by Stephen Roberts | 21 Oct, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The latest labour force report for September is again very strong and means that any hope of a rate cut from the RBA before the New Year is gone. We also see the chances of a February 2025 rate cut fading fast and look towards May being the first opportunity for the...
by Stephen Roberts | 21 Oct, 2024 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 14 Oct, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The latest batch of Australian economic readings have been curiously strong going against the widely held view that high interest rates are pummeling the economy and heralding a firmer Q3 GDP report (materially higher than 0.2% q-o-q recorded in each of the previous...
by Stephen Roberts | 14 Oct, 2024 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 7 Oct, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets rallied mostly in September aided by the US Federal Reserve starting to cut interest rates and a policy pivot in China with the authorities announcing stimulus measures aimed mostly at China’s beleaguered share and residential property market. The US...
