Finance

Slowing stimulus

The drumbeat of central banks looking to start slowing monetary stimulus continued over the last week with the Fed surprisingly hawkish and the RBA heading in that direction albeit slowly. But while this could drive […]

Finance

What goes up should come down

Inflation worries weigh on minds of investors as do the many questions hanging over Bitcoin 24 May 2021 | Shane Oliver, AMP Capital (Image: Sean Robertson) The inflation scare continued to worry investors over the last week […]

Finance

Borderline economy

Is Australia’s recovery really dependent on reopening the international border? 17 May 2021 | Shane Oliver, AMP Capital  Angst around this got a new lease of life after the Budget assumed the border would not reopen until […]

Finance

Inflation pressure builds

Inflation is on the rise globally but it’s likely to be a confusing picture over the next few years, against the backdrop of a likely bottoming of the long-term decline in inflation seen over the […]

Finance

Will this boom bust?

Three reasons why the long-term bull market in Australian house prices may be getting close to the end 28 April 2021 | Shane Oliver, AMP Capital (Image: Sydney Auction Bidding)  Introduction The Australian housing market is booming. […]

Economy

Trillions to rebuild US economy

President Biden confirmed that even more government spending is on the way in the US with the announcement of a planned $2.3 trillion infrastructure spending program 6 April 2021 | Shane Oliver, AMP Capital (Image: White House official) […]

Economy

Questions about financial markets

AMP Capital’s, Shane Oliver’s Q&A on the global recovery, vaccines, inflation, the risk of a share crash, Australian home prices and other issues  30 March 2021 | Shane Oliver, AMP Capital   Is the global economic recovery […]

Finance

Economist explains Bitcoin

Bitcoin, it’s not a currency, it’s not a capital asset, so AMP Capital Chief Economist asks what this valuable (and volatile) asset really is? 5 March 2021 | Shane Oliver, AMP Capital The title may seem a […]

Comment

Investing pitfalls

Nine common mistakes investors make and economist Shane Oliver’s view on how to avoid them 12 February 2021 | Shane Oliver, AMP Capital (Image: Kraken Images) Mistake #1 Crowd support indicates a sure thing “I will tell […]

Economy

Markets, Biden and vaccines

US President Joe Biden begins to shape his administration and new vaccines are released but a February market correction is a likely scenario    30 January 2021 | Shane Oliver, AMP Capital (White House Image) The US […]

Comment

Seven Charts for 2021

Market observations as Australia and the world grapples with a second year of COVID-19 18 January 2021 | Shane Oliver, AMP Capital (Image: Adam Nowakowski) My view is that while shares are vulnerable to a short term […]

Finance

20-20 hindsight

2020 was not what it was supposed to be so will 2021 usher in a recovery that’s supposed to be? 18 January 2021 | Shane Oliver, AMP Capital 2020 didn’t exactly turn out the way I or […]

Finance

No shot in the arm

The market reaction to positive news on a COVID-19 vaccine tempered by a significant spike in US infections and the threat this posed to the economy with no progress on more fiscal stimulus 30 October […]