by Stephen Roberts | 4 Sep, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Risk assets weakened in August as evidence of firmer US economic activity; Europe possibly avoiding recession; and slower progress containing inflation rekindled concern that central banks have not finished hiking interest rates. China and Australia went against the...
by Stephen Roberts | 4 Sep, 2023 | 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.
by Stephen Roberts | 28 Aug, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
In August, progress towards lower inflation was patchier in most major economies other than in China and Australia. In China, the faltering economic recovery and excess capacity are promoting deflation. In Australia, annual inflation, although still high, fell sharply...
by Stephen Roberts | 28 Aug, 2023 | 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.
by Stephen Roberts | 21 Aug, 2023 | Economic Weekly, Laminar Economist Stephen Roberts, Market Commentary
Two key data points released last week say that Australia’s labour market may have reached a tipping point. The labour market may be taking a softer turn and that could remove pressure on the RBA to hike rates any further in this cycle. At the very least, if there are...