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Inflation surprise and its consequences

by Stephen Roberts | 28 Jan, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here.  Inflation was surprisingly high in Q4 2013 and allowing that Q3 was surprisingly high too, headline CPI inflation was much higher than expected throughout the second half of...

Market Commentary 28 January 2014

by Stephen Roberts | 28 Jan, 2014 | Market Commentary

A quick note on Q4 CPI

by Stephen Roberts | 22 Jan, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

The Q4 CPI was much higher than expected, up 0.8% qoq (consensus 0.5%) after the 1.2% qoq result in Q3 which itself was higher than expected too. The two main underlying readings, the trimmed mean and weighted median readings were well above 0.6% consensus forecast at...

Leads and lags

by Stephen Roberts | 20 Jan, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here. A rather nasty December labour force report seemed to contradict our view expressed last week that the Australian economy is starting to improve more than widely expected. In...

Market Commentary 20 January 2014

by Stephen Roberts | 20 Jan, 2014 | Market Commentary

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