Oliver's insights is a special commentary by Dr. Shane Oliver, AMP Capital's Chief Economist, on issues and trends affecting the economy and financial markets. Dr. Oliver is supported by a team of economists dedicated to delivering timely commentary and the asset allocation decisions for AMP Capital's diversified product range.
Edition 4 - 5 February 2010
The Blowout In Public Debt How Big An Issue
The blowout in sovereign debt, as a result of the global financial crisis, is proving to be a major issue. This is already evident in various countries in Europe, with particular concerns that Greece won’t be able to finance its budget deficit and could default leading to contagion to other high debt countries.
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Edition 36 - 31 December 2009
Review Of 2009 And Outlook For 2010
At the start of 2009, fear of a complete financial meltdown was rife. There was doubt as to whether the massive and unrelenting stimulus and financial rescue efforts put in place around the world would work, and many were talking of a re-run of the Great Depression.
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Edition 35 - 1 December 2009
Rising Australian Interest Rates How Far How Fast
The RBA has again increased the cash rate by another 0.25% taking it to 3.75%. While much will no doubt be made of the fact the RBA hasn’t increased rates three months in a row since the 1980s, it should be noted that 3.75% is still very low for the cash rate from a historical perspective.
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Edition 34 - 24 November 2009
A Slightly Different Cycle The Ascent Of The Emerging World
One of the most dangerous phrases in the investment world is “this time it’s different”. It usually gets wheeled out near the end of a bull market to explain why the bull market will continue forever due to a new era of permanent prosperity, or near the end of a bear market to explain why the bear market will continue forever due to fundamentally negative forces such as a day of reckoning being upon us.
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