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Over the hump in 2024

Over the hump in 2024

by Stephen Roberts | 18 Dec, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

All going well most major OECD economies, including Australia, should experience easing labour market conditions in 2024 helping to push down inflation and to pave the way for central banks to start cutting official interest rates. Some countries will experience...
Weekly Economic Podcast – 18 December 2023

Weekly Economic Podcast – 18 December 2023

by Stephen Roberts | 18 Dec, 2023 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
A Slowdown of sorts

A Slowdown of sorts

by Stephen Roberts | 11 Dec, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Australia’s real GDP growth rate is slowing and real GDP per capita is already in technical recession with back-to-back quarterly falls in Q2 and Q3 2023 according to the Q3 GDP release last week. Data relating to household disposable income contained in the same...
Weekly Economic Podcast – 18 December 2023

Weekly Economic Podcast – 11 December 2023

by Stephen Roberts | 11 Dec, 2023 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
Market Drivers

Market Drivers

by Stephen Roberts | 4 Dec, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Risk assets mostly rallied and sharply in November based on views that the US economy may experience a soft landing and that the US Federal Reserve and other major central banks may have finished hiking interest and could start to reduce interest rates before long....
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