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What to watch out for in 2015

by Stephen Roberts | 15 Dec, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here.  2015 is shaping up as a turbulent year in investment markets mostly because the global economic outlook is subject to a greater than usual set of uncertainties and risks. We...

Rate view change

by Stephen Roberts | 8 Dec, 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 changing our official cash rate view and now see the RBA cutting the cash rate twice, probably in March and April 2015 to 2.00%. We see the cash rate holding at 2.00%...

Market Drivers

by Stephen Roberts | 3 Nov, 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 strengthened sharply through the second half of October after falling through the first half. The power of the rebound in the second half was sufficient to lift the...

Low octane growth

by Stephen Roberts | 15 Sep, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here.  At face value, the Australian economy seems to be powering along registering 3.1% y-o-y GDP growth in Q2 with employment lifting by a record 121,000 in August, reducing the...

August Economic Roundup

by Stephen Roberts | 25 Aug, 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 shows diverging paths for the world’s two biggest economies with the US economic expansion gaining traction,...
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