by Stephen Roberts | 2 Dec, 2013 | Economics, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here The fortunes of risk assets were mixed in November, although most major international equity markets were stronger over the month as both the current and prospective US Federal Reserve...
by Stephen Roberts | 25 Nov, 2013 | Economics, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. The Australian economic releases and surveys released in November continue to show that the economy has been growing below potential (3.1% average annual GDP growth), but not quite as...
by Stephen Roberts | 18 Nov, 2013 | Economics, Laminar Economist Stephen Roberts, Uncategorized
For a more comprehensive round up of the week, listen to Stephen’s full report here Two developments last week reinforce our view that global growth will improve in 2014 and that the long rally in risk assets will extend well in to 2014. One development was the...
by Stephen Roberts | 4 Nov, 2013 | Economics, Laminar Economist Stephen Roberts
September retail sales were much stronger than expected rising by 0.8% m-o-m (consensus +0.4%) and after the August gain was revised up to +0.5% from +0.4%. Over August and September retail sales have taken a marked turn for the better implying that the non-mining...
by Stephen Roberts | 11 Jun, 2013 | Economics, Laminar Economist Stephen Roberts
Housing finance commitments for owner occupiers rose in April by 0.8% mom, softer than market expectations (+2.0%) and after the March increase was revised down to +4.8% from +5.2%. Interestingly, the softness in housing finance commitments was confined to Victoria,...
by Stephen Roberts | 5 Jun, 2013 | Economics, Laminar Economist Stephen Roberts
Q1 GDP was a little softer than expected at +0.6% q-o-q (consensus, +0.8%) and up 2.5% y-o-y. The contribution to the 0.6% rise from household consumption was a little softer than expected (up 0.6% q-o-q contributing only 0.3pp to growth). Private capital spending was...
