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Should Investors Worry About A Trump Trade War With Europe?

May 17, 2019

The Trade War Is Back – What Went Wrong, What It Means For Share Markets And AustraliaAfter taking a back seat over the last six months as negotiations appeared to make progress the US/China trade war is back on with the President Trump – “tariff man” - ramping up tariffs on Chinese imports again and threatening more and China moving to retaliate. This note takes a simple Q & A approach to the key issues.Read More..






Should Investors Worry About A Trump Trade War With Europe?

May 8, 2019

Should Investors Worry About A Trump Trade War With EuropeWe appear to be moving closer to a resolution in the China and US trade war. But should investors now be worried about Trump declaring a trade war against Europe? Read More..


Market Update April 2019

16 April 2019

Market Update April 2019Global share markets fell slightly over the last week on global growth concerns and renewed US/Europe trade war fears. Australian shares rose though playing catch up to the previous week’s rally in global shares with energy, tech and real estate stocks being the main drivers. Bond yields were flat in the US but fell elsewhere. Read More..


Four Reasons To Love Dividends

10 April 2019

The 2019-20 Australian Budget – The Long-Awaited Surplus And The Promise Of More Tax Cuts Ahead Of The ElectionAustralian companies do, of course, pay out more of their earnings as dividends than overseas companies. That’s great for Australian shareholders, but some are arguing it’s drag on the growth potential of the Australian economy; they say companies are paying out dividends rather than paying workers and investing in capital expenditure for the future.
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The 2019-20 Australian Budget – The Long-Awaited Surplus And The Promise Of More Tax Cuts Ahead Of The Election

3 April 2019

The 2019-20 Australian Budget – The Long-Awaited Surplus And The Promise Of More Tax Cuts Ahead Of The ElectionWe explore the issue of the wealth effect in this Econosights, particularly as it relates to housing assets and its impact on the Australian economy.Read More..


Econosights - The Wealth Effect And The Impact On Consumer Spending

28 Mar 2019
he Wealth Effect And The Impact On Consumer SpendingThe 2019-20 Budget had three aims: to cement the Government’s fiscal credentials by delivering the long-awaited return to budget surplus; to provide fiscal stimulus to an ailing economy; and to help get the Government re-elected.

We explore the issue of the wealth effect in this Econosights, particularly as it relates to housing assets and its impact on the Australian economy.Read More..

Shane Oliver Updates: Five Charts And A Table That Might Be Critical To Look At With Regards To The Global Economy And Markets This Year

1 Mar 2019

the Five Charts And A Table That Might Be Critical To Look At With Regards To The Global Economy And Markets This YearNobody really knows for definite so this note revisits the five charts we come across as critical by which way it will inevitably go on and adds a table on US financial crisis risks to watch.Read More..


The Australian Economy In 2019 – House Prices, Growth And Interest Rates

the australian economy in 20192019 is likely to be an interesting year for the Australian economy. Some of the big drags of recent years are receding but housing is turning down, uncertainty is high around the global outlook and it’s an election year, which will add to uncertainty.Read More..


Shane Oliver Update: The Outlook For Oil Prices Slippery To Grasp

update on oil priceAustralian motorists have recently had some relief from higher petrol prices, but we can’t be certain that trend will continue. Read More..


Shane Oliver Updates: Rising US Interest Rates, Trade Wars, The US Midterm Election Results, Etc - Should Investors Be Worried?

Market Correction Or Market Downturn?Our view remains that recent turbulence in share markets is a correction or a mild bear market at worst (like 2015-16) rather than the start of a deep bear market like the global financial crisis. This note reviews the key recent worries for shares and why they are unlikely to be terminal. Read More..


Shane Oliver Market Update November 2018

Market Correction Or Market Downturn?US shares rose 2.4%, Eurozone shares gained 3%, Japanese shares rose 5%, Chinese shares rose 3.7% and Australian shares gained 3.2%. Reflecting the risk on tone and a strong US jobs report for October bond yields rose. Read More..


Market Correction Or Market Downturn?

Market Correction Or Market Downturn? With markets a bit more stable this week, and prices having bounced, it’s a good time to take a pause and reflect on where things are at. But to particularly address the main question investors have: is this the start of a bear market or just another correction? And what does that mean for their portfolios?Read More..