by Stephen Roberts | 29 Apr, 2013 | Economics, Laminar Economist Stephen Roberts
Inflation remains benign according to the Q1 CPI which at 0.4% q-o-q, 2.5% y-o-y came in lower than the market and probably the RBA too were expecting. Importantly, the main two underlying inflation readings were low as well with the trimmed mean up 0.3% q-o-q, 2.2%... by Stephen Roberts | 24 Apr, 2013 | Economics, Laminar Economist Stephen Roberts
The CPI and main underlying inflation readings were all below consensus and our forecasts ranging from 0.3% q-o-q to 0.5% with the headline CPI at 0.4% (consensus, 0.6%, Laminar, 0.4%). Annual inflation readings are just below the mid-point of the RBA’s 2-3%... by Stephen Roberts | 15 Apr, 2013 | Economics, Laminar Economist Stephen Roberts
Economic readings in the US and Australia surprised mostly on the downside of market expectations, but several special factors were in play during the capture period for the data which raise doubt about whether the softer data mark a weaker turn in either economy. We... by Stephen Roberts | 8 Apr, 2013 | Economics, Laminar Economist Stephen Roberts
The batch of US economic readings released last week point to a softer turn in economic activity in March. In contrast, a clutch of key Australian February economic indicators released last week were much stronger than expected and in line with Laminar Group’s... 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...