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...
by Stephen Roberts | 11 Mar, 2013 | Economics, Laminar Economist Stephen Roberts
Economic growth may be gathering pace in the United States and Australia according to economic releases over the past week adding weight to our view that the Reserve Bank (RBA) is unlikely to cut the 3.00% cash rate any further. Another key consequence of the...
by Stephen Roberts | 18 Feb, 2013 | Economics, Laminar Economist Stephen Roberts
Key surveys of expectations about future economic activity in the United States and Australia have taken a stronger turn over the past week or so. Improving expectations about economic conditions in both countries, combined with continuing very accommodating monetary...
by Stephen Roberts | 4 Feb, 2013 | Economics, Laminar Economist Stephen Roberts
Risk assets performed particularly well in the early weeks of 2013, especially share markets, with gains for 2013 so far in local currency terms for the US S&P 500 and the Australian ASX 200 of respectively 6.1% and 6.0% and even bigger gains for Britain’s FTSE...
by Stephen Roberts | 28 Jan, 2013 | Economics, Laminar Economist Stephen Roberts
A week away from the first Reserve Bank of Australia (RBA) monetary policy meeting in 2013 and our view remains that further official interest rate cuts are unlikely. Our rate view balances increasing evidence that key overseas economies such as the US and China are...
