Stephen Roberts
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...
Economic Updates Economic Roundup
Economic Roundup - May 2023
In May economic indicators point to moderating global economic growth and slow, bordering stalling...
In Search of a Downturn
Latest Updates Economic Updates
Pause Now Pay Later
The RBA is getting close to, or may even be at, the top of its current rate hiking cycle based on...