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A Tricky Pause

A Tricky Pause

by Stephen Roberts | 9 Oct, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

The cash rate remains on uneasy pause at 4.10% is the verdict after the first monetary policy meeting presided over by new RBA Governor, Michelle Bullock. Essentially the economic backdrop to the rate decision has not changed. In the words of the new Governor and...
Weekly Economic Podcast – 9 October 2023

Weekly Economic Podcast – 9 October 2023

by Stephen Roberts | 9 Oct, 2023 | 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.
Market Drivers

Market Drivers

by Stephen Roberts | 2 Oct, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Risk assets weakened again in September as central banks reaffirmed that interest rates would need to stay higher for longer. Bond markets continued to build the growing possibility that official interest rates are likely to stay at least as high as they are currently...
Weekly Economic Podcast – 9 October 2023

Weekly Economic Podcast – 2 October 2023

by Stephen Roberts | 2 Oct, 2023 | 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.
A Recession of Sorts

A Recession of Sorts

by Stephen Roberts | 11 Sep, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Australia is yet to breach the two consecutive quarters of GDP that defines conventionally a recession, but other indicators such as GDP per head, falling nominal GDP and weak household disposable income are all flashing recession-like. The soft components in the Q2...
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