by Cameron Rae | 21 Nov, 2016 | Economic Weekly, Laminar Capital, Laminar Economist Stephen Roberts
The unusually big lift in bond yields around the world over the past month is causing us to revisit our interest rate forecasts. We still expect interest rates to stay low over the long-term, but with a significant blip in the low interest rate phase featuring through... by Cameron Rae | 21 Nov, 2016 | Laminar Capital, Laminar Economist Stephen Roberts, 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. by Cameron Rae | 14 Nov, 2016 | Economic Weekly, Laminar Capital, Laminar Economist Stephen Roberts
Several surprises came from Donald Trump’s US election win. The first was that he won given the vitriolic way that he conducted his election campaign and pre-election opinion polls pointing to a comfortable win for Hillary Clinton. Another set of surprises came almost... by Cameron Rae | 14 Nov, 2016 | Laminar Capital, Laminar Economist Stephen Roberts, 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. by Cameron Rae | 7 Nov, 2016 | Economic Weekly, Laminar Capital, Laminar Economist Stephen Roberts
Risk assets were mixed-strength again in October responding to a wide mix of influences including firmer economic readings, on balance, in several key economies; the increasing likelihood of a rate hike by the US Federal Reserve (Fed) before year end; swirling...