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Everything from GSFM

A Fed “skip” and BoE modest August CPI cast doubt on policy rate hike

From GSFM

At its recent meeting, the US Federal Reserve’s (Fed) Federal Open Markets Committee (FOMC) opted to “skip” a hike in the policy rate. However, the Fed indicated that more policy

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22 Sep 2023

US August CPI and ECB to raise the policy rate 25 bps at Thursday’s meeting

From GSFM

A slightly higher-than-anticipated core inflation result probably means that a further increase in the policy rate is on the agenda for next week’s Federal Reserve Federal Open Market Committee (FOMC)

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15 Sep 2023

RBA treads a cautious path

From GSFM

As was widely expected the Reserve Bank of Australia (RBA) chose to leave the policy rate unchanged at 4.10 per cent at Tuesday’s meeting. That was appropriate given the most

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11 Sep 2023

RBA meeting: calmer waters or the eye of the storm?

From GSFM

The Reserve Bank of Australia (RBA) will not adjust the policy rate when it meets on Tuesday. The data flow since the August meeting has consistently surprised on the downside

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05 Sep 2023

Absolute return fixed income, a strategy for today’s markets

From GSFM

Fixed income investments have long played an important role in a diversified portfolio. This article from GSFM explores the role of fixed income in the current environment and explains why

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04 Sep 2023

Jackson Hole: Ain’t no cure for the summertime (bond yield) blues!

From GSFM

With a sparse event calendar this week, the focus of markets will be on the Kansas City Fed’s Jackson Hole Symposium this weekend. The theme of this year’s conference is Structural

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25 Aug 2023

Wage Price Index and RBA minutes and UK CPI suggests no relief for the Bank of England

From GSFM

Wage Price Index and RBA minutes: hard to see a September or October hike…but come November? Last week I noted that the release of the July NAB Monthly Business Survey

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18 Aug 2023

Opportunities in private credit

From GSFM

Private credit continues to surge worldwide as traditional lenders take their focus away from smaller enterprises. This article from GSFM’s examines this trend in Australia and Asia and explores how

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14 Aug 2023

US July CPI enough for an indefinite abeyance and the Fair Work Commission pokes the inflation bear

From GSFM

US July CPI: enough for an indefinite abeyance but a policy rate “plateau” not a “peak” The July consumer price index (CPI) report reaffirms the message from the previous two

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14 Aug 2023

The RBA “skip” could yet be a prelude to a mortgage debtor “trip” and the US Fitch debt downgrade

From GSFM

The Reserve Bank of Australia’s (RBA) decision to “skip” a policy rate increase at Tuesday’s meeting was certainly defensible. The June quarter consumer price index (CPI) suggested that inflation as

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04 Aug 2023

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