• Our services
    • Capital markets
    • Investment management
    • Settlement and custody
    • Treasury and advisory
    • Treasury Direct
  • Our work
  • Insights
  • About us
  • Contact us
  • Logins
    • Treasury Direct
Market Drivers

Market Drivers

by Stephen Roberts | 4 Nov, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Risk assets mostly traded weaker in October, breaking the rallying run set over the previous few months. While there were signs in October that major economies such as the US economy and even the Australian economy were performing better than expected, that news came...
Economic Roundup

Economic Roundup

by Stephen Roberts | 28 Oct, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

The global economic growth outlook took a brighter turn in October aided by the US Federal Reserve starting to cut rates as the US economy continues to grow above long-term trend and an opaque set of economic stimulus measures to boost China’s flagging economy....
Pushing Out the Rate Cut

Pushing Out the Rate Cut

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...
Curiously Strong

Curiously Strong

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...
Market Drivers

Market Drivers

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...
Economic Roundup

Economic Roundup

by Stephen Roberts | 30 Sep, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Economic data released in September again show soft global economic growth and slow progress reducing inflation. Several central banks reduced official interest rates, including the US Federal Reserve for the first time this cycle and by 50bps taking the Funds rate...
« Older Entries
Next Entries »

Categories

  • Bonds
  • Cameron Rae
  • Capital Markets
  • Economic Weekly
  • Economics
  • Economist
  • Interest Rates
  • Laminar
  • Laminar Capital
  • Laminar Economist Stephen Roberts
  • Market Commentary
  • Media
  • Monetary Policy
  • New Issue
  • News
  • Press
  • Treasury Direct
  • Uncategorized
  • Video

Archives

  • Our services
  • Our work
  • Treasury Direct
  • Market insights
  • About us
  • Contact us
  • Privacy policy
  • Customer notice/s
  • Terms of use

© Laminar Capital Pty Ltd 2021 ABN 33 134 784 740, AFSL Number 476686, Ph 1300 130 918