Shane Oliver, AMP Capital
Shane Oliver, AMP Capital
25 October 2024
Bigger Picture: With US & Japan elections looming, what does it mean for markets?
Overnight, the softer US dollar and a pause in US Treasury yield rally offer a pocket of relief for global markets, but it could be the calm before the storm as we have Japan’s general elections looming.
With more tech earnings coming up next week, and the US elections just less than two weeks away, what does all this mean for markets?
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital weighs in with Yeap Junrong.
Produced and Presented by Yeap Junrong
Edited by Audrey Siek
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Listen To His Previous Podcasts:
28 June 2024
Market View: Call of the week
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital, discusses with Sean Cheong about some of the major stories that impacted the market this week, if the week's dip in the Tech and AI sector is a pullback or "buy the dip" opportunity, the impact of the weak yen's on Asian Markets, Guzman's IPO and why his call of the week is in treasury bonds.
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17 May 2024
US Markets Wrap: Profit taking after record highs
Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital discusses how much further US stocks could pull back. He also shares what Walmart's earnings beat tells us about the US economy.
Produced/Presented: Ryan Huang
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22 April 2024
Bigger Picture: What's the outlook for the US economy?
Asia-Pacific markets are set to rebound from last Friday’s sell-off, as investors look to fresh data out of China, Japan and South Korea this week.
The S&P 500 saw its worst week since March 2023, last week — extending a drawdown from its all-time high to more than 5%.
Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital, spoke to Willie Keng about how the broader markets be impacted by interest rates expectations.
Presented and produced by Willie Keng
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26 March 2024
Bigger Picture: Understanding logic in the market
The markets seemed to blown past every single risk that there is.
Not only is the market resilient. It seems to have defied logic on what the market should be doing.
Sean Cheong tries to find logic in these cross-currents with Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital.
Presented and edited by Sean Cheong
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9 February 2024
Bigger Picture: Should we expect a "February slump" in markets?
Shane Oliver, Head of Market Strategy & Chief Economist, AMP Capital discusses if we can expect February to be underwhelming as usual coming off the typically seasonally strong December and January stretch. He also talks about what will be able to drive the S&P 500 beyond 5,000 points and what may break apart the rally.
Presenter: Sean Cheong
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14 December 2023
Bigger Picture: Asian markets rally after FOMC's final meeting of 2023
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP, weighs in on the upside for Asian markets on the back of the Fed's latest interest rate decision; the reasons behind Australia's first budget surplus in 15 years; the trajectory of the US dollar and its cascading impacts on other currencies; the winners and losers on the ASX; and why customers in Australia may one day be charged for using banknotes.
Presented by Sean Cheong
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)
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12 October 2023
Bigger Picture: What does Country Garden's latest default warning mean for China's property sector?
Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital, weighs in on why home sales numbers are incongruent across tier one and tier three/four cities in China; whether Chinese authorities will implement more stimulus measures to ease property woes; the impact of Country Garden's default and debt restructuring on the sector; the ramifications of a spillover into the broader financial system; and what to expect from China's inflation and PPI numbers.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)
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13 September 2023
Bigger Picture: EU scrutinizes Chinese EV subsidies
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses what are the wider implications of the European Union potentially cracking down on subsidies by China for its electric vehicles to expand overseas.
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13 July 2023
Bigger Picture: Geopolitical tensions kick up a notch
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses how he views investing in China amid the geopolitical tensions, including reports of China-based hackers breaching several Western government email accounts, the tit-for-tat trade war and a sluggish economy. He also analyzes how much to cheer the latest US consumer inflation data pointing to further signs of cooling.
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25 May 2023
Bigger Picture: The AUD - threat of a bottom?
With the Aussie Dollar testing support levels against the US Dollar, are there concerns of a bottom?
Shane Oliver, Head of Investing Strategy & Chief Economist at AMP Capital weighs in on the currency as well as its impact on the markets Down Under.
Presenter : Sean Cheong
This podcast is edited by Anthea Ng (nganthea@sph.com.sg)
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9 March 2023
Bigger Picture: Inflation lessons from the 70's
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital discusses what policy makers today can learn from the era of double digit inflation woes during the 1970's and the mistakes that were made.
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9 February 2023
Bigger Picture: Disney cuts 7,000 jobs, aims for $5.5b savings
Shane Oliver, Head of Investment Strategy, AMP Capital discusses why Disney is cutting jobs despite bright spots in its latest quarterly earnings, as well as his view on US President Joe Biden's push to tax the wealthy including non-realised capital gains and quadrupling the levy on share buybacks.
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20 December 2022
Bigger Picture: Stocks fall for a fourth consecutive trading session, weighed down by mounting recession fears
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses market sell off from the rate hikes and updates on China's easing Covid-19 policy.
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20 October 2022
Bigger Picture: Jeff Bezos joins the bandwagon warning of a slowdown
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses how worried investors need to be as more business leaders share their concerns about the economic growth outlook, amid signs of consumer spending still being resilient.
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15 September 2022
Bigger Picture: Will EU energy caps, windfall tax work?
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital, shares his view on the EU's proposal to ride out its energy crisis, and how much it will impact its economic outlook.
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1 September 2022
Bigger Picture: OPEC+ signals tighter supplies amid slowing economy
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital, discusses how OPEC+ producers may reduce their output to support recently falling oil prices, as well as how expectations are rising for rates to stay high for longer.
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4 August 2022
Bigger Picture: BoE set for biggest interest rate rise in 27 years
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses Bank of England rate decision, what to expect from Alibaba’s upcoming results and the latest developments in the oil market.
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30 June 2022
Market View: Market forecast for the 2nd half of 2022, Sectors and markets to watch
As the 1st half of 2022 closes on a gloomy note, is it likely that the markets will rally before the year comes to an end? Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital discusses with Michelle Martin about his outlook for various sectors and markets in the 2nd half of 2022 as various performers and underperformers in the market stand out.
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16 June 2022
Bigger Picture: Fed hikes 75 basis points, raising odds of recession?
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital discusses how long the relief rally in stock markets will last, and if a recession is indeed inevitable before inflation challenges can be tamed.
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2 June 2022
Bigger Picture: OPEC+ Meeting Preview
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital gives us his predictions on the outcome of the upcoming OPEC+ meeting and his outlook for oil prices in weeks to come.
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20 May 2022
Bigger Picture: Australia elections set for tight race
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital, discusses the differences between the economic policies of the Labour and Liberal parties and how markets may react post-results.
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21 April 2022
Bigger Picture: Netflix slumps further, Tesla beats expectations
Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital discusses if Netflix can make a turnaround with an ad-based version and whether Tesla can continue to offset its challenges with higher prices.
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24 March 2022
Bigger Picture: Russia demands payment in Rubles for gas
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses how realistic Russia's latest demands for payment in its currency are, and the likely impact of new US and European sanctions to be unveiled in the coming day.
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10 March 2022
Bigger Picture: Oil prices tumble 12%, biggest drop in nearly two years
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses if the easing in oil prices will be short-lived, and how much help investors should expect from OPEC+ production hikes.
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10 February 2022
Bigger Picture: Are US Tech shares worth buying now?
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital joins us on the show to discuss what's driving the resurgence of Chinese US-listed shares, impact of the US consumer inflation numbers on markets, and the outlook of oil prices amid US-Iran talks and Ukraine-Russia tensions.
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13 January 2022
Bigger Picture: Growth picture dims, especially around China
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses how the cloud over China's growth will affect other economies and markets, and why he's got his eye on the US mid-term elections in November.
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1 September 2022
16 December 2021
Bigger Picture: Fed doubles pace of tapering, eyes 3 rate hikes in 2022
Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital discusses how markets will price in the policy tightening by the Federal Reserve.
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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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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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