by Stephen Roberts | 4 Apr, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
In March high inflation and what central banks might do to tackle it was the dominant theme in financial markets. Government bond markets suffered their worst month in 30 years with yields up sharply responding to fear of aggressive hikes in official interest rates by...
by Stephen Roberts | 28 Mar, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Global economic growth remains strong although concerns about weaker future growth are increasing with the Ukraine war adding to high inflation and central banks under increasing pressure to act more forcefully to contain inflation. Government bond yields are rising...
by Stephen Roberts | 21 Mar, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
We concluded that June is firming over August for a cash rate hike in the article “Growth and Inflation” last week. Data releases and developments in Australia and overseas over the past week have increased the likelihood that Australia’s rate tightening cycle will...
by Stephen Roberts | 14 Mar, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The war in Ukraine has changed the outlook for economic growth and inflation. To date the escalation of hostilities in Ukraine and the escalation of economic sanctions against Russia, apart from devastating both economies, have curtailed supplies of key commodities...
by Stephen Roberts | 7 Mar, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
In February volatility in financial markets increased markedly as concerns about high inflation and what central banks might do about it was overlayed by a sharp increase in uncertainty with the outbreak of a wider war in the Ukraine. Among the issues facing investors...
by Stephen Roberts | 28 Feb, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Global economic growth was resilient in the face of the Omicron wave in February but with high inflation a threat to growth prospects. Central banks are talking tougher in terms of quick removal of unconventional monetary policy support, but most have not started to...
