by Stephen Roberts | 15 Dec, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. 2015 is shaping up as a turbulent year in investment markets mostly because the global economic outlook is subject to a greater than usual set of uncertainties and risks. We... by Stephen Roberts | 8 Dec, 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 changing our official cash rate view and now see the RBA cutting the cash rate twice, probably in March and April 2015 to 2.00%. We see the cash rate holding at 2.00%... by Stephen Roberts | 1 Dec, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. The Australian credit market was softer through the month, but was more resilient than the local equity market. In interest rate markets more generally, yields fell over the... by Stephen Roberts | 24 Nov, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Fear of fading global economic growth dominated through much of November even though the world’s biggest economy, the United States, continued to show signs of stronger... by Stephen Roberts | 17 Nov, 2014 | Economic Weekly
For a more comprehensive round up of the week, listen to Stephen’s full report here. A number of positive economic developments point to the period extending through the early part of 2015 being a relatively strong period for risk assets, including credit....