AMP Capital’s Shane Oliver revisits seven charts he highlighted in January for investors to watch as being critical to the investment outlook this year. Put simply, where are they now?
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Thanks to record prices and demand for iron ore – especially from China – Australia’s goods trade surplus hit a new peak of $13.3 billion, the second successive month that it has topped $13 billion.
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Falling retail sales and the new lockdowns across NSW, Victoria and South Australia have seen economists downgrade their forecasts for September economic growth to negative readings.
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The current spate of lockdowns will make 2020-21 annual reports look out-of-date if the update and comments from electronics and homegoods retailer JB Hi-Fi yesterday is any guide.
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According to the official body responsible for such declarations, America’s Covid recession lasted just two months from February to April 2020, making it the shortest on record.
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Australia’s Delta Covid-driven lockdowns in Sydney and Victoria will dominate local markets this week, as will the rising infection numbers in Tokyo and elsewhere.
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With so much information constantly at our disposal, oftentimes too much news is bad news. AMP Chief Economist Shane Oliver has some tips on how to quieten things down and stay focused on what’s important.
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Federal Reserve chair Jay Powell made his second appearance before the US Congress on Thursday but it was one of his predecessors who had a bigger impact late in the day.
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With steel production encroaching upon the government’s output limit but a weakening economy that needs all the help it can get, Beijing faces some tough choices over the second half of 2021.
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It looks like we’ve seen the best of the jobs data for a while as the growing spread of the Delta variant of Covid leads to widespread lockdowns around the country.
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One down, another to go tonight in the campaign by Federal Reserve chair, Jay Powell to assure Congress and markets that the current spurt in inflation won’t be long-term.
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Thumbs up from the currency markets yesterday to the news that the Reserve Bank of New Zealand plans to end its $NZ100 billion quantitative easing program next week.
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The economic data coming out of China continues to be almost impossible to get a bead on as imports and exports were stronger than forecast in June and the country reported another huge surplus.
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NAB economists are confident business conditions will be able to ride out the current surge in delta Covid variants but remain on the lookout for any signs of damage to the economy.
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Plenty on this week to grab the attention of markets and investors, with the Covid Delta variant, US CPI, key Chinese economic data, Australian job figures and lots more in focus.
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The Chinese government has blinked and moved to try and help the slowing economy after a year of boasting how well the country was recovering from the pandemic.
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In his regular column, AMP Capital’s Shane Oliver explains why he believes that returns from a well-diversified portfolio are likely to be slower but still solid over the next 12 months.
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The recent flattening of the Treasury yield curve, usually a sign of slowing growth, is at odds with what is happening in most major economies where economic metrics remain strong.
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Tougher lockdowns in cities from Sydney to Seoul due to the Delta variant spreading, along with further signs of a slowdown in the Chinese economy, ravaged Asian markets on Friday.
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RBA Governor Philip Lowe has singled out Australia’s high levels of immigration as playing a part in keeping a lid on wage rises – an observation that won’t go unnoticed.
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Is the slide in US bond yields due to Chinese governmental interference, a signal of fears about economic growth, or a reaction to another surge in Covid infections around the world?
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The Reserve Bank has made a small step towards restoring monetary policy to a normal footing by starting the tapering its quantitative easing bond purchases, a reflection of its confidence in the local economy.
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The Reserve Bank board will go into today’s monetary policy discussion of the economy having had the current upbeat outlook reinforced by two key pieces of data from May.
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Another busy week for markets around the world: Covid Delta cases, central bank meetings and minutes on monetary policy, inflation and the immediate outlook for oil prices.
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The Reserve Bank of Australia’s monetary policy decision tomorrow will be its most important in more than a year, one that will set policy out to early 2024.
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As Covid lockdowns across Australia leave us feeling vulnerable once again, AMP Capital’s Shane Oliver has a look at their short- and long-term economic implications.
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In preparing for the country’s celebration of the centenary of the formation of the Chinese Communist Party, the government may have deliberately slowed the economy.
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House prices and trade figures led a smorgasbord of data yesterday showing the economy travelled well in June and is set up nicely for the start of the 2021-22 financial year.
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A busy week with all of Sydney, Central Coast and Wollongong locked down for the next two weeks and Covid’s new Delta variant still spreading. Oh, and June 30 is nearly upon us.
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In his regular Insights column, AMP Capital Chief Economist Dr Shane Oliver posits 5 reasons why the Fed’s hawkish tone this week shouldn’t cause you to lose too much sleep.
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A 10% rise in house prices and the near 25% rebound in the value of the ASX saw Australia’s total household wealth reach an all-time high in the three months to March.
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Australia’s record-breaking trade run continues with data from the Australian Bureau of Statistics revealing an all-time high surplus on merchandise trade of $13.3 billion in May.
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As humans we are hard-wired to be anxious when things are not what we expect. There’s a good reason for that. It protects us from danger. Fidelity’s Tom Stevenson with more.
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There will be more inflation gibber-jabber this week after last week’s Fed meeting moved rate rises to the top of the agenda for markets to fret constantly about for weeks to come.
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New Zealand has joined Australia in enjoying economic growth above the pre-Covid levels, with 2.4% growth for the year to March, more than double Australia’s 1.1%.
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Jobs growth surprised on the upside in May with employment rising by 115,000 as any fears of the lingering impact of the ending of JobKeeper disappeared.
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US markets fell after forecasts from the Fed’s latest meeting revealed projections that included sharply higher inflation this year and the two rate rises in two years time.
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The Fair Work Commission has done its bit for Australian wage growth with a 2.5% jump in the national minimum wage – just as the Reserve Bank had hoped.
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China’s final drop of economic data for May was, as we have seen for the past couple of months, mixed and less buoyant than forecast.
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While the outcome of this week’s two-day meeting of the Fed will dominate market attention, for Australia there is an important reminder about the health of our own economy.
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