by Stephen Roberts | 28 Mar, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Global economic growth remains strong although concerns about weaker future growth are increasing with the Ukraine war adding to high inflation and central banks under increasing pressure to act more forcefully to contain inflation. Government bond yields are rising...
by Stephen Roberts | 21 Mar, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
We concluded that June is firming over August for a cash rate hike in the article “Growth and Inflation” last week. Data releases and developments in Australia and overseas over the past week have increased the likelihood that Australia’s rate tightening cycle will...
by Stephen Roberts | 14 Mar, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The war in Ukraine has changed the outlook for economic growth and inflation. To date the escalation of hostilities in Ukraine and the escalation of economic sanctions against Russia, apart from devastating both economies, have curtailed supplies of key commodities...
by Stephen Roberts | 7 Mar, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
In February volatility in financial markets increased markedly as concerns about high inflation and what central banks might do about it was overlayed by a sharp increase in uncertainty with the outbreak of a wider war in the Ukraine. Among the issues facing investors...
by Stephen Roberts | 28 Feb, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Global economic growth was resilient in the face of the Omicron wave in February but with high inflation a threat to growth prospects. Central banks are talking tougher in terms of quick removal of unconventional monetary policy support, but most have not started to...
by Stephen Roberts | 21 Feb, 2022 | Economic Weekly
Key data will be released this week informing the RBA’s decision when to start hiking the official cash rate. The RBA has indicated repeatedly that actual reported annual inflation consistently inside 2-3% target band is a pre-condition to hiking the cash rate....
