All Articles tagged with 'Stephen Miller'

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The central bank circus: high wire acts?

From GSFM

There seems to be ongoing indications of “last mile” complications in getting inflation back to target in a number of “Anglo” economies. At the same time, labour markets are showing

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24 Oct 2025

Whither 60/40? What comes next?

From GSFM

The 60/40 portfolio isn’t dead, but is it evolving, and will look different in the future according to GSFM investment strategist Stephen Miller. He says it is time to consider

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09 Oct 2025

The Fed: certain uncertainty

From GSFM

As expected, The Federal Reserve’s FOMC lowered the policy rate by 25bps to a target range of 4-4¼ per cent. The decision clearly reflected greater emphasis on the labour market

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19 Sep 2025

The Fed: laboured

From GSFM

Clearly a notable feature of recent US economic data has been the revelation that the US labour market is not only softening but hasn’t been in as good a health

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12 Sep 2025

Fed: probably a September cut but…does it matter?

From GSFM

Inflation good enough and labour market softening but ‘stagflation-lite’ environment still a key risk. The US July consumer price index (CPI) report points to ongoing “stickiness” in inflation but absent

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15 Aug 2025

The Fed: not yet maybe later…

From GSFM

As had been almost universally expected, the Federal Reserve’s Federal Open Market Committee (FOMC) overnight announced that it had kept the policy rate unchanged in the 4.25-4.5 per cent range.

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01 Aug 2025

Greens shoots for global equity markets despite Trump 2.0 and a slowing US economy

From GSFM

Trump 2.0 remains the focal point as markets head into the second half of 2025. There is greater clarity around the implication of the US administration’s policies on markets, and

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30 Jul 2025

US inflation: of known and unknown unknowns (the ghost of Donald Rumsfeld)

From GSFM

The financial commentariat seem unsure on US inflation. I think that is understandable. For months now markets have braced for an acceleration of inflation as a consequence of President Trump’s

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18 Jul 2025

RBA: leaning to a July cut but that productivity “wart”?

From GSFM

The March quarter gross domestic product (GDP) release certainly confirmed that the Australian economy remains mired in the doldrums. GDP growth remains tepid, at best, at just 0.2 per cent

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06 Jun 2025

RBA can act “decisively” to mitigate a deteriorating international environment and beware the bond vigilantes!

From GSFM

As was largely anticipated, at the conclusion of this week’s Board meeting, the Reserve Bank of Australia (RBA) announced a cut in the policy rate by 25 basis points (bps),

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23 May 2025

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