by Stephen Roberts | 17 Mar, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Financial market sentiment has swung sharply towards counting the cost of the Trump Administration’s America First economic policies over recent weeks driving down share prices and government bond yields. The bounce in European and US share markets on Friday recovers...
by Stephen Roberts | 10 Mar, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australian economic growth gathered pace in Q4 2024 and the early economic indicators for Q1 2025 are that growth is still gathering pace. Domestic spending is driving GDP growth but supply in the economy is still limited by weak productivity. Inflation in Q4,...
by Stephen Roberts | 3 Mar, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets in February showed mixed performances in a month of high volatility as markets tried to digest the impact of rapid-fire policy changes in the US on prospects for global growth and inflation. US consumer spending, the mainstay of US GDP growth strength...
by Stephen Roberts | 24 Feb, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in February show economic growth around long term trend in the in the US, still soft economic indicators in China, Europe languishing and Australia showing signs of a lift in household spending and a still very tight labour market. The fall in...
by Stephen Roberts | 17 Feb, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The RBA interest rate setting committee is meeting today and tomorrow and most economists and the market expect the cash rate to be cut by 25bps to 4.10% but with an accompanying message from RBA Governor Gillian Bullock indicating uncertainty about when another cut...
by Stephen Roberts | 10 Feb, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Most Australian economists plus money and bond market traders expect the RBA will cut the cash rate by 25bps to 4.10% at the interest rate setting meeting on 17th/18th February. We are more cautious and see a rate cut as possible but by no means certain. The case for...
