Roger joined Ingrid Willinge on Your Money’s Trading Day Live to discuss Australia’s growth outlook. Is the RBA too aggressive with its GDP forecast? The weak data we see may force the RBA to revise their forecast and maybe even cut rates.

In this interview on Money News, Roger discussed the results from the recent earnings season.  Those considered small caps,  the ratio of companies downgrading their guidance for the next 12 months was 3:1 and for the top 100 companies twice as many are downgrading than upgrading.  How will this play out for the general economy?

Stephen Miles published an article in the Sydney Morning Herald which takes a look at the reporting season where many firms maintained their previous profit guidance. Stephen mentions Roger’s view that market sentiment had been so negative going into reporting season, the results were interpreted as being “not as weak as expected. ” Read here.

Carrie LaFrenz published an article in the Australian Financial Review which discusses Ramsay Health Care and comments on Andreas’ view that Ramsay may not produce the growth they had previously and comments on their recent result. Read here.