by Stephen Roberts | 19 Jul, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Changing covid restrictions in Sydney and Melbourne over the past week will hurt Australia’s Q3 GDP growth rate more than we previously forecast. The introduction of a harder lockdown in Sydney over the weekend including for the first time the construction industry,...
by Stephen Roberts | 12 Jul, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australia’s growing economy is hitting a Covid speed bump. The economic recovery has barely missed a beat with the brief Brisbane and Perth Q2 Covid shutdowns in Q2 as well as the longer shutdown in Melbourne, but the current shutdown in Sydney is occurring from the...
by Stephen Roberts | 5 Jul, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The risk on trade showed no signs of fading in June despite signs that inflation may be higher near-term than forecast by global policymakers. Key central banks such as the US Federal Reserve (Fed) although recognising that growth and inflation are running higher than...
by Stephen Roberts | 28 Jun, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Global economic growth is accelerating in the United States (US), Europe and much of Asia notwithstanding flare ups of the latest and most infectious Delta variant of Covid-19. In the US additional fiscal stimulus is in the pipeline with a deal between President Biden...
by Stephen Roberts | 7 Jun, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The risk asset rally continued in May on the back of more signs of quickening global economic growth and little sign that global policymakers will stop stimulating growth. Rising inflation is a potential spoiler of robust growth prospects if policymakers react by...
by Stephen Roberts | 31 May, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Global economic expansion continued in May led by advanced industrial countries such as the United States (US) and notwithstanding the worsening pandemic in much of Asia. Rising demand is testing production supply bottlenecks resulting in higher producer prices...
