by Stephen Roberts | 14 Nov, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The key messages from the downside US CPI surprise in October are that their annual inflation rate has moved past the peak for this cycle and can be expected to decline further through to mid-2023. Two near-term disinflationary forces are in play in the US, softer...
by Stephen Roberts | 14 Nov, 2022 | 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. This podcast has been produced for Laminar Capital and its wholesale clients. Any statements made are the view...
by Stephen Roberts | 7 Nov, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
In October and early November, financial markets toyed with the idea that central banks may be approaching the end of the rate hiking cycle fostering erratic rallies in several major share and bond markets. These rallies seem to be built on shaky ground given that the...
by Stephen Roberts | 7 Nov, 2022 | 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. This podcast has been produced for Laminar Capital and its wholesale clients. Any statements made are the view...
by Stephen Roberts | 31 Oct, 2022 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The latest inflation readings in most major economies continued to surprise on the high-side of expectations, but financial markets are starting to look towards when central banks may pivot and hike interest rates at a less aggressive pace. Essentially, the view that...
by Stephen Roberts | 31 Oct, 2022 | 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. This podcast has been produced for Laminar Capital and its wholesale clients. Any statements made are the view...
