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Interest Rate Outlook Revisited

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...

Market Commentary 19 October 2015

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.

A Short Truce

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...

Market Commentary 12 October 2015

by Cameron Rae | 12 Oct, 2015 | Laminar Capital, Laminar Economist Stephen Roberts, Market Commentary

Laminar Economist Stephen Roberts gives his insights into the week ahead. Click to listen.

October Market Drivers

by Cameron Rae | 6 Oct, 2015 | Economic Weekly, Laminar Capital, Laminar Economist Stephen Roberts

After falling sharply in August risk assets fell further in September amid continuing concerns about China’s economic and uncertainty about the near-term monetary policy outlook in the United States. Australia’s economic readings remained mixed strength, but with...
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