Via Dr Shane Oliver, who heads Investment Strategy and Economics and is also Chief Economist at AMP Capital
In summary (these the key points):
2020 is likely to see global growth pick up with monetary policy remaining easy.
Expect the RBA to cut the cash rate to 0.25% and to undertake quantitative easing
The main things to keep an eye on are:
- the trade wars;
- Iran tensions;
- the US election;
- global growth;
- Chinese growth;
- and fiscal versus monetary stimulus in Australia (significant fiscal stimulus could head off further RBA rate cuts and quantitative easing.)
Bolding above is mine
