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. […]
Finance
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 […]
Finance
JobKeeper’s $60 billion ‘bonus’
The miscalculation of how many Australian workers will take up the JobKeeper scheme – some 3 million less than announced – means red faces but less red ink on the national accounts 24 May […]
Economy
Global markets retreat
Global share markets pulled back over the last week on worries about second waves of VODI-19 outbreaks, the economic outlook and tensions with China 10 May 2020 | Shane Oliver, AMP Capital (Image: Maksym Kaharlytskyi) It’s been […]
Economy
Economy getting ready to move
With a dramatic drop in new infections, Australia is reopening with a three staged easing of restrictions with the aim of having much of the economy operating again by July in a coronavirus safe environment […]
Economy
The Lucky Country
There’s some clear gaps between Australia and the rest of the world which show we may emerge from this period of global misery better than most nations 7 May 2020 | Shane Oliver, AMP Capital Back in […]
Finance
Essentially still bad news for the markets
While shares rose strongly early in the past week, they then fell sharply on the back of bad economic data, profit warnings, China-US tensions and profit taking after very strong gains in April 3 May […]
Finance
There’s no short-term “super-size”
Why superannuation and growth assets have to be seen as long-term investments 29 April 2020 | Shane Oliver, AMP Capital When share markets plunge as they did into March the standard questions are: What caused the fall? […]
Finance
Will listed sanitiser stocks clean up, or clean out, investors?
Tim Boreham writes, producers with even a whiff of alcohol are turning their hands to the, highly profitable for now, cause of sanitising yours 23 April 2020 | Tim Boreham, New Criterion (Image: Kelly Sikkema) […]
Finance
Curve flattening but world still seeking shelter
Australia has seen positive signs emerging over COVID-19 infection rates but the prospect of an easing of lockdowns is tempered by dismal economic signals 10 April 2020 | Shane Oliver, AMP Capital (Image: Alex Block) Share markets, […]
Finance
Biggest downturn since the Great Depression
Latest IMF report attempts to quantify the economic fallout of COVID-19 15 April 2020 | Gita Gopinath, IMF The world has changed dramatically in the three months since the publication of the IMF’s World Economic […]
Finance
Global markets bounce while global COVID-19 infection goes up
Mixed news on the coronavirus front continues to feed into a bumpy ride for global financial markets 10 April 2020 | Shane Oliver, AMP Capital (Image: Anna Shvets) Share markets pushed higher again over the past week […]
Finance
Plenty of market signposts, pointing in different directions
What signposts can we watch to be confident shares have bottomed? 8 April 2020 | Shane Oliver, AMP Capital After a roughly 35% plunge from their February high point to their lows around 23rd March, global and […]
Finance
Good and bad news for global markets
Another week of volatility in investment markets but it’s both up and down volatility on a day to day basis as opposed to just straight down as was the case up until a couple of […]
Finance
Australia’s $130 billion anti-virus economic injection
The Australian government has announced a third, and far and away biggest, fiscal stimulus package to protect the economy from coronavirus driven shutdowns 30 March 2020 | Shane Oliver, AMP Capital (IMAGE: Joshua Hoehne) Prime Minister Scott […]