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Cooling Inflation Versus a Hot Labour Market

Cooling Inflation Versus a Hot Labour Market

by Stephen Roberts | 24 Jul, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

The June monthly CPI and the Q2 CPI out this week will influence whether the RBA pauses again or hikes at the next policy meeting on 1st August. Outcomes around the consensus forecasts of 5.5% y-o-y for the June CPI and 6.2% y-o-y for the Q2 CPI while showing that...
Weekly Economic Podcast – 24 July 2023

Weekly Economic Podcast – 24 July 2023

by Stephen Roberts | 24 Jul, 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.
Change and No Change

Change and No Change

by Stephen Roberts | 17 Jul, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

The Treasurer’s decision to not extend RBA Governor Philip Lowe’s tenure beyond its mid-September end-date and to appoint Governor the current Deputy Governor, Michelle Bullock, is likely to make no difference to how much further the cash rate will rise in Australia....
Weekly Economic Podcast – 24 July 2023

Weekly Economic Podcast – 17 July 2023

by Stephen Roberts | 17 Jul, 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 | 3 Jul, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Risk assets had a strong month in June undeterred by rising official interest rates and higher government bond yields. Economic data releases in the US during the month show an economy still a long way from recession fostering hope that even if interest rates have a...
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