Market insights
Weekly Economic Podcast – 22 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.
Watching Wages and Inflation
On Wednesday and Thursday this week two data releases will influence what the RBA does next with the cash rate. At the next RBA policy meeting in early June and in the interest rate setting meetings for several months beyond the two options that the RBA has are to...
Weekly Economic Podcast – 15 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.
Reading the official forecasts’ tea leaves
Last week the RBA produced its latest set of economic forecasts in the quarterly Statement on Monetary Statement (MPS). This week, Commonwealth Treasury’s latest economic forecasts will be revealed when Treasurer, Jim Chalmers, brings down the 2023-24 Budget. Both...
Weekly Economic Podcast – 08 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.
Market Drivers
Government bond markets and major stock markets maintained different outlooks for the global economy in April. Bond yields sitting below current official interest rates and the inverted US bond yield curve point to recession ahead and of an order that will force...
Weekly Economic Podcast – 01 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.
Economic Roundup
In April economic indicators showed moderating global economic growth for the most part, but with inflation still high enough to concern most central banks. China was an exception with growth gathering pace, but with low inflation. The softening in economic activity...
Weekly Economic Podcast – 24 April 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.
On Balance
Writing about the outlook beyond the RBA’s rate pause last week we considered that the various opposing factors influencing the cash rate outlook favoured a lengthy pause at 3.60%. Our view required continuing evidence of soft growth in household spending and...
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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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