All Articles tagged with 'Stephen Miller'

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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

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

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CPD: Growth holds, risks widen
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