All Articles tagged with 'Stephen Miller'

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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

Market commentary: Markets focussed on May CPI; Fed being given the benefit of the doubt

From GSFM

1. Markets focussed on May CPI. Fed being given the benefit of the doubt but there is doubt! All eyes tonight on the May CPI report. The market expectation is

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11 Jun 2021

Are you experienced? (Apologies to Jimi Hendrix)

From GSFM

While continuing to acknowledge a more positive outlook as far as growth and employment are concerned, the absence of any “lived experience” of price or wage inflation will likely see

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01 Jun 2021

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