Market insights
A Done Deal?
According to the market and analysts it is a done deal that the RBA will cut the cash rate by 25bps to 3.60% at the two-day interest rate setting meeting this week. A rate cut seemed a near done deal at the July meeting and did not happen. Will the RBA surprise again...
Weekly Economic Podcast – 11 August 2025
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Market Drivers July 2025
Risk assets rose in July amid signs that the US and global economies are faring better than hoped with rising US trade protectionism. The market’s ‘risk-on’ trading attitude in July could be tested in August. At the beginning of August soft, US July labour market...
Weekly Economic Podcast – 4 August 2025
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Economic Roundup
Economic data released in July showed that while global economic growth is moderating, the damage so far is not as much as feared from the US policy turn towards imposing higher trade tariffs. Also, progress reducing inflation is stalling rather than reversing. Part...
Weekly Economic Podcast – 28 July 2025
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
RBA Caution
The RBA surprised just about everybody, including us, with its decision to leave the cash rate unchanged at 3.85% last week. It begs the question what did we miss? What was it in the run of data and events between the June RBA policy meeting, when the RBA considered...
Weekly Economic Podcast – 14 July 2025
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Market Drivers June 2025
Risk assets rose mostly in June as tensions flared and settled between Iran, Israel and the US. European risk assets were the exception, giving up a little ground. While the US Federal Reserve Chairman, Jerome Powell, indicated that theFed was in no hurry to cut the...
Weekly Economic Podcast – 7 July 2025
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
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Treasury Direct is provided by Laminar Capital Pty Ltd 2021 ABN 33 134 784 740, AFSL Number 476686. This publication contains general information for wholesale clients only and is not intended to provide you with financial advice. Laminar Capital is part of the Perpetual Group (Perpetual Limited ABN 86 000 431 827, including its subsidiaries).
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