by Cameron Rae | 26 Oct, 2015 | Economic Weekly, Laminar Capital, Laminar Economist Stephen Roberts
Global economic readings have taken a softer turn on balance in October, a development recognized by official international economic agencies, such as the IMF and World Bank, and also leading to a further easing in monetary policy in China and strong indication from...
by Cameron Rae | 26 Oct, 2015 | Laminar Capital, Laminar Economist Stephen Roberts, Market Commentary
Laminar Economist Stephen Roberts gives his insights into the week ahead. Click to listen.
by Cameron Rae | 19 Oct, 2015 | Economic Weekly, Laminar Capital, Laminar Economist Stephen Roberts
At least two more 25bps cash rate cuts are likely to be needed in the current rate cutting cycle in our view and it is also becoming increasingly clear that very low interest rates may persist through 2016 and possibly in to 2017. The reasons we have become convinced...
by Cameron Rae | 19 Oct, 2015 | Laminar Capital, Laminar Economist Stephen Roberts, Market Commentary
Laminar Economist Stephen Roberts gives his insights into the week ahead. Click to listen.
by Cameron Rae | 12 Oct, 2015 | Economic Weekly, Laminar Capital, Laminar Economist Stephen Roberts
Risk assets enjoyed welcome and big gains last week, after the sharp falls in their value through much of Q3 2015. The falls in value through Q3 seemed to be driven mostly by a softening global economic growth outlook and specific concerns about the US interest rate...