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Low rates for longer

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...

Watching Employment

by Stephen Roberts | 14 Jul, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here. Whether the softer patch in the labour market over the past month or two stays soft, or takes a turn for the better over coming months is likely to hold the key to the outlook...

May Economic Roundup

by Stephen Roberts | 27 May, 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 that the global economic growth is starting to accelerate again after a softer patch in Q1 2014. The...

Budget 2014: Shock, Horror & Opportunity

by Stephen Roberts | 12 May, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here On the eve of the 2014 Federal Budget the key messages are at last starting to be articulated starting to counter the confidence-sapping collection of leaks of what may apparently be...

Market Drivers

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...
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