Weekly market update 28-06-2024
28 June 2024 | Blog Dr Shane Oliver observes strong financial year returns - but can it continue?; Trump odds up after debate - watch trade war risks; risk of another RBA hike up but not fait accompli; Australian jobs market cooling; another big Australian budget surplus and more. Read moreOliver's insights - investing 40 years
25 June 2024 | Blog Dr Shane Oliver shaes his nine most important lessons from investing over the past 40 years. Read moreWeekly market update 21-06-2024
21 June 2024 | Blog This week, narrowing US share gains; drip feed of falling global inflation & rates is good sign for RBA; Federal & state governments making the RBA's job harder; the pros & cons of nuclear; and more. Read moreEconosights - trade war risks with a Trump 2.0 presidency
20 June 2024 | Blog We recently wrote about the issues surrounding the US election. In this Econosights we look specifically at Trump’s trade policies, which may result in significant downside risk to sharemarkets, in the event of a Trump 2.0 Presidency in 2025. Read moreOliver's insights - French elections and the Eurozone
19 June 2024 | Blog This edition of Oliver's insights looks at the fallout from the recent European Union parliamentary elections and the calling of parliamentary elections in France. Read moreWeekly market update 14-06-2024
14 June 2024 | Blog US shares up on better inflation data, Eurozone shares down after Parliamentary Elections and France election uncertainty, Australian shares still under-performing and more. Read moreWeekly market update 07-06-2024
07 June 2024 | Blog Shares up/bond yields down as central banks cut rates; Australian GDP close to stalling & wages growth slowing lean dovish on RBA rates; Fed to hold but still signal easing Read moreOliver's insights - australian home prices up again
04 June 2024 | Blog We expect home prices to rise around 5% this year as the supply shortfall continues to dominate, but the pushing out of rate cuts and the possibility of rate hikes along with the rising trend in unemployment pose a key downside risk. Read moreWeekly market update 31-05-2024
31 May 2024 | Blog This week shares are under pressure again from higher bond yields; markets likely to increasingly focus on US election; the next RBA move is still likely to be a cut; watch FWC wage decision; and more. Read moreEconosights - intergenerational wealth
29 May 2024 | Blog The angst around generational wealth inequality in Australia reflects significant asset price appreciation in older household groups (mostly Baby Boomers) while growth in wealth for younger households like Millennials has been lower. Read moreOliver's Insights - US election
28 May 2024 | Blog The US presidential election – implications for investors and Australia Read moreEconosights - An update on global inflation
27 May 2024 | Blog Stronger global growth (as well as other factors like geopolitical concerns) are lifting commodity prices, which is causing renewed concern about the inflation outlook and leading to financial markets pushing back expectations for rate cuts. In this Econosights we look at the impact of stronger global growth on the trajectory for inflation. Read moreWeekly market update 24-05-2024
24 May 2024 | Blog The ride for shares is likely to remain volatile and constrained, what is the rally in gold and metal prices telling us, lots of noise but global inflation is still falling, the next move in rates likely remains down, inflation expectations fall further. Read moreOliver's Insights - RBA and rates
21 May 2024 | Blog This year has seen a bit of a rollercoaster ride in interest rates expectations. This article looks at the outlook for the RBA’s cash rate. Read moreWeekly market update 17-05-2024
17 May 2024 | Blog Better news on inflation and signs of a “good” moderation in US economic growth; 2024-25 Australian Federal Budget Read moreFederal budget & global markets update 2024
15 May 2024 | Blog In this webinar recording hear from AMP Chief Economist & Head of Investment Strategy, Dr Shane Oliver explain what effects the Federal Budget could have on the Australian economy and investment markets. Read moreKey points from the 2024-25 Federal Budget
15 May 2024 | Super Here's a 5-minute read on how the 2024-25 Federal Budget proposals could affect you. Read moreEconomic implications Fed Budget 2024-25
14 May 2024 | Super Read about the economic and investment market implications of the 2024-25 Federal Budget announcements. Read moreWeekly market update 10-05-2024
10 May 2024 | Blog Fed less hawkish than feared; RBA holds; Aust consumer remains weak; slowing in CPI inflation, Aust budget preview. Read moreOliver's Insights - seasonal patterns in shares
06 May 2024 | Blog This article looks at seasonal patterns in shares and whether its time to “sell in May and go away” along the lines of the old share market saying. Read moreWeekly market update 03-05-2024
03 May 2024 | Blog Fed less hawkish than feared; US stagflation or just getting back on track?; RBA to hold, with a tightening bias; Aust consumer remains weak; Aust budget preview. Read moreEconosights - positive supply shocks
02 May 2024 | Blog Post pandemic, the supply of labour has increased in many major economies, including the US and Australia, through elevated immigration and a lift in the participation rate to a record high. Read moreRetail spending declines in March
30 April 2024 | Blog Retail spending declines in February, reversing Swift Lift in Feb and indicating that consumers still under pressure. Not consistent with an economy that needs higher interest rates. Read moreOliver's insights - the art of happiness
29 April 2024 | Blog This article looks at happiness and whether economics is failing us with its focus on GDP and consumption. Read moreWeekly market update 26-04-2024
26 April 2024 | Blog Dr Shane Oliver notes that shares have bounced but is the correction over?; strong US earnings; US PCE less bad than feared; Australian rate cuts delayed, another rate hike is a high risk; and more. Read moreWeekly market update 19-04-2024
19 April 2024 | Blog Dr Shane Oliver comments on the correction time for shares; escalation risk in Israel's counter-retaliation; rate cut delays but inflation still falling ex US; supply boost helping cool Aust labour market; expect Aust Q1 CPI to slow to 3.4%yoy; and more. Read moreEconosights - does the Federal Reserve have to cut rates first?
17 April 2024 | Blog In this Econosights we look at whether the US Federal Reserve will be the first major central bank to cut interest rates in this cycle. Read moreOliver's insights - shares are vulnerable
16 April 2024 | Blog The obvious issue is how vulnerable are shares? Could the bull market that got under way from the inflation and interest rate lows of 2022 (that has seen global shares rise 42% and Australian shares rise 23%) be over? Read moreEconosights - Australia and US inflation
15 April 2024 | Blog The latest March US consumer price data showed that the progress in reducing the pace of US inflation has stalled. Does the recent uptick in US inflation data mean that Australian inflation will also remain higher than expected in 2024? We look at this issue in this Econosights. Read moreWeekly market update 12-04-2024
12 April 2024 | Blog Higher bond yields pressuring shares; local money markets overreacting to US inflation; RBA does not have to wait for the Fed to cut - Aust economy is weaker; back to the future with made in Australia; why higher petrol prices? Read moreSubscribe to our newsletter
What you need to know
The credit provider for all banking products is AMP Bank Limited ABN 15 081 596 009, AFSL and Australian Credit Licence 234517. Approval is subject to AMP Bank guidelines. Terms and conditions apply and are available at amp.com.au/bankterms or by calling 13 30 30. Fees and charges are payable.
Any advice and information is provided by AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121 (AWM Services) and is general in nature. It hasn’t taken your financial or personal circumstances into account.
It’s important to consider your particular circumstances and read the relevant product disclosure statement, Target Market Determination or terms and conditions, available from AMP at amp.com.au, or by calling 131 267, before deciding what’s right for you.
You can read our Financial Services Guide online for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relation to products and services provided to you. You can also ask us for a hardcopy.
All information on this website is subject to change without notice. AWM Services is part of the AMP group.