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Everything from Shane Oliver - AMP chief economist

Weekly economic and market update, week ending 9 August, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Following a bad start to the week on worries about a US recession made worse by investors rushing to unwind risky positions in response including

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12 Aug 2024

Weekly economic and market update, week ending 2 August, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Risk off with shares down again, bond yields down, commodity prices down and the $A down. Shares got a boost mid-week from firming expectations for

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05 Aug 2024

Weekly economic and market update – week ending 26 July, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Global share markets fell over the last week on the back of softer than hoped for big tech earnings, concerns about growth and political uncertainty

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29 Jul 2024

The rise of populism and bigger government – what it means for investors

From Shane Oliver - AMP chief economist

Key points The continuing rise of populism globally – as evident in recent European elections and in the US with Trump and the Republican party – is signalling an ongoing

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25 Jul 2024

Weekly economic and market update – week ending 19 July, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Share markets mostly fell over the last week with tech stocks remaining under pressure, US political uncertainty starting to creep in, a lack of new

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22 Jul 2024

Australian shares at new record highs – is it sustainable?

From Shane Oliver - AMP chief economist

Key points With Australian shares reaching a new record high we have revised up our slightly our expectations for the ASX 200 this year (from 7900 to 8100) reflecting prospects

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18 Jul 2024

Weekly economic and market update – week ending 12 July, 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Share markets mostly rose again over the last week with US, Japanese and Australian shares hitting record highs as expectations for Fed rates by September

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15 Jul 2024

The five reasons why the $A is likely to rise further – if recession is avoided

From Shane Oliver - AMP chief economist

Key points After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look likely to shift

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11 Jul 2024

Weekly economic and market update – week ending 5 July 2024

From Shane Oliver - AMP chief economist

Investment markets and key developments Share markets mostly rose over the last week, with US shares buoyed by increasing confidence in Fed rate cuts this year and strength in tech

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08 Jul 2024

2023-24 saw strong investment returns again – but can it continue?

From Shane Oliver - AMP chief economist

Key points 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central banks pivoting towards rate cuts (although is RBA is lagging) and

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03 Jul 2024

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