Stephen Roberts
Economic Updates Market Drivers
Market Drivers - December 2022
Bond, credit and share markets rose further in November amid rising hopes that inflation has peaked...
Economic Updates Economic Roundup
Economic Roundup - November 2022
Most leading economic indicators and rising central banks’ official interest rates point towards...
Labour Market Pulse
The Australian labour market was still running hot in Q3 and in early October according to the...
Over The Inflation Hump
The key messages from the downside US CPI surprise in October are that their annual inflation rate...
Economic Updates Market Drivers
Market Drivers - November 2022
In October and early November, financial markets toyed with the idea that central banks may be...
Economic Updates Economic Roundup
Economic Roundup - October 2022
The latest inflation readings in most major economies continued to surprise on the high-side of...
What A Difference
What a difference 7 months can make when framing an Australian Budget. The international and local...
Inflation Check
Inflation is stickier and higher than expected in the US, according to the September CPI data...
Economic Updates Market Drivers
Market Drivers - October 2022
The recessionary consequences of central banks fighting to contain high inflation loomed large...