by Stephen Roberts | 5 Feb, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Most major stock markets rallied in January driven still by what seem to be incompatible views that growth is proving resilient, notably in the US, but central banks can pivot relatively soon and start cutting interest rates. Stock markets in China and Hong continued...
by Stephen Roberts | 29 Jan, 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.
by Stephen Roberts | 29 Jan, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Firmer than expected global economic growth in January, slowing progress reducing inflation and still tight labour market conditions are causing central banks to try and hose down market expectations concerning how soon and how much official interest rates can be cut...
by Stephen Roberts | 22 Jan, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The RBA’s first interest rate decision of 2024 on 6th February could go either way, a pause at 4.35% for the cash rate, or a 25bps rate hike to 4.60%. Economic data released since the last RBA meeting in early December show spending on housing and consumption goods...
by Stephen Roberts | 22 Jan, 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.
by Stephen Roberts | 15 Jan, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Financial assets mostly rallied in December, retraced some ground in the first week of 2024, but have recovered again since. Belief that central banks will start cutting official interest rates this year, beginning as early as March by the US Federal Reserve, is...
