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Market Drivers

Market Drivers

by Stephen Roberts | 5 Mar, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

The rally in risk assets continued strongly in February with almost all major share and credit markets making gains. The further rally was helped by more signs of soft economic landing for the US as well as hope of government initiatives to prime growth in China....
Weekly Economic Podcast – 4 March 2024

Weekly Economic Podcast – 4 March 2024

by Stephen Roberts | 5 Mar, 2024 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Weekly Economic Podcast – 4 March 2024

Weekly Economic Podcast – 26 February 2024

by Stephen Roberts | 26 Feb, 2024 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
Economic Roundup

Economic Roundup

by Stephen Roberts | 26 Feb, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Economic data released in February showed most major economies showing slow growth bordering recession. A notable exception is the United States where most economic readings point to improving growth and off a firm base in the second half of 2023. The slow growth...

Weekly Economic Podcast – 19 February 2024

by Stephen Roberts | 19 Feb, 2024 | Market Commentary

Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
Labour market strength fading

Labour market strength fading

by Stephen Roberts | 19 Feb, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary

Australia’s labour market strength is starting to fade. A weaker labour market will help to cap wage growth and should over time help to bring inflation back inside the RBA’s 2-3% target. A weaker labour market will pave the way for the RBA to start cutting the cash...
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