by Stephen Roberts | 2 Feb, 2015 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Risk Assets were mostly stronger in January, but a noticeable exception was the US equity market beset by the negative impact of much lower oil prices on US energy companies,... by Stephen Roberts | 12 Jan, 2015 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. It is easy to become pessimistic about Australia’s economic prospects amid tumbling commodity prices, falling national income and deep cuts in planned spending on major resource... by Stephen Roberts | 5 Jan, 2015 | Economic Weekly, Laminar Economist Stephen Roberts
Risk Assets were mixed in December; starting the month on a very weak note amid tumbling oil prices, but rallying strongly towards Christmas on evidence of US economic strength. The Australian equity market enjoyed one of the stronger rebounds later in the month, but... 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%... by Stephen Roberts | 1 Dec, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. The Australian credit market was softer through the month, but was more resilient than the local equity market. In interest rate markets more generally, yields fell over the...