by Stephen Roberts | Oct 3, 2017 | Market Insights
The theme of a broadening global recovery continued to influence financial markets through September with investors actively seeking out relatively underrated opportunities outside the US. Investors continued to ignore largely growing geopolitical instability... Read more...
by Stephen Roberts | Oct 3, 2017 | Market Insights
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. http://laminarcapital.com.au/wp-content/uploads/2017/10/Market-Commentary-20171003.mp3 The post Weekly Economic Podcast... Read more...
by Stephen Roberts | Oct 3, 2017 | Market Insights
The Bank for International Settlements (BIS) quarterly report is always worth the read. Whilst it is academic in style and length, it consistently raises material that matters. Taken from the September report, the graphic below highlights the big issues for global... Read more...
by Stephen Roberts | Sep 25, 2017 | Market Insights
The RBA left its cash rate unchanged at 1.50% at its September policy meeting and the accompanying statement and subsequent minutes still imply a bias to leave the cash rate unchanged for a few more months. Factors dictating leaving the cash rate unchanged include low... Read more...
by Stephen Roberts | Sep 25, 2017 | Market Insights
During September there were more indications that global economic growth has increased pace this year. Q2 GDP growth reports and revisions from the US, China, Japan and Europe confirm a marked improvement in economic activity in the first half of 2017. Leading... Read more...
by Stephen Roberts | Sep 25, 2017 | Market Insights
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. http://laminarcapital.com.au/wp-content/uploads/2017/09/Market-Commentary-20170925.mp3 The post Weekly Economic Podcast... Read more...
by Stephen Roberts | Sep 18, 2017 | Market Insights
As global economic growth continues to improve major central are looking at the pathways they might take to return monetary policy settings from abnormally accommodative to normal. They face many challenges in the next few years taking monetary policy from abnormal... Read more...
by Stephen Roberts | Sep 18, 2017 | Market Insights
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. http://laminarcapital.com.au/wp-content/uploads/2017/09/Market-Commentary-20170918.mp3 The post Weekly Economic Podcast... Read more...
by Stephen Roberts | Sep 11, 2017 | Market Insights
Australian GDP growth lifted to a respectable 0.8% q-o-q in Q2 from an anemic 0.3% q-o-q in Q1. If we annualised our GDP growth the way the Americans do, growth would have risen to an above long-term trend 3.2% in Q2 from 1.2% in Q1 implying a big improvement and... Read more...
by Stephen Roberts | Sep 11, 2017 | Market Insights
Laminar Capital’s Senior Economist Stephen Roberts give his insights into the capital markets for this week. Click to listen to our economic update. http://laminarcapital.com.au/wp-content/uploads/2017/09/Market-Commentary-20170911.mp3 The post Weekly Economic Podcast... Read more...
