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Economic Updates (4)

Economic Updates Market Drivers

Market Drivers - December 2023

Posted by Stephen Roberts on Jan 15, 2024 10:40:56 AM

Financial assets mostly rallied in December, retraced some ground in the first week of 2024, but...

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Economic Updates

Over the Hump in 2024

Posted by Stephen Roberts on Dec 18, 2023 3:24:54 PM

All going well most major OECD economies, including Australia, should experience easing labour...

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Economic Updates

A Slowdown of Sorts

Posted by Stephen Roberts on Dec 11, 2023 10:34:49 AM

Australia’s real GDP growth rate is slowing and real GDP per capita is already in technical...

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Economic Updates Market Drivers

Market Drivers - November 2023

Posted by Stephen Roberts on Dec 4, 2023 10:59:14 AM

Risk assets mostly rallied and sharply in November based on views that the US economy may...

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Economic Updates Economic Roundup

Economic Roundup - November 2023

Posted by Stephen Roberts on Nov 27, 2023 11:49:57 AM

Economic releases in November show signs of moderating economic activity in the US and Europe as...

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Economic Updates

Updated The RBA is Likely to Hike Rates More

Posted by Stephen Roberts on Nov 20, 2023 10:31:06 AM

We wrote last week that the RBA will hike rates again, most likely in February rather than at their...

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Economic Updates

The RBA is Likely to Hike Again

Posted by Stephen Roberts on Nov 13, 2023 10:54:41 AM

The changes to the RBA’s economic forecasts in the quarterly Monetary Policy Statement last Friday...

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Economic Updates Market Drivers

Economic Roundup and Market Drivers

Posted by Stephen Roberts on Nov 8, 2023 10:46:20 AM

Risk assets weakened again in October amid the possibilty of an escalating war in the Middle East...

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Economic Updates

Interest Rate View Change

Posted by Stephen Roberts on Oct 30, 2023 4:09:51 PM

Last week we took the signs of easing labour market conditions contained in the September labour...

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