All Articles tagged with 'Stephen Miller'

You are in Posts tagged 'Stephen Miller'

Inflation and the “new” Fed: livin’ under Kevin

From GSFM

The financial market commentariat would have us believe that Federal Reserve Chair Warsh’s Congressional testimony was “hawkish”. Fair enough! Despite a benign June consumer price index (CPI) report and last night’s benign producer price

continue reading

17 Jul 2026

RBA minutes: stayin’ live

From GSFM

I’m not sure that the news flow of the last week or so has managed to advance whatever one may have been thinking about the decision of the Reserve Bank

continue reading

03 Jul 2026

The Fed: “hawkish”…sort of…

From GSFM

As was pretty much expected, the Federal Reserve’s Federal Open Market Committee (FOMC) chose to keep the policy (federal funds) rate target unchanged at 3.5 – 3.75 per cent. That

continue reading

19 Jun 2026

The RBA: ‘pause and reflect’ despite a particular inflation proclivity, Fed and other central banks

From GSFM

The RBA: ‘pause and reflect’ despite a particular inflation proclivity I had canvassed the possibility that the Reserve Bank of Australia (RBA) might ‘pause and reflect’ at the last RBA

continue reading

05 Jun 2026

Are markets ‘complacent’?

From GSFM

The onset of the Iranian crisis has unleashed a litany of dire prognostications surrounding the likely course of the price of financial assets. Yet US equity markets are close to

continue reading

08 May 2026

Is an increase in oil prices inflationary or disinflationary?

From GSFM

The sharp increase in the price of oil in the wake of the Iran conflict has ushered in a plethora of central bank warnings around the inflationary consequences of such

continue reading

30 Mar 2026

US CPI and the Fed: the door is ever so slightly ajar…but the Fed won’t walk through in March

From GSFM

The Federal Reserve (Fed) faces a somewhat different decision than the Reserve Bank of Australia (RBA). In the absence of the sharp rise in oil prices, there would be an

continue reading

13 Mar 2026

A “patient” RBA and January CPI: March unlikely but May “live”

From GSFM

For those looking for some mortgage relief, yesterday’s release of the January consumer price index (CPI) didn’t make for pleasant reading. The best thing that might be said about yesterday’s

continue reading

27 Feb 2026

No AI jobs apocalypse but Fed rate cuts not dead yet

From GSFM

Last night’s January jobs report appears on the surface to put further Fed policy rate reductions in indefinite abeyance. In the wake of President Trump’s “Liberation Day” announcement back in

continue reading

13 Feb 2026

A stitch in time for the RBA

From GSFM

As late as 21 January, markets had rated the probability of an upward adjustment to the policy rate at next week’s RBA Monetary Policy Board meeting at around 25 per

continue reading

30 Jan 2026

FIRST 12 3 4 5...17 LAST

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]