by Stephen Roberts | 3 Jun, 2013 | Economics, Laminar Economist Stephen Roberts
Risk assets, including credit, were stronger through the first half of May, before suffering a sharp pullback later in the month. The early month strength was assisted by official interest rate reductions in several countries and most notably Australia where the...
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...