STOCK WATCH

A deep dive into banks
09 Aug 2023 - Fund Manager Chris Pedersen discusses the Fitch downgrade, China trade and what he looks for in banks.

FY23 reporting season playbook, and where to next?
08 Aug 2023 - FY23 once again reinforces the old adage that "the stock market is not the economy" as the ASX All Ordinaries rose 14.8% despite a plethora of macroeconomic events.

RBA on rates, Why Australia's market is globally important, Building sector stocks
02 Aug 2023 - Fund Manager Chris Pedersen discusses the overnight rate, macro market concerns, the ten-year bond yield, commodity prices, James Hardie, Reliance WorldWide and Brickworks.

Cash rate at 4.1% for second month, Tightening bias retained but risks more balanced
01 Aug 2023 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the cash rate.

Australian home price growth slowing again - is the rebound over?
01 Aug 2023 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses home prices.

Fed & ECB at/near top, BoJ tweaks yield control, Aust inf falling, RBA to hold but a close call
28 Jul 2023 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australia economic events.

Supermarkets: WOW, COL, MTS and EDV
26 Jul 2023 - Fund Manager Chris Pedersen talks about the population growth rate, job openings, labour costs and the supermarket sector.

Inflation fell more than expected in June quarter with underlying inflation now 3.6% annualised
26 Jul 2023 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses inflation.

Why you need to know the difference between leading and lagging economic indicators
25 Jul 2023 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses economic indicators.

Inflation falls, Russia & wheat, Why RBA must tread carefully on jobs, Aust CPI preview, Jane B
21 Jul 2023 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australia economic events.