by Stephen Roberts | 18 Nov, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
As the risk builds of inflation rekindling in 2025 and 2026 views are changing about how far major central banks can cut official interest rates and at what pace. Comments last week by Federal Reserve Chairman, Jerome Powell, that there is no rush to cut the Federal...
by Stephen Roberts | 18 Nov, 2024 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 11 Nov, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Last week US voters provided a sweeping victory to Donald Trump, the US Federal Reserve announced a 25bps cut to the Federal Funds rate to 4.75% and indicated more cuts to come and China’s National Peoples’ Congress announced a large spending package to help local...
by Stephen Roberts | 11 Nov, 2024 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
by Stephen Roberts | 4 Nov, 2024 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets mostly traded weaker in October, breaking the rallying run set over the previous few months. While there were signs in October that major economies such as the US economy and even the Australian economy were performing better than expected, that news came...
by Stephen Roberts | 4 Nov, 2024 | Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.