All Articles tagged with 'Stephen Miller'

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RBA: to fight inflation, apply resuscitation or remain in suspended animation?

From GSFM

The Reserve Bank of Australia (RBA) Board will almost certainly leave the policy rate unchanged when it meets next week. There is also little prospect of a change in messaging

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17 Jun 2024

US CPI and the Fed: Let’s get this party started…almost

From GSFM

Former US Federal Reserve (the Fed) Governor, William McChesney Martin, once described the role of the Fed as akin to “to taking away the punch bowl just as the party

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14 Jun 2024

RBA in limbo land; the Bank of Canada cuts because it can; the ECB has a similar plan; where does the Fed stand

From GSFM

RBA At the margin yesterday’s March quarter GDP release supports the Reserve Bank of Australia’s (RBA) “wait and see” approach to any adjustment in the policy rate. The report confirmed

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07 Jun 2024

Monthly CPI indicator and RBA implications

From GSFM

“Give me a one-handed Economist. All my economists say ‘on the one hand…’, then ‘but on the other…” – Harry Truman (US President 1945-53) Australia: Inflation Trepidation The April Monthly

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31 May 2024

RBA: patience through the “noise” or waiting for Godot I

From GSFM

No real surprises from the Reserve Bank of Australia (RBA) May Board meeting minutes. Governor Michele Bullock had already let it be known that the Board debate was one of

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24 May 2024

RBA: hawk eye!

From GSFM

As was largely expected, the Reserve Bank of Australia (RBA) Board decided to leave the policy rate unchanged at 4.35 per cent. However, I would be surprised if the option

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08 May 2024

The Fed less hawkish than feared and upcoming US April non-farm payrolls

From GSFM

As was universally expected the Federal Reserve (Fed) left the policy rate target unchanged at 5.25-5.5 per cent. In so doing the Fed acknowledged that inflation had been a little

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03 May 2024

Groundhog day as core inflation in the US surprises on the upside again

From GSFM

US CPI: Groundhog day as core inflation surprises on the upside again At the start of the year the bond market was anticipating something close to 175 basis points (bps)

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12 Apr 2024

The Fed and March US non-farm payrolls report and the ECB’s end to the tightening cycle

From GSFM

“Give me a one-handed economist. All my economists say “on the one hand…, but then on the other…” Harry Truman (US President 1945-53) Where is the Fed coming into

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08 Apr 2024

On the other hand

From GSFM

“Give me a one-handed Economist. All my economists say ‘on the one hand…’, then ‘but on the other…” – Harry Truman (US President 1945-52) Despite a plethora of central bank

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25 Mar 2024

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