by Stephen Roberts | 2 Jun, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets rose in May as US President Trump promised to delay and wind back some of the high trade tariffs announced in March. Evidence that the US economy contracted slightly in Q1 did not dent market optimism. The risk of a trade-war induced US recession remains...
by Stephen Roberts | 2 Jun, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 14 Apr, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Despite the changes announced last week to President Trump’s tariff program, delaying for three months the bigger tariff hikes for some and a reprieve for US IT companies from the super-sized retaliatory tariffs imposed on China, the US Administration remains wedded...
by Stephen Roberts | 14 Apr, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 7 Apr, 2025 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets fell in March and then fell much more in the first week of April after President Trump’s announcement of higher trade tariffs. The US tariffs could cause recession in the US combined with higher inflation. Financial markets are not accepting President...
by Stephen Roberts | 7 Apr, 2025 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.