Market insights
Weekly Economic Podcast – 30 January 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 Peak Ahead?
Our article headlines last and this week both come with question marks reflecting the degree of uncertainty surrounding recent changes in economic numbers and changes in financial market sentiment in response. In early 2023 much of what was concerning in the late...
Weekly Economic Podcast – 23 January 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.
Inflation on the way down?
Annual inflation is past its peak in the US and is moderating quite sharply. Financial markets are looking with some justification from recent US inflation and wage data towards the end of the Federal Reserve’s current rate hiking cycle with smaller 25bps rate hikes...
Weekly Economic Podcast – 16 January 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
Bond, credit and share markets fell in December amid concerns that central banks may need to underpin higher interest rates for longer to return inflation to their targets. A longer period of higher interest rates would increase the already high risk of a global...
Weekly Economic Podcast – 9 January 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.
More Work to Do?
Through 2022 the Australian economy rebounded much more strongly and with greater inflationary pressure than anyone expected at the beginning of the year. The RBA was forced to deliver an unprecedented eight consecutive monthly interest rate hikes and as the year...
Weekly Economic Podcast – 19 December 2022
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. This podcast has been produced for Laminar Capital and its wholesale clients. Any statements made are the view...
The Tipping-point
At some point the RBA will become confident that the forces driving above-target inflation are weakening enough to bring annual inflation back within 2-3% range over the next two years or so. Even though the RBA has delivered major monetary tightening over the past...
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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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