Market insights
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.
Easing Labour Market Conditions
A persistently tight labour market is a key concern for central banks as they try to contain inflation. Tight labour market conditions provide bargaining power to workers potentially allowing wages to be bid up to cover inflation and more, adding to the likelihood...
Weekly Economic Podcast – 23 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.
A Second Phase?
Analysts are split between whether official interest rates in most major economies, including in Australia, have peaked or need to be tweaked a little higher. The US Federal Reserve in the minutes of its last policy meeting indicated that inflation and recession risks...
Weekly Economic Podcast – 16 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.
A Tricky Pause
The cash rate remains on uneasy pause at 4.10% is the verdict after the first monetary policy meeting presided over by new RBA Governor, Michelle Bullock. Essentially the economic backdrop to the rate decision has not changed. In the words of the new Governor and...
Weekly Economic Podcast – 9 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.
Market Drivers
Risk assets weakened again in September as central banks reaffirmed that interest rates would need to stay higher for longer. Bond markets continued to build the growing possibility that official interest rates are likely to stay at least as high as they are currently...
Weekly Economic Podcast – 2 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.
A Recession of Sorts
Australia is yet to breach the two consecutive quarters of GDP that defines conventionally a recession, but other indicators such as GDP per head, falling nominal GDP and weak household disposable income are all flashing recession-like. The soft components in the Q2...
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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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