by Stephen Roberts | 1 Sep, 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 August, recovering from weakness in the second half of July caused mostly by a worsening geopolitical position in the Ukraine and the Middle...
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...
by Stephen Roberts | 28 Jul, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here . July economic roundup Our monthly roundup of global and local economic data and events shows a distinct strengthening in the world’s two biggest economies, the United States...
by Stephen Roberts | 10 Jun, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive roundup of the week, listen to Stephen’s full report here. Australian annual economic growth pushed above long-term 3.1% trend growth in Q1 2014 and by quite a margin accelerating to 3.5% y-o-y from 2.7% y-o-y in Q4 2013. Above trend...
by Stephen Roberts | 14 May, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
The details of the 2014 Budget have been covered through various media and there is no value to be added by going line-by-line through each initiative. Almost everybody has already calculated which initiatives will impact them and when. Instead, we feel there is...