Market insights
Weekly Economic Podcast – 17 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.
Beyond the Pause
The RBA paused at its April policy meeting after ten consecutive interest rate hikes that cumulatively lifted the official cash rate 350 basis points from 0.10% in April 2022 to 3.60% set at the early-March 2023 policy meeting. The questions after the April 2023...
Weekly Economic Podcast – 11 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.
Market Drivers
Government bond yields fell sharply in March reflecting a marked change in market view towards believing central banks’ official interest rates are at, or close to their peak, and will be cut two or three times over the next year. Falling bond yields are heralding...
Weekly Economic Podcast – 03 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.
Economic Roundup
In March, indications of slowing global economic remained limited. High inflation continued to ease slowly. Problems emerged at three US banks and Credit Suisse in Switzerland. Financial markets worried about a potential systemic banking problem in the making, but...
Weekly Economic Podcast – 27 March 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 Tale of Two Economies
US and Australian economic prospects are diverging and that may require the Federal Reserve (Fed) and RBA to deliver different official interest rate outcomes. To some extent, this has already occurred with the Fed having pushed its funds rate up to 4.75% and still...
Weekly Economic Podcast – 14 March 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
Changing views about how high interest rates might rise caused bond yields to lift in February and mixed results for major share markets. US economic readings were stronger than expected for the most part and reduction in inflation was less pronounced than expected...
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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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