by Stephen Roberts | 17 Jun, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
The Australian sharemarket rose strongly on Friday, breaking a run of almost continuous daily falls since late May. While it is too early to say whether the gloom from May has started to go away, there are good reasons in our view why risk assets should rebound over...
by Stephen Roberts | 3 Jun, 2013 | Economics, Laminar Economist Stephen Roberts
Risk assets, including credit, were stronger through the first half of May, before suffering a sharp pullback later in the month. The early month strength was assisted by official interest rate reductions in several countries and most notably Australia where the...
by Stephen Roberts | 6 May, 2013 | Economics, Laminar Economist Stephen Roberts
Risk assets, including credit, were markedly stronger through April although the trajectory was quite volatile with mixed strength economic readings in the US and Australia, but a softer tone to Asian and European economic readings. During the month, the market’s...
by Stephen Roberts | 15 Apr, 2013 | Economics, Laminar Economist Stephen Roberts
Economic readings in the US and Australia surprised mostly on the downside of market expectations, but several special factors were in play during the capture period for the data which raise doubt about whether the softer data mark a weaker turn in either economy. We...
by Stephen Roberts | 25 Mar, 2013 | Economics, Laminar Economist Stephen Roberts
Rising economic or political uncertainty usually casts a pall on the prospects for risk assets, but often the damage is temporary providing economic growth prospects remain promising. Uncertainty about how the bail-out for Cyprus will progress and even some doubt...
