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Market Drivers

Market Drivers

by Stephen Roberts | 2 Apr, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

The rally in risk assets continued strongly again in March with almost all major share and credit markets making gains. Economic indicators released in March in the US and Australia were mostly quite firm reducing the likelihood of recession soon. Inflation has fallen...
Economic Roundup

Economic Roundup

by Stephen Roberts | 25 Mar, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Economic data released in March showed most major economies close to recession or experiencing slow growth. US growth remained a stronger outlier to the mostly soft growth story internationally and showed signs of stickier inflation than most. Australia stayed in the...
Weekly Economic Podcast – 25 March 2024

Weekly Economic Podcast – 25 March 2024

by Stephen Roberts | 25 Mar, 2024 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Central Bank Week

Central Bank Week

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

The focus this week in Australia is the RBA’s policy meeting today and tomorrow. The cash rate is expected to remain unchanged at 4.35% and the main point of interest is whether the RBA is still relatively hawkish hinting that further rate hikes cannot be ruled out,...
Weekly Economic Podcast – 18 March 2024

Weekly Economic Podcast – 18 March 2024

by Stephen Roberts | 18 Mar, 2024 | Market Commentary

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