by Stephen Roberts | 11 Aug, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
According to the market and analysts it is a done deal that the RBA will cut the cash rate by 25bps to 3.60% at the two-day interest rate setting meeting this week. A rate cut seemed a near done deal at the July meeting and did not happen. Will the RBA surprise again...
by Stephen Roberts | 11 Aug, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 4 Aug, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets rose in July amid signs that the US and global economies are faring better than hoped with rising US trade protectionism. The market’s ‘risk-on’ trading attitude in July could be tested in August. At the beginning of August soft, US July labour market...
by Stephen Roberts | 4 Aug, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 28 Jul, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in July showed that while global economic growth is moderating, the damage so far is not as much as feared from the US policy turn towards imposing higher trade tariffs. Also, progress reducing inflation is stalling rather than reversing. Part...
by Stephen Roberts | 28 Jul, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
