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Accelerating Economic Growth

by Stephen Roberts | 11 Mar, 2013 | Economics, Laminar Economist Stephen Roberts

Economic growth may be gathering pace in the United States and Australia according to economic releases over the past week adding weight to our view that the Reserve Bank (RBA) is unlikely to cut the 3.00% cash rate any further. Another key consequence of the...

Near Term Challenges

by Stephen Roberts | 26 Feb, 2013 | Economics, Laminar Economist Stephen Roberts

Laminar Group’s core economic view is that global growth will gather pace through 2013 and that the improvement will extend into 2014 largely on a self reinforcing cycle of growing business and household confidence feeding stronger spending and in turn promoting even...

February Market Drivers

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...

January Market Drivers

by Stephen Roberts | 1 Jan, 2013 | Economics, Laminar Economist Stephen Roberts

Laminar Group provided a more optimistic than consensus view of 2013 global economic growth in Market drivers last month based primarily on our expectations that economic growth in the US and China will be stronger than consensus forecasts. We reaffirm these...
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