by Stephen Roberts | 11 Aug, 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 pushing out our forecast of the first 25bp cash rate hike by the RBA to November 2015 from March 2015. We make the change taking account of the weaker than expected July... by Stephen Roberts | 4 Aug, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Risk Assets started July on a strong note but weakened later in the month, notably in Europe and the United States leading to very mixed performances over the month. During... by Stephen Roberts | 21 Jul, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Last week we pointed out the pivotal role that employment will play in assessing the outlook for both economic growth and inflation. As a result, the relative strength of the... by Stephen Roberts | 14 Jul, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Whether the softer patch in the labour market over the past month or two stays soft, or takes a turn for the better over coming months is likely to hold the key to the outlook... by Stephen Roberts | 16 Jun, 2014 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Since mid-April we have adjusted our view twice about how the RBA will change the cash rate over the next 12 months or so, but it unlikely we will make further changes over the next...