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...
by Stephen Roberts | 7 Jul, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 30 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in June showed evidence of moderating global economic growth but still tight labour market conditions and mixed picture for inflation with stickiness showing for some, notably the US and UK, but reducing for others including much of Europe...