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Economic Roundup

Economic Roundup

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...
Budgeting for What?

Budgeting for What?

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...
Counting the Cost

Counting the Cost

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...
Stronger Australian Economic Growth

Stronger Australian Economic Growth

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,...
Market Drivers – February 2025

Market Drivers – February 2025

by Stephen Roberts | 3 Mar, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Risk assets in February showed mixed performances in a month of high volatility as markets tried to digest the impact of rapid-fire policy changes in the US on prospects for global growth and inflation. US consumer spending, the mainstay of US GDP growth strength...
Economic Roundup

Economic Roundup

by Stephen Roberts | 24 Feb, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Economic data released in February show economic growth around long term trend in the in the US, still soft economic indicators in China, Europe languishing and Australia showing signs of a lift in household spending and a still very tight labour market. The fall in...
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