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Everything from Shane Oliver - AMP chief economist

2025 turned out pretty good, but what about 2026 – still at the bliss point?

From Shane Oliver - AMP chief economist

Key points The key themes for 2025 were: tariff turmoil; global resilience helped by AI enthusiasm; sticky inflation; lower rates; and lots of geopolitical noise. For the third year in

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11 Dec 2025

Weekly economic and market update – week ending 5 December, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares saw modest gains over the last week, as the markets digested the rebound from November’s low but with optimism about a Fed rate

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08 Dec 2025

Weekly economic and market update – week ending 28 November, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares rose over the last week as the US shares rebounded on the back of increased confidence that the Fed will cut rates next

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01 Dec 2025

Housing affordability at a record low – here’s four key ways to fix it

From Shane Oliver - AMP chief economist

Key points With the latest surge in home prices relative to incomes housing affordability is at a new record low. This is adding to a slide in home ownership and

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26 Nov 2025

Share market wobbles – what are the negatives and positives?

From Shane Oliver - AMP chief economist

Key points Rich valuations, AI bubble worries and uncertainty about central bank rate cuts are the main negatives for shares at present and could see recent falls extend further. Against

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19 Nov 2025

Weekly economic and market update – week ending 14 November, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares mostly rose over the last week but had a messy ride. While US shares rose helped by the end of the Government shutdown

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17 Nov 2025

Investment cycles – what are they and why you need to be aware of them

From Shane Oliver - AMP chief economist

Key points Cyclical fluctuations are a key aspect of investment markets. Most are driven by economic developments but get magnified by swings in investor sentiment. Of particular importance are the

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22 Oct 2025

Weekly economic and market update – week ending 17 October, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global shares were mixed over the past week with US and European shares recovering some of their sharp falls in the prior week but continuing

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20 Oct 2025

Weekly economic and market update – week ending 10 October, 2025

From Shane Oliver - AMP chief economist

Investment markets and key developments Global share markets mostly rose again over the last week. US shares had a few wobbles on concerns about excessive valuations and a possible AI

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13 Oct 2025

Bubble trouble – is AI enthusiasm driving a bubble in shares?

From Shane Oliver - AMP chief economist

Key points Rich share market valuations are warning of the risk of a pullback in shares amidst fears of a bubble and it’s possible that enthusiasm for AI has run

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09 Oct 2025

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