by Stephen Roberts | 28 Jan, 2013 | Economics, Laminar Economist Stephen Roberts
A week away from the first Reserve Bank of Australia (RBA) monetary policy meeting in 2013 and our view remains that further official interest rate cuts are unlikely. Our rate view balances increasing evidence that key overseas economies such as the US and China are...
by Stephen Roberts | 22 Jan, 2013 | Economics, Laminar Economist Stephen Roberts
Economic releases over the past week point to upside growth surprises internationally, but local economic growth languishing. Laminar Group views this combination of better-than-expected global growth and soft local growth influencing the Reserve Bank of Australia...
by Stephen Roberts | 13 Jan, 2013 | Economics, Laminar Economist Stephen Roberts
Recent international and local data releases continue to support Laminar Group’s out-of-consensus view that the RBA has finished reducing the cash rate. More evidence is accumulating a modest improvement in the global economic outlook. In the US private sector...
by Stephen Roberts | 1 Jan, 2013 | Economics, Laminar Economist Stephen Roberts
Laminar Group provided a more optimistic than consensus view of 2013 global economic growth in Market drivers last month based primarily on our expectations that economic growth in the US and China will be stronger than consensus forecasts. We reaffirm these...
