by Stephen Roberts | 11 Oct, 2021 | Economic Weekly
Australian house prices over the past year have risen at their fastest annual pace since 1989. Q2 2021 ABS data showed national house prices up 6.7% q-o-q and 16.8% y-o-y with home prices in Australia’s biggest city, Sydney, up 8.1% q-o-q and 19.3% y-o-y. The ABS data...
by Stephen Roberts | 4 Oct, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
September was a risk off month for investors as the most richly valued share markets succumbed to mounting concern about downside risks to global economic growth. Downside risks that ranged from the latest wave of Delta variant infections even in countries with high...
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...
