by Stephen Roberts | Oct 22, 2018 | Laminar Economist Stephen Roberts, Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. Read more...
by Stephen Roberts | Oct 15, 2018 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Is the long global economic recovery ending and with it the long bull market in shares and most other assets including residential real estate? Is inflation coming back to life helping to kill the era of super-low interest rates and turning a possible economic... Read more...
by Stephen Roberts | Oct 15, 2018 | Laminar Economist Stephen Roberts, Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. Read more...
by Stephen Roberts | Oct 8, 2018 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
There is a growing risk that RBA will need to make upward adjustments to the GDP growth and inflation forecasts contained in its most recent quarterly Monetary Policy Statement issued in early August. The need for upward adjustments comes from mostly stronger than... Read more...
by Stephen Roberts | Oct 8, 2018 | Laminar Economist Stephen Roberts, Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. Read more...
by Stephen Roberts | Oct 2, 2018 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Share-market performances in September varied widely again ranging from Japan’s Nikkei lifting by 5.5% and making a 27-year high, to Australia’s ASX 200 falling by 1.8%. The US S&P 500 eked out a 0.4% gain in September, notwithstanding an intensifying trade war... Read more...
by Stephen Roberts | Oct 2, 2018 | Laminar Economist Stephen Roberts, Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. Read more...
by Stephen Roberts | Sep 24, 2018 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Evidence of strong global economic growth accumulates, but the downside risks to future growth are growing too. Annual GDP growth in Q2 was at multi-year highs in the US, Japan and Australia and not far away from recent high points in China and Europe too. July and... Read more...
by Stephen Roberts | Sep 24, 2018 | Laminar Economist Stephen Roberts, Market Commentary
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. Read more...
by Stephen Roberts | Sep 17, 2018 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
The Australian economy has performed well so far in 2018 although from the regular commentaries from many analysts and the press you might be led to think otherwise. Last week we pointed out in the piece “growth denial” that annualised GDP growth was 1.6% in the... Read more...