All Articles tagged with 'Stephen Miller'

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RBA to cut by 25 bps. Retain optionality for the future (even if there are more cuts to come)

From GSFM

The March quarter consumer price index (CPI) was a good enough result for a 25 basis point (bp) policy rate cut at the Reserve Bank of Australia (RBA) meeting on

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20 May 2025

The Fed stands firm; remains “patient”

From GSFM

As was largely anticipated the Fed’s Federal Open Market Committee (FOMC) decided to leave the policy rate target unchanged at 4.25-4.50 per cent when it met overnight. In its statement

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09 May 2025

RBA: opting out of the circular firing squad

From GSFM

In my view the upending of the global trade system occasioned by the Trump Administration’s tariff agenda will more likely than not see a global recession by year-end. The backdown

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29 Apr 2025

RBA April preview: keep calm and carry on

From GSFM

Coming into next week’s Reserve Bank of Australia (RBA) Board meeting, it is extremely difficult to envisage anything other than a decision to leave the policy rate unchanged at its

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28 Mar 2025

The Fed: “transitory” turbulence?

From GSFM

As the Trump Administration assumed office, markets not only had priced ‘goldilocks’ but looked to be embracing a euphoric scenario. Inflation was in retreat; the Fed was cutting rates; bond

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21 Mar 2025

US CPI: a small mercy but Papa Bear looms

From GSFM

The big fear leading into last night’s US February CPI release was that it might reinforce the notion that the US is headed for a version of ‘stagflation-lite’ where inflation

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14 Mar 2025

The Fed: extended sabbatical or a short break

From GSFM

As was pretty much universally expected the Fed’s Federal Open Market Committee (FOMC) kept the policy rate target range unchanged at 4.25-4.50 per cent when it met overnight. The Fed

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31 Jan 2025

Will 2025 be the year of the bull market?

From GSFM

Global markets are showing signs of positive sentiment heading into 2025 but geopolitical uncertainty and the impact of the incoming Trump administration are the wild cards, according to GSFM and its

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22 Jan 2025

US CPI is better but still “sticky” and December labour force data could be pivotal for the RBA

From GSFM

US CPI: better but still “sticky”. The Fed policy rate: ditto. Where to for US bond yields? The robust December payrolls report was something of a death knell for a

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17 Jan 2025

The Fed: diluting the punchbowl?

From GSFM

Former Federal Reserve Chair William McChesney Martin was the longest serving Federal Reserve (Fed) Chair, serving almost 19 years until January 1970. He is famous for his description of the

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20 Dec 2024

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