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Higher Interest Rates for Longer

Higher Interest Rates for Longer

by Stephen Roberts | 18 Nov, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

As the risk builds of inflation rekindling in 2025 and 2026 views are changing about how far major central banks can cut official interest rates and at what pace. Comments last week by Federal Reserve Chairman, Jerome Powell, that there is no rush to cut the Federal...
Weekly Economic Podcast – 18 November 2024

Weekly Economic Podcast – 18 November 2024

by Stephen Roberts | 18 Nov, 2024 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Future Inflation Risk

Future Inflation Risk

by Stephen Roberts | 11 Nov, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Last week US voters provided a sweeping victory to Donald Trump, the US Federal Reserve announced a 25bps cut to the Federal Funds rate to 4.75% and indicated more cuts to come and China’s National Peoples’ Congress announced a large spending package to help local...
Weekly Economic Podcast – 18 November 2024

Weekly Economic Podcast – 11 November 2024

by Stephen Roberts | 11 Nov, 2024 | Market Commentary

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

Market Drivers

by Stephen Roberts | 4 Nov, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Risk assets mostly traded weaker in October, breaking the rallying run set over the previous few months. While there were signs in October that major economies such as the US economy and even the Australian economy were performing better than expected, that news came...
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