by Stephen Roberts | 17 Feb, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The RBA interest rate setting committee is meeting today and tomorrow and most economists and the market expect the cash rate to be cut by 25bps to 4.10% but with an accompanying message from RBA Governor Gillian Bullock indicating uncertainty about when another cut...
by Stephen Roberts | 17 Feb, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 10 Feb, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Most Australian economists plus money and bond market traders expect the RBA will cut the cash rate by 25bps to 4.10% at the interest rate setting meeting on 17th/18th February. We are more cautious and see a rate cut as possible but by no means certain. The case for...
by Stephen Roberts | 10 Feb, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 3 Feb, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets mostly rose strongly through January, notwithstanding the occasional sharp slip on competition from China to the supremacy of US companies developing artificial intelligence and President Trump’s tariff announcements at month-end. Government bond yields...
by Stephen Roberts | 3 Feb, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
