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Market Drivers

by Stephen Roberts | 8 Apr, 2015 | Economic Weekly, Laminar Economist Stephen Roberts, Uncategorized

For a more comprehensive round up of the week, listen to Stephens’s full report here. After rising strongly in January risk assets were mixed in February, continuing to rise in regions and countries subject to easier monetary conditions, such as the Euro-area...

The paradox of low interest rates

by Stephen Roberts | 24 Mar, 2015 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here. Risk assets rose strongly last week assisted by the US Federal Reserve’s (the Fed) policy meeting that was more dovish in its comments on the outlook for US interest than the...

Riding for a fall

by Stephen Roberts | 9 Feb, 2015 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here In the wake of the RBA’s decision at its February board meeting to cut the cash rate 25bp to 2.25%, two questions arise. Firstly, how much further will the RBA cut the cash rate...

Market Drivers

by Stephen Roberts | 5 Jan, 2015 | Economic Weekly, Laminar Economist Stephen Roberts

Risk Assets were mixed in December; starting the month on a very weak note amid tumbling oil prices, but rallying strongly towards Christmas on evidence of US economic strength. The Australian equity market enjoyed one of the stronger rebounds later in the month, but...

What to watch out for in 2015

by Stephen Roberts | 15 Dec, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here.  2015 is shaping up as a turbulent year in investment markets mostly because the global economic outlook is subject to a greater than usual set of uncertainties and risks. We...
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