by Stephen Roberts | 3 Feb, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets mostly rose strongly through January, notwithstanding the occasional sharp slip on competition from China to the supremacy of US companies developing artificial intelligence and President Trump’s tariff announcements at month-end. Government bond yields...
by Stephen Roberts | 3 Feb, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 28 Jan, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in January show that global economic growth likely finished 2024 on a firming note. The advance US Q4 GDP report is due later this week and is expected to show above trend growth running around 2.7% annualised pace. Europe’s Q4 GDP is out this...
by Stephen Roberts | 28 Jan, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 20 Jan, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
While Australian inflation could track lower in the first half of 2025 signs are showing that it will start to rise again later in 2025 and in 2026. Those signs include the persistently tight labour market and current round of high wage negotiations, growth in...
