by Stephen Roberts | 25 Oct, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The pace of the global economic recovery eased in Q3 evident first in China’s Q3 GDP report and with more confirmation expected in GDP reports from the US and Europe over the next week or so. Inflation pressure has not peaked yet from elevated demand for goods...
by Stephen Roberts | 4 Oct, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
September was a risk off month for investors as the most richly valued share markets succumbed to mounting concern about downside risks to global economic growth. Downside risks that ranged from the latest wave of Delta variant infections even in countries with high...
by Stephen Roberts | 27 Sep, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The bigger developed economies continue to lead global economic recovery and September economic readings were firm on balance. Very strong developed economy macro policy support for growth, however, is past its peak and the threat of step down in policy support,...
by Stephen Roberts | 6 Sep, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets charted a bumpy course higher in August. Doubt continued about the strength of the economic recovery globally. Those countries relying on high vaccination rates to open up and live with the delta strain of Covid-19 are experiencing high new infection rates...
by Stephen Roberts | 6 Sep, 2021 | Laminar Economist Stephen Roberts, Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
by Stephen Roberts | 30 Aug, 2021 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Doubt about whether strong global economic growth can continue emerged in August as countries with high Covid vaccination trying to live with the virus experienced high infection rates. Hospitalisation and mortality rates, however, were lower so far than in earlier...
