All Articles tagged with 'Stephen Miller'

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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

No AI jobs apocalypse but Fed rate cuts not dead yet

From GSFM

Last night’s January jobs report appears on the surface to put further Fed policy rate reductions in indefinite abeyance. In the wake of President Trump’s “Liberation Day” announcement back in

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13 Feb 2026

A stitch in time for the RBA

From GSFM

As late as 21 January, markets had rated the probability of an upward adjustment to the policy rate at next week’s RBA Monetary Policy Board meeting at around 25 per

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30 Jan 2026

Artificial intelligence, geopolitics and inflation to dominate the investment landscape for 2026

From GSFM

Global markets will face a challenging year ahead with turbulence and uncertainty from some key areas dominating the investing landscape. Artificial intelligence, geopolitics and inflation will continue to influence market

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29 Jan 2026

RBA: it’s all about inflation…and the news ain’t looking great

From GSFM

I’ve had a hard time convincing myself that the Reserve Bank of Australia (RBA) will raise the policy rate when it meets on February 10th. Markets appeared to share that

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16 Jan 2026

Ongoing tensions in the US, RBA decision and Bank of England meeting

From GSFM

Structural versus macro: flying (a little bit) blind The US government shutdown has made for a paucity of data with which to analyse how the US economy is evolving. That

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07 Nov 2025

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

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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 [...]