Market insights
Weekly Economic Podcast – 20 November 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.
The RBA is likely to hike again
The changes to the RBA’s economic forecasts in the quarterly Monetary Policy Statement last Friday show both why it needed to hike the cash rate last week and why it may need to hike again. The RBA revised higher forecasts of GDP and inflation and lower forecast...
Weekly Economic Podcast – 13 November 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 and Market Drivers
Risk assets weakened again in October amid the possibilty of an escalating war in the Middle East as well as concern that central banks may need to hike rates further. The rate hike concerns were alleviated to some extent late in the month as several major central...
Weekly Economic Podcast – 6 November 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 view change
Last week we took the signs of easing labour market conditions contained in the September labour force report as reason to expect the RBA to stay on hold at its next interest rate setting meeting on 7 November. What a difference a week can make in economics. The Q3...
Weekly Economic Podcast – 30 October 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.
Easing Labour Market Conditions
A persistently tight labour market is a key concern for central banks as they try to contain inflation. Tight labour market conditions provide bargaining power to workers potentially allowing wages to be bid up to cover inflation and more, adding to the likelihood...
Weekly Economic Podcast – 23 October 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 Second Phase?
Analysts are split between whether official interest rates in most major economies, including in Australia, have peaked or need to be tweaked a little higher. The US Federal Reserve in the minutes of its last policy meeting indicated that inflation and recession risks...
Disclaimer: Unless otherwise indicated all figures presented are as at June 30, 2022.
Laminar Capital Pty Ltd ABN 33 134 784 740, AFSL Number 476686. 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).
*Source: Perpetual Limited FY21 results presentation, 19 Australia 2021 https://perpetual.gcs-web.com/static-files/cc08a457-611b-4525-94d2-92de4810b721