by Stephen Roberts | 23 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The global economic outlook is becoming more volatile and challenging. Global growth will face a stiff headwind from President Trump’s imposition of higher tariffs on US imports. Where many of those tariff changes will settle is still in the air with unreliable...
by Stephen Roberts | 16 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Uncertainty is rising about the global economic outlook after the missile strikes traded between Israel and Iran over the past week. The worsening tension in the Middle East has pushed up oil and gold prices, started to disrupt sea and air travel in the area and has...
by Stephen Roberts | 16 Jun, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 10 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Sluggish Australian GDP growth in Q1 (+0.2% q-o-q, +1.3% y-o-y) plus some evidence that households are preferring to save rather than spend early in Q2 provide some leeway for the RBA to cut the cash rate further over the next few months. But that leeway is not great...
by Stephen Roberts | 10 Jun, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.