by Stephen Roberts | 18 Nov, 2013 | Economics, Laminar Economist Stephen Roberts, Uncategorized
For a more comprehensive round up of the week, listen to Stephen’s full report here Two developments last week reinforce our view that global growth will improve in 2014 and that the long rally in risk assets will extend well in to 2014. One development was the...
by Stephen Roberts | 11 Nov, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
For a more comprehensive round up of the week, listen to Stephen’s full report here. Risk assets appear to be on an improving trend that we believe should carry in to early 2014 at least and notwithstanding the strong gains made in 2013 so far. The main reason...
by Stephen Roberts | 4 Nov, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
Risk assets were stronger mostly through October assisted by a temporary resolution of the US budget/ government debt ceiling standoff, a strong start to the US Q3 company earnings reporting season and on the other side of the world, stronger economic readings in...
by Stephen Roberts | 21 Oct, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
The suspension of the US debt ceiling deadline until mid-January allows financial markets to focus on other influences on asset prices for a few months. One of the more important of those influences is that notwithstanding the lumps and bumps in the US economic...
by Stephen Roberts | 2 Sep, 2013 | Economic Weekly, Laminar Economist Stephen Roberts
Risk assets were stronger mostly through the first half of August as earlier concern that the US Fed might start to taper its monthly bond-buying program from its mid-September policy meeting was allayed by mixed-strength US economic readings. The key July US non-farm...