by Stephen Roberts | 27 Nov, 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.
by Stephen Roberts | 27 Nov, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic releases in November show signs of moderating economic activity in the US and Europe as well as lower inflation. Central bankers continue to warn that their task of returning inflation to their targets will still take time and will require a lengthy period of...
by Stephen Roberts | 20 Nov, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
We wrote last week that the RBA will hike rates again, most likely in February rather than at their next meeting in December. A December rate hike is back in play, however, after reports last week of a still very tight labour market in October and annual wage growth...
by Stephen Roberts | 20 Nov, 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.
by Stephen Roberts | 13 Nov, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The changes to the RBA’s economic forecasts in the quarterly Monetary Policy Statement last Friday show both why it needed to hike the cash rate last week and why it may need to hike again. The RBA revised higher forecasts of GDP and inflation and lower forecast...
