by Stephen Roberts | 1 Sep, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets rose strongly again in August assisted by hope that the US Federal Reserve might restart rate cuts this month. Another factor helping to keep US technology stocks at the leading edge of the rally this year is belief in the huge earnings growth potential...
by Stephen Roberts | 1 Sep, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 25 Aug, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in August have prompted upward revision to the global economic growth outlook relative to the pronounced slowing feared as the US turns toward higher tariffs on international trade. Q2 GDP reports from the US, Europe and China have come in a...
by Stephen Roberts | 25 Aug, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 18 Aug, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The RBA cut the cash rate by 25bps to 3.60% as widely expected. The statement accompanying the rate cut as well as the update of the RBA’s economic forecasts in the August Monetary Policy Statement implies that the RBA has become less cautious about cutting the cash...
by Stephen Roberts | 18 Aug, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
