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August Economic Roundup

by Stephen Roberts | 25 Aug, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here.  Our monthly roundup of global and local economic data and events shows diverging paths for the world’s two biggest economies with the US economic expansion gaining traction,...

Low rates for longer

by Stephen Roberts | 11 Aug, 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 pushing out our forecast of the first 25bp cash rate hike by the RBA to November 2015 from March 2015. We make the change taking account of the weaker than expected July...

Market Commentary

by Stephen Roberts | 28 Jul, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here . July economic roundup Our monthly roundup of global and local economic data and events shows a distinct strengthening in the world’s two biggest economies, the United States...

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...

Market Drivers

by Stephen Roberts | 7 Apr, 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 mostly mixed in March amid uncertainty about the strength of global economic growth and concern about flaring tension between Russia and the Ukraine. US economic...
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