Five reasons why this downturn and subsequent recovery are different. And where are we in the Australian recovery now? 30 October 2020 | Shane Oliver, AMP Capital (Image: Riho Kroll) From the get-go back in March, as […]
Despite worrying signs that COVID-19 infections are on the rise in developing economies the major share markets all had a week of solid gains 11 October 2020 | Shane Oliver, AMP Capital (Image: Camila Perez) Share […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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