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Boom to inflation

Boom to inflation

by Stephen Roberts | 17 May, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

We wrote last week about the well-fed boom, prospective Australian GDP growth roaring along at 4%+ annual growth pace over the next year or two and still on a rich diet of low official interest rates and more government spending. There is an increasing risk that the...
Weekly Economic Podcast – 17 May 2021

Weekly Economic Podcast – 17 May 2021

by Stephen Roberts | 17 May, 2021 | Laminar Economist Stephen Roberts, Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.  
The well-fed boom

The well-fed boom

by Stephen Roberts | 10 May, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

The RBA has upgraded its Australian growth forecasts again in the Monetary Policy Statement last week. GDP growth has been racing ahead of the RBA’s forecasts since the economy troughed in mid-2020 creating a ritual of big forecast changes every quarter to peak annual...
Weekly Economic Podcast – 17 May 2021

Weekly Economic Podcast – 10 May 2021

by Stephen Roberts | 10 May, 2021 | Laminar Economist Stephen Roberts, Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
Market Drivers

Market Drivers

by Stephen Roberts | 3 May, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Risk assets rose again in April amid more signs of strong global economic growth. Yet bond yields fell with little evidence of strong growth spilling over to higher inflation that might cause an early end to very low official interest rates set by central banks....
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