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... by Stephen Roberts | 11 Feb, 2013 | Economics, Laminar Economist Stephen Roberts
Even though the Reserve Bank of Australia (RBA) left the cash rate unchanged at 3.00% at its February board meeting, the accompanying statement indicated that should domestic demand conditions require, a relatively tame inflation outlook would allow the RBA to lower... 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 | 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...