All Articles tagged with 'Stephen Miller'

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Global and local market outlook positive but COVID-19 uncertainty remains

From GSFM

The first half of 2022 will continue to be an uncertain time for markets as the full impact of the Omicron variant makes its mark on the Australian economy –

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27 Jan 2022

Reserve Bank of Australia board meeting commentary

From GSFM

The RBA Board meeting on Tuesday is unlikely to elicit much by way of policy announcements or even changes to the policy roadmap. That will come at the next meeting

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07 Dec 2021

Omicron more a ‘tactical’ than ‘strategic’ consideration

From GSFM

Powell pivot sees “taper tantrum” or is it “rate rise reflux”? Omicron more a “tactical” than “strategic” consideration at this point. This year the big themes in markets when it

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03 Dec 2021

Stephen Miller on the Fed, the RBA and the BoE

From GSFM

FOMC announces taper Fed Chair “patient” on policy rate increase but will act if necessary. Inflation still “largely” seen as transitory but the FOMC Statement indicates less certainty on that.

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05 Nov 2021

RBA Board maintains settings

From GSFM

There were no real surprises from the RBA Board meeting today with the Governor’s Statement reaffirming that the Board is sticking with the settings outlined in September. Today’s statement preserves

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06 Oct 2021

Bond yields on the rise: implications for multi asset portfolio construction

From GSFM

Central banks sticking to a benign inflation view. Bond markets are nervous but accepting…for the time being Key central bank chiefs speaking overnight at the ECB virtual Sintra Conference (the

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01 Oct 2021

Positive surprise for June quarter GDP; however, no bearing on Tuesday’s RBA Meeting

From GSFM

Yesterday’s GDP numbers for the June quarter confounded the expectations of economists in registering a reasonably healthy 0.7% increase for the quarter, largely on the back of strength in both private

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03 Sep 2021

Australian wage growth remains subdued underscoring importance of RBA “flexibility”

From GSFM

The June wage price index fell slightly short of market expectations coming in at annual increase of 1.7% compared with a market consensus forecast of 1.9%. Having said that, the

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20 Aug 2021

RBA August Board Meeting: Caged doves?

From GSFM

In somewhat of a surprise decision, the RBA Board today persisted with the July meeting decision to taper bond purchases from September. The Board seemed to place a lot of

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04 Aug 2021

Pockets of opportunity provide good prospects for global bonds and equities

From GSFM

The COVID-19 pandemic recovery remains non-linear across developed and emerging economies leading to a patchy outlook for bond and equity markets, but pockets of opportunity remain, according to GSFM and

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22 Jul 2021

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