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...
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.
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....
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.
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...