Economy

Delta dawns

Lockdowns, economic activity down and uncertainty rise with spread of the COVID-19 Delta variant 1 August 2021| Shane Oliver, AMP Capital (Image: Marcus Reubenstein) Global share markets fell over the last week, not helped by concerns about […]

Economy

Charting the way ahead

Seven key charts for investors to watch, where are they now? 26 July 2021 | Shane Oliver, AMP Capital (Image: APAC Digital, Patrick Weissenberger) While shares are at risk of a near term correction on the back […]

Finance

Locked in

With low vaccination rates there’s little choice but to retreat to lockdowns so the Australian economy is taking another hit 17 July 2021 | Shane Oliver, AMP Capital (Image: Marcus Reubenstein)   The latest wave of new coronavirus […]

Finance

Easing does it

Central banks heading towards the easing exits – five reasons not to be too concerned 29 June 2021 | Shane Oliver, AMP Capital (Image: Ibrahim Boran) The drumbeat of central banks heading towards the exits from ultra-easy […]

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 […]