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Market Drivers

Market Drivers

by Stephen Roberts | 4 Jul, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Financial markets traded weaker in June with the notable exception of the Chinese markets. The growing risk of recession down the track loomed large in June as high inflation prompted several big central bank rate hikes with the prospect of more to come and quickly to...
Weekly Economic Podcast – 04 July 2022

Weekly Economic Podcast – 04 July 2022

by Stephen Roberts | 4 Jul, 2022 | 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.   This podcast has been produced for Laminar Capital and its wholesale clients. Any statements made are the view...
Economic Roundup

Economic Roundup

by Stephen Roberts | 27 Jun, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

High inflation and central banks starting to front-load monetary policy in response brought the prospect of recession into sharper focus in June even though current data readings still show firm economic growth. Inflation is proving slow to peak challenging central...
Weekly Economic Podcast – 04 July 2022

Weekly Economic Podcast – 27 June 2022

by Stephen Roberts | 27 Jun, 2022 | 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.   This podcast has been produced for Laminar Capital and its wholesale clients. Any statements made are the view...
Containing Demand

Containing Demand

by Stephen Roberts | 20 Jun, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Inflation running much higher than central banks expected previously is causing them to rethink the appropriate monetary policy response to tame inflation. Most, including the RBA, are admitting that demand growth is running faster than growth in supply of goods and...
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