Stephen Roberts
Economic Updates Market Drivers
Market Drivers - February 2022
In January the focus in financial markets was high inflation and what central banks might do about...
Economic Updates Economic Roundup
Economic Roundup - January 2022
High inflation and mostly strong economic growth featured among the world’s major economies during...
A Testing Week Ahead
A big risk off week has seen government bond yields rise and share markets fall. The frothiest...
Economic Updates Market Drivers
Market Drivers - January 2022
Risk assets ended 2021 on a strong note. December saw risk assets rise strongly despite the...
A Cautious Look Ahead
We view early 2022 as a make-or-break period for the world’s major economies, including the...
Turning Doves to Hawks
Financial markets took in their stride the news on Friday that US annual CPI inflation had climbed...
Looking Backwards
The Australian economy is more than a month into the rebound after the lockdowns in New South...
Stirring the Hornet's Nest
There has been a shift in monetary policy over recent years from preemptively attacking the first...
Economic Updates Market Drivers
Market Drivers - November 2021
Conflicting influences on financial markets through October increased volatility, but with most...