Shane Oliver, AMP Capital

Shane Oliver, AMP Capital

22 October 2021
Market View: Australia's reopening, US tech, Bitcoins flash crash, Everglades payment overdue, WeWorks SPAC, and Asian markets in early trade
What is the impact of Australia's opening up on markets and the economy? What can we make of US tech? Why was there a flash crash in Bitcoin on Binance? What is happening with Evergrande?

Michelle Martin and Shane Oliver, Chief Economist and Head of Investment Strategy, AMP Capital go beyond the headlines and market buzz in this edition of Market View.

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Listen to his previous podcasts:

7 October 2021
The Bigger Picture: Hong Kong sets goals on housing, climate, finance
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital, discusses the investor takeaways from Hong Kong Chief Executive Carrie Lam's final policy address.

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9 September 2021
The Bigger Picture: Inflation warnings and China's property woes
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital looks at how much Fed's Beige Book's warning of inflation picking up for businesses and what that will mean for their profit margins, and if a regional economic crisis may be potentially triggered by the heavily indebted Chinese property giant Evergrande.

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26 August 2021
Bigger Picture: Has China's regulatory crackdown hurt its economy?
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses how much of an impact the rules will have on business confidence and the wider economy.

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12 August 2021
Bigger Picture: China clampdown targets online insurance
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital, discusses his view on Chinese stocks and whether growing taper talk is justified with the latest US consumer price reading suggesting moderation of momentum.

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29 July 2021
Bigger Picture: Breaking Down the Latest Fed Meeting
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital breaks down the intense 2-day meeting by the US Federal Reserve. It has held its benchmark interest rate near zero.

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6 July 2021
Market View: How Australia's Recent COVID-19 Flare-Up is Impacting Markets Down Under
Despite the RBA sounding rather dovish in its recent policy decision, the ASX 200 still fell on Tuesday. Shane Oliver, AMP Capital's Head of Investment Strategy and Chief Economist, spoke to us on Prime Time about how COVID-19 infections may be affecting Australia's economic and market outlook, along with his thoughts on whether commodity markets are headed for a supercycle.

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3 June 2021
Bigger Picture: Free popcorn, beer and childcare
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital, discusses AMC Entertainment's free popcorn strategy, Biden's promise of free beer and childcare to boost vaccination rates, and whether May's US NFP will likely be another miss.

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22 April 2021
Bigger Picture: Biden's Earth Day Virtual Summit
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital, discusses how much the summit of global leaders and their green agenda might impact capital markets, as well as whether investors are getting too complacent amid rising COVID-19 global cases.

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8 April 2021
Bigger Picture: Bitcoin as a Chinese financial weapon?
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital, discusses if a global minimum tax rate will be realistically achieved and how valid is venture capitalist Peter Thiel's view that Bitcoin is a "Chinese Financial Weapon".

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25 March 2021
Bigger Picture: Suez Canal blocked as container ship runs aground
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses why technology stocks are under pressure despite bond yields falling, and the impact of the Suez Canal "traffic jam" on oil prices and the wider economy.

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11 March 2021
Bigger Picture: Dow hits new record high as House passes stimulus bill
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital discusses how inflation expectations will be priced into the market outlook and where we are in the investment cycle a year after the March 2020 selloff.

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26 February 2021
Bigger Picture: 10-year bond yield surpasses S&P 500 dividend yield
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital, discusses if inflation is really a concern for markets, and how things will pan out now that it yields more to hold bonds than to invest in dividend stocks.

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8 February 2021
Market View: The Road to Recovery for the Australian Economy and Markets
Australia exited its first recession in decades, with sentiment boosted in part by effective measures introduced to curb the COVID-19 pandemic, and recovering commodity prices. Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital, joined us to talk about Australia's road to recovery, the prospect of ultra-low rates amidst prolonged monetary support, and possible risks from simmering tensions with China. He also touched on lessons learned from the reddit retail frenzy, that seemed to have inspired some traders to briefly boost heavily shorted stocks on the ASX.

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28 January 2021
Bigger Picture: ECB & Fed Policy
On Bigger Picture, Alvin Lee, Premium Client Manager at IG speaks to Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital on the latest from the ECB and the FOMC, plus breaks down the latest earnings from big tech players.

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14 January 2021
Bigger Picture: Trump becomes first US President to be impeached twice
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses how markets are pricing in President Trump's 2nd impeachment and Biden's upcoming fiscal stimulus.

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