by Stephen Roberts | 14 Apr, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Despite the changes announced last week to President Trump’s tariff program, delaying for three months the bigger tariff hikes for some and a reprieve for US IT companies from the super-sized retaliatory tariffs imposed on China, the US Administration remains wedded...
by Stephen Roberts | 7 Apr, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets fell in March and then fell much more in the first week of April after President Trump’s announcement of higher trade tariffs. The US tariffs could cause recession in the US combined with higher inflation. Financial markets are not accepting President...
by Stephen Roberts | 31 Mar, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in March show economic growth threatening to decelerate in the in the US, but firmer economic indicators for the most part in China, Europe and Australia. The Trump Administration’s imposition of higher trade tariffs with the promise of more to...
by Stephen Roberts | 24 Mar, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The Federal Budget to be delivered tomorrow is unlikely to provide steppingstones towards a less inflationary, more productive, fairer and more prosperous Australia. Hopefully it will not push backwards achieving those objectives but being a pre-election Budget, the...
by Stephen Roberts | 17 Mar, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Financial market sentiment has swung sharply towards counting the cost of the Trump Administration’s America First economic policies over recent weeks driving down share prices and government bond yields. The bounce in European and US share markets on Friday recovers...
by Stephen Roberts | 10 Mar, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australian economic growth gathered pace in Q4 2024 and the early economic indicators for Q1 2025 are that growth is still gathering pace. Domestic spending is driving GDP growth but supply in the economy is still limited by weak productivity. Inflation in Q4,...
