by Stephen Roberts | 3 Feb, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets mostly rose strongly through January, notwithstanding the occasional sharp slip on competition from China to the supremacy of US companies developing artificial intelligence and President Trump’s tariff announcements at month-end. Government bond yields...
by Stephen Roberts | 28 Jan, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in January show that global economic growth likely finished 2024 on a firming note. The advance US Q4 GDP report is due later this week and is expected to show above trend growth running around 2.7% annualised pace. Europe’s Q4 GDP is out this...
by Stephen Roberts | 20 Jan, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
While Australian inflation could track lower in the first half of 2025 signs are showing that it will start to rise again later in 2025 and in 2026. Those signs include the persistently tight labour market and current round of high wage negotiations, growth in...
by Stephen Roberts | 14 Jan, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in December and early January show continuing above trend economic growth in the in the US, touch firmer economic indicators in China, Europe languishing and Australia showing signs of a lift in household spending. The fall in inflation through...
by Stephen Roberts | 16 Dec, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
In this last economic report for 2024 we turn our attention to what we think may happen in 2025 and 2026. In a nutshell we forecast that Australian economic growth will accelerate from an average annual average of 1.1% estimated for 2024 to 2.3% in 2025 with average...
by Stephen Roberts | 9 Dec, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australian economic growth was weaker than expected in Q3 with GDP up only 0.3% q-o-q reducing annual economic growth from 1.0% y-o-y to 0.8% y-o-y, the weakest annual growth rate this century barring the period of the covid recession when growth plummeted to -5.8%...
