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Everything from GSFM

US CPI not enough for a July “pause” and what to look out for from the RBA

From GSFM

US CPI: (maybe?) not enough for a July “pause” but it will be “one and done” The June consumer price index (CPI) report indicates that inflation has meaningfully turned and

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14 Jul 2023

RBA “skips” July but future meetings remain “live” and Fed FOMC June meeting minutes

From GSFM

After having increased the policy rate at both the May and June meetings, the Reserve Bank of Australia (RBA) Board decided to leave the policy rate unchanged at 4.1 per

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07 Jul 2023

Fed Chair Powell maintains the “pause not a peak” mantra and the RBA’s decision to increase the policy rate was “finely balanced”

From GSFM

In his semi-annual report to Congress Federal Reserve Chair Powell reiterated the main themes from his press conference last week following the Federal Reserve’s decision to “pause” the policy rate

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23 Jun 2023

A Fed “pause but not a “peak”? Median “dot plot” sees policy rate at 5.6 per cent by end-2023, dropping to 4.6 per cent by end-2024

From GSFM

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

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16 Jun 2023

Climate – Three tailwinds converge to support the investment case

From GSFM

Climate change is one of the most pressing issues of our time, and it’s clear that serious action is required to address it. One way to make a difference is

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01 Jun 2023

RBNZ breaks on through to the other side: A template for others?

From GSFM

In something of a surprise move the Reserve Bank of New Zealand (RBNZ) increased the policy rate by “only” 25 basis points (bp) to 5.5 per cent. Moreover, the RBNZ

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26 May 2023

Wage price index growth portends ongoing inflation challenges and US debt ceiling disputes

From GSFM

Yesterday’s April Labour Force Report was on the surface a little softer than anticipated but is not sufficient to move the dial for the RBA from a setting of “inflation

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19 May 2023

GSFM partners with Australian Entertainment Partners to launch new Australian film and television fund

From GSFM

GSFM has partnered with Australian Entertainment Partners to launch the AEP Screen Fund. The Fund will invest in film and television projects made in Australia, and is structured so that

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16 May 2023

US CPI: some slivers of good news but no change in “higher for longer” mantra from the Fed

From GSFM

Wednesday night’s April US consumer price index (CPI) report does contain some slivers of good news, particularly with regard to reduced price pressure in the services sector. However, the overarching

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12 May 2023

The Fed is now “one and done and ECB to raise the policy rate 25 bps

From GSFM

As was widely anticipated the Federal Reserve’s Federal Open Markets Committee (FOMC) chose to increase the policy (federal funds rate) target by 25 bps to an upper limit of 5.25

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05 May 2023

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