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...
by Stephen Roberts | 21 Jul, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Last week we pointed out the pivotal role that employment will play in assessing the outlook for both economic growth and inflation. As a result, the relative strength of the...
by Stephen Roberts | 5 May, 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 stronger in April as it became clearer that the US economy was starting to rebound from its severe winter-weather setback and that the moderation in economic...
by Stephen Roberts | 28 Apr, 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 indicates modest but erratic improvement in global growth. US economic indicators mostly improved, although weaker...
by Stephen Roberts | 23 Apr, 2014 | Laminar Economist Stephen Roberts
The Q1 CPI was lower than the market and I expected at +0.6% qoq, +2.9% yoy. The two main underlying inflation measures were also lower than expected +0.5% qoq and +0.6%, +2.6% yoy and +2.7% yoy respectively. The components contributing most to the undershoot were...
