by Stephen Roberts | 9 May, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
If there was any remaining doubt that the era of low interest rates is dead, it was dispelled by the RBA’s rate hike announcement last week and its admission of how high it expects inflation to push up and settle eventually. The immediate question financial markets...
by Stephen Roberts | 2 May, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Volatile financial markets in April saw risk assets mostly weaken during the month and government bond yields pushed higher. high inflation readings prompted some central banks to deliver bigger interest rate hikes and the US Fed indicated that when it meets this week...
by Stephen Roberts | 26 Apr, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Concern is building among analysts about a potential global economic growth slowdown even though recent data show many advanced economies are still growing strongly. High inflation, fueling rising government bond yields and the risk of aggressive reduction of monetary...
by Stephen Roberts | 19 Apr, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australia’s annual CPI inflation rate is likely to peak for the current upswing with the Q1 2022 CPI report to be released on Wednesday 27th April. Annual headline CPI inflation will be around 4.5% y-o-y, comparatively low by international comparison, but well above...
by Stephen Roberts | 11 Apr, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Swings in economic activity over the past two years have been unusually large with most advanced economies experiencing deep recession in mid-2020 and strong growth, albeit bumpy at times, since. The global pandemic and restrictions to contain it were responsible for...
by Stephen Roberts | 4 Apr, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
In March high inflation and what central banks might do to tackle it was the dominant theme in financial markets. Government bond markets suffered their worst month in 30 years with yields up sharply responding to fear of aggressive hikes in official interest rates by...
