by Stephen Roberts | 1 Jul, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
Risk asset were more volatile in June coming to terms with the firming prospect of the US Fed starting to taper its bond buying (QE) later this year as well as the prospect of a period of softer growth in China as the authorities work to tame residential property...
by Stephen Roberts | 24 Jun, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
Risk markets and bond markets have weakened – sharply in the case of equity markets – since late May when Federal Reserve (Fed) Chairman heralded that if the US economy continued to strengthen the Fed could start to reduce its monthly bond buying program...
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 | 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...
by Stephen Roberts | 28 Jan, 2013 | Economics, Laminar Economist Stephen Roberts
A week away from the first Reserve Bank of Australia (RBA) monetary policy meeting in 2013 and our view remains that further official interest rate cuts are unlikely. Our rate view balances increasing evidence that key overseas economies such as the US and China are...
