Stephen Roberts
Economic Updates Market Drivers
Economic Roundup and Market Drivers
Risk assets weakened again in October amid the possibilty of an escalating war in the Middle East...
Interest Rate View Change
Last week we took the signs of easing labour market conditions contained in the September labour...
Easing Labour Market Conditions
A persistently tight labour market is a key concern for central banks as they try to contain...
A Second Phase?
Analysts are split between whether official interest rates in most major economies, including in...
A Tricky Pause
The cash rate remains on uneasy pause at 4.10% is the verdict after the first monetary policy...
Economic Updates Market Drivers
Market Drivers - October 2023
Risk assets weakened again in September as central banks reaffirmed that interest rates would need...
A Recession of Sorts
Australia is yet to breach the two consecutive quarters of GDP that defines conventionally a...
Economic Updates Market Drivers
Market Drivers - September 2023
Risk assets weakened in August as evidence of firmer US economic activity; Europe possibly avoiding...
Labour Market Tipping Point
Two key data points released last week say that Australia’s labour market may have reached a...