High inflation and central banks starting to front-load monetary policy in response brought the prospect of recession into sharper focus in June even though current data readings still show firm economic growth. Inflation is proving slow to peak challenging central...
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. This podcast has been produced for Laminar Capital and its wholesale clients. Any statements made are the view...
Inflation running much higher than central banks expected previously is causing them to rethink the appropriate monetary policy response to tame inflation. Most, including the RBA, are admitting that demand growth is running faster than growth in supply of goods and...
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. This podcast has been produced for Laminar Capital and its wholesale clients. Any statements made are the view...
The RBA’s decision last week to hike the cash rate by 50bps to 0.85% changes our earlier view that the RBA would be comparatively relaxed about Australia’s inflation outbreak and lift the cash rate gradually to a normal or neutral setting over the next two years....