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...
by Stephen Roberts | 24 May, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australia has experienced a strong and quick recovery from the 2020 recession. The Q1 2021 GDP report due next week will see annual y-o-y GDP growth enter positive territory from –1.1% in Q4 2020 and a low-point –6.3% in Q2 last year. How far annual growth moves into...
by Stephen Roberts | 17 May, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
We wrote last week about the well-fed boom, prospective Australian GDP growth roaring along at 4%+ annual growth pace over the next year or two and still on a rich diet of low official interest rates and more government spending. There is an increasing risk that the...
