All Articles tagged with 'Stephen Miller'

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Australian GDP and the RBA: the February door is ajar

From GSFM

In some sense the September quarter national accounts don’t reveal much that wasn’t already known. Private demand is weak, but apparent supply constraints (exemplified by ongoing languishing productivity) are a

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06 Dec 2024

Any US tariff increases won’t delay RBA easing

From GSFM

Trump, tariffs and the RBA There has been some commentary that a Trump 2.0 could delay any RBA easing because of its potential inflationary impact. I struggle with the notion

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11 Nov 2024

The US election, the US budget deficit, inflation, bond yields, the USD, the Fed, equities, gold and crypto – so much to think about!

From GSFM

Beware the knee-jerk?? Bond yields have spiked higher on the prospect of a Trump victory in the US Presidential election and the US dollar (USD) has surged. Despite higher bond

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08 Nov 2024

Bank of Canada presses the accelerator on rate reductions… “to stick the landing”

From GSFM

In a move that markets had certainly contemplated, the Bank of Canada cut its policy rate by 50 basis points (bps) overnight to take the policy rate to 3.75 per

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25 Oct 2024

RBNZ presses the accelerator on rate reductions

From GSFM

In a widely anticipated move the Monetary Policy Committee (MPC) of Reserve Bank of New Zealand (RBNZ) cut the official cash rate (OCR) by 50 basis points (bps) to 4.75

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11 Oct 2024

The Fed: curbing market enthusiasm…for now

From GSFM

It doesn’t seem that long ago that markets were sifting through the entrails of the Federal Reserve’s (Fed) last policy decision and subsequent press conference from Fed Chair Powell. That

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04 Oct 2024

RBA: keep calm and carry on

From GSFM

As expected, the RBA kept the policy rate unchanged at 4.35 per cent when it met earlier in the week. Furthermore, despite a plethora of disingenuous political commentary around monetary

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30 Sep 2024

August labour force won’t move the dial for the RBA

From GSFM

RBA Governor Michele Bullock cast a hawkish hue over the most recent RBA Board decision to leave the policy rate unchanged at 4.35 per cent at its August meeting. In

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20 Sep 2024

It takes an unlikely Melbourne Cup Day trifecta to see a RBA policy rate reduction

From GSFM

Wednesday’s monthly consumer price index (CPI) indicator report added little to the market’s available information set in terms of their expectation regarding the next (almost certainly downward) adjustment in the

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30 Aug 2024

US CPI and Fed easing: You can almost touch it

From GSFM

Last night’s US July consumer price index report makes a policy rate cut at the US Federal Reserve’s (the Fed’s) September 17-18 Federal Open Market Committee (FOMC) meeting a virtual

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16 Aug 2024

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
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CPD: Aged care advice and ethics
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Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
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