by Stephen Roberts | 19 Feb, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Australia’s labour market strength is starting to fade. A weaker labour market will help to cap wage growth and should over time help to bring inflation back inside the RBA’s 2-3% target. A weaker labour market will pave the way for the RBA to start cutting the cash... by Stephen Roberts | 12 Feb, 2024 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
by Stephen Roberts | 12 Feb, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The RBA has made it plain at the first board meeting of 2024 that while the cash rate will be cut at some point, the first move is not imminent. According to the forecasts in the February Statement of Monetary Policy released at the same time as the RBA decision, the...
by Stephen Roberts | 5 Feb, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Most major stock markets rallied in January driven still by what seem to be incompatible views that growth is proving resilient, notably in the US, but central banks can pivot relatively soon and start cutting interest rates. Stock markets in China and Hong continued...
by Stephen Roberts | 29 Jan, 2024 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
