by Stephen Roberts | 27 Sep, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The bigger developed economies continue to lead global economic recovery and September economic readings were firm on balance. Very strong developed economy macro policy support for growth, however, is past its peak and the threat of step down in policy support,...
by Stephen Roberts | 20 Sep, 2021 | Economic Weekly
Economic forecasting even with the aid of the best economic models is a tricky business at the best of times. The assumptions fed into models are a key influence on forecasts and economic forecasting assumptions often prove to be wide of the mark. The risk of feeding...
by Stephen Roberts | 13 Sep, 2021 | Economic Weekly
On the economic front 2021 has thrown a number of surprises. During the first half of the year economic recovery in Australia was stronger and faster than widely expected. The unemployment rate fell more than expected. Robust growth in demand and restricted supply of...
by Stephen Roberts | 6 Sep, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets charted a bumpy course higher in August. Doubt continued about the strength of the economic recovery globally. Those countries relying on high vaccination rates to open up and live with the delta strain of Covid-19 are experiencing high new infection rates...
by Stephen Roberts | 30 Aug, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Doubt about whether strong global economic growth can continue emerged in August as countries with high Covid vaccination trying to live with the virus experienced high infection rates. Hospitalisation and mortality rates, however, were lower so far than in earlier...
by Stephen Roberts | 23 Aug, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
How can Sydney shut up shop in July and the national unemployment show an unexpected fall to a twelve-year low 4.6% in July from 4.9% in June? Moreover, how can it be that New South Wales showed one of the biggest falls in unemployment rate in July, down by 0.9...
