by Stephen Roberts | 22 Sep, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Spending on new and existing housing has started to make a material contribution to Australian economic growth. In Q1 2014, the volume of spending on new and existing housing... by Stephen Roberts | 11 Nov, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Risk assets appear to be on an improving trend that we believe should carry in to early 2014 at least and notwithstanding the strong gains made in 2013 so far. The main reason... by Stephen Roberts | 30 May, 2013 | Economics, Laminar Economist Stephen Roberts
Q1 capex was weaker than expected, down by 4.7% qoq with mining capex down 6.2% qoq. Capex will detract about 0.6 pp from Q1 GDP, but there are other strong offsets from Q1 retail sales 0.6 pp and net exports 1.0pp. Q1 GDP ( out next Wednesday) is travelling around... by Stephen Roberts | 6 May, 2013 | Economics, Laminar Economist Stephen Roberts
Risk assets, including credit, were markedly stronger through April although the trajectory was quite volatile with mixed strength economic readings in the US and Australia, but a softer tone to Asian and European economic readings. During the month, the market’s...