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Rate outlook revisited

by Stephen Roberts | 16 Jun, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here. Since mid-April we have adjusted our view twice about how the RBA will change the cash rate over the next 12 months or so, but it unlikely we will make further changes over the next...

Above trend economic growth

by Stephen Roberts | 10 Jun, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive roundup of the week, listen to Stephen’s full report here.  Australian annual economic growth pushed above long-term 3.1% trend growth in Q1 2014 and by quite a margin accelerating to 3.5% y-o-y from 2.7% y-o-y in Q4 2013. Above trend...

Market Drivers

by Stephen Roberts | 2 Jun, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here. Risk assets were stronger in May amid more evidence that the US economy was starting to rebound from its severe winter-weather setback in Q1 2014 and that economic growth in China was...

When the dust settles

by Stephen Roberts | 19 May, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here. The list of those who feel they have been hurt by Budget 2014 is a long one and is providing many points of focus for the Opposition and the minor parties in the Senate to keep much...

Budget 2014 in brief

by Stephen Roberts | 14 May, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

The details of the 2014 Budget have been covered through various media and there is no value to be added by going line-by-line through each initiative. Almost everybody has already calculated which initiatives will impact them and when. Instead, we feel there is...
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