The Australian dollar – the best is behind it

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The attached edition of Oliver’s Insights takes a look at the outlook for the Australian dollar. The key points are as follows: After doubling in value against the $US over the last

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Weekly economic and market update

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Despite concerns about slowing global business conditions PMIs, share markets continued to surge over the past week with much better than expected US jobs data providing an additional push to

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Sliding commodity prices

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In the attached paper, AMP Capital’s Head of Dynamic Asset Allocation Nader Naeimi examines the slide in commodity prices and what this means for economic growth and equity markets.  

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Weekly economic and market update

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Share markets rebounded over the past week continuing the volatile trading seen through much of April. While some economic indicators disappointed, earnings results were generally positive in the US and

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Australian inflation surprises on the downside

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March quarter inflation came in at just 0.4%, which is less than the 0.7% rise that the consensus of economists had expected and left annual inflation at 2.5% which is

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Weekly economic and market update

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China got the past week off to a bad start with growth coming in at 7.7% in the March quarter against expectations for 8% growth and industrial production and fixed

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Weekly economic and market update

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It was back to “risk on” over most of the past week as the positive impetus provided by Japan’s monetary reflation, good Chinese economic data and a reasonable start to

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Oliver’s Insights: another mid year bout of weakness in shares?

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This edition of Oliver’s Insights looks at the outlook for shares following recent wobbles. The key points are as follows: After strong gains shares are at risk of a correction

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Oliver’s Insights – China worries return, but how serious are they?

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The attached edition of Oliver’s Insights looks at the outlook for the Chinese economy and share market. The key points are as follows: China’s worries are overblown. Property tightening is likely to

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Weekly economic and market update

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The big development of the past week has been Japan taking another huge step down the path of reflation with the Bank of Japan under the new dovish leadership of

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