by Stephen Roberts | 7 Sep, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets rose in August as financial markets focused on economic recovery beyond the low-point of the Covid-19 recession in Q2 2020. Recovery optimism was encouraged by stronger economic readings for the period beyond early Q2 and continuing massive, coordinated...
by Stephen Roberts | 24 Aug, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Some key July Australian economic readings are showing a better-than-expected lift in economic activity, surprising given that Melbourne and parts of regional Victoria were placed under tighter restrictions to contain a second wave of Covid-19 infections. The...
by Stephen Roberts | 17 Aug, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Covid-19 infection waves are proving hard to predict. Look no further than New Zealand where after more than 100 days of no community infection an outbreak has occurred requiring its largest city, Auckland, to be locked down. In Australia, there is hope but no...
by Stephen Roberts | 10 Aug, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Interest rates have been trending downwards in most major economies for the past three decades. Factors associated with driving falling interest rates have included declining long-term average economic growth rates; lower inflation; and at times imbalance between... by Stephen Roberts | 3 Aug, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets were mixed strength through July caught between the positive influences of stronger economic data reports for May and June, the massive size of stimulus measures around the world all but guaranteeing economic recovery at some stage but also the major... by Stephen Roberts | 27 Jul, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic reports released and still to be released in July are likely to show the depth of the recessions in the US and Europe in Q2 but also show a large bounce off the bottom mid-Q2. China first in to the covid-19 downturn is first out registering positive GDP...
