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Stimulus and Reform

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...

November Market Drivers

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...
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