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...
by Stephen Roberts | 3 Feb, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets mostly rose strongly through January, notwithstanding the occasional sharp slip on competition from China to the supremacy of US companies developing artificial intelligence and President Trump’s tariff announcements at month-end. Government bond yields...
by Stephen Roberts | 28 Jan, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in January show that global economic growth likely finished 2024 on a firming note. The advance US Q4 GDP report is due later this week and is expected to show above trend growth running around 2.7% annualised pace. Europe’s Q4 GDP is out this...
