Seven key charts worth watching are: Trump’s tariffs; business conditions PMIs; long term inflation expectations; inflation; profit growth; the gap between earnings yields and bond yields; and the $US. For now, they are mixed. Dr […]
Shares were mixed over the past week. Despite the Trump administration talking up trade deals US shares fell slightly, but Eurozone shares rose slightly, and Japanese and Chinese shares saw strong gains. Given the mixed […]
Falling real wages and a surge in tax and interest payments have led to a slump in Australian living standards; but a broader driver of the malaise in living standards has been a slump in […]
Another year of Goldilocks in 2024, AMP Capital’s Shane Oliver looks at what’s ahead for 2025 2024 was like a rerun of 2023 with lots of angst but it turned out okay. Key big picture […]
The increase Australian home values in November has slowed to a snails pace with economists saying buyers are holding out for an interest rate cut in 2025 CoreLogic’s national Home Value Index (HVI) increased by […]
Global share markets mostly rose over the last week. US shares rose 0.9% on the back of solid economic data and a mixed but okay start to earnings reporting season. Eurozone shares rose 0.2% with the […]
A move towards more aggressive fiscal policy stimulus and property support measures should help drive a mild cyclical upswing in China’s economy. However, it’s doubtful it will be enough to reverse longer term structural problems […]
For only the second time since 1892 a U.S. president has won a second, non-consecutive term. AMP’s Shane Oliver looks at what Donald Trump’s second presidency means for the world economy. Contrary to what would […]
A mix of more good news than bad on the macroeconomic front eases downward pressure on global markets Share markets continued their recovery over the last week helped along by expectations that “Goldilocks” conditions will […]
Global equity markets went on a rollercoaster ride last week suggesting there was overselling but still concerns on the macro-economic front remain (AMP Capital) Following a bad start to last week on worries about a […]
There are winds ahead for global equity markets which have enjoyed strong growth but are now faced with weak economic data. Shane Oliver (AMP Capital) A correction is underway. Shares went sky-high into July on […]
The 0.5% gain in national average home prices pushed them further into record territory, however, the gains now look to be cooling again and they remain highly diverse. Shane Oliver (AMP Capital) CoreLogic data shows […]
Australia’s RBA catches market by surprise with a 25 basis point increase in the cash rate to 3.85% 3 May 2023 Over recent months, RBA Governor Philip Lowe has come under pressure to provide greater […]
AMP Capital’s Shane Oliver looks at historical market moves when weighing up where this current residential property market might be headed 2 May 2023 | Shane Oliver, AMP Capital (Image: Marcus Reubenstein) Yet again the […]
Investment markets and key developments over the past week 15 April 2023 | (Source: AMP Capital Markets) Global share markets had a strong week helped by a further fall in US inflation adding to expectations […]
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