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Economic Roundup

Economic Roundup

by Stephen Roberts | 29 Jul, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Economic data released in July show soft global economic growth, some easing of tight labour markets but still patchy progress reducing inflation. After the first cuts in official interest by some central banks in June, few have been able to follow up with cuts in...
Weekly Economic Podcast – 29 July 2024

Weekly Economic Podcast – 29 July 2024

by Stephen Roberts | 29 Jul, 2024 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
A High Bar

A High Bar

by Stephen Roberts | 22 Jul, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

In two weeks, the RBA holds its August interest rate setting meeting and there is an active debate about whether the RBA will leave the cash rate unchanged at 4.35% or will hike 25bps to 4.60%. Our view is that the bar is set very high for the RBA to consider another...
Weekly Economic Podcast – 29 July 2024

Weekly Economic Podcast – 22 July 2024

by Stephen Roberts | 22 Jul, 2024 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Is the Housing Tide Turning?

Is the Housing Tide Turning?

by Stephen Roberts | 15 Jul, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Rising prices and rising rent feature in most forecasts of housing in Australia’s capital cities, Melbourne excepted. The main driving forces for the forecasts are the under-supply of housing relative to strong demand driven by population growth and a range of other...
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