Economy
On a cliff edge
The fiscal cliff is more likely to be a fiscal slope, Shane Oliver looks at why concerns about Australia’s budget deficit are overblown 16 July 2020 | Shane Oliver, AMP Capital (Image: Maksim Shutov) The […]
Economy
Economy
Singapore’s pain shows worst is not over
Singapore’s government has cautioned there could be more pain ahead as second quarter GDP growth crashes by 41.2 percent following the island nation’s second wave coronavirus lockdown 15 July 2020 | Marcus Reubenstein (Image: Christian […]
Economy
Markets face pandemic that’s not under control
A second wave COVID-19 outbreak in Victoria and continued high rates of global transmission present problems for economies and risks for investors 4 July 2020 | Shane Oliver, AMP Capital (Image: Shawn Ang) The past […]
Economy
Building approvals falter
The COVID-19 pandemic has exacerbated weakening construction activity 2 July 2020 | Toby Thomas The building and construction sectors are currently one of the largest direct and indirect contributors to the Australian economy. Yet, both […]
Economy
Shipping shows resilience
International cargo shipping has seen a boost in volumes and profitability over the last quarter 1 July 2020 | Toby Thomas (Image: Cameron Venti) The disruption to supply lines caused by the COVID-19 pandemic profoundly […]
Economy
Second wave slowdown
A surge in new COVID-19 infections and cluster breakouts in nations where the virus appeared to be under control is a concern for markets 28 June 2020 | Shane Oliver, AMP Capital “Second wave” coronavirus fears […]
Economy
Immigration curve flattened
The international border lockdown has halted immigration and the economic fallout stagnant from population growth will be widespread 26 June 2020 | Toby Thomas This morning Australia’s outgoing Chief Medical Officer Brendan Murphy told the […]
Economy
Lockdown through a global lens
The gradual reopening of economies around the world presents a consortium of challenges for societies, policymakers and financial markets alike 22 June 2020 | Gita Gopinath (International Monetary Fund) The Great Lockdown is expected to […]
Economy
Market rollercoaster takes a dip
Most major share markets fell sharply over the last week on concerns about a second wave of coronavirus cases in several US states and the pace of economic recovery after cautious US Federal Reserve comments […]
Economy
How the great lockdown saved lives
Despite its enormous short-term economic costs, the COVID-19 lockdown has saved hundreds of thousands of lives 11 June 2020 | Pragyan Deb, IMF (Image: Dimitry B) Since the COVID-19 outbreak was first reported in Wuhan, […]
Business
Chinese take-away foreign investment
Despite government policy moves aimed at tightening access for Chinese foreign investment, the latest reports show Chinese investors are already shunning Australia 9 June 2020 | Marcus Reubenstein It’s been less than a week since […]
Economy
Shares defy a wall of worry
Despite all the bad news there is some logic behind the 39% rally on global shares 6 June 2020 | Shane Oliver, AMP Capital Share markets continued to power up over the last week as developed countries […]
Economy
Building up resilience to future downturns
Just as the world’s health policy leaders must be far better prepared to handle future pandemics, economic policy must also prepare for future financial shocks 1 June 2020 | John Bluedorn & Wenjie Chen, IMF(Image: Tim […]
Economy
Are markets out of touch with reality?
Do global tensions, trade risks, bad data and the “new normal” of a COVID-19 world support the rally on equity markets? 30 May 2020 | Shane Oliver, AMP Capital (Image: Jeremy Perkins) From their March lows global […]
Economy
Trading Places
Trade consultancy ITS Global looks at the numbers, which Australian industries could face tough times ahead; and how real or large is the risk to trade with China? 29 May 2020 | Khalil Hegarty, ITS […]