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...
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 | 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...