by Stephen Roberts | 10 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Sluggish Australian GDP growth in Q1 (+0.2% q-o-q, +1.3% y-o-y) plus some evidence that households are preferring to save rather than spend early in Q2 provide some leeway for the RBA to cut the cash rate further over the next few months. But that leeway is not great...
by Stephen Roberts | 10 Jun, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 2 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets rose in May as US President Trump promised to delay and wind back some of the high trade tariffs announced in March. Evidence that the US economy contracted slightly in Q1 did not dent market optimism. The risk of a trade-war induced US recession remains...
by Stephen Roberts | 2 Jun, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 14 Apr, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Despite the changes announced last week to President Trump’s tariff program, delaying for three months the bigger tariff hikes for some and a reprieve for US IT companies from the super-sized retaliatory tariffs imposed on China, the US Administration remains wedded...
by Stephen Roberts | 14 Apr, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
