Stephen Roberts
Watching The Data
Our current view about the cash rate outlook is based on the economic forecasts produced by the RBA...
Go Hard Now To Go Soft Later
The message from the RBA’s interest rate decision last week and subsequent commentaries are that...
Economic Updates Market Drivers
Market Drivers - February 2023
Financial markets rallied in January and early February assisted by signs that inflation has peaked...
Economic Updates Economic Roundup
Economic Roundup - December 2022
Recession feared previously to start as early as the current northern hemisphere winter starting in...
Inflation Rate Peak Ahead?
Our article headlines last and this week both come with question marks reflecting the degree of...
Inflation On The Way Down?
Annual inflation is past its peak in the US and is moderating quite sharply. Financial markets are...
Economic Updates Market Drivers
Market Drivers - January 2023
Bond, credit and share markets fell in December amid concerns that central banks may need to...
More Work To Do?
Through 2022 the Australian economy rebounded much more strongly and with greater inflationary...
The Tipping-Point
At some point the RBA will become confident that the forces driving above-target inflation are...