by Stephen Roberts | 6 May, 2013 | Economics, Laminar Economist Stephen Roberts
Risk assets, including credit, were markedly stronger through April although the trajectory was quite volatile with mixed strength economic readings in the US and Australia, but a softer tone to Asian and European economic readings. During the month, the market’s...
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...