All Articles tagged with 'Stephen Miller'

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Australian monthly CPI inflation

From GSFM

Yesterday’s Australian monthly CPI inflation report makes the September RBA meeting “live”. In my assessment the Board should increase the policy rate at that meeting. I expect it will. The

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28 Aug 2026

US inflation: nothing for the worry Warshs

From GSFM

Since the conclusion of the last Fed Federal Open Market Committee (FOMC) meeting, the US financial market commentariat have spent some time highlighting Fed Chair Warsh’s communication shortcomings. It appears

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14 Aug 2026

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

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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

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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

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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

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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

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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

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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

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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

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27 Feb 2026

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CPD: The case for Australian mid-caps – why quality is on sale
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CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
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Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]