Market insights
Market Drivers
Risk assets mostly rose strongly through January, notwithstanding the occasional sharp slip on competition from China to the supremacy of US companies developing artificial intelligence and President Trump’s tariff announcements at month-end. Government bond yields...
Weekly Economic Podcast – 3 February 2025
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Economic Roundup
Economic data released in January show that global economic growth likely finished 2024 on a firming note. The advance US Q4 GDP report is due later this week and is expected to show above trend growth running around 2.7% annualised pace. Europe’s Q4 GDP is out this...
Weekly Economic Podcast – 28 January 2025
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Distant Signs of Higher Inflation and Interest Rates
While Australian inflation could track lower in the first half of 2025 signs are showing that it will start to rise again later in 2025 and in 2026. Those signs include the persistently tight labour market and current round of high wage negotiations, growth in...
Weekly Economic Podcast – 20 January 2025
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Economic Roundup and Market Drivers
Economic data released in December and early January show continuing above trend economic growth in the in the US, touch firmer economic indicators in China, Europe languishing and Australia showing signs of a lift in household spending. The fall in inflation through...
Weekly Economic Podcast – 14 January 2025
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
Turning to 2025
In this last economic report for 2024 we turn our attention to what we think may happen in 2025 and 2026. In a nutshell we forecast that Australian economic growth will accelerate from an average annual average of 1.1% estimated for 2024 to 2.3% in 2025 with average...
Weekly Economic Podcast – 16 December 2024
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week.
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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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