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Back to the Future

Back to the Future

by Stephen Roberts | 14 Apr, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Despite the changes announced last week to President Trump’s tariff program, delaying for three months the bigger tariff hikes for some and a reprieve for US IT companies from the super-sized retaliatory tariffs imposed on China, the US Administration remains wedded...
Weekly Economic Podcast – 14 April 2025

Weekly Economic Podcast – 14 April 2025

by Stephen Roberts | 14 Apr, 2025 | Market Commentary

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

Market Drivers – March 2025

by Stephen Roberts | 7 Apr, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Risk assets fell in March and then fell much more in the first week of April after President Trump’s announcement of higher trade tariffs. The US tariffs could cause recession in the US combined with higher inflation. Financial markets are not accepting President...
Weekly Economic Podcast – 14 April 2025

Weekly Economic Podcast – 7 April 2025

by Stephen Roberts | 7 Apr, 2025 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Economic Roundup

Economic Roundup

by Stephen Roberts | 31 Mar, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Economic data released in March show economic growth threatening to decelerate in the in the US, but firmer economic indicators for the most part in China, Europe and Australia. The Trump Administration’s imposition of higher trade tariffs with the promise of more to...
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