by Stephen Roberts | Jan 6, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets mostly strengthened in December capping a good year. Among major share markets gains in December ranged from 0.1% for the German Dax to 2.9% for the US S&P 500. A notable exception to the gains in December was the Australian ASX 200 which fell 2.4% in... Read more...
by Stephen Roberts | Dec 23, 2019 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Global economic growth prospects are brightening led by the US economy which although in its longest recorded economic expansion still seems to have further to run and at greater pace in 2020 than in 2019. On latest economic readings and surveys growth also looks set... Read more...
by Stephen Roberts | Dec 16, 2019 | Economic Weekly, Economics
Last week we wrote about how Australia’s growth performance had become a tottery balancing act weighed by gloom showing no signs of lifting in household spending. In contrast to Australia, the world’s biggest economy, the United States, is showing signs of growth... Read more...
by Stephen Roberts | Dec 9, 2019 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australia’s record breaking continuous economic expansion has entered its 29th year with the Q3 2019 GDP report. That is a significant and positive achievement. Over recent years, however, the achievement has started to tarnish. Real annual GDP growth has run below 3%... Read more...
by Stephen Roberts | Dec 2, 2019 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets strengthened in November with the US share market pushing up to a new record high in the month on signs that US growth may strengthen plus confidence that interest rates will stay low and that the US and China are closing in on a trade deal. Risk assets... Read more...
by Stephen Roberts | Nov 25, 2019 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Q3 GDP reports indicate that global economic growth has lost some momentum, but there are some signs in improving leading economic indicators that the worst of the growth fade is in the past. Encouragingly, during November leading indicators internationally relating... Read more...
