by Stephen Roberts | 30 May, 2013 | Economics, Laminar Economist Stephen Roberts
Q1 capex was weaker than expected, down by 4.7% qoq with mining capex down 6.2% qoq. Capex will detract about 0.6 pp from Q1 GDP, but there are other strong offsets from Q1 retail sales 0.6 pp and net exports 1.0pp. Q1 GDP ( out next Wednesday) is travelling around...
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...
