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US political protests, inflation and rising bond yields

January 22, 2021 by PASGadmin

Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2021/january/us-political-protests-inflation-and-rising-bond-yields New years often start with a few events to challenge any calm investors may have achieved over...

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Review of 2020, outlook for 2021 – from pandemic to recovery

December 10, 2020 by PASGadmin

Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2020/december/review-of-2020-outlook-for-2021?csid=1135474155 2020 didn’t exactly turn out the way I or many expected a year ago. For Australia, the...

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Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree?

November 28, 2020 by PASGadmin

Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2020/november/modern-monetary-theory-can-it-help-with-economic-problems For some years now Modern Monetary Theory (MMT) has been gaining prominence as a solution to the...

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Five reasons why this downturn and subsequent recovery are different – and where are we in the Australian recovery now?

October 30, 2020 by PASGadmin

Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2020/october/five-reasons-why-this-downturn-and-subsequent-recovery-are-different-and-where-are-we-in-the-australian-recovery-now From the get-go back in March, as coronavirus lockdowns hit, there has been much debate about what...

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The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs

October 10, 2020 by PASGadmin

Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2020/october/the-2020-21-australian-budget The 2020-21 budget is a long way from the 2019-20 “back in black and back on track”...

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Biden versus Trump – the US presidential election is looming as the next big event for investors

October 1, 2020 by PASGadmin

Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2020/september/biden-versus-trump-the-us-presidential-election The US election is only a month away. Markets are now paying close attention to it for...

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Australian house prices starting to fall – collapse likely averted but expect more weakness ahead

June 29, 2020 by PASGadmin

Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2020/june/australian-house-prices-starting-to-fall Back on 19th March when we first looked at the impact of the intensifying shutdown of the...

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10 medium to longer-term implications from the coronavirus shock

June 29, 2020 by PASGadmin

Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2020/may/10-medium-to-longer-term-implications-from-the-coronavirus-shock There has been much debate about the short-term economic and investment impact of coronavirus – on economic...

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The coming surge in Australia’s budget deficit and public debt due to Coronavirus – can we afford it?

May 15, 2020 by AMP Capital

Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2020/may/the-coming-surge-in-australias-budget-deficit-and-public-debt Last night would have been Budget night and the Australian Treasurer would have been announcing budget surpluses....

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The Lucky Country – three reasons why Australia may come through this period of global misery better than most countries

May 10, 2020 by AMP Capital

Original Article: https://www.ampcapital.com/au/en/insights-hub/articles/2020/may/the-lucky-country-three-reasons-why-australia-may-come-through-this-period Back in January when the bushfires were raging, I feared Australia’s luck had ran out. But right...

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Recent Posts

  • US political protests, inflation and rising bond yields
  • Review of 2020, outlook for 2021 – from pandemic to recovery
  • Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree?
  • Five reasons why this downturn and subsequent recovery are different – and where are we in the Australian recovery now?
  • The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs

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