optimistic on a 12-month horizon, shares are at high risk of further falls and a re-test of their June lows in the short term given hawkish central banks, heightened recession risks and geopolitical risks. Seven key global charts worth keeping an eye on by investors are: global business conditions PMIs; US inflation and our …
Corrections, gummy bears and grizzly bears in shares | AMP Capital
Corrections, gummy bears and grizzly bears in shares Key Points Shares have had a good rebound but could still fall further in the short term as risks remain high around monetary tightening and geopolitical tensions. However, a deep bear market is unlikely as US, global and Australian recessions are unlikely to be imminent. Introduction While shares have had a nice rebound from their January lows helped in part by some good earnings news – reversing …
Market Update 2 July | AMP Capital
Market Update 2 July Investment markets and key developments over the past week While the US share market rose over the last week, other global share markets fell with concerns about a renewed rise in coronavirus cases. The latest coronavirus outbreak and new lockdowns also weighed on the Australian share market with gains in telcos, retail and energy stocks offset by weakness in utilities, IT and property shares. The risk off tone saw bond yields fall, …
Market Update 18 June | AMP Capital
Market Update 18 June Investment markets and key developments over the past week While US shares fell over the last week as the Fed surprised on the hawkish side and Chinese shares also fell, Eurozone and Japanese shares rose benefitting from reopening and having central banks that are a long way behind the Fed. Australian shares also had a strong week rising to a new record high although this was led by IT, health, retail …
Back in Style: Rapid COVID recovery a kick starter for the retail sector | AMP Capital
Back in Style: Rapid COVID recovery a kick starter for the retail sector While “rona” was selected by Macquarie Dictionary as 2020’s word of the year, “stir-crazy” would have made it onto many peoples’ shortlists. From closed borders to seating quotas, we have had to contend with various forms of restrictions since the onset of the COVID-19 pandemic. Thankfully, cases in Australia have remained under control and life has started to return to normal with …
Market Update 16 April 2021 | AMP Capital
Market Update 16 April 2021 Investment markets and key developments over the past week While Japanese and Chinese shares fell again over the last week, US and European shares pushed higher helped by good economic data, a strong start to the US earnings reporting season, ongoing dovish comments from the Fed and tame bond yields. Reflecting the strong US lead, strong local data on confidence and jobs and a bit of catch-up Australian shares rose to …
Market Update 09 April 2021 | AMP Capital
Market Update 09 April 2021 Investment markets and key developments over the past week While Japanese and Chinese share fell over the last week, US shares rose to a new record high helped by strong data, stimulus optimism and dovish comments from the Fed and Eurozone shares also rose solidly. Reflecting the strong US lead, RBA dovishness and playing catch up after underperforming the previous week the Australian share market rose sharply to …
Market Update 01 April 2021 | AMP Capital
Market Update 01 April 2021 Investment markets and key developments over the past week While US shares fell fractionally over the last week despite a bounce in tech stocks, Eurozone, Japanese and Chinese shares rose. Australian shares also fell fractionally over the last week with strong gains in industrial and material shares being offset by weakness in utilities, energy, retail and health care stocks. Bond yields generally rose slightly but metal, iron ore and oil …