by Stephen Roberts | Feb 24, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The corona-virus outbreak will dent Q1 global economic growth, but the impact is likely to be “V-shaped” with growth reduction in Q1 and perhaps Q2 recovering in Q3 and Q4. Our “V-shaped” recovery view does not depend upon when the corona-virus outbreak is contained –... Read more...
by Stephen Roberts | Feb 17, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australian quarterly GDP growth readings are likely to be all over the shop through 2020 ranging on our latest forecasts from -0.3% q-o-q, or worse for Q1 to perhaps +1.0% q-o-q or higher for Q3. Quarterly GDP growth through 2019 was stable by comparison averaging... Read more...
by Stephen Roberts | Feb 10, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The core economic forecasts of the RBA repeated in the latest quarterly Monetary Policy Statement released last Friday are that GDP growth will slowly gather pace over the next two years to around 3% y-o-y. Two key spending components, housing and household... Read more...
by Stephen Roberts | Jan 28, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Global economic growth looks set to accelerate modestly in 2020 notwithstanding a range of challenges from heightened political tension in the Middle East and the corona-virus outbreak to managing the aftermath of the bush-fire crisis in Australia. As always there is... Read more...
by Stephen Roberts | Jan 20, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australia’s housing downturn between 2017 and early 2019 was most pronounced in Australia’s two biggest cities Melbourne and Sydney and resulted in median house prices falling more than 10% from their cycle peaks in both cities with falls of more than 20% in some... Read more...
by Stephen Roberts | Jan 13, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Welcome to November 2019. We may be approaching the middle of January 2020 but the economic data reports coming from the Australian Bureau of Statistics mostly relate to November and the good news is that it is looking a stronger month for the economy than everyone... Read more...
