Market insights
Weekly Economic Podcast – 26 June 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 very mixed bag
Weak consumer sentiment and retail spending figures say that it is starting to feel like a recession, but the latest unexpectedly strong May labour statistics say the opposite. True, labour force data are lagging the current state of the economy, but home buying data...
Weekly Economic Podcast – 19 June 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 Outlook Review
The RBA’s June decision to hike the cash rate another 25 basis points (bps) to 4.10%, plus a subsequent speech by the RBA Governor Lowe focusing on the stickiness of inflation and the Q1 2023 GDP release showing a record annual fall in productivity all point to the...
Weekly Economic Podcast – 13 June 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
Most central banks indicated in May that it is too early to declare that they have done enough to bring inflation down to their respective targets, notwithstanding signs of slowing economic growth and a government debt ceiling scare in the United States that could...
Weekly Economic Podcast – 05 June 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
In May economic indicators point to moderating global economic growth and slow, bordering stalling progress containing high inflation. Central banks remained focused on bringing inflation down with some, including the US Federal Reserve, the European Central Bank and...
Weekly Economic Podcast – 29 May 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.
Pause Now Pay Later
The RBA is getting close to, or may even be at, the top of its current rate hiking cycle based on some of the recent economic data. The April labour force report showing a 4,300 fall in total employment and the unemployment rate lifting to 3.7% plus the earlier report...
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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).
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