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Less Cautious

Less Cautious

by Stephen Roberts | 18 Aug, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

The RBA cut the cash rate by 25bps to 3.60% as widely expected. The statement accompanying the rate cut as well as the update of the RBA’s economic forecasts in the August Monetary Policy Statement implies that the RBA has become less cautious about cutting the cash...
Weekly Economic Podcast – 18 August 2025

Weekly Economic Podcast – 18 August 2025

by Stephen Roberts | 18 Aug, 2025 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
A Done Deal?

A Done Deal?

by Stephen Roberts | 11 Aug, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

According to the market and analysts it is a done deal that the RBA will cut the cash rate by 25bps to 3.60% at the two-day interest rate setting meeting this week. A rate cut seemed a near done deal at the July meeting and did not happen. Will the RBA surprise again...
Weekly Economic Podcast – 18 August 2025

Weekly Economic Podcast – 11 August 2025

by Stephen Roberts | 11 Aug, 2025 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Market Drivers July 2025

Market Drivers July 2025

by Stephen Roberts | 4 Aug, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Risk assets rose in July amid signs that the US and global economies are faring better than hoped with rising US trade protectionism. The market’s ‘risk-on’ trading attitude in July could be tested in August. At the beginning of August soft, US July labour market...
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