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Rate view change

by Stephen Roberts | 8 Dec, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here.  We are changing our official cash rate view and now see the RBA cutting the cash rate twice, probably in March and April 2015 to 2.00%. We see the cash rate holding at 2.00%...

December Market Drivers

by Stephen Roberts | 1 Dec, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here. The Australian credit market was softer through the month, but was more resilient than the local equity market. In interest rate markets more generally, yields fell over the...

Market Drivers

by Stephen Roberts | 3 Nov, 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 strengthened sharply through the second half of October after falling through the first half. The power of the rebound in the second half was sufficient to lift the...

October Economic Roundup

by Stephen Roberts | 27 Oct, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here. October economic roundup Our usual end of month review of economic conditions around the world shows that despite heightened concern about global economic growth prospects for...

September Economic Roundup

by Stephen Roberts | 29 Sep, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephens’s full report here. Our monthly roundup of global and local economic data and events shows continuing improvement in the US economy, but patchy to soft economic readings in China and Europe. The...
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