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Market Drivers

by Stephen Roberts | 3 Feb, 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 weaker in January, in part a correction after very strong gains in 2013, but also reflecting doubts about the global economic growth outlook as the US Federal...

Leads and lags

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

For a more comprehensive round up of the week, listen to Stephen’s full report here. A rather nasty December labour force report seemed to contradict our view expressed last week that the Australian economy is starting to improve more than widely expected. In...

November Economic Roundup

by Stephen Roberts | 25 Nov, 2013 | Economics, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here. The Australian economic releases and surveys released in November continue to show that the economy has been growing below potential (3.1% average annual GDP growth), but not quite as...

Stimulus and Reform

by Stephen Roberts | 18 Nov, 2013 | Economics, Laminar Economist Stephen Roberts, Uncategorized

For a more comprehensive round up of the week, listen to Stephen’s full report here Two developments last week reinforce our view that global growth will improve in 2014 and that the long rally in risk assets will extend well in to 2014. One development was the...

October Economic Round Up

by Stephen Roberts | 28 Oct, 2013 | Economic Weekly, Laminar Economist Stephen Roberts

The Australian economic releases and surveys released in October continue to show that the economy has been growing below potential (3.1% average annual GDP growth), but the releases that provide more of a clue about likely future economic activity mostly continue to...
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