by Stephen Roberts | 4 Feb, 2013 | Economics, Laminar Economist Stephen Roberts
Risk assets performed particularly well in the early weeks of 2013, especially share markets, with gains for 2013 so far in local currency terms for the US S&P 500 and the Australian ASX 200 of respectively 6.1% and 6.0% and even bigger gains for Britain’s FTSE... by Stephen Roberts | 28 Jan, 2013 | Economics, Laminar Economist Stephen Roberts
A week away from the first Reserve Bank of Australia (RBA) monetary policy meeting in 2013 and our view remains that further official interest rate cuts are unlikely. Our rate view balances increasing evidence that key overseas economies such as the US and China are... by Stephen Roberts | 22 Jan, 2013 | Economics, Laminar Economist Stephen Roberts
Economic releases over the past week point to upside growth surprises internationally, but local economic growth languishing. Laminar Group views this combination of better-than-expected global growth and soft local growth influencing the Reserve Bank of Australia... by Stephen Roberts | 5 Dec, 2012 | Economics, Laminar Economist Stephen Roberts
Laminar sees important changes developing in 2013 for interest rate markets, mostly because we do not agree with the consensus market view that sub-trend global growth will continue through 2013. Perhaps our most controversial view as a consequence is that the Reserve...