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July Market Drivers

by Stephen Roberts | 1 Jul, 2013 | Economic Weekly, Laminar Economist Stephen Roberts

Risk asset were more volatile in June coming to terms with the firming prospect of the US Fed starting to taper its bond buying (QE) later this year as well as the prospect of a period of softer growth in China as the authorities work to tame residential property...

A Different Policy Tightening

by Stephen Roberts | 24 Jun, 2013 | Economic Weekly, Laminar Economist Stephen Roberts

Risk markets and bond markets have weakened – sharply in the case of equity markets – since late May when Federal Reserve (Fed) Chairman heralded that if the US economy continued to strengthen the Fed could start to reduce its monthly bond buying program...
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