Stephen Roberts
Economic Updates Market Drivers
Market Drivers - August 2023
Risk assets had another strong month in July assisted by signs of moderating inflation and signs...
Economic Updates Economic Roundup
Economic Roundup - July 2023
In July inflation cooled while major economies such as the US seemed less likely to experience...
Cooling Inflation Versus a Hot Labour Market
The June monthly CPI and the Q2 CPI out this week will influence whether the RBA pauses again or...
Change and No Change
The Treasurer’s decision to not extend RBA Governor Philip Lowe’s tenure beyond its mid-September...
Economic Updates Market Drivers
Market Drivers - July 2023
Risk assets had a strong month in June undeterred by rising official interest rates and higher...
Economic Updates Economic Roundup
Economic Roundup - June 2023
In June central banks confirmed that they remain determined to get high and sticky inflation down...
A Very Mixed Bag
Weak consumer sentiment and retail spending figures say that it is starting to feel like a...
Interest Rate Outlook Review
The RBA’s June decision to hike the cash rate another 25 basis points (bps) to 4.10%, plus a...
Economic Updates Market Drivers
Market Drivers - June 2023
Most central banks indicated in May that it is too early to declare that they have done enough to...