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Market Drivers

Market Drivers

by Stephen Roberts | 1 Jul, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

What promised to be another strong month for risk assets in June driven by hope of official interest rate cuts was marred for some in Europe by rising concern about the strong electoral performance of far-right political parties threatening to turn back further the...
Weekly Economic Podcast – 1 July 2024

Weekly Economic Podcast – 1 July 2024

by Stephen Roberts | 1 Jul, 2024 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Economic Roundup

Economic Roundup

by Stephen Roberts | 24 Jun, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Economic data released in June showed weak global economic growth, still tight labour markets and patchy progress reducing inflation. Some central banks cut their official interest rates for the first time in the current high interest rate cycle, notably the European...
Weekly Economic Podcast – 1 July 2024

Weekly Economic Podcast – 24 June 2024

by Stephen Roberts | 24 Jun, 2024 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.  
A soft landing on a narrow runway

A soft landing on a narrow runway

by Stephen Roberts | 17 Jun, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Analogies abound as the RBA Governor and the Federal Treasurer try to explain Australia’s economic outlook given current economic policy settings. The narrow and narrowing path getting inflation down sustainably within 2-3% range is a popular analogy at the RBA, while...
Weekly Economic Podcast – 1 July 2024

Weekly Economic Podcast – 17 June 2024

by Stephen Roberts | 17 Jun, 2024 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
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