by Stephen Roberts | 16 Sep, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
The indicators of Australian economic activity are diverging more distinctly of late between sharply improving forward looking indicators being business and consumer sentiment, housing finance commitments, the shape of the yield curve, share market performance and...
by Stephen Roberts | 17 Jun, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
The Australian sharemarket rose strongly on Friday, breaking a run of almost continuous daily falls since late May. While it is too early to say whether the gloom from May has started to go away, there are good reasons in our view why risk assets should rebound over...
by Stephen Roberts | 13 Jun, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
Employment was a touch stronger than the market expected in May up 1,100 (consensus -10,000) although April was revised to +45,000 from +50,100. Employment growth averaging 23,000 a month through the first two months of Q2 is reasonably strong. The unemployment rate...
by Stephen Roberts | 15 Apr, 2013 | Economics, Laminar Economist Stephen Roberts
Economic readings in the US and Australia surprised mostly on the downside of market expectations, but several special factors were in play during the capture period for the data which raise doubt about whether the softer data mark a weaker turn in either economy. We...
