by Stephen Roberts | 28 Jul, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in July showed that while global economic growth is moderating, the damage so far is not as much as feared from the US policy turn towards imposing higher trade tariffs. Also, progress reducing inflation is stalling rather than reversing. Part...
by Stephen Roberts | 28 Jul, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 14 Jul, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The RBA surprised just about everybody, including us, with its decision to leave the cash rate unchanged at 3.85% last week. It begs the question what did we miss? What was it in the run of data and events between the June RBA policy meeting, when the RBA considered...
by Stephen Roberts | 14 Jul, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 7 Jul, 2025 | Economic Weekly, Laminar Economist Stephen Roberts
Risk assets rose mostly in June as tensions flared and settled between Iran, Israel and the US. European risk assets were the exception, giving up a little ground. While the US Federal Reserve Chairman, Jerome Powell, indicated that theFed was in no hurry to cut the...
