by Stephen Roberts | 12 Apr, 2013 | Economics, Laminar Economist Stephen Roberts
Risk assets were mostly stronger through to mid-March reflecting greater optimism about global growth prospects. From mid-month the rally in risk assets was challenged by rising uncertainty. Europe’s economic difficulties came back sharply into focus with the bail-out... by Stephen Roberts | 8 Apr, 2013 | Economics, Laminar Economist Stephen Roberts
The batch of US economic readings released last week point to a softer turn in economic activity in March. In contrast, a clutch of key Australian February economic indicators released last week were much stronger than expected and in line with Laminar Group’s... by Stephen Roberts | 25 Mar, 2013 | Economics, Laminar Economist Stephen Roberts
Rising economic or political uncertainty usually casts a pall on the prospects for risk assets, but often the damage is temporary providing economic growth prospects remain promising. Uncertainty about how the bail-out for Cyprus will progress and even some doubt... by Stephen Roberts | 17 Mar, 2013 | Economics, Laminar Economist Stephen Roberts
Laminar Group’s view that the US and Australian economies will grow more strongly through 2013 than most analysts are forecasting rests primarily on our view that household spending will accelerate strongly. Early signs that this may be starting to occur are showing... by Stephen Roberts | 11 Mar, 2013 | Economics, Laminar Economist Stephen Roberts
Economic growth may be gathering pace in the United States and Australia according to economic releases over the past week adding weight to our view that the Reserve Bank (RBA) is unlikely to cut the 3.00% cash rate any further. Another key consequence of the... by Stephen Roberts | 26 Feb, 2013 | Economics, Laminar Economist Stephen Roberts
Laminar Group’s core economic view is that global growth will gather pace through 2013 and that the improvement will extend into 2014 largely on a self reinforcing cycle of growing business and household confidence feeding stronger spending and in turn promoting even...