by Stephen Roberts | 16 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Uncertainty is rising about the global economic outlook after the missile strikes traded between Israel and Iran over the past week. The worsening tension in the Middle East has pushed up oil and gold prices, started to disrupt sea and air travel in the area and has...
by Stephen Roberts | 16 Jun, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 10 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Sluggish Australian GDP growth in Q1 (+0.2% q-o-q, +1.3% y-o-y) plus some evidence that households are preferring to save rather than spend early in Q2 provide some leeway for the RBA to cut the cash rate further over the next few months. But that leeway is not great...
by Stephen Roberts | 10 Jun, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 2 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets rose in May as US President Trump promised to delay and wind back some of the high trade tariffs announced in March. Evidence that the US economy contracted slightly in Q1 did not dent market optimism. The risk of a trade-war induced US recession remains...
