by Stephen Roberts | 24 Feb, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The corona-virus outbreak will dent Q1 global economic growth, but the impact is likely to be “V-shaped” with growth reduction in Q1 and perhaps Q2 recovering in Q3 and Q4. Our “V-shaped” recovery view does not depend upon when the corona-virus outbreak is contained –...
by Stephen Roberts | 24 Feb, 2020 | Laminar Economist Stephen Roberts, Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
by Stephen Roberts | 17 Feb, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australian quarterly GDP growth readings are likely to be all over the shop through 2020 ranging on our latest forecasts from -0.3% q-o-q, or worse for Q1 to perhaps +1.0% q-o-q or higher for Q3. Quarterly GDP growth through 2019 was stable by comparison averaging...
by Stephen Roberts | 17 Feb, 2020 | Laminar Economist Stephen Roberts, Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
by Stephen Roberts | 10 Feb, 2020 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The core economic forecasts of the RBA repeated in the latest quarterly Monetary Policy Statement released last Friday are that GDP growth will slowly gather pace over the next two years to around 3% y-o-y. Two key spending components, housing and household...