Finance
Budget black off track
The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs 7 October 2020 | Shane Oliver & Diana Mousina AMP Capital (Image: supplied) The 2020-21 budget is a […]
Finance
Finance
Covid correction
Historically September is a month for market corrections, just like the coronavirus and the race for the White House, this one may not be over yet 20 September 2020 | Shane Oliver, AMP Capital (Image: Jay Clark) […]
Economy
China data good for Australia
Despite diplomatic tensions getting in the way beef, barley and wine exports, Australia’s economic exposure to the Chinese recovery is good news 3 September 2020 | Shane Oliver, AMP Capital In a time where our national […]
Finance
Economic activity tracking lower
An improvement in Victoria’s COVID-19 numbers has been offset by higher concerns in New South Wales and perhaps an acceptance that the economic pain could outlive the pandemic by some considerable time 29 August 2020 […]
Finance
Markets rise as US coronavirus trends lower
But policymakers are faced with the reality of high long-term unemployment and that government stimulus will be needed well beyond the health crisis 15 August 2020 | Shane Oliver, AMP Capital (Image: M Gonzalez) Major global […]
Finance
Markets retreat as concerns mount
Global share markets started the past week off strongly with US shares breaking out to new recovery highs, but gains were partly reversed later in the week 26 July 2020 | Shane Oliver, AMP Capital (Image Jason Mowry) […]
Finance
Better coping with COVID-19
The elimination, and control, of COVID-19 is a long way off but market confidence is holding up amidst signs that nations are better managing the challenges of coronavirus 20 July 2020 | Shane Oliver, AMP Capital […]
Finance
Retirees on edge
Superannuation system doesn’t deliver as COVID-19 puts paid to the old expression “looking forward to retirement” 7 July 2020 | Staff Writers (Image: Jack Finnigan) A survey of over 1,000 current and prospective retirees shows […]
Finance
Markets ride the ‘second wave’
Share markets and COVID-19 infections continue to move upwards 4 July 2020 | Shane Oliver, AMP Capital (Image: Dimon Blr) Despite ongoing concerns about coronavirus most major share markets saw solid gains over the last […]
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 […]
Finance
Deep V recovery
Some good data suggests a recovery from the dramatic COVID-19 economic lows but there are still plenty of variables and risks 21 June 2020 | Shane Oliver, AMP Capital (Image: Shownen) The past week has seen an avalanche […]
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
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 […]
Finance
A bounce is not a recovery
The market has bounced back from its COVID-19 low but what will stop the market returning to the pre-coronavirus high? 2 June 2020 | Roger Montgomery (Image: Danilo Batista) The worst seems to be over. […]
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 […]