Market insights
Weekly Economic Podcast – 15 April 2024
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Two big weeks for the rate outlook
Key economic reports relating to labour market conditions and inflation are due over the next two weeks and what they show will determine whether any hope remains that the RBA can start to cut the cash rate in late 2024. Our view is that the odds have moved against a...
The endless hurdle race
The timetable for the RBA’s initial rate cut has turned into an endless hurdle race where the race is getting both longer and some of the hurdles along the way are getting higher. Using the guide provided by the RBA when its forecasts were updated last in early...
Weekly Economic Podcast – 8 April 2024
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Weekly Economic Podcast – 2 April 2024
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Market Drivers
The rally in risk assets continued strongly again in March with almost all major share and credit markets making gains. Economic indicators released in March in the US and Australia were mostly quite firm reducing the likelihood of recession soon. Inflation has fallen...
Economic Roundup
Economic data released in March showed most major economies close to recession or experiencing slow growth. US growth remained a stronger outlier to the mostly soft growth story internationally and showed signs of stickier inflation than most. Australia stayed in the...
Weekly Economic Podcast – 25 March 2024
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Central Bank Week
The focus this week in Australia is the RBA’s policy meeting today and tomorrow. The cash rate is expected to remain unchanged at 4.35% and the main point of interest is whether the RBA is still relatively hawkish hinting that further rate hikes cannot be ruled out,...
Weekly Economic Podcast – 18 March 2024
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Disclaimer: Unless otherwise indicated all figures presented are as at June 30, 2022.
Laminar Capital Pty Ltd ABN 33 134 784 740, AFSL Number 476686. Laminar Capital is part of the Perpetual Group (Perpetual Limited ABN 86 000 431 827, including its subsidiaries).
Treasury Direct is provided by Laminar Capital Pty Ltd 2021 ABN 33 134 784 740, AFSL Number 476686. This publication contains general information for wholesale clients only and is not intended to provide you with financial advice. Laminar Capital is part of the Perpetual Group (Perpetual Limited ABN 86 000 431 827, including its subsidiaries).
*Source: Perpetual Limited FY21 results presentation, 19 Australia 2021 https://perpetual.gcs-web.com/static-files/cc08a457-611b-4525-94d2-92de4810b721