All Articles tagged with 'Stephen Miller'

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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

Lowe speech to Economic Society today following Tuesday RBA Board meeting. Pushing back against market pricing?

From GSFM

RBA Governor Lowe spoke yesterday to the Australian Economic Society yesterday on The Labour Market and Monetary Policy. Following in the wake of Tuesday’s RBA decision I expect the Governor

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09 Jul 2021

Markets dismiss regulation risks

From GSFM

The US Federal Court decision to dismiss an anti-trust complaint against Facebook this week saw that company catapulted into the $1trillion market cap club (along with Apple, Amazon, Microsoft and

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02 Jul 2021

Sydney COVID outbreak signals only (very) marginal tweak from the RBA despite strong labour market

From GSFM

Even before the Sydney COVID-19 outbreak the prospect for any major shift in policy from the Reserve Bank of Australia (RBA) was remote. A cautious US Federal Reserve (the Fed)

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25 Jun 2021

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]