Market insights
Weekly Economic Podcast – 27 November 2023
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
Economic Roundup
Economic releases in November show signs of moderating economic activity in the US and Europe as well as lower inflation. Central bankers continue to warn that their task of returning inflation to their targets will still take time and will require a lengthy period of...
Updated “the RBA is likely to hike again”
We wrote last week that the RBA will hike rates again, most likely in February rather than at their next meeting in December. A December rate hike is back in play, however, after reports last week of a still very tight labour market in October and annual wage growth...
Weekly Economic Podcast – 20 November 2023
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
The RBA is likely to hike again
The changes to the RBA’s economic forecasts in the quarterly Monetary Policy Statement last Friday show both why it needed to hike the cash rate last week and why it may need to hike again. The RBA revised higher forecasts of GDP and inflation and lower forecast...
Weekly Economic Podcast – 13 November 2023
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
Economic Roundup and Market Drivers
Risk assets weakened again in October amid the possibilty of an escalating war in the Middle East as well as concern that central banks may need to hike rates further. The rate hike concerns were alleviated to some extent late in the month as several major central...
Weekly Economic Podcast – 6 November 2023
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
Interest rate view change
Last week we took the signs of easing labour market conditions contained in the September labour force report as reason to expect the RBA to stay on hold at its next interest rate setting meeting on 7 November. What a difference a week can make in economics. The Q3...
Weekly Economic Podcast – 30 October 2023
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update.
Disclaimer: Unless otherwise indicated all figures presented are as at June 30, 2022.
Laminar Capital Pty Ltd ABN 33 134 784 740, AFSL Number 476686. Laminar Capital is part of the Perpetual Group (Perpetual Limited ABN 86 000 431 827, including its subsidiaries).
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).
*Source: Perpetual Limited FY21 results presentation, 19 Australia 2021 https://perpetual.gcs-web.com/static-files/cc08a457-611b-4525-94d2-92de4810b721