by Stephen Roberts | 14 Jul, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The RBA surprised just about everybody, including us, with its decision to leave the cash rate unchanged at 3.85% last week. It begs the question what did we miss? What was it in the run of data and events between the June RBA policy meeting, when the RBA considered...
by Stephen Roberts | 14 Jul, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 7 Jul, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 30 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Economic data released in June showed evidence of moderating global economic growth but still tight labour market conditions and mixed picture for inflation with stickiness showing for some, notably the US and UK, but reducing for others including much of Europe...
by Stephen Roberts | 30 Jun, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 23 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The global economic outlook is becoming more volatile and challenging. Global growth will face a stiff headwind from President Trump’s imposition of higher tariffs on US imports. Where many of those tariff changes will settle is still in the air with unreliable...