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Not so soft labour market

by Stephen Roberts | 17 Mar, 2014 | Economic Weekly, Laminar Economist Stephen Roberts

For a more comprehensive round up of the week, listen to Stephen’s full report here.  The run of Australian economic readings over the past few months seems to show that the economy took a turn for the better in mid-2013 primed by rising housing activity. The...

Looking forwards and backwards

by Stephen Roberts | 16 Sep, 2013 | Economic Weekly, Laminar Economist Stephen Roberts

The indicators of Australian economic activity are diverging more distinctly of late between sharply improving forward looking indicators being business and consumer sentiment, housing finance commitments, the shape of the yield curve, share market performance and...

August Labour Force Data

by Stephen Roberts | 12 Sep, 2013 | Economic Weekly, Laminar Economist Stephen Roberts

The August labour force report was softer than expected with employment falling by 10,800 (consensus +10,000), a second consecutive monthly fall. In trend terms employment is falling slightly on a monthly basis. The unemployment rate rose one notch to 5.8% in line...

The future of low interest rates

by Stephen Roberts | 9 Sep, 2013 | Economic Weekly, Laminar Economist Stephen Roberts

The Reserve Bank (RBA) left the cash rate at 2.50% at its board meeting last week, a decision that was very widely expected. The statement accompanying the decision was brief, but was notable for removing a key sentence from statements after earlier policy meetings...

July Market Drivers

by Stephen Roberts | 1 Jul, 2013 | Economic Weekly, Laminar Economist Stephen Roberts

Risk asset were more volatile in June coming to terms with the firming prospect of the US Fed starting to taper its bond buying (QE) later this year as well as the prospect of a period of softer growth in China as the authorities work to tame residential property...
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