by Stephen Roberts | 6 May, 2013 | Economics, Laminar Economist Stephen Roberts
Risk assets, including credit, were markedly stronger through April although the trajectory was quite volatile with mixed strength economic readings in the US and Australia, but a softer tone to Asian and European economic readings. During the month, the market’s...
by Stephen Roberts | 22 Apr, 2013 | Economics, Laminar Economist Stephen Roberts
Improving housing activity usually plays a key role in phases of economic recovery. Rising spending on housing tends to promote stronger retail sales – one of the so-called multiplier effects. Rising spending on housing also tends to boost house prices lifting...
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 | 17 Mar, 2013 | Economics, Laminar Economist Stephen Roberts
Laminar Group’s view that the US and Australian economies will grow more strongly through 2013 than most analysts are forecasting rests primarily on our view that household spending will accelerate strongly. Early signs that this may be starting to occur are showing...
