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Everything from Shane Oliver - AMP chief economist

Investment outlook Q&A – Tariff man and Aust exports, the RBA, $A & gold

From Shane Oliver - AMP chief economist

Key points Trump’s tariff war has potentially another 6-9 months to go at least. This poses an ongoing threat to shares, but their relative resilience so far risks emboldening Trump

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12 Feb 2025

More Trump tariffs (and deals) – implications for investors and Australia

From Shane Oliver - AMP chief economist

Key points US President Trump has announced tariffs on Canada, Mexico and China and is threatening more tariffs. The one-month delay to tariffs with Canada & Mexico is a sign

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05 Feb 2025

Weekly economic and market update – week ending 31 January, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares were mixed over the last week with US shares down as tech shares fell on the back of the rise of DeepSeek’s AI

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03 Feb 2025

Weekly economic and market update – week ending 24 January, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global and Australian shares saw a relief rally over the last week as President Trump provided no negative surprises and there was a lack of

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28 Jan 2025

What’s driven the fall in the $A? Does it threaten inflation and RBA easing?

From Shane Oliver - AMP chief economist

Key points The $A has been hit since September by the return of Trump, a hawkish pivot by the Fed versus the RBA and concerns about the outlook for iron

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22 Jan 2025

Weekly economic and market update – Week ending 17 January, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Shares mostly rose over the last week helped by lower-than-expected underlying inflation in the US which boosted confidence that the Fed was still on track

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20 Jan 2025

More volatile and constrained – the macro investment outlook for 2025

From Shane Oliver - AMP chief economist

Key points 2024 was another strong year for investors with shares up strongly on the back of better than feared growth & profits and global central banks cutting rates. Volatility

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15 Jan 2025

Weekly economic and market update – week ending 13 December, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares were mixed over the last week with a back up in bond yields and a bit of profit taking after a strong run

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16 Dec 2024

Australia’s falling living standards – what’s driving it and how to fix it

From Shane Oliver - AMP chief economist

Key points 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

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12 Dec 2024

Weekly economic and market update – week ending 6 December, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Despite another week of geopolitical noise with the fall of the French Government, a few hours of martial law in South Korea and more noise

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09 Dec 2024

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