by Stephen Roberts | 15 Apr, 2024 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 15 Apr, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Key economic reports relating to labour market conditions and inflation are due over the next two weeks and what they show will determine whether any hope remains that the RBA can start to cut the cash rate in late 2024. Our view is that the odds have moved against a...
by Stephen Roberts | 8 Apr, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The timetable for the RBA’s initial rate cut has turned into an endless hurdle race where the race is getting both longer and some of the hurdles along the way are getting higher. Using the guide provided by the RBA when its forecasts were updated last in early...
by Stephen Roberts | 8 Apr, 2024 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 2 Apr, 2024 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 2 Apr, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The rally in risk assets continued strongly again in March with almost all major share and credit markets making gains. Economic indicators released in March in the US and Australia were mostly quite firm reducing the likelihood of recession soon. Inflation has fallen...
