by Stephen Roberts | 7 Feb, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
In January the focus in financial markets was high inflation and what central banks might do about it. Inflation readings in the US, Europe and Australia matched or were higher than market forecasts. The US Fed responded talking tough policy intentions but still...
by Stephen Roberts | 31 Jan, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
High inflation and mostly strong economic growth featured among the world’s major economies during January although immediate economic growth prospects are softer because of the Omicron wave. Also, key central banks, including the US Fed, are promising to act tougher...
by Stephen Roberts | 10 Jan, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets ended 2021 on a strong note. December saw risk assets rise strongly despite the potentially growth crimping threats from rising Delta and Omicron infection rates. For the most part 2021 and December were influenced by stronger than expected economic...
by Stephen Roberts | 6 Dec, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets gave up ground in November after a strong start to the month. Ample evidence in data reports and surveys of continuing global economic recovery was tempered by concern that resurgent delta variant infection rates in the US and Europe in particular might...
by Stephen Roberts | 29 Nov, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The global economic recovery undulated during November with evidence of mostly soft GDP growth in Q3 but with stronger monthly economic readings late in Q3 and in October. The promise of renewed strong economic growth, however, came amid signs that higher inflation...
by Stephen Roberts | 1 Nov, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Conflicting influences on financial markets through October increased volatility but with most risk asset markets recovering their losses from the previous month. Australian financial markets went against the improving trend elsewhere with a late month sharp lift in...
