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Everything from Shane Oliver - AMP chief economist

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

Goldilocks stayed for 2024, but what’s in store for investors in 2025?

From Shane Oliver - AMP chief economist

Key points The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and more geopolitical threats but not as

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06 Dec 2024

Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared

From Shane Oliver - AMP chief economist

Key points The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher, the budget deficit is worse, bond

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20 Nov 2024

Weekly economic and market update – week ending 15 November, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Global share markets were messy over the last week, not helped by the ongoing rise in bond yields and a wind back in Fed rate

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18 Nov 2024

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