by Stephen Roberts | 11 Nov, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Risk assets appear to be on an improving trend that we believe should carry in to early 2014 at least and notwithstanding the strong gains made in 2013 so far. The main reason... by Stephen Roberts | 28 Oct, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
The Australian economic releases and surveys released in October continue to show that the economy has been growing below potential (3.1% average annual GDP growth), but the releases that provide more of a clue about likely future economic activity mostly continue to... by Stephen Roberts | 23 Sep, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
The main message from the US Federal Reserve’s (Fed) decision not to start tapering its $US85 billion bond and mortgage buying program (QE) is one of concern that US economic growth is still not improving sustainably. To back up this point the Fed lowered its annual... by Stephen Roberts | 9 Sep, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
The Reserve Bank (RBA) left the cash rate at 2.50% at its board meeting last week, a decision that was very widely expected. The statement accompanying the decision was brief, but was notable for removing a key sentence from statements after earlier policy meetings... by Stephen Roberts | 26 Aug, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
After an absence of five weeks it is interesting viewing how the economic landscape has changed. In the US, mounting evidence of sustainable economic growth and slightly higher inflation has increased concern in financial markets that the Fed is on track to start...