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A conundrum

by Stephen Roberts | 20 Apr, 2015 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here.  The Reserve Bank faces conflicting information relating to the strength of the Australian economy. March employment growth (+37,700) was much stronger than expected and so too...

Tweaking our rate view

by Stephen Roberts | 9 Mar, 2015 | Economic Weekly, Laminar Economist Stephen Roberts

We are changing our view about likely RBA cash rate moves taking account of the RBA’s decision to leave the cash rate unchanged at its early March policy meeting, and more particularly, the information in the statement accompanying the decision. We now forecast that...

Riding for a fall

by Stephen Roberts | 9 Feb, 2015 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here In the wake of the RBA’s decision at its February board meeting to cut the cash rate 25bp to 2.25%, two questions arise. Firstly, how much further will the RBA cut the cash rate...

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...

Inflation Moderating

by Stephen Roberts | 20 Oct, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here. Australian headline CPI inflation averaged 2.95% y-o-y in the first half of 2014, just shy of the top of the RBA’s 2-3% target band. The good news is that inflation looks set to fall...
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